What are they?
A User Report Type determines what data tables will be available for use in a User Report. Every User Report has to have a User Report Type.
They are important as they link User Reports and the particular part of the database from which the report needs to fetch its data.
A User Report will always require a User Report Type (or set of data tables/sources) and it is good practice to make a User Report Type for every User Report to ease future tables/data modifications (known as 1:1 methodology).
Note that poor User Report Type configuration can impact system performance, as the path to the relevant data should always be the most direct.
In addition, standard out-of-the-box User Report Types delivered by Equus are locked by default. If changes are needed on these, duplicate the original User Report Type, and update the new copy. Warning badges are shown on standard User Report Types.
Where are User Report Types?
One way to access a user report type is through a quick link in a user report connected to it.
The user report type connected to a user report can be accessed by clicking on the "Report Type" field in the "User Report Details" section.
To learn more about the different ways to navigate to user report types, click here.
Configuring User Report Types for User Reports
User Report Types are required for every User Report as it would determine which fields can be included in the User Report
To learn more about how user report types can be configured for User Reports, click here.
Once the user report type has been created and configured, it will show up as an option under the "Report Type" typeahead field on the user report being created.
