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Reports

198 bytes added, 13:29, 2 July 2019

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=Overview=

The [[SmartSimple]] reporting system is , 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. 

A report allows you to manipulate both You can utilize the contents and the presentation functionality of the data contained reports in one or more of the your [[SmartSimple tables; unlike a table, reports present only the data that meets the criteria you define. They also have the ability to aggregate and display summary information.  Reports provide the following features:  * No additional ]] [[instance]] without additionally buying or installation of installing software* All creation functionality available . Reports are completely created from within the standard [[:Category:Interface|interface]]* Viewable and are viewable from any [[Browser|browser]] * Accessible , as well as via '''Microsoft Microsoft ''''''Word '''or '''Excel '''with the appropriate [[SmartSimple]] plug-in in. 

'''Benefits of Reports: '''

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 [[Entity|entities]]:

:: [[ImageFile:Reporting-componets-800w (2).jpg|link=600px|border]]

===Charts===

Charts are used to display the information from a report in an easy-to-read “graphic” format.

* Generally, you will choose a “summary” type report as the basis for the chart, as that type of information is more meaningful when displayed in this manner.

<pre> A user can only access the chart if they have permission to see the report that the chart is based on. </pre>A [[User|user]] can only access the chart if they have permission to see the report the chart is based on.

===Dashboards===

* You can create multiple dashboards to show different sets of key indicators.

* A [[User|user]] can indicate that a specific dashboard should be their '''home page '''within [[SmartSimple]], giving them an immediate view of key information from the system when they first log in.

* <pre> Each dashboard needs to be permissioned to the [[User Role|for the roles]] that you wish to be able to see the dashboard.</pre> 

===Tables===

|-

||'''Custom Export '''{{CustomExportIcon}}

||Clicking this icon will allow you to 

|-

||'''Export File '''{{FileExportIcon}}

||This tab allows you to schedule an export for a later date, which can be set to either [[Custom Export

|-]]

[[[File Export| or ]][[Custom Export]][[[File Export| settings.]]

[[[File Export| or ]][[Custom Export]][[[File Export| settings.]]

|-

||'''[[Report Template]]'''

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Emmy Fu

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