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* Display data from one or more tables in one place
* Group-aggregate data from one or more tabletables
* 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 Enabled Reports|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
* Copy and modify built-in reports as the basis of your customized reports
||Clicking this icon will cause the system to run the report and display the results to you.
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||'''Custom Export '''{{CustomExportIcon}}</span>
||Clicking this icon will allow you to configure the information that you wish to export from your SmartSimple report to external applications such as '''MS Word, MS Excel, '''or '''Quickbooks. '''
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||'''Export File '''{{FileExportIcon}}</span>
||Clicking this icon will allow you to export your SmartSimple report to external applications in a standard file format such as '''MS Word, MS Excel, PDF, HTML '''or more. There is less configurability available with the '''Export File '''function than the '''Custom Export '''function.
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||'''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.
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||'''Lock'''
:: [[File:Report builder icon.png|120px|border]]
Clicking on this icon will launch a modal window that displays the '''Report Builder, '''either in in '''Neo [[Reports#Report Builder Neo - Column Settings|Neo ]]'''or '''Classic.'''
<pre> It is highly recommended for all users to use the '''Report the Report Builder Neo''' for easier and more intuitive functionality. </pre>
* Ensure that your '''Builder Type '''is selected as '''Neo '''in order to launch the '''Report Builder Neo. '''
==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===
:: {{Icon-Menu}}
2. Under the heading '''Tools, '''select '''Reports.'''
3. Click on the '''pencil icon '''next to the name of the report that you want to delete to go into '''Edit '''mode for that report.
4. The report details will be displayed, and at the bottom will be a '''Delete '''button among a row of other buttons. Click on the '''Delete '''button.
:: [[File:Delete report.png|800px|border]]
5. A confirmation message will pop-up on your screen. Click '''Yes '''to confirm the deletion.
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.
||'''Interactive View Display'''
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'''None - None '''
'''Display Link to Interactive View - '''
||Provide a name for the '''Total '''column. See [[Using Total Group Options in Report Builder]] for more./
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||'''Other OptionsEnable Translation'''
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|-||'''Enable Straight Join'''||See [[Straight Join]].|-||'''Enable Pivot View - '''Enables || Enables pivot functionality; this means that when grouping by two different columns, you now have the option to perform an aggregate function and pivot the grouped columns across the x-/y-axis.
[[File:2019-05-ticket-85865-1.png|thumb|none|500px|This example report is using "Pivot View" with the data grouped by "type" and "status". The user can choose which group options they wish to view via the drop down.]]
|-||'''Merge Sub-Reports - '''See ||Merging of two [[Merge SubClassic Report Builder -ReportsColumn Settings|Classic builder type reports ]]. |-||'''No Name URL Parameter - '''See ||See [[Enable URL Parameter Encryption]]. |-||'''Hide Custom Export - '''||This will hide the ability for a user to to [[Custom Export]] this this reportby hiding the custom export icon {{ CustomExportIcon }}.|-||'''Hide File Export - '''||This will hide the ability for a user to to [[File Export]] this this report. by hiding the export icon {{ FileExportIcon }}
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===Report and Field Caching===
'''[[Field Caching]]'''
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'''Frequency - '''The frequency of field caching (what is also referred to as '''[[Scheduled Reports]]''') can be set as follows:
:::* '''''Disabled: '''''Default setting; indicates a report will not run on an automated schedule
:::* '''Note: '''You can always tell whether a report is properly Internet-enabled if it has a '''black dot '''in the '''Internet-Enabled '''column on the main reports list view, found from '''Tools > Reports. '''See screenshot below.
:::*: [[File:Internet enabled report.png|900px|border]]
===Language Translation for Internet-Enabled Reports===
Users can now add a parameter to the Internet Enabled URL of all reports so the results and column headers can be made language-specific, if corresponding translations have been configured for the fields.
The parameter used is ''lang'' followed by the ID of the [[Language|language]] that the report should be translated into.
In the example below the parameter '''lang=2''' is used to translate the report into French.
<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"
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||'''Benefits '''
||'''Things to Note'''
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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)
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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
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==See Also==
* [[List View and Reports - Why?]]
[[Category:Reports]]
