Difference between revisions of "Accessing Reports in SmartSimple"

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(Report List Columns)
(Report List Columns)
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Each report listed in the report list contains the following sections:
 
Each report listed in the report list contains the following sections:
 
* '''Report Number''' (#) – the index of the report on the page.  Remember this page length, like all others, is set by your '''[[Personal Settings]]''' – '''Number of Records Per page'''.
 
* '''Report Number''' (#) – the index of the report on the page.  Remember this page length, like all others, is set by your '''[[Personal Settings]]''' – '''Number of Records Per page'''.
* '''Run Report Icon''': {{RunReportIcon}} - Clicking this icon will cause the system to process the report and display the results
+
* '''Run Report Icon''': {{RunReportIcon}} - Clicking this icon will cause the system to process the report and display the results.  
* '''Report Name''' - The name given to the report. An asterisk is displayed in front of the name of the built-in reports.
+
* '''Edit button''': {{EditIcon}} – used to edit the report.  If the report is a built-in report, you can edit the report to see how it is constructed, but you will not be able to save the report.  
* '''Edit button''': {{EditIcon}} – used to edit the report.  If the report is a built-in report, you can edit the report to see how it is constructed, but you will not be able to save the report.
 
* '''[[Copying a Report|Copy button]]''': {{CopyIcon}} – copies an existing report to a new report.  If you use the copy feature for any built-in report, you will be able to modify the report and save the changes.
 
* '''Internet Enabled Icon''': {{InternetEnabledIcon}} (if the report is not Internet Enabled, the icon will be grayed out: {{NotInternetEnabledIcon}})
 
 
* '''Custom Export Icon''': {{CustomExportIcon}} (if the report is not enabled for Custom Export, the icon will be grayed out: {{ReportCustomExportNotEnabledIcon}})
 
* '''Custom Export Icon''': {{CustomExportIcon}} (if the report is not enabled for Custom Export, the icon will be grayed out: {{ReportCustomExportNotEnabledIcon}})
 
* '''File Export Icon''': {{FileExportIcon}} (if the report is not enabled for File Export, the icon will be grayed out: {{ReportFileExportNotEnabledIcon}})
 
* '''File Export Icon''': {{FileExportIcon}} (if the report is not enabled for File Export, the icon will be grayed out: {{ReportFileExportNotEnabledIcon}})
* '''Category''' - shows the category of the report.
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* '''Report Name''' - The name given to the report. An asterisk is displayed in front of the name of the built-in reports.
* '''Last Updated''' - shows date and time when the report was last updated, who made these modifications and who created the report initially.
+
* '''Report Description''' – narrative description of the report.
 +
* '''Roles''' – the list of roles that will be able to display the report. You must [[Sharing Reports with People - Overview|add the required roles to this list]] in order to make it available to other users. As you are in a [[Role|role]] with [[Manager_Permission_–_Reports_and_Dashboards|manager permission for reports]], you are able to see all reports, even though the '''Roles''' section may be blank
 +
* '''Last Updated''' - shows date and time when the report was last updated
 +
* '''Modified By''' - shows who made the last modifications
 +
* '''Created By''' - shows who created the report initially.
 +
* '''Internet Enabled''': if the report is not Internet Enabled, the column will be blank. If the report is Internet Enabled, the column will have a black dot.
 
* '''Report ID''' - see "[[Determining the reportid]]"
 
* '''Report ID''' - see "[[Determining the reportid]]"
* '''Report Description''' – narrative description of the report.
 
* '''Roles''' – the list of roles that will be able to display the report. You must [[Sharing Reports with People - Overview|add the required roles to this list]] in order to make it available to other users. As you are in a [[Role|role]] with [[Manager_Permission_–_Reports_and_Dashboards|manager permission for reports]], you are able to see all reports, even though the '''Roles''' section may be blank.
 
  
 
==User's View of Reports==
 
==User's View of Reports==

Revision as of 10:39, 2 August 2016

caption Click here to watch a video on SmartSimple's integrated reporting subsystem.

View It Here

A user can access the reports that they are permissioned to use from:

1. Click the Communications, Reports hyperlink.

The Reports window is displayed.

ReportListView.png

The report window consists of the following sections:

  • New Report tab – this tab is used to create a new report.
  • Global Report Template - this tab is used to define a customized HTML template for all reports.
  • Web Access Statistics - this tab displays statistics on how often your web-enabled reports have been accessed.
  • Import / Export - See Importing and Exporting Reports.
  • Report category combo box – use this list to move between different categories of reports. You can add to this list by saving a report with a new tab name, creating your own reporting group.

Reprot.png

The Report combo box “remembers” the last report category that you selected, so when you return to the report window, the same list of reports will be displayed.

  • Report List – displays all reports in the selected category in a list view.
  • If there are more reports in a given category than can be displayed on one page, the page selector will be displayed on the top right of the reports window:

PageSelector.PNG

You can toggle between pages, or click the "Show All" button to display all reports in the selected category on one page.

Report List Columns

Each report listed in the report list contains the following sections:

  • Report Number (#) – the index of the report on the page. Remember this page length, like all others, is set by your Personal SettingsNumber of Records Per page.
  • Run Report Icon: NewRunReportIcon2.png - Clicking this icon will cause the system to process the report and display the results.
  • Edit button: ReportEditIcon2.png – used to edit the report. If the report is a built-in report, you can edit the report to see how it is constructed, but you will not be able to save the report.
  • Custom Export Icon: ReportCustomExportIcon.png (if the report is not enabled for Custom Export, the icon will be grayed out: ReportCustomExportNotEnabledIcon.png)
  • File Export Icon: ReportFileExportIcon.png (if the report is not enabled for File Export, the icon will be grayed out: ReportFileExportNotEnabledIcon.png)
  • Report Name - The name given to the report. An asterisk is displayed in front of the name of the built-in reports.
  • Report Description – narrative description of the report.
  • Roles – the list of roles that will be able to display the report. You must add the required roles to this list in order to make it available to other users. As you are in a role with manager permission for reports, you are able to see all reports, even though the Roles section may be blank
  • Last Updated - shows date and time when the report was last updated
  • Modified By - shows who made the last modifications
  • Created By - shows who created the report initially.
  • Internet Enabled: if the report is not Internet Enabled, the column will be blank. If the report is Internet Enabled, the column will have a black dot.
  • Report ID - see "Determining the reportid"

User's View of Reports

  • The user can only see the reports they have permission to view.
  • If the user has permission to create new reports, then the New Report tab will be displayed.
  • The Dashboard tab will be displayed to the right of the New Report tab.
  • Reports that are available, but that have not been associated with a category, are displayed in the "Uncategorized" category.




Previous.png Manager Permission – Reports and Dashboards Creating a Basic Report Next.png