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Reports

Creating a Report

To create a new report, go to the "Reports" module and click on the "Add report" button.

Choosing a Model

The first phase of report creation is selecting a model. The model defines the basic data that the report should provide during creation. Choosing a model makes it easier to create a report because the offered data is more likely to align with your expectations.

Adding URLs

Reports allow the addition of links that take you to various data in other modules. In this case, we are creating a report based on the customer model. The report displays a list of all customers in the module. By adding a URL link, you can click on a displayed customer and be directly redirected to the customer module for that specific customer.

List of URL links

Adding Columns and Displayed Data

To start creating a report, click on the "Add column" button. This will create the first column.
  1. Enter the column name to easily identify the data it contains.
  2. Choose a filter to refine the data displayed in the column.
  3. Click the "Add block" button to add data displayed in the column.
  1. Select the format of the displayed data.
  2. Choose the data to be shown in the column.
  3. Preview how the report will look (in this case, filled with invoice numbers).

Additional options for formatting the data and displaying data under aggregates are also available.

Content Type

You can choose between four types of content display in the report:
  • General text-based data display.
  • Displaying data type as an avatar, mainly for showing customer name, surname, and one basic piece of information (e.g., phone number).
  • Using the tag data type to display text with a colored border.
  • With the checkmark data type, display data with only two options: True or False, shown as checkmarks and crosses.

Lower-Level Data (Drilldown)

Reports can include lower-level data derived from the data related to the selected basic model. For example, if creating a report with the "customer" model, you can display customer data in the main report and, in a lower level, show all related customer invoices. You can go further and display products on those invoices. (See the example below)

Adding Lower-Level Data

To add lower-level data, click on the "Add drilldown" button.

When creating, it's crucial to choose the right relationship, as it determines which data will be displayed at the lower level. Continue the creation process as in a regular report.

Computed Value (Inserting Formulas)

As the displayed value, you can set a computed value. When choosing this option, a field opens below where you can enter any formula, and the result will be inserted into the column. Formulas are entered as {data}(+,-,*,/){data}.

List of data for formula input

Download Excel File Download Excel File

Displaying Values (Aggregates)

Aggregates offer quick calculation functions.

  • Sum
  • Average
  • Count (number of displayed data)
  • Min (minimum value)
  • Max (maximum value)
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