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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:
If you wanting to modify or create a new report modeled off a report profile, then use the profiles tab and select the report you are after. Otherwise, click the report tab to get the generic report, and apply your own criteria using the steps below.
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The difference between the profiles and reports tabs is that the reports tab shows the generic report without any criteria applied, and the profiles are the pre-saved, pre-configured reports that already have criteria applied.
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After opening the reporting section of Framework, you will need to select a report that will give you the results you are after. You can browse the various categories by using the Category drop-down field.
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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 appropriate 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'.
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