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- <h3><a href="index.html">Table Of Contents</a></h3>
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- <li><a class="reference external" href="">Creating Reports</a><ul>
- <li><a class="reference external" href="#filters">Filters</a></li>
- <li><a class="reference external" href="#saving-a-report">Saving a Report</a></li>
- <li><a class="reference external" href="#seeing-the-query">Seeing the Query</a></li>
- <li><a class="reference external" href="#adding-joins">Adding Joins</a></li>
- <li><a class="reference external" href="#over-riding-the-query">Over-riding the query</a></li>
- <li><a class="reference external" href="#adding-scripts">Adding Scripts</a></li>
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- <div class="section" id="creating-reports">
- <h1>Creating Reports<a class="headerlink" href="#creating-reports" title="Permalink to this headline">¶</a></h1>
- <p>Reports can be created and saved using the Report Builder. A report is saved in a record of type
- “Search Criteria”</p>
- <p>A Report is a SQL query that runs on the server side. The report builder builds the SQL query:</p>
- <ul class="simple">
- <li>Column selector</li>
- <li>Filters</li>
- <li>Sorting</li>
- </ul>
- <p>Using the Search Criteria you can customize this query by adding</p>
- <ul class="simple">
- <li>more tables</li>
- <li>more conditions</li>
- <li>post-processing server side code</li>
- <li>styling the report with HTML by setting color etc.</li>
- </ul>
- <div class="section" id="filters">
- <h2>Filters<a class="headerlink" href="#filters" title="Permalink to this headline">¶</a></h2>
- <p>Filters appear in the report on fields where “In Filter” is checked in DocType</p>
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- <div class="section" id="saving-a-report">
- <h2>Saving a Report<a class="headerlink" href="#saving-a-report" title="Permalink to this headline">¶</a></h2>
- <p>Once you have selected the columns, you can save the report by the “Save” button on the toolbar. After saving
- you can open the “Search Criteria” record by the “Advanced” button.</p>
- <p>In the Search Criteria, you can customize various parts of the report by setting the fields</p>
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- <div class="section" id="seeing-the-query">
- <h2>Seeing the Query<a class="headerlink" href="#seeing-the-query" title="Permalink to this headline">¶</a></h2>
- <p>To see the query that has been generated, check the “Show Query” check box at the bottom of the “Result”
- section.</p>
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- <h2>Adding Joins<a class="headerlink" href="#adding-joins" title="Permalink to this headline">¶</a></h2>
- <p>If you want to join the selected table with another table, then you can add the table in the “Additional
- Tables” field. Note all tables in the database are named as “tab” + DocType name</p>
- <div class="admonition note">
- <p class="first admonition-title">Note</p>
- <p class="last">Whenever you add tables, conditions, use the standard way of naming the fields as <cite>tablename</cite>.`fieldname`</p>
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- <h2>Over-riding the query<a class="headerlink" href="#over-riding-the-query" title="Permalink to this headline">¶</a></h2>
- <p>You can completely customize a query using the Override field. Note, when you write a query it has to be in
- the <a class="reference external" href="glossary.html#term-standard-query"><em class="xref">Standard Query</em></a> format.</p>
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- <div class="section" id="adding-scripts">
- <h2>Adding Scripts<a class="headerlink" href="#adding-scripts" title="Permalink to this headline">¶</a></h2>
- <p>Using scripts, you can:</p>
- <ol class="arabic simple">
- <li>Add / remove filters</li>
- <li>Add columns (for example row totals)</li>
- <li>Add rows (for example column totals)</li>
- <li>Modify values</li>
- <li>Get values from other tables etc</li>
- <li>Add color to the values (from client side)</li>
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