2,299
edits
Changes
no edit summary
|-
||'''Category'''
||The category you wish you associate with this report. Entering a unique category name will consequently create a new entry in the '''Category '''field in the main Reports list view. Entering an existing category name will display this report in the existing category. When you view the main [[List View Overview|list view]] of reports, you will see a drop down at the top right with all of the system's available report categories.
|-
||'''Lock'''
==Classic Report Builder - Column Settings==
'''Note: '''Since the '''Report Builder Neo '''is recommended for all users, please see the [[Reports#Report Builder Neo - Column Settings|Report Builder Neo - Column Settings]] section of the page. This section will only focus on ''''''the on the '''Classic Report Builder. '''
* A more intuitive interface with higher degree of configurability
* Saving time and effort in creating targeted, impactful reports
* Uses your organization's language (the terminology related to your {{UTA}})
The primary upgrade in '''Neo '''is that it streamlines the process of '''finding, selecting, '''and '''setting up your information. '''
<pre>The Report Builder Neo can only be used to create new reports; any existing reports with the Classic Report Builder will not be able to switch to Neo. </pre>
1. Click on the '''four-square '''icon on the top left of your page to launch the '''Report Builder Neo. '''
===Batch Delete Reports===
:: {{Icon-Menu}}
:: [[File:Batch delete repeorts.png|250px|border]]
5. A confirmation message will pop-up on your screen. Click '''Yes '''to confirm the deletion.
The reports will be deleted and your list view of reports will refresh to display these changes.
===Individually Deleting a Report===
The report will be deleted. Your page will refresh and you will be brought back to the list of reports, now updated to reflect your deletion.
<pre>https://test.smartsimpleqa.com/ex/ex_viewreport.jsp?key=&token=%40GgUNSxoaeFxbSxRdSRxRRVdQZFB3H3Q~&lang=2</pre>
==Reports vs List Views==
In terms of displaying data, [[SmartSimple]] offers numerous methods to do so. In particular, '''[[List View Overview|list views]] '''and '''Reports '''are two of the most popular and highly configurable functions. A critical question is therefore ''when ''is it appropriate to use a list view, and when is it appropriate to build a report? For more in-depth information, see our [[List View and Reports - Why?]] page.
{| class="wikitable"
|-
||'''Benefits '''
||'''Things to Note'''
|-
||
A report is needed if your situation includes ''at least one ''of the following criteria:
* You need more than 30 columns
* You need formulae or calculations
* You need more complex aggregations than a simple total (e.g. count distinct, maximum, sum, group by, total by)
* You need an [[Odata Overview|OData]] connection or you need to link multiple datasets that are not automatically connected (e.g. multiple {{UTAs}}s)
||
Reports are more sensitive because of the following:
* Only 5 criteria are permitted compared to the limitless criteria on a [[List View Overview|list view]]
* Requires more knowledge of SQL and reporting - although if a user is familiar with '''MS Access '''or '''Tableau, '''this is definitely sufficient, as the programs use the same principles
* Less dynamic visibility
|}
==See Also==
* [[List View and Reports - Why?]]
[[Category:Reports]]
