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Difference between revisions of "Create New Reports Using a Database View"

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To create a new report using a Database View
To create a new report using a [[Database View]]
#Create a [[Database View]] that includes the objects and fields of interest
#Create a Database View that includes the [[Related Objects]] of interest
#From the desired Application, click the [Reports] Tab
#From the application, click the ''Reports'' tab.
#Click the '''[Add Report]''' button
#Click '''[Add Report]'''
#:*Build the report [[Report#Add_or_Edit_a_Report|in the usual way]], but choose the Database View from the Object list
#In the ''Category'' tab, choose the Database View<br>(Database Views are shown along with the standard single-object report categories.)
#:*The Database Views will be shown along with the standard single-object report categories.  
#The field list for the report includes all fields available in the objects that part of the Database View.
#The field list for the report will include the fields you built into the Database View


;Considerations:
:''Learn more:'' [[Report#Add or Edit a Report|Add or Edit a Report]]
*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

Latest revision as of 19:26, 24 May 2013

To create a new report using a Database View

  1. Create a Database View that includes the Related Objects of interest
  2. From the application, click the Reports tab.
  3. Click [Add Report]
  4. In the Category tab, choose the Database View
    (Database Views are shown along with the standard single-object report categories.)
  5. The field list for the report includes all fields available in the objects that part of the Database View.
Learn more: Add or Edit a Report
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