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Conditions determine the way in which filters interact with each other and the report as a whole. There are two conditions: And & Or. Conditions are set to And, by default. Click the word And to change it to Or and click it again to change it back. The condition And means...

Calculated fields are fields you create based on a calculation of other fields in the system. In the picture below, you can see two calculated fields available in the Inventory table. REORDER is an addition of the ONHAND and the ONORDER while VALUE is a multiplication of the ONHAND and the COST. When selected on a parts report, these fields...

Adding Fields The next step is to add fields to the report. First, click the Columns tab. The left side of this screen has the heading Tables and shows the table(s) that the report is using. The right side, which is marked Output Columns, will list the fields that are on the...

The report you’ve just made will be opened in edit mode and you’ll be taken to the Report tab. Here’s you’ll see, and be able to change, some basic information about your report: Description – The name of the report. It’s displayed...

Regardless of which tab you’re currently viewing, there will be a Run button in the upper right-hand corner. Clicking this will run the query. Before you view the results of your report, you may select an alternate type of output from the dropdown...

Reports can be configured to return results in a variety of different ways. Graphs and Instruments are often used to show the data in a more graphical format. This article will take you through some examples and explain how to create reports that display them as various types of graphs and instruments. ...

The dashboard is a way of keeping reports and widgets all in one place, where they can be viewed and organized. The dashboard can be separated into different tabs, on which reports and widgets can be placed. Viewing the Dashboard To access the dashboard,...

Users can be allowed to run reports only or they can be granted additional permission within the Query Builder to manipulate other reports. The permissions are available in the User Administration account page for each individual user under Reports (see below). ...

Reporting is selecting and outputting a specific set of data to suit your interest. When you select data it is referred to as a query. A query is the question that is asked of all the available data. The query narrows down and specifies exactly what data you are targeting. After the data is selected by the choices you make...

Once all of the fields have been added (with their names listed under Output Columns), it is time to design the specific attributes of the query by using sorts, filters, orders, and grouping. What follows is a discussion of the basic use of the different options available on the report edit page. ...