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* 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.
<pre> A user can only access the chart if they have permission to see the report that the chart is based on. </pre>A [[User|user]] can only access the chart if they have permission to see the report the chart is based on.
===Dashboards===
* A [[User|user]] can indicate that a specific dashboard should be their '''home page '''within [[SmartSimple]], giving them an immediate view of key information from the system when they first log in.
<pre> Each dashboard needs to be permissioned for the roles that you wish to be able to see the dashboard. </pre> ===Tables Tables===
In order to make the creation of reports a little simpler, some of the [[SmartSimple]] tables are presented in a [http://en.wikipedia.org/wiki/Denormalization denormalized] format when using the [[Report Builder (Neo)|Report Builder]].
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||'''Custom Export '''{{CustomExportIcon}}
||Clicking this icon will allow you to to configure the information that you wish to export from your SmartSimple report to external applications such as '''MS Word, MS Excel, '''or '''Quickbooks. '''
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||'''Export File '''{{FileExportIcon}}
||Clicking this icon will allow you to export your SmartSimple report to external applications in a standard file format such as '''MS Word, MS Excel, PDF, HTML '''or more. There is less configurability available with the '''Export File '''function than the '''Custom Export '''function.
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||'''Edit Report '''{{EditIcon}}
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* Any reports that are ''not ''enabled for certain features - for example, for '''File Export '''or '''Custom Export '''- will have the corresponding button icon greyed out next to the report name.
* In order to ''enable ''these features, simply click the '''pencil icon '''next to the report name, go to the appropriate tab of '''Custom '''or '''File Export, '''ensure that it is both enabled and set up to how you want it, then click '''Save. '''When you return to the list view of reports, the corresponding icon should now be clickable.
The columns on the [[List View Overview|list view]] of reports are described in the following table:
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Each '''Classic Report Builder '''tab will soon have its own subsection within this article for further explanation, if needed.
* '''Note: '''In '''Report Builder Neo, '''the only difference is that you will not see a [[Building Sub-Reports|Sub-Reports]] tab.
====Adding a Table to a Report====