Report

The Report object type represents a report query and the results of that report query.  In ]project-open[ reports are formed from direct SQL queries to the database.  To adequately utilize reporting in ]project-open[ a basic knowledge of SQL and the ]project-open[ data model is necessary.  

 

Report Fields

NOTE: It is strongly advised that businesses using ]project-open[ internally agree on protocols and standards for the inputting of basic data.  The data of any field is used not only in this screen, but is accessible to other operations throughout ]project-open[.  Even though the fields are the most basic, subtle differences in user inputs could cause unexpected problems.  Standardization improves our ability to handle these differences and allows for the most effective usage of ]project-open[.  Ex. billing forms can be automatically generated with client information, reporting documents containing links to contacts within the client company, clicking on phone numbers allows automatic phone dialing with VOIP services.  

 

  • Name

        Descriptive Name of Report

  • Report Code

        Report identifier, can be text,numbers, or a mix of the both.  The short name of the report.

  • Report Group

         The end user department for whom the report is being created.

  • Sort Order
  • Report SQL

        The SQL query statement code.

  • Description

        Explanation of the reports contents

 

References

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