seitime-frappe/docs/old/creating_reports.html
2011-06-29 14:41:49 +05:30

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<h3><a href="index.html">Table Of Contents</a></h3>
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<li><a class="reference external" href="">Creating Reports</a><ul>
<li><a class="reference external" href="#filters">Filters</a></li>
<li><a class="reference external" href="#saving-a-report">Saving a Report</a></li>
<li><a class="reference external" href="#seeing-the-query">Seeing the Query</a></li>
<li><a class="reference external" href="#adding-joins">Adding Joins</a></li>
<li><a class="reference external" href="#over-riding-the-query">Over-riding the query</a></li>
<li><a class="reference external" href="#adding-scripts">Adding Scripts</a></li>
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<h1>Creating Reports<a class="headerlink" href="#creating-reports" title="Permalink to this headline"></a></h1>
<p>Reports can be created and saved using the Report Builder. A report is saved in a record of type
&#8220;Search Criteria&#8221;</p>
<p>A Report is a SQL query that runs on the server side. The report builder builds the SQL query:</p>
<ul class="simple">
<li>Column selector</li>
<li>Filters</li>
<li>Sorting</li>
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<p>Using the Search Criteria you can customize this query by adding</p>
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<li>more tables</li>
<li>more conditions</li>
<li>post-processing server side code</li>
<li>styling the report with HTML by setting color etc.</li>
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<h2>Filters<a class="headerlink" href="#filters" title="Permalink to this headline"></a></h2>
<p>Filters appear in the report on fields where &#8220;In Filter&#8221; is checked in DocType</p>
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<h2>Saving a Report<a class="headerlink" href="#saving-a-report" title="Permalink to this headline"></a></h2>
<p>Once you have selected the columns, you can save the report by the &#8220;Save&#8221; button on the toolbar. After saving
you can open the &#8220;Search Criteria&#8221; record by the &#8220;Advanced&#8221; button.</p>
<p>In the Search Criteria, you can customize various parts of the report by setting the fields</p>
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<h2>Seeing the Query<a class="headerlink" href="#seeing-the-query" title="Permalink to this headline"></a></h2>
<p>To see the query that has been generated, check the &#8220;Show Query&#8221; check box at the bottom of the &#8220;Result&#8221;
section.</p>
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<h2>Adding Joins<a class="headerlink" href="#adding-joins" title="Permalink to this headline"></a></h2>
<p>If you want to join the selected table with another table, then you can add the table in the &#8220;Additional
Tables&#8221; field. Note all tables in the database are named as &#8220;tab&#8221; + DocType name</p>
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<p class="first admonition-title">Note</p>
<p class="last">Whenever you add tables, conditions, use the standard way of naming the fields as <cite>tablename</cite>.`fieldname`</p>
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<h2>Over-riding the query<a class="headerlink" href="#over-riding-the-query" title="Permalink to this headline"></a></h2>
<p>You can completely customize a query using the Override field. Note, when you write a query it has to be in
the <a class="reference external" href="glossary.html#term-standard-query"><em class="xref">Standard Query</em></a> format.</p>
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<h2>Adding Scripts<a class="headerlink" href="#adding-scripts" title="Permalink to this headline"></a></h2>
<p>Using scripts, you can:</p>
<ol class="arabic simple">
<li>Add / remove filters</li>
<li>Add columns (for example row totals)</li>
<li>Add rows (for example column totals)</li>
<li>Modify values</li>
<li>Get values from other tables etc</li>
<li>Add color to the values (from client side)</li>
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