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Access to the '''report-creation''' features is controlled by the [[User Role|role]]-based manager permission. So you must be in a [[User Role|role]] associated with this feature in order to create reports.
<pre> Users who will only need to view reports do not need these manager permissions. </pre>
You must be a member of a [[User Role|role]] with manager permission for '''Reports''' if you wish to do any of the following actions:
==Launching the Report Builder==
Once you have '''Saved '''your new report with the '''Builder Type - Classic '''selected, a a '''four square icon '''will appear at the top left of your page above the report name.
:: [[File:Report builder icon.png|120px|border]]
Clicking on this icon will launch a modal window that displays the the '''Report Builder, '''either in '''Neo '''or '''Classic .''' <pre> It is highly recommended for all users to use the '''Report Builder Neo''' for easier and more intuitive functionality. </pre> * Ensure that your '''Builder Type '''is selected as '''Neo '''in order to launch the '''Report BuilderNeo. '''
==Classic Report Builder - Column Settings==
'''Note: '''Since the '''Report Builder Neo '''is recommended for all users, please see the [[Reports#Report Builder Neo - Column Settings|Report Builder Neo - Column Settings]] section of the page. This section will only focus on ''''''the '''Classic Report Builder'''
[[File:Classic report builder.png|800px|border]]
Each column will consist of the basic construction of the report by selecting the required fields and setting the way that the field should be used within the report.
:* A '''trashcan '''icon will appear in the top left row of buttons once at least one report has been selected. Click on this button to '''batch delete '''all of your selected reports.
'''<strong> '''</strong>
::: [[File:Batch delete repeorts.png|250px|border]]
'''<strong> '''</strong>
:# A confirmation message will pop-up on your screen. Click '''Yes '''to confirm the deletion.
The reports will be deleted and your list view of reports will refresh to display these changes.
===Individually Deleting a Report===
:# Click on the 9-square menu icon on the top right of your page.
::#: {{Icon-Menu}} :: # ::#* Under the heading '''Tools, '''select '''Reports.'''::#* Click on the '''pencil icon '''next to the name of the report that you want to delete to go into '''Edit '''mode for that report. ::#* The report details will be displayed, and at the bottom will be a '''Delete '''button among a row of other buttons. Click on the '''Delete '''button.:::#*: [[File:Delete report.png|800px|border]]::: #* :::#** A confirmation message will pop-up on your screen. Click '''Yes '''to confirm the deletion.
The report will be deleted. Your page will refresh and you will be brought back to the list of reports, now updated to reflect your deletion.
:::* '''Note: '''Only a user with [[Global System Administrator|System Administrator]] privileges can view the '''Deleted Reports '''tab.
::::*: [[File:Deleted reports section.png|900px|border]]:::
'''<strong> '''</strong>
::::: {{Icon-Menu}}
2. Under the heading '''Tools, '''select the hyperlink '''Reports.'''
:::
:::* '''Note: '''If you choose to permanently delete a report, a pop-up confirmation message will appear. Click '''Yes '''to go through with this purge.
<pre> Any reports that have been deleted for over one year will be automatically purged. </pre>
::::: [[File:Advanced report functions.png|400px|border]]
The options for the '''Advanced''' tab are described in the table below:
:::* This feature will only appear for '''Neo Reports'''; it is not available for new '''Classic Reports. '''
|-
||'''Disable Global Template'''
::::: [[File:Report more advanced.png|500px|border]]
{| class="wikitable"
|-
:::* '''Do not '''enable general caching for reports that [[Prompting for Criteria in Reports|prompt the user for criteria]].
'''Caching Options: Cache By User - '''Caching by user'' must be used for'' when a report includes [[:Category:Criteria|criteria]] to filter based on the user that opens the report (i.e. =@userid@).
:::* The report will be updated only once the life span has expired.
:::* In general, [[Building Sub-Reports|Sub-Reports]] should not be cached, though the parent report can be cached if appropriate.
|-
||
:::* The person who clicks the link does ''not ''need to have login access to your [[SmartSimple]] system.
:::* Once the link is clicked, the report is processed and the results are displayed accordingly.
<pre>The following steps are for reports made with Report Builder Neo, although the Classic Report Builder undergoes a very similar process for Internet Enabling reports. </pre>
1. Once you have the '''Reports '''section of your system open (see [[Reports#Accessing Reports|Accessing Reports]] if needed), click on the '''pencil icon '''next to a specific report name to '''Edit '''it.
::::: [[File:Report internet enable.png|800px|border]]
{| class="wikitable"
|-
:::* The access key will append itself to the URL of the report.
:::* By allowing people to view an Internet-enabled report specifically with an access key, you can remove access easily by simply changing the access key.
|-
||'''URL'''
|}
:::* The [[URL]]s for reports that are Internet-enabled are automatically generated. Simply copy and paste them to use it.
4. Click '''Save. '''
:::* '''Note: '''You can always tell whether a report is properly Internet-enabled if it has a '''black dot '''in the '''Internet-Enabled '''column on the main reports list view, found from '''Tools > Reports. '''See screenshot below.
::::*: [[File:Internet enabled report.png|900px|border]]:::
[[Category:Reports]]
