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Report Builder (Neo)

979 bytes added, 03:37, 2 July 2019

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<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}}

:: {{Icon-Menu}}

2. Under the '''Tools''' menu, click on '''Reports.'''

2The reports that are available to you in your [[SmartSimple]] system will be displayed as a list. Under  3. Click on the '''+ icon '''on the top left of the page in order to create a '''New Report.''' 4. The '''New Report '''Toolsform will be displayed. For the field ''' menuReport Builder, click on  '''select '''ReportsNeo.'''

3.Click on * The '''New ReportBuilder Neo '''will be selected by default unless you explicitly change it to '''Classic. '''

* Select '''Neo''' (Neo is selected by default)

[[Image:Report_builder_neo1.png|link=]]

<pre> Every time you create a report, you can choose whether you want the Neo or the Classic Report Builder functionality. </pre>

5. After filling in the rest of the fields, click '''Save.''' The new report will be saved into the system.

 

* 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]]

==Building a Report Builder Neo==

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:

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Emmy Fu

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