From GTwM

A report is a view on data in a table. It can include data from that table and optionally any other related table or report. You can choose which fields to display, add filters and calculations.

Reports can be grouped together into modules that can be expanded or contracted in pane 1. For example, reports such as opportunities, contacts and organisations can be put together to form a Customer Relationship Management module.

Note: to be able to view a report, a user must have VIEW privileges on the parent table plus any other tables from which data is taken.

Report builder quick start

To create a report, you must have MANAGE privileges on a table. Select the manage tab for a table then press the the 'create a new report' button.

Give the report a name and description. Choose a module to put it in.

The report will be created to contain all fields from the table initially, but you may not want all of them, especially if there are a lot. To prune them down, click the 'report fields' tab and press the delete button next to each field you want to get rid of.

To add fields back in, or add more fields

• Click the report fields tab.
• Choose a field from the middle drop down list, and optionally a sort direction. Click 'add field'.

Fields can be added from the table the report is based on, or any directly related table. To add in fields from somewhere else, see Advanced below.

Note: There are a few special fields you can add that are automatically available in addition to the table fields

• Date Created: the date that a record was created
• Last Modified: the date that a record was last modified
• Created By and Modified By: name and username of the user who modified the record
• Record locked: whether the record can be edited or not (see record locking)

To add a filter, click the Filters button and choose options from the bottom of the screen

Advanced

To add a calculation, see Calculations

To draw in data from a table other than the report's parent table or one directly related, you must first add a join to it: see Relations_And_Joins