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Adding a new Report

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

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

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

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

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    Column Name*: is the column returned from SQL query

    Tab Security Groups
    Specify the Security Groups that can see this report

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