Reports

From SmartWiki
Revision as of 16:25, 30 June 2019 by Emmy Fu (talk | contribs)

Jump to: navigation, search

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

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:

Reporting-componets-800w (2).jpg

Configuration - Essentials

Creating a Report