Difference between revisions of "Accessing Reports in SmartSimple"

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(User's View of Reports)
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#REDIRECT [[Reports#Accessing Reports]]
 
 
'''[http://www.smartsimple.com/DotOrg/flash/Accessing_Reports_in_SmartSimple_viewlet_swf.html View It Here]'''
 
 
 
A [[User|user]] can access the reports that they are permissioned to use from:
 
* All [[Application]] Windows, such as [[Sales Tracking|Sales]] or [[Applicant Tracking]].
 
* The '''Communications''', '''Reports''' [[Menu|menu]].
 
 
 
1. Click the '''[[Administration_Interface#Communications_Menu|Communications]]''', '''View Reports''' hyperlink.
 
 
 
The Reports window is displayed.
 
 
 
[[Image:Reports2.PNG|link=]]
 
 
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 -
 
* '''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.
 
 
 
[[Image: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:
 
 
 
[[Image:PageSelector.PNG|link=]]
 
 
 
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 Settings]]''' – '''Number of Records Per page'''.
 
* '''Report Name''' – the name of the report.  Clicking the report name will cause the system to process the report and display the results.  An asterisk is displayed in front of the name of the built-in reports.
 
* '''Edit button''' – 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.
 
* '''Copy button''' – 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.
 
* '''Report Description''' – narrative description of the report.
 
* '''Roles allowed to view report''' – 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|role]] with [[Manager_Permission_–_Reports_and_Dashboards|manager permission for reports]], you are able to see all reports, even though the '''Roles''' allowed to view report column is blank.
 
 
 
==User's View of Reports==
 
* The [[User|user]] can only see the reports they have permission to view.
 
* If the [[User|user]] has [[Manager_Permission_–_Reports_and_Dashboards|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.
 
 
 
{{PrevNextStart}} [[Manager Permission – Reports and Dashboards]]
 
{{PrevNextMid}} [[Creating a Basic Report]]
 
{{PrevNextEnd}}
 
 
 
 
 
[[Category:Reports]][[Category:View It]]
 

Latest revision as of 22:15, 1 July 2019