User's guide /

Custom Reports

The default data listing configuration might not always suffice your needs. Assuming you are using table template for data listing, you might want to add, remove or change places of table columns. In addition, you might want to create multiple reports for different purposes. For example, in module "Tasks" you might want to have a report showing overdue tasks and a report listing only active tasks. Such custom reports can be created in OBS ERP.

Click the Gear button above the data listing template in order to add, delete, or rearrange columns as shown on Fig. 1

Fig. 1

Add column by selecting an option from the drop down list and click Add
Move a column by drag & dropping a row as shown on Fig. 1. You would need to reload the page in order to apply the changes.

Click the Gear button above the data listing template in order to create a new report.
Step 1 Start by adding, removing or rearranging columns.
Step 2 Reload the page to apply the changes. Your report will be named "Default" as shown on Fig. 1
Step 3 To create a new report, click the "New" button   and give the report a name.

Note: Click  "Advanced configuration" to make modifications on the existing reports. 

"Show dashboard" checkbox will force OBS ERP to show dashboard upon opening the target module

Click the Gear button above the data listing template. You can choose a report from the pick list "Report name". 

OBS ERP allows you to create custom SQL reports based on "select" statements. The results are presented in a section in your ERP instance. This feature is available in Administration ⇨ Developer ⇨ Reports


Description: 
Name - the name of the sql report (view)
Description - short description of the report
Show on dashboard - the report will be visible on the main ERP Dashboard
Menu - if show on dashboard is selected, the report will be visible in the selected section
SQL Code - raw SELECT statement. 
Show in module - if selected the report will be visible in the selected module 

Security:
Groups - access groups allowed to open the module
Users - specific users allowed to open the module

After you are happy with your select statement you need to select Menu ⇨ Create view to create a database view and prepare the report


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