User's guide /

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Custom Reports

The default configuration for data listings might not always meet your specific requirements. If you're utilizing a table template for data listings, you might find it necessary to customize the table columns by adding, removing, or rearranging them. Additionally, there could be a need to generate multiple reports for various purposes. For instance, within the 'Tasks' module, you might desire a report that highlights overdue tasks, as well as another report that exclusively lists active tasks. OBS ERP allows the creation of such personalized reports.

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


Fig. 1


To add a column, select an option from the dropdown list and click the square icon with a plus sign in it.
To move a column, simply drag and drop it to a new position. After making these changes, remember to reload the page to apply the updates.

Fig. 2

Click the "Gear" button located above the data listing template to initiate the creation of a new report.
Step 1 Begin by adding, removing, or rearranging columns
Step 2 Once you've made the desired changes, reload the page to ensure the modifications take effect.
Step 3 To generate a new report, follow these steps:

• Click the "Navigation" button located at the top-left corner.
• Select "Add a new report" from the dropdown menu.
• A pop-up window will appear, presenting the option to "Save selected filter."
• Provide the report with a name and then click "Add" to finalize the process.

   

Note: Click on a existing report then click "Configure active report" to make modifications. 

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

Click the Navigation button at the top left corner. You can choose a report from the pick list "Reports". 

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


For registered users only