Reports

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.



On this page

Related topics

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 (error)

To add a Rule click Add Rule

The Join Table window is displayed



Join (SQL)

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 (error)

To add a Rule click Add Condition


Where (SQL)

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 (error)

To add an Order click Add Order


Order by (SQL)

More information on Order by (SQL) (external link) can be found here. 



Save 

Save the Report.

FIELD DESCRIPTIONS
Field
Description
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.



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.


© 2024 Meshed Group