Equus Software

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…

User Reports - Overview

The Account Sums summarize the expenses for any number of accounts, by assignment, into one column on a user report. The Account Sums screen can be found in the configuration…

Account Sums Section

Account sums can further be defined by adding expense criteria.
The Prompt check box, when checked, will prompt for the selected criteria each time the User Report is generated.
 
 …

Expense Criteria

Voucher Status

Below is a list of some of the characters and functions that are supported:


* multiply symbol in the formula.

/ divide symbol in the formula.

+plus symbol in the…

Equus supported SQL Characters and Functions

This article shows examples of the different applications of SQL fields in a user report.
"Months on Assignment" SQL Field Example User Report
SQL Functions
DBO Functions
"Months on Assignment"…

Custom SQL Examples

Aggregation can be used in the data fields of a user report to organize data in different ways and is a useful tool in a number of scenarios, most commonly…

Aggregation

Follow the steps below to add an account sum into a user report.

Include the "Assignment" Data Source in the User Report Type
Add the &lt;Account Sum&gt; Data Field
Select…

Adding Account Sums

The following operators, operations, and functions can be used in custom calculation fields.

Operators
String Operators
Functions
Comparison of SQL Server and .NET Framework data types

 
Operators
C

Custom Calcs Operators and Operations

Simple calculated fields like concatenation or a simple calculation can be completed using the calculated fields. To add a calculated field to a user report, select “&lt;Custom Calc Field&gt;” from…

User Reports - Custom Calc Fields

The Advanced Filters section will only appear in a user report you are editing if there is a data field with an aggregate function applied into it.
Unlike standard filters,…

Advanced Filters

The output type of a user report can be formatted. Similarly, the chart visualization type can also be configured if the user report is being used in a chart widget.…

Output Types and Chart Options

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.…

User Report Types

Create a New User Report Type
A user report's data fields will rely on the user report type that it is utilizing. It is a requirement for a user report…

How to create a new user report

There are two kinds of calculated fields that can be added into user reports as data fields:
Custom SQL Fields
Custom Calc Fields
To add a calculated field to a…

User Reports - How to add Custom Calculated Fields and which one to use

This article will cover a two examples of user report configurations. Please refer to the list of examples below:

Assignees by Relocation Coordinator
Assignee Compensation Information

Assignees by R

Examples

Overview
The "Max Dataset Size To Convert" field can be used to set the maximum size in KiloBytes of a user report. If the size of a report exceeds this…

How do I set the maximum size of a User Report?

User Report

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