Difference between revisions of "Reports"

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=Overview=
 
=Overview=
 
 
The [[SmartSimple]] reporting system is an integral of our business operating system. Reports provide the following features: 
 
The [[SmartSimple]] reporting system is an integral of our business operating system. Reports provide the following features: 
  
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* Use built-in reports as the basis of your customized reports 
 
* Use built-in reports as the basis of your customized reports 
  
[[User Role|User Role]]-based [[Role-Based Security|security]] defines who can view the reports that you create from your system.
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[[User Role]]-based [[Role-Based Security|security]] defines who can view the reports that you create from your system.
 
 
<pre> You must be a user with SysAdmin privileges in order to create reports from your SmartSimple system. </pre> 
 
  
=Configuration - Essentials= 
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<pre> You must be a user with SysAdmin privileges in order to create reports from your SmartSimple system. </pre>=Configuration - Essentials=
  
==Creating a Report==
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===Creating a Report==

Revision as of 17:23, 30 June 2019

Overview

The SmartSimple reporting system is an integral of our business operating system. Reports provide the following features: 

  • No additional buying or installation of software
  • All creation functionality available within the standard interface

Benefits of Reports: 

  • Display data from one or more tables in one place
  • Group-aggregate data from one or more table
  • Display the grouped data in a variety of different types of graphs
  • Export the data into any file format that you wish OR 
  • Designate Internet-enabling so that the reports can be linked to public websites 
  • Group reports together as tabs, allowing similar topic-based reports to be found together
  • Use built-in reports as the basis of your customized reports 

User Role-based security defines who can view the reports that you create from your system.

 You must be a user with SysAdmin privileges in order to create reports from your SmartSimple system. 
=Configuration - Essentials=

=Creating a Report