vtiger510:Module Reports
From http://wiki.vtiger.com/archives
| Faq | Howto |
Contents |
About
Reports Modules, can have documents with selected data from entity modules selected by user based on the conditions provided.
Creating a Report
- To create a report you have to select a primary module, which can be selected from list of entity modules. Once a Primary module is selected, A popup window opens up showing Step-1 of report creation. In Step-1, we have to provide Name for the report, Provide Description for the report and select the folder to create report in.
- The report name provide in Step-1 needs to be unique. Once the validation for Step-1 is successful, we will be taken to Step-2 where all the related entity modules for Primary module are shown. We can select one to many related modules from the available list to create the report for or we can continue without selecting the Related Modules.
- Now in Step-3, We can choose the type of the report(Either Summary Type or Tabular Type ) and Proceed to Step 4. Summary type reports provides us an option to select fields based on which we can group the records for the report where as Tabular report shows the General Tabular view without any grouping specifications.
- In Step 4, we can select the fields to show in detail view of a report. These fields can be selected from the modules selected to create report.
- Step 5 is only shown for the Summary Type report where we can select field to Group records for report and sort them Ascending or Descending.
- In Step 6, we can select the calculations for the Integer fields available across the modules selected to create report. We can select the calculations like SUM, AVG, MIN and MAX values across the records selected.
- In Step 7, we can specify the conditions to filter the results in a report. We can specify conditions in standard filters or Advance Filters. Standard filters have fields like Date & Time fields where as advanced filters have all the fields from the selected modules where the comparator and condition can be choosed based on type of field selected. We are allowed to provide a maximum of 5 conditions.
- In Step 8, we can opt for the security of the report. Here you can select the type of report Sharing(Public, Private or Share).
| NOTE:
Public type is the default type where the created report can be viewed by all the users but can only be edited by roles higher than the role of Owner. |
| NOTE:
Private Type is a mode where report can only be viewed and Edited by Owner and roles higher to the role of Owner. |
| NOTE:
Share Type is mode where owner of the report can share his reports for viewing across selected users and Groups. But can only be edited by Owner and other users whose roles is higher to the role of Owner. |
More
- DetailView
Reports Detail View is divided into two parts, Main content and Calculations.
MainContent of the reports contains the data of the fields that are selected to display in the report.
Calculations Part of the reports contains the Calculations of the fields that are selected for calculations in the report.
Apart from Content and Calculations, The DetailView holds the operations like Exporting the report to Excel or PDF, To Print, Customize the Report, Navigate to Other Report and Filter the report results.
NOTE:
Customizing the Report is just like Editing the Report from Detailview of the Report |
NOTE:
Filtering the results in a report can be done through the standard fields provided |
- ListView
Reports ListView is basically splited into three parts. Default Reports, Custom reports and Actions are the three parts of list view. Actions part in ListView comprises of operation like Mass Delete, Moving Reports, Creating Folders and Creating Reports
We can select multiple reports in the list view and delete them using mass delete option. Default reports are not provided with delete option.
Reports can be moved from one folder to other using the move button in actions list.
