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Report Builder (Neo)

1,858 bytes added, 18:58, 2 February 2022
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==Overview==
The '''Report Builder Neo''' is used to construct a report by selecting the required fields and setting the way the field should be used within the report. The Report Builder Neo allows for greater control of reports and features a more intuitive user interface.
 [[Image:Neo_report_builder.png|link:]] <pre> Report Builder Neo can only be used to create brand new reports. Existing reports cannot be updated to the new format. </pre>===Video Introduction===
{{#ev:youtube|epxf_I17PsI}}
==Configuration - Essentials=====Navigating to Report Builder Neo===# 1. Click on the 9-square menu on the top right of your page. :: {{Icon-Menu}}2. Under the '''Tools''' menu, click on '''Reports.'''# The reports that are available to you in your [[SmartSimple]] system will be displayed as a list. 3. Click on the '''+ icon '''on the top left of the page in order to create a '''New Report.'''# Select 4. The '''New Report '''form will be displayed. For the field '''Report Builder, '''select '''Neo.''' (Neo is  * The '''Report Builder Neo '''will be selected by default)unless you explicitly change it to '''Classic. ''' 
[[Image:Report_builder_neo1.png|link=]]
====Note====* When creating <pre> Every time you create a new report, a user has you can choose whether you want the Neo or the Classic Report Builder functionality. </pre>5. After filling in the option rest of using either the classic fields, click '''Save.''' The new report builder or will be saved into the new report buildersystem.
* For more detailed instructions, see [[Reports#Creating a Basic Report|Creating a Basic Report]]. 
6. Once the report is created, the page will refresh and a '''four square '''icon will appear at the top left, above the report name. :: [[File:Report builder icon.png|100px|border]] Click on this icon to open up the '''Report Builder Neo. ''' ===Building a Report Builder Neo===The '''Report Builder Neo '''allows you to manually build you a report. The empty report builder will look like this:  :: [[File:Report builder new.png|800px|border]]
The leftmost pane gives you the option to select [[Report Recordsets|datasets]]. The middle pane allows you to select the fields to be used. The user can select upto 100 columns for each report. Each report column consists of the following settings:
There is also a field name search box included within the data set field picker.  You can use this search box to narrow down your field set to those which include matches to a key word search.
 
=Configuration - Advanced=
===Show or Hide Column Totals===
This enhancement adds the ability to show column totals in [[Report Builder (Neo)|Report Builder Neo]].
 
1. Under the '''Tools''' menu, select the '''Reports''' option<br data-attributes="%20/">
 2. Click on the '''New Report''' hyperlink<br data-attributes="%20/">
 3. Click on the '''Report Builder'''<br data-attributes="%20/">
 4. Add a check mark to the '''Show Total''' option<br data-attributes="%20/">
 5. Complete all necessary fields in the Report BuilderSh
 
[[Image:Show_total_report_builder_neo.png|link:]]
[[Category:Reports]] [[Category:How]] [[Category:Report Builder Neo]]
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