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Reports

1,592 bytes added, 21:42, 30 June 2019
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=Overview=
The [[SmartSimple]] reporting system is an integral of our business operating system.  A report allows you to manipulate both the contents and the presentation of the data contained in one or more of the SmartSimple tables; unlike a table, reports present only the data that meets the criteria you define. They also have the ability to aggregate and display summary information.  Reports provide the following features: 
* No additional buying or installation of software
* Designate [[Internet Enabled Reports|Internet-enabling]] so that the reports can be linked to public websites 
* Group reports together as '''tabs''', allowing similar topic-based reports to be found together
* Use Copy and modify built-in reports as the basis of your customized reports 
[[User Role]]-based [[Role-Based Security|security]] defines who can view the reports that you create from your system.
:: [[Image:Reporting-componets-800w (2).jpg|link=]]
===Charts===
Charts are used to display the information from a report in an easy-to-read “graphic” format.
 
* You can create pie charts, bar charts, line charts, and table-type charts.
* 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.
* 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.
 
A [wiki/User user] can only access the chart if they have permission to see the report the chart is based on.
 
===Dashboards===
A dashboard is a single page view of a set of charts.
 
* When the [wiki/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.
* You can create multiple dashboards to show different sets of key indicators.
* A [wiki/User user] can indicate that a specific dashboard should be their “home page” within [wiki/SmartSimple SmartSimple], giving them an immediate view of key information from the system when they first log in.
* Each dashboard needs to be permissioned to the [wiki/Role roles] you wish to be able to see the dashboard.
 
=Configuration - Essentials=
==Accessing Reports==
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