Reports

Now that we've selected the records we need, we're ready to define how we want our report to display. Usually this means adding fields to our report. Let’s see how this is done.

Note

Reuse Is Good
Separating the filtering from the display also has the added benefit that reports with separate display features can use the same filtering logic. In many systems you would have to redefine the same filters twice. This is a lot of extra work, and it's a nightmare to keep consistent over time.

You define your reports under Tools > Reports. Like their Data View cousins, reports are also organized using hierarchical categories.

  • Categories - Reports are organized into hierarchical categories.
  • Report List - List of reports for the selected category.
  • Report Metrics - At a glance you can see how long the report takes to run, how many times it has been run and the date on which it was last run. This information is great for ensuring the report is performant and is actually being used.
  • Report Details - The details for the selected report.
  • Data View - A link to the data view that drives this report.
  • Security - Reports can be secured to limit who can view them.
  • Results - The report results.
  • Grid Actions - The data from reports can be used to send communications, export to Excel, or other actions appropriate to the entity they refer to.