This article describes how to add a new report profile using similar base/field criteria of an existing report.
Step-by-step guide
Open the report section of Framework, by either pressing the report button on the toolbar, or by pressing CTRL + R.This will take you to the below screen:
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| Tip |
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As there are hundreds of reports available by default, simply reading the description to the right of the report title will show you what the report will generate. |
Selecting a Report to Generate
After you have chosen the report that you would like to run, either double click the report, or press the preview button in the bottom right of the screen.
Base Criteria
a) Major/minor workflow stage selection. Select one, many or none. E.g. if I only wanted jobs in construction, I would need only select the construction stage.
b) Job status. Can be particularly important, depending on which kind of job you are trying to show. Standard is Active/On-hold.
c) Division. Used for companies that operate as separate divisions. Selecting one division will only generate jobs in that division.
d) Region. Used for companies that operate as separate regions. Selecting one region will only generate jobs in that region.
e) Region/Division. Used for companies that operate as separate regions or divisions. Selecting one region division will only generate jobs in that region division.
Field Criteria
In this example, we'll add the Administration Complete date where it is not empty.
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- Select the Field Criteria tab.
- Select the field you require (fields are organised into groups - the field you are after will most likely be in it's logical grouping).
a) For finding fields, think of where the field 'lives' in Framework. E.g. most Admin fields are in Administration, Pre-Admin/Sales are in PreAdministration, Job details in Job and so on. - Click the >> button to push this across to required criteria
Select the criteria for the field pushed across. If this is a date field, the options relate to the field and either the date that exists in the field, or something about the date itself (e.g. if it's happened within a date range).
a) A date range can be helpful in cases such as, "show me jobs in the last year that have construction completed". You would then use a 'in a period' to select within a date range for your report.
b) An entity list criteria can be helpful when we only want to show jobs where a particular member of staff has worked on them. For example, "give me a list of jobs that Josh Jones has worked on as a Construction Supervisor". This is a simple Construction Supervisor is equal to Josh Jones.Tip A combination of date/entity/list fields can be used to narrow down the result set to exactly what you are after.
E.g. Show me a list of jobs that had a construction complete (actual) date in 2019, where the construction supervisor was Josh Jones and the house type was the Oxley 25.
- Select OK on the field criteria dialog.
- This will now show in the 'Required Criteria'.
Groups/Grouping
Similar to the field criteria, we want to select a field then push it across using the >> button.
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- Select the folder from the groups, then find the field.
- Select the field.
- Press the >> button.
- The report grouping will now update.
Advanced/Report Saving
Alter the Title of the report, ensuring to conform to normal naming conventions pre-established within previous profiles.
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