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* A more intuitive interface with higher degree of configurability
* Saving time and effort in creating targeted, impactful reports
* Uses your organization's language (the terminology related to your {{UTA}})
The primary upgrade in '''Neo '''is that it streamlines the process of '''finding, selecting, '''and '''setting up your information. '''
<pre>The Report Builder Neo can only be used to create new reports; any existing reports with the Classic Report Builder will not be able to switch to Neo. </pre>
1. Click on the '''four-square '''icon on the top left of your page to launch the '''Report Builder Neo. '''
<pre>https://test.smartsimpleqa.com/ex/ex_viewreport.jsp?key=&token=%40GgUNSxoaeFxbSxRdSRxRRVdQZFB3H3Q~&lang=2</pre>
==Reports vs List Views==
In terms of displaying data, [[SmartSimple]] offers numerous methods to do so. In particular, '''[[List View Overview|list views]] '''and '''Reports '''are two of the most popular and highly configurable functions. A critical question is therefore ''when ''is it appropriate to use a list view, and when is it appropriate to build a report?
{| class="contenttable"
|-
||'''Reports'''
||'''List Views'''
|-
||
A report is needed if your situation includes ''at least one ''of the following criteria:
* You need more than 30 columns
* You need formulae or calculations
* You need more complex aggregations than a simple total (e.g. count distinct, maximum, sum, group by, total by)
* You need an [[Odata Overview|OData]] connection or you need to link multiple datasets that are not automatically connected (e.g. multiple {{UTAs}}s)
||
|}
==See Also==
* [[List View and Reports - Why?]]
[[Category:Reports]]