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Created page with "The ''' neo report builder''' is used to construct a report by selecting the required fields and setting the way the field should be used within the report. The neo report bui..."
The ''' neo report builder''' is used to construct a report by selecting the required fields and setting the way the field should be used within the report. The neo report builder allows for greater control of reports and features a more intuitive user interface.
*When creating a new report, a user now has the option of using the classic report builder or the new report builder.
[[Image:Neo_report_builder.png ]]
Selecting builder neo builder takes you to the report builder.
[[Image:Neo_reports.png]]
The user can select up to 50 columns for each report. Each report column consists of the following settings:
* '''Column Heading''' - The text 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]]
* '''Recordset''' - Refers to the recordset selected in the [[Recordsets]] tab. If multiple Recordsets have been selected to build your report, you can select from them in this dropdown.
* '''Type''' - When the Table has been selected, you can select the [[Client Categories|category]], [[role]], [[template]] or [[type]] from which your field will be derived.
* '''Field''' - The field you wish to display in this column. All fields from all selected tables will be displayed in the field list. Fields are sorted alphabetically by table name, and by field name.
* '''Date/Time Translation''' - Used to “extract” the day, month, week, or year from a date field for comparison purposes.
* '''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.
* '''Sort By''' - Determines the display order of the report results, '''Ascending''' or '''Descending'''.
* '''Align''' - Determines the alignment of the column header and the column values. Options are ''Left'' (the default setting), ''Center'' and ''Right''.
* '''[[Calculated Field]]''' - Allows you to build out further complexity such as mathematical operators, concatenation, and supports MySQL syntax. For additional information, please see the '''Calculated Field''' tab in the Report Builder or [[Calculated Field|this article]].
* '''Show''' - This flag is used to suppress the display of a field that you may need to use for criteria, but not display in the reports. For example, you may wish to produce a list of salaries over 100,000 per year and use the salary as criteria, but not show the result.
* '''[[Changing the Column Display Order in a Report|Move Icons]]''' - '''Move Left''' and '''Move Right''' icons are displayed to the left and right of each '''Show''' check box. [[Image:Reps7.png]] These buttons are used to change the column order.
* '''[[Criteria]]''' - Sets the criteria for the records to be displayed in the report. There are ten rows for criteria.
Initially, the report will be configured for 15 columns, but you can increase the number of columns in increments of 15 by clicking the '''more columns''' button.
[[Image:Reps8.png]]
'''Note''': If you have many custom fields, access the reports tab within the application you are creating the report from. If you are creating a report from a particular UTA, access the reports tab from that UTA.
*When creating a new report, a user now has the option of using the classic report builder or the new report builder.
[[Image:Neo_report_builder.png ]]
Selecting builder neo builder takes you to the report builder.
[[Image:Neo_reports.png]]
The user can select up to 50 columns for each report. Each report column consists of the following settings:
* '''Column Heading''' - The text 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]]
* '''Recordset''' - Refers to the recordset selected in the [[Recordsets]] tab. If multiple Recordsets have been selected to build your report, you can select from them in this dropdown.
* '''Type''' - When the Table has been selected, you can select the [[Client Categories|category]], [[role]], [[template]] or [[type]] from which your field will be derived.
* '''Field''' - The field you wish to display in this column. All fields from all selected tables will be displayed in the field list. Fields are sorted alphabetically by table name, and by field name.
* '''Date/Time Translation''' - Used to “extract” the day, month, week, or year from a date field for comparison purposes.
* '''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.
* '''Sort By''' - Determines the display order of the report results, '''Ascending''' or '''Descending'''.
* '''Align''' - Determines the alignment of the column header and the column values. Options are ''Left'' (the default setting), ''Center'' and ''Right''.
* '''[[Calculated Field]]''' - Allows you to build out further complexity such as mathematical operators, concatenation, and supports MySQL syntax. For additional information, please see the '''Calculated Field''' tab in the Report Builder or [[Calculated Field|this article]].
* '''Show''' - This flag is used to suppress the display of a field that you may need to use for criteria, but not display in the reports. For example, you may wish to produce a list of salaries over 100,000 per year and use the salary as criteria, but not show the result.
* '''[[Changing the Column Display Order in a Report|Move Icons]]''' - '''Move Left''' and '''Move Right''' icons are displayed to the left and right of each '''Show''' check box. [[Image:Reps7.png]] These buttons are used to change the column order.
* '''[[Criteria]]''' - Sets the criteria for the records to be displayed in the report. There are ten rows for criteria.
Initially, the report will be configured for 15 columns, but you can increase the number of columns in increments of 15 by clicking the '''more columns''' button.
[[Image:Reps8.png]]
'''Note''': If you have many custom fields, access the reports tab within the application you are creating the report from. If you are creating a report from a particular UTA, access the reports tab from that UTA.
