Please note that this page is currently under construction. There is more information to come.

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:

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.