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  1. Click Report → Report, then click Add New.





  2. Fill the applicable data fields. Then click Save
    Tab Report



    If the Template Type is CrystalReport you need to upload the Crystal Report template file.



    Tab Report Filters

    Click Add New to add a new Report Filter
    Fill out the applicable data fields. Then click Save.

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    Filter*: all the Filter defined in the system.
    Db Column*: will be used when building the final SQL query for the report.
    Parent Filter*: will define the cascading behavior.

    Tab Report Query

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    SQL*: this is a normal SQL query with 2 special token /**where**/ and /**orderby**/. The token /**where**/ will be replaced by the Report Filters (after translated to SQL conditions).
    Sort Expression*: will replace the token /**orderby**/
    Include Current User In Query*: if true then add the condition User.Id = currentUserId to the SQL WHERE condition.

    Tab Report Columns