|
|
Custom Reports
Custom Report function gives the users the ability to create ad hoc reports that help clients analyze specific metrics and drill down into data that supports their business objectives.
There are two ways to create a custom report, by using a simple query or by writing SQL query.
Simple Query
The filters that will be used as the basis for generating the report and the column that will be available in the generated report are selected by the user from the list of regular Task Fields and Form Fields.
-
Task Fields are the regular fields appearing in the task details screen. These are fields that always exist for a task. (e.g., Task Number, Task Status, Service Type).
-
Form fields include all fields in a form assigned to a service type within the Service Group. These fields are client specific and may change at any time. Only Form fields with Field IDs can be used in Custom Reports.
SQL Query
The user can write SQL query to define the resources that will be included in the report or filter. The SQL code can be written from scratch. Alternatively, the SQL code can be copied from another filter or report and modified to suit the requirements.
A Custom Report is role specific. Only roles given permission to view the report will be able to generate it.
This section contains the following topics:
-
How to Use SQL Query to Create a Custom Report