Overview

The SmartSimple reporting system is an integral of our business operating system. Reports provide the following features:

No additional buying or installation of software
All creation functionality available within the standard interface
Viewable from any browser
Accessible via Microsoft Word or Excel with the appropriate SmartSimple plug-in

Benefits of Reports:

Display data from one or more tables in one place
Group-aggregate data from one or more table
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-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
Use built-in reports as the basis of your customized reports

User Role-based security defines who can view the reports that you create from your system.

 You must be a user with SysAdmin privileges in order to create reports from your SmartSimple system.

Report Components

You will encounter three major components in the reporting system:

Reports that are created from underlying SmartSimple database tables - you can connect the required tables to generate a report
Graphs that you create yourself. These are based on existing reports and are used to display the report in a graphic format.
Dashboards that will display multiple charts on a single page

The following diagram shows the relationship between these three types of entities:

A user who is permissioned for report use can access the reports available to them. Follow these steps to access reports in your SmartSimple system:

1. Click the 9-square menu icon on the top right of your page.

2. Under the heading Tools, select Reports.

The list view of available system reports will be displayed.