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First you will add the fields you need to the '''Report Builder'''.
1. Click the '''Field''' combo box for the first column.
[[Image:Reps10.png]]
* All the fields from the selected table’s(s) – in this case the single table – the fields in the contact table are displayed.
* In addition, to the standard fields, any [[Custom Fields|custom fields]] that you have added to this table are also displayed, and are available for use in the report.
* On this instance, [[Custom Fields|custom fields]] associated with any [[Role|roles]] that you have created will be displayed as the [[Role|roles]] may also be associated with the contact.
This display of [[Role|role]] based fields when accessing the contact table is an example of the internal denormalization of the contact table.
2. Choose the '''First name''' field.
[[Image:Reps11.png]]
The field name is added and the column heading set to the field name.
3. Change the '''column heading''' to '''First Name'''.
[[Image:Reps12.png]]
4. Repeat this process for the '''Last name''', '''Title''' and '''Company Name''' fields.
[[Image:Reps13.png]]
5. Change the '''column heading''' as shown below.
[[Image:Resp14.png]]
6. Click the '''Build Query''' button.
The settings are saved, the '''Report Builder''' window is closed, and you are returned to the '''Edit Report''' window. You can now '''Save''' and '''Preview''' the current report.
7. Click the '''Save''' button.
The report is saved with the new setting you have added.
8. Click the '''Preview''' button.
You are prompted to set any [[Parameters|parameters]] – there are no [[Parameters|parameters]]. The prompt for [[Parameters|parameters]] will not be displayed when you access the report from the report list.
The report is displayed in a separate window.
[[Image:Reps15.png]]
The data is displayed in the original entered by sequence, as there is not sorting applied
* You can sort by any column in this view by clicking on the required column heading.
* The column headings are set to the values you set.
* The standard [[SmartSimple]] multi-page navigation has been added to the report and the report is displayed with the '''Number of Records per Page''' as set in your [[Personal Settings]].
9. Close the '''Report''' window.
10. Close the '''Parameter''' window.
[[Category:Reports]][[Category:System Management]][[Category:Applications]]
1. Click the '''Field''' combo box for the first column.
[[Image:Reps10.png]]
* All the fields from the selected table’s(s) – in this case the single table – the fields in the contact table are displayed.
* In addition, to the standard fields, any [[Custom Fields|custom fields]] that you have added to this table are also displayed, and are available for use in the report.
* On this instance, [[Custom Fields|custom fields]] associated with any [[Role|roles]] that you have created will be displayed as the [[Role|roles]] may also be associated with the contact.
This display of [[Role|role]] based fields when accessing the contact table is an example of the internal denormalization of the contact table.
2. Choose the '''First name''' field.
[[Image:Reps11.png]]
The field name is added and the column heading set to the field name.
3. Change the '''column heading''' to '''First Name'''.
[[Image:Reps12.png]]
4. Repeat this process for the '''Last name''', '''Title''' and '''Company Name''' fields.
[[Image:Reps13.png]]
5. Change the '''column heading''' as shown below.
[[Image:Resp14.png]]
6. Click the '''Build Query''' button.
The settings are saved, the '''Report Builder''' window is closed, and you are returned to the '''Edit Report''' window. You can now '''Save''' and '''Preview''' the current report.
7. Click the '''Save''' button.
The report is saved with the new setting you have added.
8. Click the '''Preview''' button.
You are prompted to set any [[Parameters|parameters]] – there are no [[Parameters|parameters]]. The prompt for [[Parameters|parameters]] will not be displayed when you access the report from the report list.
The report is displayed in a separate window.
[[Image:Reps15.png]]
The data is displayed in the original entered by sequence, as there is not sorting applied
* You can sort by any column in this view by clicking on the required column heading.
* The column headings are set to the values you set.
* The standard [[SmartSimple]] multi-page navigation has been added to the report and the report is displayed with the '''Number of Records per Page''' as set in your [[Personal Settings]].
9. Close the '''Report''' window.
10. Close the '''Parameter''' window.
[[Category:Reports]][[Category:System Management]][[Category:Applications]]
