Category:Reports

From SmartWiki

This category contains articles related to reports. Training related articles in sequential order are listed as follows:

• Getting Started with Reports and Dashboards
• Manager Permission - Reports and Dashboards
• Accessing Reports in SmartSimple
• Creating a Basic Report
• Adding a Table to a Report
• Report Builder Column Settings
• Adding Fields to a Report
• Changing the Column Display Order in a Report
• Changing the Sort Order in a Report
• Copying a Report
• Setting Text Criteria Logical Operators in a Report
• Using Wildcard Criteria in Reports
• Specifying Multiple Criteria in Reports
• Prompting for Criteria in Reports
• Prompting for Criteria using a Wildcard
• Using Date Criteria
• Using Date Translation in Reports
• Using a Date Range in a Report
• Accessing the Current Date in a Report
• Creating Summary Reports
• Sharing Reports with Other People
• Assigning Multiple Reports to a Role
• Assigning a Report to Multiple Roles
• Creating a Public Internet Enabled Report
• Reports Based on Multiple Tables - Overview
• Using an Outer Join
• Building Sub-Reports
• Creating Charts and Dashboards - Overview
• Adding a Chart to a Pin Board
• Setting a Chart as a Custom Field
• Creating a Dashboard to Display a Set of Charts
• Exporting Reports - Overview
• Creating an Export Specification
• Using the Advanced Report Setting Tab
• Setting the File Extension
• Exporting a Report to Excel

Articles in category "Reports"

There are 43 articles in this category.

A Accessing Reports in SmartSimple Accessing the Current Date in a Report Adding Fields to a Report Adding a Chart to the Pin Board Adding a Table to a Report Adding the Plug-In to Excel Assigning Multiple Reports to a Role Assigning a Report to Multiple Roles B Building Sub-Reports C Changing the Column Display Order in a Report Changing the Sorting Order in a Report Copying a Report Creating Charts and Dashboards - Overview Creating Summary Reports

C cont. Creating a Basic Report Creating a Dashboard to Display a Set of Charts Creating a Public – Internet Enabled Report Creating a Report that is Branch, User or Branch Hierarchy Specific Creating an Export Specification E Exporting Reports - Overview Exporting a Report to Excel G Getting Started with Reports and Dashboards H How do I do a count using a sum? How to reference a column that is hidden I Internet Enabled Reports M Manager Permission – Reports and Dashboards P Prompting for Criteria in Reports Prompting for a Criteria using a Wildcard R Report Builder Column Settings

R cont. Report Column Limitations Workaround Reports Based on Multiple Tables - Overview S Setting Text Criteria – Logical Operators in a Report Setting a Chart as a Custom Field Setting the File Extension Sharing Reports with People - Overview Specifying Multiple Criteria in Reports U UTA Provider Table Using Date Criteria Using Date Translation in Reports Using Wildcard Criteria in Reports Using a Date Range in a Report Using an Outer Join Using the Advanced Report Setting Tab