Set up report - Revision history

Crmtogether at 09:11, 16 August 2012

2012-08-16T09:11:16Z

← Older revision		Revision as of 10:11, 16 August 2012
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	[[File:rptconnections.png]]		[[File:rptconnections.png]]

			The database name listed here must match the database in the Config area

			[[File:rptconfig.png]]

	[[File:rpttables.png]]		[[File:rpttables.png]]

	Each database listed must be configured in the Config tab. You will see if the report can connect or not.		Each database listed must be configured in the Config tab. You will see if the report can connect or not.

Crmtogether at 09:07, 16 August 2012

2012-08-16T09:07:24Z

← Older revision		Revision as of 10:07, 16 August 2012
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	Note that the fields in the drop down depend on the "Entity" selected in the Report Details. Current user fields are also available and this allows the current user context to be used as well as the entity fields/context.		Note that the fields in the drop down depend on the "Entity" selected in the Report Details. Current user fields are also available and this allows the current user context to be used as well as the entity fields/context.


			----

			Report connections

			When you upload and view a report you will see the databases and table that the reports use

			[[File:rptconnections.png]]

			[[File:rpttables.png]]

			Each database listed must be configured in the Config tab. You will see if the report can connect or not.

Crmtogether at 00:49, 6 December 2011

2011-12-06T00:49:31Z

← Older revision		Revision as of 01:49, 6 December 2011
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	[[File:params.png]]		[[File:params.png]]

	Note that the fields in the drop down depend on the "Entity" selected in the Report Details.		Note that the fields in the drop down depend on the "Entity" selected in the Report Details. Current user fields are also available and this allows the current user context to be used as well as the entity fields/context.

Crmtogether at 18:22, 24 November 2011

2011-11-24T18:22:50Z

← Older revision		Revision as of 19:22, 24 November 2011
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	*Ignore Security: Option to ignore user/team security on the report		*Ignore Security: Option to ignore user/team security on the report
	*Visibility: Option to hide this report from the main reports area		*Visibility: Option to hide this report from the main reports area

			'''Report Parameters'''

			Any parameters in the report are displayed in the "Parameters" section.
			To map entity fields to the parameters you click "Change" (you must have saved the details first) and then from the drop down select the field and click "Save"

			[[File:params.png]]

			Note that the fields in the drop down depend on the "Entity" selected in the Report Details.

Crmtogether at 16:53, 24 November 2011

2011-11-24T16:53:24Z

← Older revision		Revision as of 17:53, 24 November 2011
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	If you have just uploaded a new report you will be in the "Report Detail" screen.		If you have just uploaded a new report you will be in the "Report Detail" screen.

			Set the details as you need and click "Save"

	[[File:reportdetail.png]]		[[File:reportdetail.png]]
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	*Ignore Security: Option to ignore user/team security on the report		*Ignore Security: Option to ignore user/team security on the report
	*Visibility: Option to hide this report from the main reports area		*Visibility: Option to hide this report from the main reports area

	~~Click "Save"~~

Crmtogether at 16:52, 24 November 2011

2011-11-24T16:52:59Z

← Older revision		Revision as of 17:52, 24 November 2011
Line 9:		Line 9:
	*Ignore Security: Option to ignore user/team security on the report		*Ignore Security: Option to ignore user/team security on the report
	*Visibility: Option to hide this report from the main reports area		*Visibility: Option to hide this report from the main reports area

			Click "Save"

Crmtogether: Created page with "If you have just uploaded a new report you will be in the "Report Detail" screen. File:reportdetail.png Description: Allows you set a report description Entity: From the ..."

2011-11-24T16:51:19Z

Created page with "If you have just uploaded a new report you will be in the "Report Detail" screen. File:reportdetail.png *Description: Allows you set a report description *Entity: From the ..."

New page

If you have just uploaded a new report you will be in the "Report Detail" screen.

[[File:reportdetail.png]]

*Description: Allows you set a report description
*Entity: From the drop down select the entity context that the report would run in
*Category: Select from the drop down
*Owner: The report owner
*Ignore Security: Option to ignore user/team security on the report
*Visibility: Option to hide this report from the main reports area