Changes

Reports

9,060 bytes removed, 04:15, 2 July 2019
Undo revision 36170 by Efu (talk)
|-
||'''Scheduled Export'''
||This tab allows you to schedule an export for a later date, which can be set to either [[Custom Export||-||<strong><a href="bs://Report%20Template" data-mce-href="Report%20Template" title="Report%20Template" data-bs-type="internal_link" class="internal bs-internal-link" data-bs-wikitext="Report%20Template">Report Template</a></strong>||This tab allows you to control the layout and formatting of your report.|-||<strong>Charts</strong>||This tab allows you to create one or more charts to be associated with the report.|}Each <strong>Classic Report Builder </strong>tab will soon have its own subsection within this article for further explanation, if needed.====Adding a Table to a Report====The first step is always to add the tables required to the report on the <strong>Recordsets</strong> tab.1. Scroll and set the <strong>Primary table</strong> option for the <strong>Contacts</strong> table.<img class="bs-ve-image" border="0" style="cursor:move;" data-bs-imagename="Image:Tble.png" data-bs-thumb="false" data-bs-thumbsize="300" data-bs-right="false" data-bs-left="false" data-bs-center="false" data-bs-align="" data-bs-none="false" data-bs-frameless="false" data-bs-frame="false" data-bs-border="false" data-bs-upright="false" data-bs-alt="" data-bs-caption="" data-bs-link="" data-bs-sizewidth="false" data-bs-sizeheight="false" data-bs-wikitext="Image:Tble.png|link=" src="/extensions/BlueSpiceFoundation/resources/bluespice/images/bs-ajax-loader-pik-blue.gif?Tble.png">Selecting the primary table automatically selects that table for the report.===Launching the Report Builder===Once you have <strong>Saved </strong>your new report with the <strong>Builder Type - Classic </strong>selected, a <strong>four square icon </strong>will appear at the top left of your page above the report name.:: <img class="bs-ve-image" border="0" style="cursor: move; width: 120px;" data-bs-imagename="File:Report builder icon.png" data-bs-thumb="false" data-bs-thumbsize="300" data-bs-right="false" data-bs-left="false" data-bs-center="false" data-bs-align="" data-bs-none="false" data-bs-frameless="false" data-bs-frame="false" data-bs-border="true" data-bs-upright="false" data-bs-alt="" data-bs-caption="" data-bs-link="false" data-bs-sizewidth="120" data-bs-sizeheight="false" data-bs-mwborder="true" data-bs-wikitext="File:Report builder icon.png|120px|border" src="/extensions/BlueSpiceFoundation/resources/bluespice/images/bs-ajax-loader-pik-blue.gif?Report builder icon.png">Clicking on this icon will launch a modal window that displays the <strong>Classic Report Builder. </strong>:: <img class="bs-ve-image" border="0" style="cursor: move; width: 800px;" data-bs-imagename="File:Classic report builder.png" data-bs-thumb="false" data-bs-thumbsize="300" data-bs-right="false" data-bs-left="false" data-bs-center="false" data-bs-align="" data-bs-none="false" data-bs-frameless="false" data-bs-frame="false" data-bs-border="true" data-bs-upright="false" data-bs-alt="" data-bs-caption="" data-bs-link="false" data-bs-sizewidth="800" data-bs-sizeheight="false" data-bs-mwborder="true" data-bs-wikitext="File:Classic report builder.png|800px|border" src="/extensions/BlueSpiceFoundation/resources/bluespice/images/bs-ajax-loader-pik-blue.gif?Classic report builder.png">=Configuration - Advanced===Advanced Settings of Reports==The second tab on the <strong>New Report </strong>page is labelled <strong>Advanced. </strong>This tab will display all the advanced settings that can be configured for the report.:: <img class="bs-ve-image" border="0" style="cursor: move; width: 500px;" data-bs-imagename="File:Advanced report functions.png" data-bs-thumb="false" data-bs-thumbsize="300" data-bs-right="false" data-bs-left="false" data-bs-center="false" data-bs-align="" data-bs-none="false" data-bs-frameless="false" data-bs-frame="false" data-bs-border="true" data-bs-upright="false" data-bs-alt="" data-bs-caption="" data-bs-link="false" data-bs-sizewidth="500" data-bs-sizeheight="false" data-bs-mwborder="true" data-bs-wikitext="File:Advanced report functions.png|500px|border" src="/extensions/BlueSpiceFoundation/resources/bluespice/images/bs-ajax-loader-pik-blue.gif?Advanced report functions.png">The options for the <strong>Advanced</strong> tab are described in the table below:{| class="wikitable"|-||<strong>Criteria Text</strong>||Text used to prompt the [wiki/User user" data-bs-type="external_link" class="external bs-external-link bs-protocol-none" data-bs-wikitext="File Export</a> or <a href="bs://Custom%20Export" data-mce-href="Custom%20Export" title="Custom%20Export" data-bs-type="internal_link" class="internal bs-internal-link" data-bs-wikitext="Custom%20Export">Custom Export</a> settings.|-||<strong><a href="bs://Report%20Template" data-mce-href="Report%20Template" title="Report%20Template" data-bs-type="internal_link" class="internal bs-internal-link" data-bs-wikitext="Report%20Template">Report Template</a></strong>||This tab allows you to control the layout and formatting of your report.|-||<strong>Charts</strong>||This tab allows you to create one or more charts to be associated with the report.|}Each <strong>Classic Report Builder </strong>tab will soon have its own subsection within this article for further explanation, if needed.====Adding a Table to a Report====The first step is always to add the tables required to the report on the <strong>Recordsets</strong> tab.1. Scroll and set the <strong>Primary table</strong> option for the <strong>Contacts</strong> table.<img class="bs-ve-image" border="0" style="cursor:move;" data-bs-imagename="Image:Tble.png" data-bs-thumb="false" data-bs-thumbsize="300" data-bs-right="false" data-bs-left="false" data-bs-center="false" data-bs-align="" data-bs-none="false" data-bs-frameless="false" data-bs-frame="false" data-bs-border="false" data-bs-upright="false" data-bs-alt="" data-bs-caption="" data-bs-link="" data-bs-sizewidth="false" data-bs-sizeheight="false" data-bs-wikitext="Image:Tble.png|link=" src="/extensions/BlueSpiceFoundation/resources/bluespice/images/bs-ajax-loader-pik-blue.gif?Tble.png">Selecting the primary table automatically selects that table for the report.===Launching the Report Builder===Once you have <strong>Saved </strong>your new report with the <strong>Builder Type - Classic </strong>selected, a <strong>four square icon </strong>will appear at the top left of your page above the report name.:: <img class="bs-ve-image" border="0" style="cursor: move; width: 120px;" data-bs-imagename="File:Report builder icon.png" data-bs-thumb="false" data-bs-thumbsize="300" data-bs-right="false" data-bs-left="false" data-bs-center="false" data-bs-align="" data-bs-none="false" data-bs-frameless="false" data-bs-frame="false" data-bs-border="true" data-bs-upright="false" data-bs-alt="" data-bs-caption="" data-bs-link="false" data-bs-sizewidth="120" data-bs-sizeheight="false" data-bs-mwborder="true" data-bs-wikitext="File:Report builder icon.png|120px|border" src="/extensions/BlueSpiceFoundation/resources/bluespice/images/bs-ajax-loader-pik-blue.gif?Report builder icon.png">Clicking on this icon will launch a modal window that displays the <strong>Classic Report Builder. </strong>:: <img class="bs-ve-image" border="0" style="cursor: move; width: 800px;" data-bs-imagename="File:Classic report builder.png" data-bs-thumb="false" data-bs-thumbsize="300" data-bs-right="false" data-bs-left="false" data-bs-center="false" data-bs-align="" data-bs-none="false" data-bs-frameless="false" data-bs-frame="false" data-bs-border="true" data-bs-upright="false" data-bs-alt="" data-bs-caption="" data-bs-link="false" data-bs-sizewidth="800" data-bs-sizeheight="false" data-bs-mwborder="true" data-bs-wikitext="File:Classic report builder.png|800px|border" src="/extensions/BlueSpiceFoundation/resources/bluespice/images/bs-ajax-loader-pik-blue.gif?Classic report builder.png">]]=Configuration - Advanced===Advanced Settings of Reports==The second tab on the <strong>New Report </strong>page is labelled <strong>Advanced. </strong>This tab will display all the advanced settings that can be configured for the report.:: <img class="bs-ve-image" border="0" style="cursor: move; width: 500px;" data-bs-imagename="File:Advanced report functions.png" data-bs-thumb="false" data-bs-thumbsize="300" data-bs-right="false" data-bs-left="false" data-bs-center="false" data-bs-align="" data-bs-none="false" data-bs-frameless="false" data-bs-frame="false" data-bs-border="true" data-bs-upright="false" data-bs-alt="" data-bs-caption="" data-bs-link="false" data-bs-sizewidth="500" data-bs-sizeheight="false" data-bs-mwborder="true" data-bs-wikitext="File:Advanced report functions.png|500px|border" src="/extensions/BlueSpiceFoundation/resources/bluespice/images/bs-ajax-loader-pik-blue.gif?Advanced report functions.png">The options for the <strong>Advanced</strong> tab are described in the table below:{| class="wikitable"|-||<strong>Criteria Text</strong>||Text used to prompt the [wiki/User user">Export]][[[File Export| or ]][[Custom Export]][[[File Export| settings.]]
|-
||'''[[Report Template]]'''
==Advanced Settings of Reports==
The second tab on the '''New Report '''page is labelled '''Advanced. '''This tab will display all the advanced settings that can be configured for the report.:: [[File:Advanced report functions.png|500px|border]]The options for the '''Advanced''' tab are described in the table below:{| class="wikitable"
 '''Criteria Text'''Text used to prompt the [wiki/[User user when |user]] when they are [wiki/[Prompting_for_Criteria_in_Reports |required to enter]] some [wiki/[:Category:Criteria |criteria]] values. Use this setting to specify the introduction text as well as labels for custom fields. Labels are defined by a hyphen (-) preceding the label and are applied to the criteria fields in the order that they are entered.'''View Mode'''
'''[[List View Overview|List View]] - '''Selecting this option will allow all the records to appear in a list. 
'''Single Record View - '''Selecting this option means that each report will be displayed one at a time. 
'''External Access''''''Internet Enabled - '''Displays a [wiki/URL [URL]] that allows the report to be [wiki/[Creating_a_Public_–_Internet_Enabled_Report |accessed over the internet] without ] without the need for a [wiki/User a user] to to log into the system. This setting is useful for creating public reports.'''[[OData Overview|OData Connector]]'''
'''Enabled Version 2,3,4 -'''
Uses Open Data Protocol to simplify data sharing across disparate applications in enterprise, Cloud, and mobile devices.
'''Disable Global Template'''Disables the [wiki/Global_Report_Template [Global Report Template]] for this specific report.'''Record Limit'''Determines the maximum number of records returned in the report.'''Interactive View Display'''
'''None -'''
'''Total Label'''<br />'''Other Options'''
'''Enable Translation''' - Allows report headers, and associated charts, to use translation options in [wiki/Language_Library [Language Library]].
'''Enable Straight Join''' - See [[Straight Join]].
'''Merge Sub-Reports''' - See [[Merge Sub-Reports]]. 
'''No Name URL Parameter''' - See [wiki/Enable_URL_Parameter_Encryption [Enable URL Parameter Encryption]].
'''Hide Custom Export''' - This will hide the ability for [[Custom Export]] for this report.
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