Changes

Jump to: navigation, search

Creating a Basic Report

206 bytes removed, 20:09, 4 June 2019
no edit summary
{{SeqReportPageHeader}}
'''[http://www.smartsimple.com/DotOrg/flash/Creating_a_basic_Report_viewlet_swf.html View It Here]'''
In this article, you will build a report that lists all your contacts displaying their first name, last name, and title.
[[Image:Repor.png]]
This window contains the following settings:
* '''Lock''' - The "Do not rebuild report" checkbox indicates that the report should not be rebuilt in case of a custom Report Template, it will give an alert when the '''Report Builder''' button is clicked.
* '''Report Builder''' - This button opens the '''Report Builder'''.
* '''[[Recordsets]]''' - This tab is used to select which tables are required in the report, the relationships between the tables, and the primary table. The primary table determines how data will be joined when multiple tables are selected.
* '''Advanced''' - This tab shows advanced settings for the report. See this page for details on settings: [[Edit Report Page: Advanced Settings Tab]]
[[Image:Repor2.png]]
4. Set the '''Category''' to '''Training Reports'''.
[[Image:Repor3.png]]
This will create a new entry in the category combo box – '''Training Reports'''.
[[Image:Repor4.png]]
5. Set the '''Description''' to '''List Contacts - All'''.
[[Image:Repor5.png]]
6. Click the '''Save''' button.
[[Image:Repor6.png]]
It will not be possible to preview this report, as you have not selected any table(s) nor selected any fields from the tables in the '''Report Builder'''.
An enhanced version of the report builder has entered the beta stage. The new 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 ‎]]
=Report Tabs=
 
In addition to the '''Delete''' and '''Preview''' buttons, a new set of tabs are displayed at the top of the report window.
* '''[[Custom Export]]''' – used to create a custom export for the report.
* '''[[Report Template]]''' – used to control the layout and formatting of the report.
<pre>
<html>
<body>
<table>
 
<tr><td>@navbar@</td></tr>
<tr><td>@header@</td></tr>
<tr><td>@rows@</td></tr>
</table>{|</body>|-</html>||@navbar@</pre>|-||@header@|-||@rows@|}
* '''Charts''' – used to create one or more charts to be associated with the report.
{{PrevNextStart}} [[Accessing Reports in SmartSimple]]{{PrevNextMid}} [[Adding a Table to a Report]] {{PrevNextEnd}}
[[Category:View It]][[Category:Reports]]
2,299
edits

Navigation menu