Difference between revisions of "Reports"
From SmartWiki
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* No additional buying or installation of software | * No additional buying or installation of software | ||
* All creation functionality available within the standard [[:Category:Interface|interface]] | * All creation functionality available within the standard [[:Category:Interface|interface]] | ||
| + | * Viewable from any [[Browser|browser]] | ||
| + | * Accessible via '''Microsoft Word '''or '''Excel '''with the appropriate [[SmartSimple]] plug-in | ||
'''Benefits of Reports: ''' | '''Benefits of Reports: ''' | ||
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:: [[Image:Reporting-componets-800w (2).jpg|link=]] | :: [[Image:Reporting-componets-800w (2).jpg|link=]] | ||
| + | =Configuration - Essentials= | ||
| + | ==Accessing Reports == | ||
| + | A [[User|user]] who is permissioned for report use can access the reports available to them. Follow these steps to access reports in your SmartSimple system: | ||
| + | |||
| + | 1. Click the 9-square menu icon on the top right of your page. | ||
| + | |||
| + | :: {{Icon-Menu}} | ||
| − | + | 2. Under the heading '''Tools, '''select '''Reports. ''' | |
| − | == | + | |
| + | :: [[File:Report.png|600px|border]] | ||
| + | |||
| + | The list view of available system reports will be displayed. | ||
| + | |||
| + | ==Editing Reports== | ||
Revision as of 16:33, 30 June 2019
Contents
Overview
The SmartSimple reporting system is an integral of our business operating system. Reports provide the following features:
- No additional buying or installation of software
- All creation functionality available within the standard interface
- Viewable from any browser
- Accessible via Microsoft Word or Excel with the appropriate SmartSimple plug-in
Benefits of Reports:
- Display data from one or more tables in one place
- Group-aggregate data from one or more table
- Display the grouped data in a variety of different types of graphs
- Export the data into any file format that you wish OR
- Designate 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 built-in reports as the basis of your customized reports
User Role-based security defines who can view the reports that you create from your system.
You must be a user with SysAdmin privileges in order to create reports from your SmartSimple system.
Report Components
You will encounter three major components in the reporting system:
- Reports that are created from underlying SmartSimple database tables - you can connect the required tables to generate a report
- Graphs that you create yourself. These are based on existing reports and are used to display the report in a graphic format.
- Dashboards that will display multiple charts on a single page
The following diagram shows the relationship between these three types of entities:
Configuration - Essentials
Accessing Reports
A user who is permissioned for report use can access the reports available to them. Follow these steps to access reports in your SmartSimple system:
1. Click the 9-square menu icon on the top right of your page.
2. Under the heading Tools, select Reports.
The list view of available system reports will be displayed.
