Changes

Reports

785 bytes added, 21:42, 30 June 2019
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* When the [wiki/User user] displays the dashboard, each report referenced by each chart is processed, and the current data is displayed in charts that are displayed on the dashboard.
* You can create multiple dashboards to show different sets of key indicators.
* A [wiki/User user] can indicate that a specific dashboard should be their “home page” within their '''home page '''within [[wiki/SmartSimple SmartSimple]], giving  giving them an immediate view of key information from the system when they first log in.
* Each dashboard needs to be permissioned to the [wiki/Role roles] you wish to be able to see the dashboard.
 
===Tables===
In order to make the creation of reports a little simpler, some of the [wiki/SmartSimple SmartSimple] tables are presented in a [http://en.wikipedia.org/wiki/Denormalization denormalized] format when using the '''[wiki/Report_Builder_Column_Settings Report Builder]'''.
 
For example, the contact record does not contain the company name; these two tables are linked at the database level through the '''CompanyID''' field. So contact table does not contain the company name field but rather a key field that links to the company table.
 
But when you use the contact table within the '''[wiki/Report_Builder_Column_Settings Report Builder]''' it will display a field '''Company Name.''' This means that you can use this field without needing to link the two tables together.
=Configuration - Essentials=
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