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- Creating Reports
- ================
-
- Reports can be created and saved using the Report Builder. A report is saved in a record of type
- "Search Criteria"
-
- A Report is a SQL query that runs on the server side. The report builder builds the SQL query:
-
- * Column selector
- * Filters
- * Sorting
-
- Using the Search Criteria you can customize this query by adding
-
- * more tables
- * more conditions
- * post-processing server side code
- * styling the report with HTML by setting color etc.
-
- Filters
- -------
-
- Filters appear in the report on fields where "In Filter" is checked in DocType
-
- Saving a Report
- ---------------
-
- 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.
-
- In the Search Criteria, you can customize various parts of the report by setting the fields
-
- Seeing the Query
- ----------------
-
- To see the query that has been generated, check the "Show Query" check box at the bottom of the "Result"
- section.
-
- Adding Joins
- ------------
-
- 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
-
- .. note::
- Whenever you add tables, conditions, use the standard way of naming the fields as `tablename`.`fieldname`
-
- Over-riding the query
- ---------------------
-
- You can completely customize a query using the Override field. Note, when you write a query it has to be in
- the :term:`Standard Query` format.
-
- Adding Scripts
- --------------
-
- Using scripts, you can:
-
- #. Add / remove filters
- #. Add columns (for example row totals)
- #. Add rows (for example column totals)
- #. Modify values
- #. Get values from other tables etc
- #. Add color to the values (from client side)
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