Changes

Reports

1,220 bytes added, 18:24, 2 July 2019
no edit summary
* For more information about '''Inner '''and '''Outer Join, '''see [[Reports Based on Multiple Tables - Overview#Inner and Outer Joins|this article]] - however, the default when you add a table to a report is '''Inner Join, '''and the '''Outer Join '''functionality is not necessary until you want to add multiple tables to a report. 
===Launching the Report Builder===
Once you have '''Saved '''your new report with the '''Builder Type - Classic '''selected, a '''four square icon '''will appear at the top left of your page above the report name.
||This tab describes valid mathematical expressions and functions, string functions, and logical statements for user in the [[Calculated Field]] section of the Report Builder.
|}
===Report Builder Neo Column Settings===
If your new report has been saved under '''Builder Type - Neo, '''then the Report Builder that is launched will be the '''Neo '''rather than the '''Classic '''version. 
 
The '''Report Builder Neo '''was introduced as an upgrade to our '''Classic '''Report Builder; it provides the following benefits: 
 
* A more intuitive interface with higher degree of configurability 
* Saving time and effort in creating targeted, impactful reports
 
The primary upgrade in '''Neo '''is that it streamlines the process of '''finding, selecting, '''and '''setting up your information. '''
 
<pre> The Report Builder Neo can only be used to create new reports; any existing reports with the Classic Report Builder will not be able to switch to Neo. </pre> 
 
1. Click on the '''four-square '''icon on the top left of your page to launch the '''Report Builder Neo. '''
 
:: [[File:Report builder icon.png|100px|border]] 
 
2. The '''Report Builder Neo '''window will open up as a modal window: 
 
:: [[File:Report builder new.png|800px|border]]
 
It will have the following functions and fields: 
 
{| class="wikitable"
|-
||
||
|-
||
||
|-
||
||
|-
||
||
|-
||
||
|-
||
||
|-
||
||
|-
||
||
|}
 
=Configuration - Advanced=
||'''[[Field Caching]]'''
||
'''Frequency - '''The frequency of field caching (what is also referred to as '''[[Scheduled Reports|Scheduled Reports]]''') can be set as follows:
* '''''Disabled: '''''Default setting; indicates a report will not run on an automated schedule
2,299
edits