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Reports

475 bytes added, 15:23, 10 July 2020
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||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'''
==Classic Report Builder - Column Settings==
'''Note: '''Since the '''Report Builder Neo '''is recommended for all users, please see the [[<!-- 109118 - Deprecate ability to create Classic Reports#Report Builder Neo - Column Settings|Report Builder Neo - Column Settings]] section of the page. This section will only focus on the '''Classic Report Builder. '''>
[[File:Classic In the March 2020 upgrade, the ability to create classic style report builderwas depricated.png|800px|border]] Each column Existing reports will consist of the basic construction of the report by selecting continue to function, but you will not have the required fields and setting the way ability to copy or create any new reports that use the field should be used within the classic reportbuilder.
<br />
'''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.<br />
[[File:Classic report builder.png|800px|border]]<br />
Each column will consist of the basic construction of the report by selecting the required fields and setting the way that the field should be used within the report.<br />
Each report column consists of the following settings: 
:: {{Icon-Menu}} 
 
2. Under the heading '''Tools, '''select '''Reports.'''
3. Check the box on the left of all report names for the reports that you wish to delete. 
4. A '''trashcan '''icon will appear in the top left row of buttons once at least one report has been selected. Click on this button to '''batch delete '''all of your selected reports.
 
:: [[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===
:# 1. Click on the 9-square menu icon on the top right of your page. :#: {{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]]:#* :#** A confirmation message will pop-up on your screen. Click '''Yes '''to confirm the deletion.
:: [[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'''
||
'''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 Translation - '''Allows report headers and associated charts to use translation options in the system's [[Language Library]].
* See See [[Using Language Translation in Reports]] for  for more. 
|-||'''Enable Straight Join '''See ||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 reportby hiding the export icon {{ FileExportIcon }}
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===Report and Field Caching===
'''[[Field Caching]]'''
'''(Scheduled Reports)'''
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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
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