Reports Composer

Owned by Sergey Schiller (Unlicensed)
Last updated: Jun 11, 2022
3 min read

Description

The report composer is a tool that allows users to easily create reports, as well as load the necessary data directly from the database. The complexity of the generated reports depends entirely on the level of SQL knowledge of the user.

To open the report composer, go to the "More-Reports" tab and select "Composer":


After clicking, a window for creating / modifying reports will open.

Report selection window

In this window, the user can either create a new report by clicking the "New" button, or perform actions on already existing reports.

To change an existing report - user have to select report from the list in the "Report" field. In this window, reports are divided into categories. After selecting the required report, actions with it will become active. You can perform the following basic actions with a report:

  • Editing - user have to press the "Edit" button - the constructor for creating a report will open, with already filled in data from the selected report. Working with the constructor is described below;

  • Saving - user have to press the "Save" button - this action saves the changes to the report, the button is inactive if there are no changes;

  • Cancelling changes - user have to press the "Cancel" button - cancels the changes made to the report, the button is inactive if there are no changes;

There is also a set of additional actions for administering the generated reports; to call up a menu with actions, click on . After clicking, a window with possible actions will open:

  • Show DB - opens a database, described in detail in the section Work with database;

  • Save As - allows user to re-save the report with a new name, even if there were no changes;

  • Change category - allows user to move the report to another category (for example Stock, Sales, OOS Analysis, etc.);

  • Schedule - allows user to configure the distribution of the report by e-mail. The settings are made in the following window:

  • In this window, the user selects the day of the week, time, to whom to send, what contents and text of the letter should be. A file with data from the report will be attached to the configured email.

  • Visible to - allows user to choose who will have access to the report:

    • "Me only" - access only for the user who created;

    • "Admins" - access only for users with administrator rights;

    • "All" - access is open to all users;

  • Export Report - allows user to upload the selected report to excel;

  • Import report - allows user to load a report as a sql query from a file.