Table Report Type

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​A table report displays text and numeric information in a column format. Data may be linked to create a seamless navigation experience to other areas of the application.

Create a table report

  1. Expand “Reports” on the sidebar navigation.
  2. Select “Design” to design a new report. 
  3. Populate the fields. Data fields with an asterisk (*) are required.
    • Category*: The category grouping for this report. You can create your own categories by navigating to Report Categories under the Lists & Types menu under Configuration.
    • Type*: Select the “Table” type of report.
    • Name*: Enter the name of the report.
    • Icon*: Select an icon to represent the report.
    • Datasource*: Select the underlying data for the report. 
    • Tags: Enter the list of tags for this report.
    • Description*: Enter a short description of the report.
    • Managed By: The contact who manages this report.
      • This field is hidden upon creation and visible when the record is edited. It is defaulted to the user who created the record.
    • Archived: Toggle on to disable the usage of this report.
      • This field is hidden upon creation and visible when the record is edited.
      • Archiving a report will add a tag of “Archived” to the report.
      • Archived reports are removed from dashboards when referenced as dashboard controls.
      • The Report Administrators or the “Managed By” report contact can view archived form types by selecting the appropriate value from the Archived Status dropdown.
    • External Identifier: Create a unique identifier for this report.
  4. Select “Save” upon completion.

Raw data

  1. Locate the report and select the “Edit” button for the desired report.
  2. Select “Edit” within the Raw Data section. 
  3. Populate the fields. Data fields with an asterisk (*) are required.
    • Raw Data: Enter the raw data.
  4. Select “Save” upon completion.

Columns

  1. Locate the report and select the “Edit” button for the desired report.
  2. Select “Edit” within the Columns section. 
  3. Populate the fields. Data fields with an asterisk (*) are required.
    • Column*: Select the data element chosen for each column. The naming convention is: [Table.Element] (data type).
    • Position*: Enter the ordering of the columns with respect to each other. This field requires a whole number.
    • Calculated Field: Enter your variables along with your mathematical functions here. SQL Server functions are also supported in this field. Please see Calculated Fields for more information.
      • This question will appear if Advanced Features.Calculated Field is selected as the column item. 
      • Available variables available will depend on the Datasource selected in the Report Details section. Please refer to Variables for proper syntax.
    • Aggregate: Select the mathematical function applied to a grouping of data. Leave blank for text data types.
    • Rounding: Enter the number of decimal places to round the result.
      • This field is only visible for numerical fields.
      • To show up to 5 decimal points, without manipulation, choose “No Rounding”.
    • Limit Length*: Enter the number of characters returned. To return the full text string, set the value to zero.
      • This field is only visible for text fields.
    • Photo Size*: Select the size of the photo or signature to display in the report.
      • This field is only visible for photos or signatures sourced from Contacts, Assetas, and Form Types.
    • Alias: Enter the column heading name. If left blank, the default will be the name of the data element set in the Column field.
    • Add Link: Toggle on to add a hyperlink within the table to link directly to the data elsewhere in the database.
      • This function is most applicable to names (not descriptions), such as asset names, form names, document names, and contact names.
      • Assetas recommends using only one linked column per table report.
    • Comments: Enter any comments you would like to store for this column.
  4. Populate the Conditional Styling fields to format the column based on logic. By default, the system provides 5 rows. Additional rows will appear upon save when all rows are populated. Clear formatting using the icon to the right of each row.
    • Precedence: Enter the precedence of the style.
    • Operator: Select the operator of the style.
    • Value: Enter the comparison value of the style.
    • Bold: Toggle on to apply text boldness for the style.
    • Italic: Toggle on to apply text style for this style.
    • Color: Select the text color to apply for this style.
      • See the Color Key to view the color names and hex codes with the corresponding color.
    • Background Color: Select the background color to apply for this style.
      • See the Color Key to view the color names and hex codes with the corresponding color.
  5. Select “Save” upon completion.

Security

Add a security role

Reports are only available for use by users who have appropriate security roles.

  1. Locate the report record and select the View/Edit button for the desired record.
  2. Select the “Add” button in the Security section.
  3. Populate the field. Data fields with an asterisk (*) are required.
    • Security Role*: Select the security role that allows the use of the report.
  4. Select “Grant” upon completion.

Add all security roles

Reports may be available to all users if all security roles are granted access.

  1. Locate the report record and select the View/Edit button for the desired record.
  2. Select the “Add All” button in the Security section.
  3. Select “Grant All” to confirm your selection.

Manage security roles

  1. Locate the report record and select the View/Edit button for the desired record.
  2. To the right of each record, under the Security menu, you may revoke this security role which will prompt you to confirm revoking access to any user with this security role.

Validate

  1. Locate the report and select the “Edit” button for the desired report.
  2. Select the “Validate” button to check the report for any issues and display any errors found.

A report without validation errors does not necessarily guarantee that the logic in the report is accurate or that the report will return data. It simply affirms that the way the mappings, filters, and sorting rules have been defined to generate the report.

Run

  1. Locate the report record and select the “Edit” button for the desired report.
  2. Select the “Run” button to run the report.
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