Difference between revisions of "Approaches to Filtering"
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| − | The [[SmartSimple]] reporting sub-system can be a bit of a misnomer as | + | The [[SmartSimple]] reporting sub-system can be a bit of a misnomer as the reports can be considered more like queries, and because the results are generally web-based, the reports can be used for more than simple reporting. A couple of not-so-obvious examples are: |
* Using a report to front a [[User|user]]'s interaction with data. | * Using a report to front a [[User|user]]'s interaction with data. | ||
| − | * Exposing a report to the Internet to populate part of a website. | + | * [[Internet Enabled Reports|Exposing a report to the Internet]] to populate part of a website. |
Let's look at using a report to front a [[User|user]]'s interaction with data and how that works. The key elements of the reporting tool needed are: | Let's look at using a report to front a [[User|user]]'s interaction with data and how that works. The key elements of the reporting tool needed are: | ||
| − | * '''Report Criteria''' - these features let you hard code the criteria and prompt the [[User|user]] for the criteria when the report is previewed. | + | * '''Report Criteria''' - these features let you hard code the [[:Category:criteria|criteria]] and prompt the [[User|user]] for the criteria when the report is previewed. |
| − | * '''Linked Fields''' - this feature lets you make a report dynamic and gives the [[User|user]] the ability to drill into | + | * '''Linked Fields''' - this feature lets you make a report dynamic and gives the [[User|user]] the ability to drill into a record retrieved by the report. |
* '''Report template''' - as well as controlling the layout of the report, the report template also provides the ability to add scripting to the report as viewed by the [[User|user]]. | * '''Report template''' - as well as controlling the layout of the report, the report template also provides the ability to add scripting to the report as viewed by the [[User|user]]. | ||
| − | * '''Report [[URL]]''' - this is simply the [[URL]] associated with the report but that's what you need to link a report to a portal. | + | * '''Report [[URL]]''' - this is simply the [[URL]] associated with the report but that's what you need to link a report to a [[Portal|portal]]. |
| − | In Detail | + | '''In Detail''' |
* '''Reporting Criteria''' - these can be hard-coded criteria expressions, [[User|user]]-prompted values (??? syntax), or sometimes the @CompanyID@ or @userID@ to restrict the results to those specific to company or [[User|user]]. | * '''Reporting Criteria''' - these can be hard-coded criteria expressions, [[User|user]]-prompted values (??? syntax), or sometimes the @CompanyID@ or @userID@ to restrict the results to those specific to company or [[User|user]]. | ||
| − | * '''Linked Fields''' - these depend on the [[Entity|entities]] referenced in the report (for the company table you can choose the company name as static text, or the company name as a link, for the contact table you can choose the contact name as static text, or the contact name as a line and for level 1 [[Entity|entities]] you can choose the name of the [[Entity|entity]] or template type as static text or as links). These Link fields when used in a report give you a drill down capability. | + | * '''Linked Fields''' - these depend on the [[Entity|entities]] referenced in the report (for the company table you can choose the company name as static text, or the company name as a link, for the contact table you can choose the contact name as static text, or the contact name as a line and for level 1 [[Entity|entities]] you can choose the name of the [[Entity|entity]] or template type as static text or as links). These Link fields when used in a report give you a drill-down capability. |
| − | * Report Template - this controls the format and content of the report and by adding scripting to the header you can convert a report into | + | * '''Report Template''' - this controls the format and content of the report and by adding scripting to the header you can convert a report into a real web page with any functions required. |
| − | * Report [[URL]] - you can take the link from the report list - right click and properties or copy link location - depending on the [[Browser|browser]]. | + | * '''Report [[URL]]''' - you can take the link from the report list - right click and '''properties''' or '''copy link location''' - depending on the [[Browser|browser]]. |
| − | Bringing it all Together | + | '''Bringing it all Together''' |
* Create the report you need with the prompts for parameters you wish the [[User|user]] to enter or the underlying criteria. | * Create the report you need with the prompts for parameters you wish the [[User|user]] to enter or the underlying criteria. | ||
| Line 28: | Line 28: | ||
* Good to go! | * Good to go! | ||
| − | [[Category:System Management]][[Category:Reports | + | [[Category:System Management]][[Category:Reports]] |
Latest revision as of 08:56, 30 April 2013
The SmartSimple reporting sub-system can be a bit of a misnomer as the reports can be considered more like queries, and because the results are generally web-based, the reports can be used for more than simple reporting. A couple of not-so-obvious examples are:
- Using a report to front a user's interaction with data.
- Exposing a report to the Internet to populate part of a website.
Let's look at using a report to front a user's interaction with data and how that works. The key elements of the reporting tool needed are:
- Report Criteria - these features let you hard code the criteria and prompt the user for the criteria when the report is previewed.
- Linked Fields - this feature lets you make a report dynamic and gives the user the ability to drill into a record retrieved by the report.
- Report template - as well as controlling the layout of the report, the report template also provides the ability to add scripting to the report as viewed by the user.
- Report URL - this is simply the URL associated with the report but that's what you need to link a report to a portal.
In Detail
- Reporting Criteria - these can be hard-coded criteria expressions, user-prompted values (??? syntax), or sometimes the @CompanyID@ or @userID@ to restrict the results to those specific to company or user.
- Linked Fields - these depend on the entities referenced in the report (for the company table you can choose the company name as static text, or the company name as a link, for the contact table you can choose the contact name as static text, or the contact name as a line and for level 1 entities you can choose the name of the entity or template type as static text or as links). These Link fields when used in a report give you a drill-down capability.
- Report Template - this controls the format and content of the report and by adding scripting to the header you can convert a report into a real web page with any functions required.
- Report URL - you can take the link from the report list - right click and properties or copy link location - depending on the browser.
Bringing it all Together
- Create the report you need with the prompts for parameters you wish the user to enter or the underlying criteria.
- If you want the report to link to referenced records, make sure you have added the Link fields rather than the static fields.
- Add any formatting or scripting (for example, a link to a new entity if you wish the user to be able to create a new entity directly from the reporting page).
- Take the report link and add to a new portal link.
- Make sure the report is permissioned correctly for the roles of users that will be accessing the report.
- Test everything.
- Good to go!
