Edit Reports List and Edit Views

A submenu with these options:

• Edit Report: Lets you make changes to the report.
• Edit User Access: Sets the user access for the report.
• Copy Report: Copies the report, with its SQL, fields, filters, drilldowns and user access. The copy has the same description with “- Copy” added at the end, and opens for editing.
• Delete Report Ctrl + Delete: Deletes the report.

• Edit SQL: Opens an SQL interface for editing.
• Copy Report: Copies the report that is open on screen and opens the copy for editing.
• Delete Report: Deletes the report that is open on screen.

Settings

• Edit User Access: Sets the user access for the report.

Layout

Select a chart type from this list:

• Area diagram
• Bar diagram
• Column diagram
• Line diagram
• Pie diagram
• Stacked Area diagram
• Stacked Bars diagram
• Stacked Columns diagram

The field’s name in the database.

You can change it to a more descriptive label.

The type of data in the database.

A different option can be selected from this list:

• Text
• Formatted Text
• Number
• Memo
• Date
• Time

Choose the text alignment from this list:

• Left
• Right
• Centre

Choose a calculation option from this list:

• None
• Sum
• Count
• Average
• Min
• Max

Checkbox. If checked, the field is visible in the report.

Should be checked for fields that contain the data shown in the report.

Should be unchecked for fields that contain the functions being used in other fields (e.g. custom captions or colour changes).

May be unchecked for fields that contain the database or entry ID.

Checkbox.

Check one entry that groups the data into categories (for example, Customer, Rep or Period). Each category is one bar, point or slice.

Checkbox.

Multiple entries can be checked. Each one is plotted as a series of values (for example, Amount).

The type of filter. The default is Fixed ID. The options are:

• Date: Filters on a specific date.
• Period (Date Start and Date End): Filters the records based on a period.
• Text List: Creates a lookup list to filter the data on.
• Key Value Pairs (Comma separated): Replaces a certain lookup field (as entered) with a different value (as entered).
• SQL (Returns: filter_key, filter_value): Replaces a certain lookup field with a different value (as determined by an SQL query).
• Fixed ID: Uses a fixed ID that you enter.

A report can have only one Date filter and one Period filter. If you add a second one, it is removed when you save, and the message “The selected Filter has already been added.” appears.

Information for the selected Type (e.g. Text List, SQL) can be entered in the respective columns or by accessing the context menu (right-click).

Checkbox.

Checked automatically once a key-value list is defined.

The key list is defined via the context menu.

Checkbox.

Checked automatically once the SQL query is written.

Use the context menu to open the SQL interface.

A submenu that changes depending on the type of entry. It contains one or more of these options:

• View/Edit Lists: Creates lookup lists where the Type is Text List or Key Value Pair.
  • Text List: Enter a list, one entry per line.
  • Key Value Pair: Enter a comma-separated list, one pair per line (e.g. if you enter “1,Name”, the system assigns the integer 1 to fields that contain the word “Name”).
• View/Edit SQL: Opens the same SQL interface as under Fields, to enter custom SQL where the Type is SQL. The SQL must generate two columns (that is, a key-value pair).
• Delete Filter: Removes the filter.

Select a type from this list:

• Module: Select a module to navigate to (as a context menu option on the report).
• Attachment: Select a URL to navigate to (as a context menu option on the report).

A dropdown list of the available modules:

• Contact
• Item
• Asset
• Service
• Transaction

Applies if Type = Module.

Select a field name for the drilldown function from the list of all the field names.

The selected field name must be the primary key (ID) for that module.

A submenu with this option:

• Delete Drilldown: Deletes the drilldown entry.