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− | {{SeqReportPageHeader}}
| + | #REDIRECT [[Reports]] |
− | =Overview=
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− | The [[SmartSimple]] reporting system is an integral part of the [[SmartSimple]] business operating system. The [[SmartSimple]] reporting system has the following characteristics:
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− | ===Creating Reports===
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− | You do not need to buy or install any additional software.
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− | All creation functionality is available within the standard interface.
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− | The creation of reports is restricted to users with the '''[[Manager Permission]]''' – '''[[Manager Permission – Reports and Dashboards|Reports]]'''.
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− | You create reports within the reporting system that will:
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− | * Display data from one or more tables.
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− | * Group (aggregate) data from one or more tables.
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− | * Display the grouped data in a variety of different types of graphs.
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− | * Export the data into any file format.
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− | [[Role]]-based security defines who can view reports that you create.
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− | Reports can be designated as '''[[Internet Enabled Reports|Internet Enabled]]''' and linked to public websites.
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− | There are a series of built-in reports that can be copied and used as the basis for your own reports.
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− | Reports can be grouped together on report “tabs.” You can group reports on a similar topic together.
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− | =Viewing Reports=
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− | * Reports can be viewed from any [[Browser|browser]] in any location.
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− | * You set the [[Role|role]] permissions to define who can view which report.
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− | * Report results can be accessed using '''Microsoft Excel''' or '''Microsoft Word''' using the appropriate [[SmartSimple]] Plug-in.
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− | =Reporting Components=
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− | You will encounter three major components in the reporting system:
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− | * Reports that are created from underlying [[SmartSimple]] database tables. You connect the required tables to create the report.
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− | * Graphs that you create. These are based on an existing report and are used to display the report in a graphic format.
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− | * Dashboards that displays multiple charts on a single page.
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− | The following diagram shows the relationship between these three types of [[Entity|entities]]:
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− | [[Image:Reporting-componets-800w (2).jpg|link=]]
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− | =Report – Definition=
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− | A report is defined as follows:
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− | * A report allows you to manipulate both the contents and the presentation of the data contained in one or more of the [[SmartSimple]] tables.
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− | * Unlike a table, a report presents only the data that meets criteria that you define.
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− | * Reports can aggregate information and display summary information.
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− | ===Built-in Reports===
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− | As well as creating your own reports, you can use any of the built-in reports.
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− | * You can copy any report and use it as the basis for additional reports.
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− | * If you need to use a built-in report as the basis for your own report, make a copy and then make the changes, as you cannot alter the built-in reports.
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− | ===Report Permissions===
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− | Each report needs to be permissioned to the [[Role|roles]] you wish to be able to view the report.
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− | =Chart – Definition=
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− | Charts are used to display the information from a report in an easy-to-read “graphic” format.
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− | * You can create pie charts, bar charts, line charts, and table-type charts.
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− | * You can create more than one chart type of each report and when displaying a report, choose from any of the charts associated with the report.
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− | * Generally, you will choose a “summary” type report as the basis for the chart, as that type of information is more meaningful when displayed in this manner.
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− | A [[User|user]] can only access the chart if they have permission to see the report the chart is based on.
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− | =Dashboard – Definition=
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− | A dashboard is a single page view of a set of charts.
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− | * When the [[User|user]] displays the dashboard, each report referenced by each chart is processed, and the current data is displayed in charts that are displayed on the dashboard.
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− | * You can create multiple dashboards to show different sets of key indicators.
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− | * A [[User|user]] can indicate that a specific dashboard should be their “home page” within [[SmartSimple]], giving them an immediate view of key information from the system when they first log in.
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− | * Each dashboard needs to be permissioned to the [[Role|roles]] you wish to be able to see the dashboard.
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− | =SmartSimple Tables - Denormalized=
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− | In order to make the creation of reports a little simpler, some of the [[SmartSimple]] tables are presented in a [http://en.wikipedia.org/wiki/Denormalization denormalized] format when using the '''[[Report Builder Column Settings|Report Builder]]'''.
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− | For example, the contact record does not contain the company name; these two tables are linked at the database level through the '''CompanyID''' field. So contact table does not contain the company name field but rather a key field that links to the company table.
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− | But when you use the contact table within the '''[[Report Builder Column Settings|Report Builder]]''' it will display a field “Company Name”. This means that you can use this field without needing to link the two tables together.
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− | {{PrevNextStart}} Back to [[Reports]] Category
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− | {{PrevNextMid}}[[Manager Permission – Reports and Dashboards]] {{PrevNextEnd}}
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− | [[Category:Reports]]
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