Reports can be created from information in any module.
Reports have a lot more capabilities than views do.
To create a report:
1. Click on the Report
module (you may
need to add it to your library).
2. Click New Report.
3. Give the report a Name and a Description.
4. Select a Primary module. This is the module that
the report is based off of. You can pull in information from modules that
are related to this module.
5. Select the scope for the report. The users that
you select here is the information that will be in the report. You can
hold Ctrl down and select more than one.
6. Next select the fields that you would like to have as
your column headers by checking the boxes next to the name of the field.
You can also add related modules here and add information from them. To
add a related module grab the drop down labeled "-- Add Module --" and
select the module you would like to add. You will need to select a join
type. If you have questions about join types click the
button.
7. Once you have checked the fields you can select the
order of them by clicking the "up" and "down" buttons. The field at the
top will be the column on the left. The next field below will be just to
the left of the top field and so on. Here you can also choose to sum,
average, min, or max any of your columns. They must be numeric fields to
do so.
8. Next choose which field you would like to sort the
report by.
9. The next section is where you can add filters to the
report if you do not need to see all of the records.
10. Click "Save and Close" when you are finished.
11. You will see the report now when you click on
the report module. You can click on the name of the report to view the
report.