BenSelect:Admin:Reports:QuickReport

Template Name

Provide a name for the template. Name it something that you will remember and that is applicable to what you are reporting on so that you can search for it easily when later running the report.

Description

This allows for more search functionality. Provide a full description that will aid in searching and will inform users of what this report does.

Mark as Favorite 

Select this option for the report to display as one of your favorites.

To create a smart report:

1. Click the Create Report button to start a Smart Report. The General Information dialog displays naming options.
2. In the Template name field, type a name for the report that you want to create.
3. In the Description field, type a description for the report that will help you and others search and find it later.
4. Click Next. The General Information dialog box closes and displays the Add Data window.
5. Now you can add data and format your report.
6. You can use the Search text box to locate the fields that you want or expand the categories to display the data fields.
7. You can drag and drop data fields from the Add Data window, or you can select each of the fields and click Add to add data both individually and by multiples.
8. When you have added all data, click the Close button. The Smart Report screen displays formatting options.

Note: Smart Reports initially displays date fields as date/time, so you may want to change the formatting for these data fields.

1. Select the column with the date field, and then click the Format Data Type drop-down list. Select Short Date.
2. Click Save. The report is saved, and you can do additional formatting of columns and rows, as desired.

Note: After you create a report, that report is available as a Plug-in. This means that you can now edit the report, by going to the Plug-in configuration screen and searching for the report, or by searching for the report using the Run report screen to search for the report, and then clicking Edit Template.

Run and Save will save the report template and take you directly to the Run Report interface. "Save" will simply save the template. It can be later edited from the "Edit Template" on the Run Report page.

Advanced Mode is only available for users with the ability to also create templates through the Plug-ins interface and will provide full plug-in capability, such as the ability to add script, extra data tabs, and extra tables.