Difference between revisions of "Accessing Reports in SmartSimple"

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(Report List Columns)
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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]]''', '''Reports''' hyperlink.
 
 
 
The Reports window is displayed.
 
 
 
[[Image:ReportListView.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''' - 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.
 
 
 
[[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'''.
 
* '''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}})
 
* '''Category''' - shows the category of the report.
 
* '''Last Updated''' - shows date and time when the report was last updated, who made these modifications and who created the report initially.
 
* '''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==
 
* 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