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Accessing Reports in SmartSimple

103 bytes added, 15:00, 31 May 2019
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'''[http://www.smartsimple.com/DotOrg/flash/Accessing_Reports_in_SmartSimple_viewlet_swf.html View It Here]'''
[https://www.smartsimple.com/DotOrg/flash/Accessing_Reports_in_SmartSimple_viewlet_swf.html View It Here] 
 
A [[User|user]] can access the reports that they are permissioned to use from:
 
* All [[Application]] Windows, such as [[Sales Tracking|Sales]] or [[Applicant Tracking]].
* The '''Communications''', '''Reports''' [[Menu|menu]].
[[Image:ReportListViews.png|link=|900px]]
The report window consists of the following sections:
 
* '''New Report tab''' – this tab is used to create a new report.
* [[Global Report Template]] - this tab is used to define a customized HTML template for all reports.
[[Image:Reprot.png]]
The '''Report''' combo box “remembers” the last report category that you selected, so when you return to the report window, the same list of reports will be displayed.
 * '''Report List''' – displays all reports in the selected category in a [[list view]].
* If there are more reports in a given category than can be displayed on one page, the page selector will be displayed on the top right of the reports window:
[[Image:PageSelector.PNG|link=]]
You can toggle between pages, or click the "Show All" button to display all reports in the selected category on one page.
==Report List Columns==
Each report listed in the report list contains the following sections:
Each report listed in the report list contains the following sections:* '''Report Number''' (#) – the index of the report on the page. Remember this page length, like all others, is set by your '''[[Personal Settings]]''' – '''Number of Records Per page'''.* '''Run Report Icon''': {{RunReportIcon}} - Clicking this icon will cause the system to process the report and display the results. * '''Edit button''': {{EditIcon}} – used to edit the report. If the report is a built-in report, you can edit the report to see how it is constructed, but you will not be able to save the report.
* '''Custom Export Icon''': {{CustomExportIcon}} (if the report is not enabled for Custom Export, the icon will be grayed out: {{ReportCustomExportNotEnabledIcon}})
* '''File Export Icon''': {{FileExportIcon}} (if the report is not enabled for File Export, the icon will be grayed out: {{ReportFileExportNotEnabledIcon}})
* Reports that are available, but that have not been associated with a category, are displayed in the "Uncategorized" category.
{{PrevNextStart}} [[Manager Permission – Reports and Dashboards]]{{PrevNextMid}} [[Creating a Basic Report]] {{PrevNextEnd}}
[[Category:Reports]][[Category:View It]]
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