{{SeqReportPageHeader}} '''[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 REDIRECT [[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 Accessing 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]]
