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Edit Reports List and Edit Views

You can use the Custom Reports module to create, edit, and manage custom reports with accompanying charts. It has a user-friendly interface to define report headers, fields, filters, and drilldown options, enabling tailored data analysis and reporting. 

Creating customised reports for customers is one of the services QuickEasy offers.

Custom reports include two interfaces:

  • Edit Reports: Reports are created or edited using SQL. Edit Reports can be found in the Setup menu.
  • Custom Reports: Displays the created reports. Custom reports can be added to any Menu Group as a whole or as individual reports. When added as a group, users select reports to display from a dropdown list. This list only contains reports they are authorised to view.

List View

Buttons Explained

Edit (Custom) Reports List View

Button

Description

View

Displays a list of reports.

New

Creates a new custom report.

Menu

Fields Explained 

Field

Description

Field Chooser (*)

Used to add or remove columns.

ID

The system-generated number allocated to the entry.

Description

The name of the report.

Code

The abbreviated name of the report.

Chart Type

The chart that can be displayed on the mobile app.

Note

Any note for the report.

Created

The date on which the entry was created.

Updated

The date on which the entry was last updated.

Updated By

The user who last updated the entry.

A submenu with these options:

  • Edit Report: Allows changes to be made to the report.

  • User Access: Sets the user access for the report.

  • Delete Report Ctrl + Del: Deletes the report.

Edit Views

Edit (Custom) Reports Edit View

Buttons Explained 

Button

Description

Arrows

Navigates to the next or previous entry.

Edit

Allows the entry to be edited.

New

Creates a new custom report.

Save

Saves any changes.

Actions

  • Edit SQL: Opens an SQL interface for editing.

  • Delete Report: Deletes the report that is open on screen.

Menu

Settings

  • Edit User Access: Sets the user access for the report.

Header Explained

Field

Description

Description

Enter a description (name) for the report.

Code

Enter a brief description for the report.

Chart Type

Select a chart type from this list:

  • Area diagram

  • Bar diagram

  • Column diagram

  • Line diagram

  • Pie diagram

  • Stacked Area diagram

  • Stacked Bars diagram

  • Stacked Columns diagram

Note

Enter a note (optional).

Fields (tab) Explained

  • The fields are automatically generated based on the report’s SQL query.
  • Fields in blue can be edited.

Field

Description

Field Chooser (*)

Used to add or remove columns.

ID

The system-generated number allocated to the entry.

Name

The field’s name from the SQL query.

Data Type

The type of data (e.g. text, numerical, date).

Caption

The field’s name in the database.

Can be edited to insert a more descriptive label.

Editor

The type of data in the database.

A different option can be selected from this list:

  • Text

  • Formatted Text

  • Number

  • Memo

  • Date

  • Time

Alignment

Choose the text alignment from this list:

  • Left

  • Right

  • Centre

Summary

Choose a calculation option from this list:

  • None

  • Sum

  • Count

  • Average

  • Min

  • Max

Visible

Checkbox. If checked the field is visible in the report.


Should be checked for fields that contain the data that is displayed in the report.


Should be unchecked for fields that contain the functions being used in other fields (e.g. custom captions or colour changes).


May be unchecked for fields that contain the database or entry ID.

Decimals

Sets the number of decimal places for numerical fields.

Fieldname Colour

A dropdown list of all the field names for users to choose which fields should have a colour filter applied.

Fieldname Caption

A dropdown list of all the field names, to select as captions for the fields.

Created

The date on which the entry was created.

Updated

The date on which the entry was last updated.

Updated By

The user who last updated the entry.

Chart Category

Checkbox.

Check one entry that represents the vertical access (e.g. Amount).

Chart Series

Checkbox.

Multiple entries can be checked (e.g. Rep, Customer, Period).

Filters Section Explained

  • The fields are automatically generated based on the report’s SQL query.
  • Filters are used to refine the data shown under Fields.
  • Fields in blue can be edited.
Edit (Custom) Reports: Filters & Drilldown

Field

Description

Field Chooser (*)

Used to add or remove columns.

ID

The system-generated number for the entry.

Type

The type of filter. Default = Fixed ID. The options are:

  • Date: Filters on a specific date.

  • Period (Date Start and Date End): Filters the records based on a period.

  • Text List: Create a lookup list to filter the data on.

  • Key Value Pairs (Comma separated): Replace a certain lookup field (as entered) with a different value (as entered).

  • SQL (Returns: filter_key; filter_value): Replace a certain lookup field with a different value (as determined by an SQL query).

  • Fixed ID: Enter a fixed ID.

Information for the selected Type (e.g. Text List, SQL) can be entered in the respective columns or by accessing the context menu (right-click).

Name

The Parameter Name used in the SQL query.

Caption

The displayed name of the filter.

Created

The date on which the entry was created.

Updated

The date on which the entry was last updated.

Updated By

The user who last updated the entry.

Fixed ID

The value if Type = Fixed ID (e.g. the ID of the Transaction Type).

Value List

Checkbox.

Automatically checked once a Key-Value List is defined.

The key list is defined via the context menu.

SQL

Checkbox.

Automatically checked once the SQL query is written.

Use the context menu to open the SQL interface.

A submenu that changes depending on the type of entry. It contains one or more of these options:

  • View/Edit Lists: Create lookup lists where the Type is Text List or Key Value Pair.

  • Text List: Type a list, one entry per line.

  • Key Value Pair: Type a comma separated list one pair per line (e.g. if you enter “1,Name” the system assigns the integer 1 to fields that contain the word “Name”).

  • View/Edit SQL: Enter custom SQL where the Type is SQL.
    This feature opens the same SQL interface as seen under Fields.
    The SQL must generate two columns (i.e. a Key Value Pair).

  • Delete Filter: Removes the filter.

Drilldown Section Explained

  • The drilldown function is optional.
  • You can define certain actions that will be available via the context menu (e.g. open customer account).
  • You can include multiple drilldown options.
  • The available drilldown modules are: Contact, Item, Service Manager, and Transaction. 

Field

Description

Field Chooser (*)

Used to add or remove columns.

ID

The system-generated number for the entry.

Type

Select a type from this list:

  • Module: Select a module to navigate to (as a context menu option on the report).

  • Attachment: Select a URL to navigate to (as a context menu option on the report).

Module

A dropdown list of available modules.

Applies if Type = Module.

Fieldname

Select a field name for the drilldown function from the list of all the field names.

The selected field name should be the primary key (ID) for that module.

Menu Caption

The label that is shown in the report’s context menu.

Created

The date on which the entry was created.

Updated

The date on which the entry was last updated.

Updated By

The user who last updated the entry.

A submenu with the following options:

  • Delete Drilldown: Deletes the drilldown entry.

Learn More

  1. Custom Reports: Explains the interface for displaying custom reports and includes tutorials on using the related features.
  2. Edit Reports Edit SQL: Explains the interface from which SQL queries can be written for custom reports.
  3. Edit Reports Formatted Text: Provides examples of formatted text that can be used in custom reports.
  4. Edit Reports Tutorials: These tutorials explain how to create custom reports. However, you will need to know how to use SQL to use this module effectively.

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