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Overview
Allows Users to create and manage Custom Reports.
Reporting provides the ability to extract and combine data from the tables in the Meshed Workflow database.
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Reports List
The Reports are listed as rows in a grid.
The grid displays the following data columns:
- Report Name
The right most column contains the Action Icons that are used to perform various functions for each Report.
Add New
Click Add New to display the Add Report page which is used to design, save and preview a new Report.
The following Add Report page sections are used to design a Report:
- Table - Selection of the data tables in the database for use in the Report.
- Table Columns - Selection of the data columns from the selected data tables for display in the Report.
- Join - Combine data columns from from the selected data tables by using values common to each.
- Condition - Define specified criteria to filter data to display in the Report.
- Order - Define the sorting order for data to display in the Report.
Design Report
Opens the Report Editor with all fields blank.
Table
Selection of the data tables in the Meshed Workflow database for use in the Report.
Multiple Tables can be selected.
The Search field can be used to locate the required Table
Table Columns
Selection of the data columns from the selected data tables for display in the Report.
Multiple columns can be selected.
Join
Combine data columns from from the selected data tables by using data values common to each.
Multiple Joins can be added.
To delete a Rule click the red cross 
To add a Rule click Add Rule
The Join Table window is displayed
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The Join Type determines how data columns from from the selected data tables will use data values common to each.
More information on Join (SQL) (external link) can be found here. |
Condition
Define specified criteria to filter data to display in the Report.
To delete a Condition click the red cross
To add a Rule click Add Condition
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More information on Where (SQL) (external link) can be found here. |
Order
Define the sorting order for data to display in the Report.
Order can be in either Ascending or Descending according to one column from the selected data tables.
To delete an Order click the red cross
To add an Order click Add Order
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More information on Order by (SQL) (external link) can be found here. |
Save
Save the Report.
FIELD DESCRIPTIONS
Field | Description |
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| Report Name | The name of the Report. This is a mandatory field. The Report can be saved with the same name or a new name, thus creating a new Report, if being edited. |
Cancel
Cancel editing the Report and discard any changes.
Preview Result
Generate the Report based on the current design.
This Report will open in a new Browser Tab.
If the current design is not valid an error may be displayed or a blank or empty Report.
SQL Statement
The top of the Add Report page displays the SQL statement generated for the Report.
SQL (pronounced "ess-que-el") stands for Structured Query Language.
This statement is used by the System to retrieve data from a database.
Edit
Opens the Report in Edit mode.
All fields can be edited.
Delete
View
Generate the Report based on the saved design.
This Report will open in a new Browser Tab.
Search
A keyword search of the Report which allows the User to refine the data displayed in the grid.
A keyword search looks for the word(s) anywhere in the Report. Keyword searches are useful when the User has part of the information.
Download
Export the Report data from the Meshed Workflow Platform in a Microsoft Excel format.