Report Definitions - The Picksmart Reporting Module
- A new and exciting structure has been implemented by the Picksmart Team in order to automate and simplify Reporting.
- By the click of a few buttons while following the Reporting Module's steps we have set in place, you have the power to generate a full report according to your personal filters and criteria.
- All data relevant to your system is available when generating a report (as well as data across other instances).
Types of Report Result types:
- Data Table
- Data displayed in a table with fields and columns.
- Bar Chart
- A visual representation of the data through rectangles of equal width.
- Line Chart
- Information displayed through the use of lines and data points, good for comparing data over a certain time period.
- Pie Chart
- A circle which is divided into sectors (each sector represented by a class of data).
General Steps in generating a Report:
- Add a personalized title for your report.
- Select the main component for your report from the dropdown menu
- This can be any component associated with your system.
- All the components will be listed on the dropdown menu.
- Choose the Report Result Type which suits your data / personal preference the best.
- Available Across Instances
- This setting indicates if users on other instances will have access to the report.
- Global Results
- Should the report include data from other instances you have access to?
- After you have selected your main component in step 1, you will have the ability to integrate more components into your report.
- The available components listed in the dropdown menu of step 2 will be dependent on the main component you have chosen.
- These secondary components will also be dependent on each other - meaning that some components will only be available once their linked component have been added to the report.
- In the third (3) step you will see a table containing 4 fields:
- All the components which you have added in the previous step will be listed here.
- 1. The Relation field indicates which components are linked (Component 1 > Component 2 AND Component 1 > Component 3 OR Component 1 > Component 2 AND Component 2 > Component 3)
- 2. The Join Type field explains how that component's data will be sorted (for example by the Newest data)
- The check box indicates which fields will be included in the report.
- The type of fields will also be included to help you get a better understanding of the field as well as filter the fields to your personal preference.
- Once you have personalized the fields related to the components of your report, you can proceed to the final step.
- The final step in the Reporting process will filtering all of the chosen component(s) fields accordingly.
- Each Type of field can be filtered differently.
- All of the fields can be sorted by one of the following preferences:
- Filters are available depending on the field type.
- Here are some examples:
- Select Enum
Filter the field by one of the available options
Filter True/False type of preferences
- Created Date
Filter the selected field's data by a date.
We have added a list of time periods to make the process of filtering by dates easier.
You will also have the option to filter by a specific date (ie. 2018.01.06 - 2018.02.01) using the Absolute filter option.
Final Steps and Additional information:
Once you have filtered the data to your personal preference and you are happy to generate the report- click on the button at the bottom of your filter page.
Your report will be generated and you will be brought to the relevant report's details page where you can download the report as shown below: