Skip to main content

12. Maker Course - View the Business Report

Video Walkthrough

Follow Along:

View the Business Report and Add Fields

  1. In the module builder, select the Report button. The module business report displays.

  2. Beside the business report name, select the three dots button, three_dots.png. The business report settings menu displays.

  3. Select Manage Fields. The Manage Fields window displays.

  4. To include additional fields in the business report, hover over the field and select the show/hide button, show-hide.png.

  5. Select the Filter button to display other items.

  6. Select any item to view the default item interface.

Set Requester Tracker Interface as Default Item Interface

  1. On the Business Reports screen, select the Module Studio button. The module builder displays.

  2. In the module builder toolbar, select the Interfaces button. The Interfaces panel displays.

  3. Locate the Request Details interface you created in the previous section and select the three dots icon, three_dots.png, beside it. The interface options menu displays.

  4. Select Set as default.

You've explored the module business report and learned its value as a debugging and troubleshooting tool. You've also set your request tracker interface as the default item interface, ensuring users see that when viewing their request. Next, well customize our business report and refresh the items it contains to ensure our global and formula fields display the right data.

Next Step:

13. Maker Course - Customize Business Report and Refresh Items