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Reports

1,439 bytes added, 02:27, 2 July 2019

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:: [[File:New report pag.png|800px|border]]

 

The fields on the new report page are described below: 

{| class="wikitable"

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||'''Report ID'''||The unique ID assigned to the report, shown as a read-only field.

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||'''Builder Type'''

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||When creating a report, users will have the option to choose between the '''Neo '''or '''Classic Report-Builder. ''' '''Neo - ''' '''Classic - '''Selecting the '''Classic '''builder type will enable a new tab called [[Recordsets]] to appear in the top row of tabs. This tab is used to select which tables are required in the report, the relationships between tables, and the primary table. The primary table determines how the data will be joined when multiple tables are selected.  

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||'''Name'''||The name of the report will be displayed to any users who are accessing the report.

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||'''Description'''||The narrative description of the purpose of the report.

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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.

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||'''Lock'''|||-|||||-|||||'''Do not build rebuild report -|||| '''Toggling on this option will indicate that the report should not be rebuilt. In the case of a custom Report Template, it will set off an alert when the '''Report Builder '''button is clicked. 

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 ==Editing Reports=<br />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. 

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Emmy Fu

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