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Accessing Reports in SmartSimple

209 bytes removed, 14:39, 2 August 2016
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 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. * '''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.* '''[[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}})
* '''File Export Icon''': {{FileExportIcon}} (if the report is not enabled for File Export, the icon will be grayed out: {{ReportFileExportNotEnabledIcon}})
* '''CategoryReport Name''' - shows 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 category 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 these the last modifications and * '''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 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==
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