The Custom Reports page is where you create your own custom reports. Like the pre-made reports built for you that pull data from the replicated database, you can use the Report Builders to show only the specific data you want on your own custom reports.
What We’ll Cover
- Finding the Page
- SQL Report Builder
- Visual Report Builder
- Editing Reports
The reports are saved in the Custom Reports page, where they can be edited and deleted.
One of the following permissions must be enabled to use this feature:
Read more: Setting Up Users and Roles
Finding the Page
In Corporate Office, navigate to: Reports > Custom Reports.
SQL Report Builder
Click + New Report button and select SQL Report Builder.
A slide-out panel will opens that has the same functionality as the SQL Manager.
Visual Report Builder
The Visual Report Builder feature a drag-and-drop functionality. You have a selection of table schema that you can drop into the Drag and Drop Area to add the data to the report. The specific elements of the feature are defined below.
Lists - A selection of tables in the replicated database that you can drag into the Drag and Drop Area to add them to your custom report.
These tables have useful data that pertains to associate and order details. Adding multiple tables to the Drag and Drop Area joins their data on the report allowing you to craft reports that fulfill specific needs.
Links - Color codes that indicate the shared columns between table Lists.
Key - Shows the database columns that appear in multiple tables. Each column is assigned a color.
Only Lists with matching Links can be added to a report (i.e., a brown Link can’t be joined with a yellow Link). You’ll notice that Lists often have multiple Links. The Lists only need to have one color in common. If you want to join non-matching Links, you need to bridge the two Lists with a List that shares a Link with both.
Save Report - Click to save the report. A Save pop-up window will open where you can give the report a name, click Save Report to confirm. Reports are sorted in the Custom Reports List.
Preview Report - Opens a preview of the report in a slide-out panel to see before saving.
Drag and Drop Area - To create a report click and drag a List and drop it in the Drag and Drop Area.
Expanded List - When the List is dropped into the Drag and Drop Area, it expands. In the expanded List, you can filter the table to only show a certain column, toggle whether the data is visible with the Show Data checkbox (helpful when using many Lists in a report. type or date range), and remove the List from the report with the Remove button.
Data Table - Each List you add to the Drag and Drop area will display its data in this table. Click the column heading to sort the column in ascending/descending alphabetical order, click the X icon next to the column heading to delete the column from the report, and click and drag the column heading to change its position on the report.
Bridging Lists with Non-Matching Links in the Visual Report Builder
The Associates List has yellow and blue links.
The Inventory Item List has a brown link.
If you drag both of these Lists to the Drag and Drop Area, no data will show.
You can join non-matching Links by bridging the Lists with a List/Lists that share Links with both Lists.
Drag the Associates List the Drag and Drop area (blue and yellow).
Drag the Orders with PV List (purple and blue).
Since it contains a blue link in common the data shows.
Drag the OrderDetail List (purple and brown).
Since it shares purple with Orders with PV List, it can be joined.
Now, you can drag the Inventory Item List (brown).
Inventory Item and OrderDetail share brown in common, so a join can be made.
Uncheck the Show Data checkboxes on the Orders With PV and OrderDetail Lists to only show the Associates and Inventory Item List data on the report.
The Edit button opens an Edit Custom Report slide-out panel of the Report Builder used to create the report.
In the report, when Save is clicked, a pop-up will open with the Report Name field populated with the report’s current name. Leave the name unchanged to save changes to the report.
If you update the name and confirm the save, then the report will save under the new name; it doe NOT create a new report.
If you make changes and try to close the Report Builder without saving, an Unsaved Changes confirmation pop-up will show. Click the Discard Changes button to close the report without saving your edits.
Click the Delete button to remove the report. Opens the Delete Custom Report pop-up window. Deleted reports cannot be recovered.