What are User Reports and why are they important?
User reports are a fundamental feature of the Equus Platform which acts as a foundation for creating lots of different end processes. Understanding user reports, what they can do, and how they should be used, is key to getting the most out of the Platform.
User reports do a number of things in the Equus Platform. The traditional understanding of what "reporting" is within a system, still applies to user reports in the Platform, e.g. the ability to output a set of data in a report format. However, user reports are much more than this. They underpin different features and functions.
For example, if you wanted to create an email template that automates its content depending on the case record you are sending it for, you would use user reports to identify the data that should be automated. The user report is then associated with the email template at the configuration level, meaning that each time you create that template, the Platform pulls in the data identified by the user report in order to automate the content.
Key things to know about User Reports
Each user report requires a User Report Type that will determine which fields can be added to a user report. User report types act as filters to whittle down the data that needs to be available to the user report.
User reports can be created for any type of data in the system. They can be created at the system or company level and may be copied anywhere in the system.
A user’s security may limit what companies, employees, or encrypted fields will be displayed on a user report when a user runs the report.
Standard out-of-the-box User Reports that are delivered by Equus are locked by default. If changes are needed on these, duplicate the original User Report and update the new copy. A warning badge is shown on standard User Reports.
Basic steps to defining user reports
Create user report
Add data fields to user reports (Custom Fields, Custom Calc Fields, Custom SQL Fields)
Modify fields (use an aggregate function, change order. sort in ascending/descending order, hide, delete, and rename column captions)
Add filters (optional)
What can be done once a user report is saved?
View and run a user report to view the output
Favorite a user report
View the user report type details for a user report
Add a user report to a report category (if not done at the time of creating the user report)
Advanced features available
Cascading / prerequisite user report
Cache a user report for cost estimates and compensation calculations in a user report
Adjust report timeout seconds in a user report
Configure the Formatting tab
Configure the Print Options tab
Configure the Export Options tab
Configure the Chart Options tab
Advanced filters
Add Account Sums
Account Sums and Section
Voucher Status
Expense Criteria
Other functions/ options available
Create a hyperlink to run a User Report
Enable Excel Data option on reports with HTML format
Unhide the Excel Formatted option for user reports
Report Runner Process Memory Limit System Preference
Option Recompile SQL System Preference