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Report Builder (Neo)

286 bytes removed, 18:53, 14 July 2014
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The leftmost pane gives you the option to select datasets. The middle pane allows you to select the fields to be used. The user can select up to 50 columns for each report. Each report column consists of the following settings:
* '''Dataset''' - Refers to the dataset selected in the dataset 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.
* '''Recordset''' - Refers to the recordset selected in the [[Recordsets]] tab. If multiple Recordsets have been selected to build your report, you can select from them in this dropdown.
* '''Type''' - When the Table has been selected, you can select the [[Client Categories|category]], [[role]], [[template]] or [[type]] from which your field will be derived.
* '''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.
* '''Date/Time Translation''' - Used to “extract” the day, month, week, or year from a date field for comparison purposes.
* '''Group By''' - 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]]''' - 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]].
* '''Show''' - 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.
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