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Reports

4,007 bytes added, 14:41, 2 July 2019
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||'''Column NameHeading'''||The text that you wish to appear above each column in the report. Initially, this will be set to the same name as the field, but you can edit the text if required. If you wish to change the text back to the '''Field '''name, then click the button to the right of the column heading. [[Image:Reps6.png]]
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||'''Recordset'''
||This refers to the recordset that has been selected in the [[Recordsets]] tab. If multiple recordsets have been selected to build your report, you can select which one you want to use as a table for your report from the drop-down when you click into the field box. 
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||'''Type'''
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When a specific recordset has been selected, the '''Type '''field box will have a drop-down of corresponding types. Depending on what recordset it is, you can select the [[Client Categories|category]], [[User Role|role]], [[template]], or [[type]] from which your field will be derived.
 
'''Ex: '''If the Recordset you selected was '''Contacts, '''the corresponding '''Type '''would be from the available system [[User Role|roles]].
 
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||'''Field'''
||The field you wish to display in this column. All of the fields from all selected tables will be displayed in the field list; fields are sorted alphabetically by table name and by field name.
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||'''Date/Time Translation'''
||Used to "extract" the day, month, week or year from a date field for comparative purposes.
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||'''Group By'''
||Used in [[Creating Summary Reports|summary reports]] to group by, sum, count, or calculate the average of the field. Also provides [[Using Total Group Options in Report Builder|Total Group options]] for configuration of report groupings and easier retrieval of total rows. 
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||'''Sort By'''
||Determines the [[Sort Order]] of the report results, either '''Ascending '''or '''Descending.'''
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||'''Align'''
||Determines the alignment of the column header and column values. Options are '''Left '''(default), '''Center '''and '''Right. '''
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||'''[[Calculated Field]]'''
||This option allows you to build out further complexity - for example, mathematical operators and concatenation. This field also supports MySQL syntax.
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||'''Show'''
||Checking this option will show the specific field data. An example of when you might not want to enable '''Show '''is if you wish to produce a list of salaries over $100,000 a year and use the salary as criteria, but not show the result.  '''[[Changing the Column Display Order in a Report|Left/Right Move Arrow Icons]]''' -These icons are displayed on the left and right of each '''Show '''check box and can be used to change the column order.  
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||'''Show Total'''
||Checking this option will display the total of all the data accumulated from this column. 
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||'''[[Criteria]] '''
||Here you can set the criteria for which records to be displayed in a report. There are 5 columns available for setting criteria, each separated by the '''OR '''operator. 
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* '''Note: '''If you want to add more columns, click on the '''More Columns '''button at the bottom of the page to add 25 more columns. 
* There is a fixed limit of '''50 columns '''for the '''Classic Report Builder. '''If more columns are required, you will need to use two reports linked together - see [[Merge Sub-Reports]]. 
* '''Tip: '''The [[Browser|browser]] '''Mozilla Firefox '''will load the Report Builder more efficiently than '''Internet Explorer. '''
 
At the bottom of the page are a row of buttons: 
 
:: [[File:Report builder classic buttons.png|250px|border]]
 
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||'''Build Query'''
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This button is used to create your report based on the fields and criteria that you have selected in the Report Builder. When this button is clicked, the Report Builder will close and you will be brought back to the '''Edit Report '''page. 
 
* The [[Report Template]] will also be rebuilt when this button is clicked; if custom work has been done on the Report Template prior to building this query, make sure to save your changes elsewhere first. 
 
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||'''Clear All'''
||This button will clear all of the fields including calculated fields and specified criteria in the Report Builder. You will be able to start again from scratch.
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||'''More Columns'''
||This button will add another 25 columns to the Report Builder to a maximum of 50 for any new '''Classic '''report. 
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