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Reports

183 bytes added, 13:40, 18 October 2023
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{{Banner-UnderConstruction}}
 
 
 
=Overview=
The [[SmartSimple]] reporting system, an integral part of our business operating system, allows you to manipulate both the contents and the presentation of data contained in one or more of the SmartSimple tables. Unlike a table, reports present only the data that meets the criteria you define - they can also aggregate and display summarized data information. 
||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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==Classic Report Builder - Column Settings==
'''Note: '''Since the <!-- 109118 - Deprecate ability to create Classic Reports -->In the March 2020 upgrade, the ability to create classic style report was depricated. Existing reports will continue to function, but you will not have the ability to copy or create any new reports that use the classic report builder.<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. This section will only focus on the '''Classic Report Builder. ''' <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: 
||'''Interactive View Display'''
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'''None - None '''
'''Display Link to Interactive View - '''
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||'''Merge Sub-Reports'''
||See Merging of two [[Merge SubClassic Report Builder -ReportsColumn Settings|Classic builder type reports ]]. 
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||'''No Name URL Parameter'''
'''[[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
Mark Bridger
Smartstaff, administrator
3,320
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Retrieved from ‘https://wiki.smartsimple.com/wiki/Special:MobileDiff/37405...41879’

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