AgileApps Support Wiki Pre Release

Create New Reports Using a Database View

From AgileApps Support Wiki
Revision as of 22:31, 22 July 2011 by imported>Aeric

To create a new report using a Database View

  1. Create a Database View that includes the objects and fields of interest
  2. From the desired Application, click the [Reports] Tab
  3. Click the [Add Report] button
    • Build the report in the usual way, but choose the Database View from the Object list
    • The Database Views will be shown along with the standard single-object report categories.
  4. The field list for the report will include the fields you built into the Database View
Considerations
  • Edits to a Database View are only allowed after checking against existing reports
  • Fields can be removed from the Database View for various reasons - an object can be removed and replaced with a new object or a new set of fields can be selected
  • If any fields that are being removed are used in reports based on this Database View, the edits to the Database View will not be allowed; You will have to remove the fields from the affected reports before completing the edit on this Database View