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| − | {{SeqReportPageHeader}}
| + | #REDIRECT [[Reports#Creating a Basic Report]] |
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| − | '''[http://www.smartsimple.com/DotOrg/flash/Creating_a_basic_Report_viewlet_swf.html View It Here]'''
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| − | In this article, you will build a report that lists all your contacts displaying their first name, last name, and title.
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| − | 1. Click the '''Communications''', '''View Reports''' window.
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| − | The Reports window is displayed.
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| − | '''Note''': If you have many custom fields, access the reports tab within the application you are creating the report from. If you are creating a report from a particular UTA, access the reports tab from that UTA.
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| − | 2. Click the '''New Report''' tab.
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| − | The New Report window is displayed.
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| − | [[Image:Repor.png]]
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| − | This window contains the following settings:
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| − | * '''Name''' - The name of the report will be displayed to [[User|users]] accessing the report.
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| − | * '''Category''' - The category you wish to associate with this report. Entering a unique category name will create a new entry in the '''Category''' combo box. Entering an existing category name will display this report in the existing category.
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| − | * '''Description''' - Narrative description of the purpose of the report.
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| − | * '''Lock''' - The "Do not rebuild report" checkbox indicates that the report should not be rebuilt in case of a custom Report Template, it will give an alert when the '''Report Builder''' button is clicked.
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| − | * '''Report Builder''' - This button opens the '''Report Builder'''.
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| − | * '''Recordsets''' - This tab is used to select which tables are required in the report, the relationships between the tables, and the primary table. The primary table determines how data will be joined when multiple tables are selected.
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| − | * '''Advanced''' - This tab shows advanced settings for the report:
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| − | ** '''Criteria Text''' - Text used to prompt the [[User|user]] when they are required to enter some criteria values.
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| − | ** '''View''' - Determines if the report should show the information in a list – '''List View''', or one record at a time – '''Single Record View'''.
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| − | ** '''Internet Enabled''' - Displays a [[URL]] that allows the report to be displayed accessed over the internet without the need for a [[User|user]] to log into the system. This type of report is useful for creating public reports.
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| − | 3. Set the '''Name''' to '''Contact List'''.
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| − | [[Image:Repor2.png]] | |
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| − | 4. Set the '''Category''' to '''Training Reports'''.
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| − | [[Image:Repor3.png]]
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| − | This will create a new entry in the category combo box – '''Training Reports'''.
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| − | [[Image:Repor4.png]]
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| − | 5. Set the '''Description''' to '''List Contacts - All'''.
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| − | [[Image:Repor5.png]]
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| − | 6. Click the '''Save''' button.
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| − | The report is saved and the '''Delete''' and '''Preview''' buttons are displayed.
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| − | [[Image:Repor6.png]]
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| − | It will not be possible to preview this report, as you have not selected any table(s) nor selected any fields from the tables in the '''Report Builder'''.
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| − | =Report Tabs=
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| − | In addition to the '''Delete''' and '''Preview''' buttons, a new set of tabs are displayed at the top of the report window.
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| − | [[Image:Reps4.png]]
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| − | * '''Recordsets''' – displays the window used to select recordsets used in the report.
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| − | * '''Advanced''' – displays further settings for the report.
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| − | * '''Security''' – used to set the [[Role|role]] permissions that will allow other [[User|users]] to access the completed reports.
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| − | * '''Sub-Reports''' – used to build a “nested” report.
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| − | * '''File Export''' – used for the default export settings for the report.
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| − | * '''Custom Export''' – used to create a custom export for the report.
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| − | * '''Report Template''' – used to control the layout and formatting of the report.
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| − | <pre>
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| − | <html>
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| − | <body>
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| − | <table>
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| − | <tr><td>@navbar@</td></tr>
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| − | <tr><td>@header@</td></tr>
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| − | <tr><td>@rows@</td></tr>
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| − | </table>
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| − | </body>
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| − | </html>
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| − | </pre>
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| − | * '''Charts''' – used to create one or more charts to be associated with the report.
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| − | {{PrevNextStart}} [[Accessing Reports in SmartSimple]]
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| − | {{PrevNextMid}} [[Adding a Table to a Report]]
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| − | {{PrevNextEnd}}
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| − | [[Category:View It]][[Category:Reports]]
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