REPORT GENERATOR

• Basic (Advanced OFF): By default the report generator utility is set to basic stream, and it provides users with all the basic options needed to generate reports or to run a saved report. The transition from basic stream to advanced stream is minor and no changes will be lost.

  

• Advanced (Advanced ON): This stream provides the user with almost all of the report generator functionality. When you move back to the basic stream from the advanced stream the utility has to reload the page which will cause all the information on the advanced page to be lost. You can save your settings before proceeding with this option.

  

• Internal: This stream is meant for users with Collect! database schema and SQL knowledge. Turning this stream on or off will also reload the page.
  * This option is not visible for user levels 97 and 98.

  

1. REPORT OPTIONS:

• SQL Query: This section is used to send the query to SQL server for data retrieval.
• Table Headers: This section is used for table column headers.
• Column Type: This section is used to select the data types in the columns for proper styling of your report.
• Load Template: This button will load a sample template to show how this tool can be used.
• Drag the type to the position you would like: The buttons under this section can be dragged into the Column Type area and is used to identify the column type. The type of columns in the SQL Query area should be in the same sequence as the Column Type area.
• Notes:
  * This feature is intended for generating Collect! report templates. If you wish to see the results on the webhost you should use the standard template style (Using Load Template Button) to guarantee there are no issues with parsing the query for data retrieval.
  * This stream is used to generate Collect! report templates. It can also be used to save reports for the webhost.
  * As all Data Definition Language (DDL) commands are considered SQL injections, the report generator execution will not affect the system, but it will reject the query. In order to allow DDL commands in internal mode for all users simply remove the comment lines in front of this line of code @tvarDoIt = @dm.da if ( @varMode = "Internal" ) in the "executeQueryGenerator" report which is located in the webhost report library.
  * If this tool is used to preview data on the WebHost, then the following should be considered:
  • If the query has multiple SQL statements you should use /*Collect!*/ prior to the final select statement which is used to show the results. /*Collect!*/ indicates that data retrieval has begun.
  • Follow the spacing and the new lines as indicated in the template. The spacing* and new lines up to FROM clauses should be written in the same style as the template.
    * Each column up to the FROM clause should be followed by a comma and a new line. Do not follow the last line with a comma.
  • Sub-queries (derived tables) are not allowed in the data retrieval section, you may use a temp table and join it with the data retrieval section.
  • All date columns in the retrieval statement should have a convert function otherwise, the columns with empty dates will be listed as 1900-01-01. Ex: CONVERT(NVARCHAR(10),de_listed_date,@tvarDateFormat).

• Delete a Saved Page: This option is used to delete the selected page from the dropdown list. When a saved report set page is selected a delete button will appear. Clicking it will delete the report page.
• Load a Saved Page: This option is used to load a saved page. This is the default behavior of the Report Set utility.
  * With both Delete a Saved Page and Load a Saved Page options a dropdown list of all the saved report sets available to that particular user will appear.

  

• Build a New Page: This option is used to create a report set page from scratch. When this option is selected the following options will become visible:

  

  • Page Name: This field is used to give the report set page a name when saved.
  • Share With Users: When "Yes" is selected it will show the user levels that can access this set of reports. To understand Share With Users refer to this.
    * If a page is shared with a user level that does not have access to a report that exists in the page, then the report will not show up on the page when loaded by that users who cannot access the report. In other words, a manager can create a report page that includes important reports and share it with other user levels, but when an operator logs in who does not have access to some of the reports in the report page, then the full report page will be loaded with empty space where the inacessible reports would be.
  • Add Circle Button add_circle_outline :
    This Button is used to add a report container to the page. When a report container is added to a page it will have a number in the title that indicates the sequence of the container, as well as a dropdown list associated with the container. This dropdown list includes all the reports that this user can access. This dropdown list is used to load the report in its respective container. Each report container has the following features:

    

    • It can be grabbed from its title and moved to anywhere on the page.
    • It can be resized from the right-bottom corner to fit the desired width and height.
      * If a report does not fit in the container that means the report needs to be resized to make the report fit in it.
    • Each report title starts with a number which indicates the dropdown list that controls it.
    • Download Button cloud_download :
      this button is used to download data into CSV for tabular reports and to JPG for graph reports.
      * Downloaded image dimensions change based on the container size.
    • Refresh Button refresh :
      this button is used to refresh report results.
    • Delete Button delete_forever :
      this button is used to delete the current container.
      * When a container is deleted, the container sequence will not change and the deleted number will not be reused.
    • Font Size font_download :
      The field number controls the font size of the tabular report data. When the report container has a graph report, then the settings button inside the graph report is responsible for controlling the font size of the graph and also responsible for changing the style of the graph and also for zooming in/out the graph.
      
      * settings button inside the graph report shows and hides the additional features mentioned above for graph reports.
  • Save Button save :
    This button is used to save the current report set page. If the page is saved without any issues then it will notify the user and the report set page will stay open. Alternatively, if the saving process had an issue you will receive an error message.
• Build From a Saved Page: This option is used to load a saved report set page and allow for modification. The modified version of the report set page can be saved as a new report set page. The power of this options is that users can create templates, and use those templates to create different report set pages.
  This option combines two options: loading a saved page and building a new page. Both options will be executed at the same time.
  
  * If no report page is selected then the add_circle_outline button of a new container will not be visible.

  

• Must apply replace null feature with the first column
• Only the first six columns are used for the graph report. The first column creates the x-axis. The remaining columns are used as graph data
• It is recommended to group by the first column as to minimize the x-axis data
• All y-axis data must be numeric and have an aggregate function such as (sum, avg, count, min, max)
• The minimum number of columns for graph data are two columns
• If the dataset is large it is recommended to apply filters in order to reduce the graph data size and make it easier to read

2. QUERY GENERATOR:

2.1 QUERY SCRIPT:

2.2 REPORT GENERATOR:

• Delete/Load/Save Report Columns: When this option is checked 3 additional options will appear:
  • Delete: When this option is checked, and the report is executed, the selected report columns will be deleted from the database.
  • Load: When this option is checked the system will show a dropdown list that contains all the saved report columns. When selecting saved report columns the report columns section will be loaded with the saved columns. There are two options for loading the report columns:
    Loading Options: If there are no columns selected in the report column section, then the columns will be loaded automatically. However, when there are columns selected in the report column section, then the user will be prompted to select between the following options:
    • Overwrite: This option will clear the current report columns and populate the report with the saved ones.
    • Append: This option will append the additional report columns after all the current columns.
    • Cancel: This option will cancel the operation and will set the dropdown list selection to none.
    * The users will be prompted every time they try to load saved columns. This option however, can be avoided by checking Remember my selection. Once this option is checked then the system will remember the selected option and will use that option without prompting the user.
  • Save Current Report Columns: This option will save the current report columns to be used at a later time. When this option is selected it shows the ability to share the report columns with other user levels. To understand Share With Users refer to it above.
  
  * This checkbox is disabled when Run a Saved Report - (Web Host) option is selected.
• Settings Button settings *:
  This option is only shown when there is more than one table/form in the report column area. This option provides users with ability to modify the join conditions between tables.

  

  • Join Type: This indicates the join type between table 1 and table 2.
  • Table 1: This is the Form/Table name which filters the column 1 options.
  • Column 1: This indicates the column to be used for the join with table 2.
  • Table 2: This is the Form/Table name which filters the column 2 options.
  • Column 2: This indicates the column to be used for the join with table 1.
  • Script Area This area shows the join script that was generated based on the stated join conditions.
  • Use the above custom join: When this option is checked the default join behavior will be ignored and the information that is used shown in the scrip area will be used for the join and the join dropdown lists will disappear from the report columns.
    ** Custom join should be used after all the report columns have been selected as mentioned above. Once this option is checked the report generator will ignore the automatic joins. In other words, once this check box is selected, if another table is used in the report columns section it will not appear in the join and no results will be generated unless the 'Load Default Join' button is clicked.
  • Load Default Join: This option will overwrite the custom join and reloads the form with default join behavior.
• Drag Indicator Button drag_indicator :
  This icon is used to change the order of the rows (each row indicates a column in the report result set).
• Join Type: This determines how the results are returned when tables are joined.
  The following section provides a simplified explanation of joins; let Table A be debtor and Table B be de_transaction:
  • Inner Join: Returns all debtors who have at least one transaction and each debtor will be listed according to the number of transactions they have if a debtor has three transactions then it will show up three times and if it does not have any transactions it will not show up.
  • Left Join: Returns all debtors regardless of having a transaction or not. Each debtor is going to be listed according to the number of transactions they have if they a debtor has three transactions then it will show up three times and if it does not have any transactions it will show up only once.
  • Right Join: This type of join is rarely used and it can be replaced by left join if table A is de_transaction and table B is debtor. The idea of right join is similar to left join however this left consider the table on the right as table A.



• Form/Table: This determines which form or table to retrieve data from, this option controls what fields are shown in the column name dropdown list.
  * Generator Expression: is neither a table nor a form and is used to add a custom expression or complex calculation columns.
• Summary*: This is a SQL functionality that is used to provide a summary and it works in the following way:
  When the selected column is of type Numeric then these options are allowed (COUNT, SUM, AVG, MAX, MIN, and none*), otherwise, only (COUNT, MAX, MIN and none*) are allowed.
  * When a column does not exist in the group by section then it does not allow for selecting the none option. If a column exists in a group by section and it has date format applied then same date format should be applied to the column in order to allow for selecting summary option of none.
• Column Name ((Collect Code)) | Data Type: This lists all the fields that are available for reporting depending on the form/table.
  The first portion of the field states the name of the field or the alias (if the field has an alias) The second portion of the field is the Collect! printable code for the field. The third portion of the field is the type of the column, which provides the user with information about returned value of the column.
  * If the selected value for Table/Form is Generator Expression then all the currency fields from all the tables are shown in the dropdown list and it allows for multiple selection of the columns in order to generate complex calculated columns. Selecting columns does not have any effect on the results set as they have to be added using the add_circle_outline.
• Add Circle Button add_circle_outline :
  When this button is clicked it will open the Expression Generator Window. When this window is opened for the first time with this row set then it will be empty, otherwise, it will be loaded with the existing expression for modification. The columns selected in the column name area are there only to assist you. Beyond that they serve no purpose for the report generator since report uses the expression generator area to produce results. It is the user's responsibility to make sure that the codes typed into the Expression Generator area are all valid SQL commands. The Expression Generator Form includes the following:
  • Script Area: This area is used for the custom formula or computed column information.
  • Column Type: This determines the type of the columns as this area is meant for currency, however, other types could be used if needed.
  • Sample Functions: Any of the listed options could be dragged into the expression area to provide the user with a sample code on how to use that particular function.
  • Column Names Area: Any of the listed columns could be dragged into the expression area with the proper database schema of the column which can later be used with other math functions.
  • Reset Button X: This will clear the expression area.
  
  * If the add_circle_outline button is red it means that no expression is generated, if it is green then it means an expression is been generated and it will show up in the report.



• Header Name: This indicates the name of the column when the results are shown in the report.
  * All the commas in the field are replaced with semi-colons;
• Replace NULL: This option is used to set a default value for the field on the output if the field does not have an initial value set in the database.
• Date Format*: This option is used to format date fields on the output. The following are the most common formatting commands:
  • Days can be formatted using d
    d one digit day
    dd Two digit days
    ddd Short day name Sun
    dddd Full day name Sunday
  • Months can be formatted using M
    M one digit month
    MM Two digit months
    MMM Short month name Jan
    MMMM Full month name January
  • Years can be formatted using yy
    yy Two digit years 21
    yyyy Four digit years 2021
  • Other characters are allowed for formatting
  • Examples
    1. MMM dd, yyyy
    2. yyyy/MM
    3. MMMM
    4. MMM dd, yyyy
    5. MMMM; (dddd)
• Width*: This option is only activated when 'Insert to Collect! Report Library' is checked and the delimiter type is fixed width.
  * This file is populated with values when it is set globally on the custom delimiter field. The number indicates the width of the column when the report is run from Collect!.
• Show Column: This option is used to control whether a column should be shown in the result set or not. This feature is useful when the user wants to only select debtor information and filter by client number as the client number does not exists in the debtor table in the database. With this feature the user can select a field from the client table and then uncheck show column for that particular field. With that setting the client table will be added to the rest of the sections so it can be used for filtering, sorting and so on, but not show up in the actual report.
• Unique Rows: When this option is checked the system will retrieve unique rows of data only. If multiple columns are selected then the entire row has to be unique in order for a row to be considered a unique.
• Show All Rows: By default the report generator only retrieves the top 10,000 rows on the result page and 10 rows on the data preview section when this option is unchecked. If the user wants to see all the data then checking this option will show all the data. Retrieving all data may take some time depending on how many records need to be retrieved from the database by the query.
• Delete Button delete_forever :
  This button is used to remove the current row from the report columns list.

• Delete/Load/Save Filters: When this option is checked 3 more options will become available:
  • Delete: When this option is checked the selected filter will be deleted from the database when the report is executed.
  • Load: When this option is checked a dropdown list will appear that shows all the saved filters. When selecting a saved filter the filter section will be loaded with the saved filters. There are two options for loading the filters:
    Loading Options: If there are no filters applied in the filter section, then the filters will be loaded automatically. However, when there are one or more filters already applied the user will be prompted to select between the following options:
    • Overwrite: This option will clear the filter section and populated it with the saved ones.
    • Append: This option will append the additional filters to the end of the current filters.
    • Cancel: This option will cancel the operation and will set the dropdown list selection to none.
    * The users will be prompted every time they try to load a saved filter, this option however, can be avoided by checking Remember my selection. Once this option is checked then it will remember the selected option and will use that option to avoid prompting the user.
  • Save Current Report Filters: This option will save the current filters to be used at a later time, this option when selected it shows the ability to share the filters with other user levels. To understand Share With Users refer to it above.
• Group Logic*: Filters can contain multiple sets of logic to validate if a record qualifies for retrieval or not.
  • Group Logic Checkbox (Extended Group Logic): This checkbox is only visible one time. Once it has been selected it will make Group 1 fixed. In other words, it adds a three-level grouping logic and the logic in Group 1 always has to be true in order for a record to qualify for retrieval.
  • Group Logic Dropdown List: This dropdown determines the logic between groups; for example, a user might want a record to be retrieved when either Group 1 or Group 2 logic is true or when both of them are true.
• Group*: This option sets multiple groups of logic to be considered as one set of logic. When a filter is applied then Group 1 is always applied and the rest of the groups are optional.
  * When operator user level is 97 or 98 then only Group 1 is available.
• Logic: This dropdown determines the logic between each row of logic (filter).
• Form/Table: This determines which form or table to retrieve data from, this option controls what fields are shown in the column name dropdown list.
• Column Name ((Collect Code)) | Data Type: This lists all the fields that are available for reporting depending on the form/table.
  The first portion of the field includes the name of the field or the alias of the field if the field is aliased. The second portion of the field is the Collect! printable code for the field. The third portion is the type of the column, this provides the user with information on the returned value of the column.
• Criteria Logic: This indicates the logic action that is going to be used and changes based on column type. The options are explained below:
  • Equal to: Retrieves all the records that match the compared value.
  • Not equal to: Retrieves all the records that DO NOT match the compared value.
  • Greater than: Retrieves all the records that are Greater than the compared value.
  • Greater than and equal: Retrieves all the records that are Greater than or equal to the compared value.
  • Lesser than: Retrieves all the records that are Lesser than the compared value.
  • Lesser than and equal: Retrieves all the records that are Lesser than or equal to the compared value.
  • Between: Looks for record values between two values. When this option is selected it will enable the To value field for a record to be retrieved. This option is inclusive which means that the from and to values are included in the compared values.
  • IN: Searches for multiple values in a single field and retrieves all the records that contain at least one of the compared values. The values must be separated by a comma and not have a space added between commas unless it is part of the value.
  • NOT IN: Searches for multiple values in a single field and retrieves all the records that DO NOT contain ANY of the compared values. The values must be separated by a comma and not have a space added between commas unless it is part of the value.
  • LIKE: Completes a partial matching using wild cards or patterns (ex: % or _ or ^ or [A-Z]) and retrieves the records that contain part of the text. If a user wants to search for an actual wild card as a character then it should be wrapped between[ ] to search for any record that starts with a % sign in the name then your statement would be "de_name LIKE '[%]%'".
  • NOT LIKE: Completes a partial matching using wild cards or patterns (ex: % or _ or ^ or [A-Z]) and it retrieves the records that DO NOT contain part of the text. If a user wants to search for an actual wild card as a character then it should be wrapped between[ ] to search for any record that starts with a % sign in the name then your statement would be "de_name NOT LIKE '[%]%'".
  • IS NULL: Retrieves all records where a field value is NOT set in the database.
  • IS NOT NULL: Retrieves all records that have a field value set in the database.
  • IS EMPTY: Retrieves all records that have a field value NOT set in the database or is empty.
  • IS NOT EMPTY: Retrieves all records that have a field value set in the database or NOT empty.
  • CUSTOM SQL: When selected this option will ignore the criteria option and it is the user's responsibility to type custom SQL coding in the space including the column name.
  • IS CHECKED: This option is only visible when the selected column is of type flag and retrieves all the records that have the checkbox checked inside Collect!
  • IS NOT CHECKED: This option is only visible when the selected column is of type flag. When this option is selected it retrieves all the records that have the checkbox NOT checked inside Collect!
  • Dynamic date: This option is only visible when the selected column is of type date. When this option is selected the 'From' value field will be replaced with a dropdown list that includes the following options:
    • Today
    • Yesterday
    • Tomorrow
    • This Week
    • Last Week
    • Next Week
    • This Month
    • Last Month
    • Next Month
    • Year To Date
    • This Year
    • Last Year
    • Next Year
• From / Value: This field is used for comparing the values for the filter. This field changes based on the column type. For example: for column type 'Numeric' it only allows for numbers unless the selected criteria is IN, NOT IN, LIKE, NOT LIKE or Custom SQL.
• To / Value:This field is used for comparing the values for the filter. This field is only enabled when the criteria logic Between is selected.
• Add Circle Button add_circle_outline :
  This option is only visible with columns of type date, this option when clicked will disable the 'From/To' field and open the following window which is used for date calculation:

  

  • Period: This option sets the period.
  • Number of Period: This option sets the number to be added or subtracted from the period selected. For example, if the period is 'Day' and the user types '4' then the system will add four days to the current day; this changes dynamically every day. If the user wants to see what happened in the system four days ago then -4 should be used. If 0 is passed then the system will return information for the current day.
  • Reset: Selecting 'Reset' will set the date field back to its original state. This is useful when the user decides not to use the date math function and manually enters a date instead.
  * If the add_circle_outline button is red it means that no date math is applied; if it is green it means that date math is applied.
• Create Prompt*: This option is only activated when logic is included in the script; an empty logic row will disable this checkbox. This option has no effect on reports that are run via the webhost; the option is triggered when the report is saved to Collect! report library.
  * This checkbox is not enabled by any criteria that does not use the 'From' field and IN, NOT IN, LIKE, NOT LIKE, CUSTOM SQL or Dynamic Date.
• Delete Button delete_forever :
  This button is used to remove the current row from the filters list. Note that the first filter cannot be deleted; if the user would like to not use the first filter then it could be changed to Select a column.

• Form/Table: This determines which form or table to retrieve data from; this option controls what fields are shown in the column name dropdown list.
• Column Name ((Collect Code)) | Data Type: This lists all the fields that are available for reporting depending on the form/table.
  The first portion of the field shows the name of the field or the alias if the field has been aliased. The second portion of the field is the Collect! printable code. The third portion is the type of the column; this provides the user with information on the returned value of the column.
• Date Format: This option is used to format the date fields on the output. The following section lists the most common formatting commands:
  • Days can be formatted using d
    d One digit day
    dd Two digit days
    ddd Short day name Sun
    dddd Full day name Sunday
  • Months can be formatted using M
    M One digit month
    MM Two digit months
    MMM Short month name Jan
    MMMM Full month name January
  • Years can be formatted using yy
    yy Two digit years 21
    yyyy Four digit years 2021
  • Other characters are allowed for formatting
  • Examples
    1. MMM dd, yyyy
    2. yyyy/MM
    3. MMMM
    4. MMM dd, yyyy
    5. MMMM; (dddd)
• Delete Button delete_forever :
  This button is used to remove the current row from the group by list.

• Logic: This dropdown determines the logic between each row of logic (filter).
• Summary: This is a SQL functionality that is used to provide a summary. It works in the following way:
  When the selected column is of type Numeric then the following options are allowed: COUNT, SUM, AVG, MAX, MIN, and none*; when the selected column is of a type other than Numeric, then only COUNT, MAX, MIN and none* are allowed.
  * When a column does not exist in the 'Group By' section, then it does not allow selecting the 'None' option. If a column exists in the 'Group By' section and has a date format applied, then the same date format should be applied to the column in order to allow the user to select the summary option of none.
  ** If none is used with a column then it is recommended to use it in the filter section rather than using it here, as in that case both sections are treated the same if no summary function is applied on the logic. As you can see from the Summary Level Filters Screenshot Listed column does not use any summary functions thus it could have been used in the where clause if date formats were available in Filters section it could still can be used using Custom SQL criteria.
• Form/Table: This determines which form or table to retrieve data from; this option controls what fields are shown in the column name dropdown list.
• Column Name ((Collect Code)) | Data Type: This lists all the fields that are available for reporting depending on the form/table.
  The first portion of the field includes the name of the field or its alias, if it has been aliased. The second portion of the field is the Collect! printable code. The third portion is the type of the column, this provides the user with information on the returned value of the column.
• Criteria Logic: This indicates the logic action that is going to be used and changes based on column type. The options are explained below:
  • Equal to: Retrieves all the records that match the compared value.
  • Not equal to: Retrieves all the records that DO NOT match the compared value.
  • Greater than: Retrieves all the records that are Greater than the compared value.
  • Greater than and equal: Retrieves all the records that are Greater than or equal to the compared value.
  • Lesser than: Retrieves all the records that are Lesser than the compared value.
  • Lesser than and equal: Retrieves all the records that are Lesser than or equal to the compared value.
  • Between: This option looks for records value between two values, once this option is selected it will enable the To value field for a record to be retrieved. This option is inclusive which means from and to values are included in the compared values.
  • IN: This option is used to search for multiple values in a single field and it retrieves all the records that contain at least one of the compared values; the values must be separated by a comma and not have a space added between commas unless it is part of the value.
  • NOT IN: This option is used to search for multiple values in a single field and it retrieves all the records that DO NOT contain ANY of the compared values; the values must be separated by a comma and not have a space added between commas unless it is part of the value.
  • LIKE: This option does a partial matching using wild cards or patterns (ex: % or _ or ^ or [A-Z]) and it retrieves the records that contain part of the text. If a user wants to search for an actual wild card as a character then it should be wrapped between[ ]. To search for any record that starts with a % sign in the name then your statement would be "de_name LIKE '[%]%'"
  • NOT LIKE: This option does a partial matching using wild cards or patterns (ex: % or _ or ^ or [A-Z]) and it retrieves the records that DO NOT contain part of the text. If a user wants to search for an actual wild card as a character then it should be wrapped between[ ]. To search for any record that starts with a % sign in the name then your statement would be "de_name NOT LIKE '[%]%'".
  • IS NULL: This option is used to retrieve all records that have the field value is NOT set in the database.
  • IS NOT NULL: This option is used to retrieve all records that have the field value is set in the database.
  • IS EMPTY: This option is used to retrieve all records that have the field value is NOT set in the database or empty.
  • IS NOT EMPTY: This option is used to retrieve all records that have the field value is set in the database or NOT empty.
  • CUSTOM SQL: This option when selected it will ignore the criteria option and it will be users responsibility to type a custom SQL coding there including the column name.
  • IS CHECKED: This option is only visible when the selected column is of type flag and retrieves all the records that have the checkbox checked inside Collect!
  • IS NOT CHECKED: This option is only visible when the selected column is of type flag and it retrieves all the records that have the checkbox NOT checked inside Collect!
• From / Value:This field is used for comparing the values for the filter. This field changes based on the column type. For example, for column type numeric it only allows for numbers unless the selected criteria is IN, NOT IN, LIKE, NOT LIKE or Custom SQL.
• To / Value: This field is used for comparing the values for the filter. This field is only enabled when the criteria logic Between is selected.
• Create Prompt: This option is only activated when logic is included in the script, an empty logic row will disable this checkbox. This option has no effect on reports that are run via the webhost, it is only triggered when the report is saved to Collect! report library.
  * This checkbox is not enabled with any criteria that does not use the 'From' field and IN,NOT IN, LIKE, NOT LIKE, CUSTOM SQL and Dynamic Date.
• Delete Button delete_forever :
  This button is used to remove the current row from the summary level filters list.

• Form/Table: This determines which form or table to retrieve data from, this option controls what fields are shown in the column name dropdown list.
• Summary*: This is a SQL functionality that is used to provide a summary and it works in the following way:
  When the selected column is of type Numeric then these options are allowed: COUNT, SUM, AVG, MAX, MIN, and none*; if the selected column is of any type other than numeric only COUNT, MAX, MIN and none* are allowed.
  * When a column does not exist in the group by section then it does not allow for selecting the 'None' option. If a column exists in a 'Group By' section and has a date format applied then the same date format should be applied for the column in in order to allow the user to select a summary option of none.
• Column Name ((Collect Code)) | Data Type: This lists all the fields that are available for reporting depending on the form/table.
  The first portion of the field includes the name of the field or its alias, if the field is aliased. The second portion of the field is the Collect! printable code. The third portion is the type of the column, this provides the user with some information on the returned value of the column.
• Date Format*: This option is used to format date fields on the output. The following section lists most common formatting commands:
  • Days can be formatted using d
    d one digit day
    dd Two digit days
    ddd Short day name Sun
    dddd Full day name Sunday
  • Months can be formatted using M
    M one digit month
    MM Two digit months
    MMM Short month name Jan
    MMMM Full month name January
  • Years can be formatted using yy
    yy Two digit years 21
    yyyy Four digit years 2021
  • Other characters are allowed for formatting
  • Examples
    1. MMM dd, yyyy
    2. yyyy/MM
    3. MMMM
    4. MMM dd, yyyy
    5. MMMM; (dddd)
• Delete Button delete_forever :
  This button is used to remove the current row from the sorting list.

3. RESULT PAGE:

• Tabular Result: This page shows data in tabular format. The table can be sorted, searched and downloaded. This page has two main components: the Control Menu and the Table Area. Both are explained in detail below the table image that follows.

  

  1. Control Menu: This set of options are mostly related to the options available to download data. Your options are explained below:
     • Printed: This indicates the date and time the result set was generated.
     • Total Rows: This indicates the total number of rows this query has generated. By default queries will show up to 10,000 rows. If there are more than 10,000 rows then an additional information item will appear stating Total Rows: 10,000 of {Total Number of Possible Records}.
     • File Name: This field acts as the file name for the file when downloaded.
       * File Name can be changed; by default the file name starts with the Operator ID, followed by the date and time the result page was generated, followed by the file extension.
     • Column Separator: This option controls the column separator and also tries to control the file extension in the file name field based on the type of column separators.
     • Use Quotations: When this option is checked each cell value will be wrapped with double quotations when the data is downloaded.
     • Use Table Header(s): When this option is checked the table header values will be included in the file when the data is downloaded.
     • Use Totals: This option is only visible when there is at least one column with currency type. When this option is checked it will show a subtotal and a grand total for each currency column. These totals will be included* in the file when the data is downloaded.
       * Only using the download and print buttons will include subtotals.
     • Download Button cloud_download :
       This button uses all the previous features mentioned, this button should be default button for downloading data as a file.
       * Only the current page of the data is downloaded using this button to download all the data show all records must be selected.
     • Printer Button print :
       This button provides the user with a printable version of the table that could be printed to a printer or a PDF file.
       * Only Use Totals checkbox affects this button.
       * All records are downloaded.
       * All sorting and columns visibilities are set to their original states when this button is used.
     • Table Button table_view :
       This button downloads data as an excel file.
       * All records are downloaded; the downloaded file does not include totals.
     • PDF Button picture_as_pdf :
       This button downloads data as a PDF file. The system determines whether a file should be downloaded in portrait or landscape orientation (if the report has 7 columns and more then it will change the PDF orientation to landscape).
       * All records are downloaded. The downloaded file does not include totals.
     • Copy Button content_copy :
       This button copies all record data and it can be pasted anywhere.
     • Visibility Button visibility_off :
       This button is used to show and hide columns in the data section.
       * This feature affects all type of downloaded files except for the print button.
     • Refresh Button refresh :
       This button is used to refresh the results.
     • Report Title: This is the report title. If the report is been generated from a saved report or it has been saved then the title will be the report name passed from the report generator otherwise, the title will be Dynamic Report.
  2. Table Area: This area is used to show the data and it has three main sections:
     • Records and Data Controls Sections: These sections show the data and are divided into two sub-sections: the upper-part and the lower-part:
       1. Upper-part:
          • Show Records: By default 25 rows of the data is visible in each page; this number can be changed to your preferred number of rows per page.
          • Search: This search field can be used to look up any value in the table. The subtotals and paging buttons are adjusted according to the search result.
          • Column Header: The header is considered a part of the data section. However, each column name features up and down arrows which can be used to sort the data according on the current column.
            * Data on this page can only be sorted by one column at a time, if both up and down triangles are shown, then it indicates that sorting has not been applied, if an up or down triangle is shown it means that the data is presented in ascending order or descending order.
       2. Lower-part:
          • Showing 1 to 25 of {nn} records: This line of text provides the user with a quick overview of the total number of records in the report.
          • Paging Buttons: These paging buttons are controlled by the actual number of rows and the Show Records drowpdown list. These buttons are used to navigate through the results.
     • Data Section: This area shows the records that were retrieved by the query.
     • Totals Section: This area provides totals for any currency fields. Subtotals indicates the totals for the data shown on the current page, Grand Totals indicates the overall totals of all the records.
  
  
• Graph Result:
This page shows data in a graph format. The graph style can be changed and the graph can be downloaded. The page has two main components: Control Menu and Graph Area. Both are described below the following image.



1. Control Menu: This set of options control the graph style. Each option is explained below:
   • Zoom In/Out: This option is used to zoom in and out the graph.
   • Graph Columns Area: This area can include up to five columns. Each column will be mapped by its color to the graph data point. The dropdown list can be used to apply a custom style to the graph; the image shows 3 choices: Bar, Line and Don't Show. By default the graphs are loaded with a Line type, but are easily changed using the Graph Columns Area as described.
   • Lable Font Size: This field is used to control the graph X and Y labels font sizes.
   • Graph Title: This field is used to change the graph title. Once you have changed the graph title, your new title will appear on downloaded versions of this graph.
   • Download Button cloud_download :
     This button is used to download the graph as an image.
   • Refresh Button refresh :
     This button is used to refresh the results.
2. Graph Area: This area shows the actual query results. Hovering over a data point will show you the value and label for that particular data point.