==Overview==The ''' neo report builderReport Builder Neo''' is used to construct a report by selecting the required fields and setting the way the field should be used within the report. The neo report builder Report Builder Neo allows for greater control of reports and features a more intuitive user interface.
*When creating a new report, a user now has the option of using the classic report builder or the new report builder.
[[Image:Neo_report_builder.png|link:]]
[[Image<pre> Report Builder Neo can only be used to create brand new reports. Existing reports cannot be updated to the new format. </pre>===Video Introduction==={{#ev:Neo_report_builder.png ]]youtube|epxf_I17PsI}}
==Configuration - Essentials==
===Navigating to Report Builder Neo===
1. Click on the 9-square menu on the top right of your page.
Selecting builder neo builder takes you to :: {{Icon-Menu}}2. Under the report builder'''Tools''' menu, click on '''Reports.'''
The reports that are available to you in your [[Image:Neo_reports.pngSmartSimple]]system will be displayed as a list.
The user can select up to 50 columns for each report3. Each report column consists Click on the '''+ icon '''on the top left of the following settings:page in order to create a '''New Report.'''
* 4. The '''Column HeadingNew Report ''' - The text you wish to appear above each column in form will be displayed. For the reportfield '''Report Builder, '''select '''Neo. Initially, this ''' * The '''Report Builder Neo '''will be set to the same name as the fieldselected by default unless you explicitly change it to '''Classic. ''' [[Image:Report_builder_neo1.png|link=]] <pre> Every time you create a report, but you can edit choose whether you want the Neo or the text if requiredClassic Report Builder functionality. </pre>5. If you wish to change After filling in the text back to rest of the fields, click '''FieldSave.''' nameThe new report will be saved into the system. * For more detailed instructions, see [[Reports#Creating a Basic Report|Creating a Basic Report]]. 6. Once the report is created, then click the button to page will refresh and a '''four square '''icon will appear at the right of top left, above the column headingreport name. :: [[ImageFile:Reps6Report builder icon.png|100px|border]] Click on this icon to open up the '''Report Builder Neo. ''' ===Building a Report Builder Neo===* The '''RecordsetReport Builder Neo ''' - Refers allows you to manually build you a report. The empty report builder will look like this: :: [[File:Report builder new.png|800px|border]]The leftmost pane gives you the recordset selected in the option to select [[Report Recordsets|datasets]] tab. If multiple Recordsets have been selected The middle pane allows you to select the fields to build your report, you be used. The user can select from them in this dropdownupto 100 columns for each report.Each report column consists of the following settings: * '''TypeDataset''' - When Refers to the Table has been dataset selected, you can select in the [[Client Categories|category]], [[role]], [[template]] or [[type]] from which your field will be deriveddataset pane. * '''Field''' - The field you wish to display in this column. All fields from all selected tables will be displayed in the field list. Fields are sorted alphabetically by table name, and by field name.* '''Column Heading''' - The text you wish to appear above each column in the report.
* '''Date/Time Translation''' - Used to “extract” the day, month, week, or year from a date field for comparison purposes.
* '''Group ByOptions''' - Used in [[Creating Summary Reports|summary reports]] to group by, sum, count, or calculate the average of the field. Also provides [[Using Total Group Options in Report Builder| Total Group options]] for configuration of report groupings and easier retrieval of total rows.
* '''Sort By''' - Determines the display order of the report results, '''Ascending''' or '''Descending'''.
* '''AlignAlignment''' - Determines the alignment of the column header and the column values. Options are ''Left'' (the default setting), ''Center'' and ''Right''.* '''[[Calculated Field]]Formula''' - Allows you to build out further complexity such as mathematical operators, concatenation, and supports MySQL syntax. For additional information, please see the '''Calculated Field''' tab in the Report Builder or [[Calculated Field|this article]].* '''ShowDisplay''' - This flag is used to suppress the display of a field that you may need to use for criteria, but not display in the reports. For example, you may wish to produce a list of salaries over 100,000 per year and use the salary as criteria, but not show the result.* '''[[Changing the Column Display Order in a Report|Move IconsCriteria]]''' - '''Move Left''' and '''Move Right''' icons are Sets the criteria for the records to be displayed to in the left and right of each '''Show''' check boxreport. There are ten rows for criteria. [[Image:Reps72014-07-15 15-52-13.png|link=]] These buttons are used to change the column order. * '''[[Criteria]]Note''' - Sets : If you have many custom fields, access the criteria for reports tab within the records to be displayed in application you are creating the reportfrom. If you are creating a report from a particular {{UTA}}, access the reports tab from that UTA. There are ten rows for criteriais also a field name search box included within the data set field picker. You can use this search box to narrow down your field set to those which include matches to a key word search. =Configuration - Advanced====Show or Hide Column Totals===This enhancement adds the ability to show column totals in [[Report Builder (Neo)|Report Builder Neo]].
Initially1. Under the '''Tools''' menu, the report will be configured for 15 columns, but you can increase the number of columns in increments of 15 by clicking the select the '''Reports''' option<br data-attributes="%20/"> 2. Click on the '''New Report''' hyperlink<br data-attributes="%20/"> 3. Click on the '''Report Builder'''<br data-attributes="%20/"> 4. Add a check mark to the '''more columnsShow Total''' button option<br data-attributes="%20/"> 5.Complete all necessary fields in the Report BuilderSh
[[Image:Reps8Show_total_report_builder_neo.png|link:]]
'''Note'''[[Category: If you have many custom fields, access the reports tab within the application you are creating the report from. If you are creating a report from a particular UTA, access the reports tab from that UTA.Reports]] [[Category:How]] [[Category:Report Builder Neo]]