Changes

Reports

2,291 bytes added, 18:56, 2 July 2019
no edit summary
|-
||'''Sort By'''
||Determines the [[Sort OrderBy|sort order]] of the report results, either '''Ascending '''or '''Descending.'''
|-
||'''Align'''
|-
||'''Number of Columns'''
||You can add or subtract the number of columns you need for your report '''up to a maximum of 100. '''
|-
||'''Dataset'''
||
Click the '''+ icon '''on the top left of the Report Builder in order to add the primary dataset you will be using for your report. 
 
* The '''primary '''dataset will always be easily identifiable as once it appears on the left-hand dataset list in the Report Builder, it will appear with a '''star '''next to its name. 
* You can create as many primary and secondary datasets as required to personalize each report you make. 
 
|-
||'''Field'''
||The field you wish to display in this column. 
|-
||'''Column Heading'''
||The text that you wish to appear above each column in the report. 
|-
||'''Date/Time'''
||
Used to "extract" the day, month, week or year from a date field for comparative purposes. The options are shown in the screenshot below: 
 
:: [[File:Report neo date time.png|200px|border]]
 
|-
||'''Group Options'''
||
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. The options are shown in the screenshot below: 
 
:: [[File:Report neo group by.png|220px|border]]
 
|-
||'''Sort By'''
||Determines the [[Sort By|sort order]] of the reports, either '''Ascending '''or '''Descending.'''
|-
||'''Alignment'''
||Determines the alignment of the column headings and the column values - '''Left '''(default), '''Center, '''and '''Right. '''
|-
||'''Formula'''
||
|}
* The '''Report Builder Neo '''has the [[Display order#Drag and Drop Re-Order Fields|Drag and Drop]] functionality to re-order the display view of columns in a reportand to input fields into the appropriate columns. * The Report Builder will automatically note which base dataset your columns relate to.  ===Report Builder Neo Help Panel ======Creating an Example Report with Report Builder Neo===The following sequence of steps will bring you through an example exercise of creating a report with '''Report Builder Neo.''' 1. Click on the 9-square menu icon on the top right of your page. :: {{Icon Menu}}  2.. Under the heading '''Tools, '''select '''Reports.''' 3. Click on the '''+ icon '''on the top left to create a '''New Report. ''' 4. Fill in the fields for the new report and ensure that the '''Builder Type '''field is selected on '''Neo. ''' 5. Click '''Save.''' 6. Click the '''four-square icon '''on the top left to launch the '''Report Builder Neo.''' 7
=Configuration - Advanced=
2,299
edits