Report Definitions - The Picksmart Reporting Module


- A new and exciting structure has been implemented by the Picksmart Team in order to automate and simplify Reporting.

- By the click of a few buttons while following the Reporting Module's steps we have set in place, you have the power to generate a full report according to your personal filters and criteria.

- All data relevant to your system is available when generating a report (as well as data across other instances).


Types of Report Result types:


- Data Table

  • Data displayed in a table with fields and columns. 

- Bar Chart

  • A visual representation of the data through rectangles of equal width.

- Line Chart

  • Information displayed through the use of lines and data points, good for comparing data over a certain time period.

- Pie Chart

  • A circle which is divided into sectors (each sector represented by a class of data).



General Steps in generating a Report:



  • Add a personalized title for your report.
  • Select the main component for your report from the dropdown menu

- This can be any component associated with your system.

- All the components will be listed on the dropdown menu.

  • Choose the Report Result Type which suits your data / personal preference the best.
  • Available Across Instances

- This setting indicates if users on other instances will have access to the report. 

  • Global Results

- Should the report include data from other instances you have access to?



  • After you have selected your main component in step 1, you will have the ability to integrate more components into your report.
  • The available components listed in the dropdown menu of step 2 will be dependent on the main component you have chosen.
  • These secondary components will also be dependent on each other - meaning that some components will only be available once their linked component have been added to the report.



  • In the third (3) step you will see a table containing 4 fields:
  • All the components which you have added in the previous step will be listed here.
  • 1. The Relation field indicates which components are linked (Component 1 > Component 2 AND Component 1 > Component 3 OR Component 1 > Component 2 AND Component 2 > Component 3)
  • 2. The Join Type field explains how that component's data will be sorted (for example by the Newest data)
  • The check box indicates which fields will be included in the report.
  • The type of fields will also be included to help you get a better understanding of the field as well as filter the fields to your personal preference.
  • Once you have personalized the fields related to the components of your report, you can proceed to the final step.



  • The final step in the Reporting process will filtering all of the chosen component(s) fields accordingly.
  • Each Type of field can be filtered differently.


Sorting:

  • All of the fields can be sorted by one of the following preferences:


Filters:

  • Filters are available depending on the field type.
  • Here are some examples:

- Select Enum

Filter the field by one of the available options


- Check

Filter True/False type of preferences


- Created Date

Filter the selected field's data by a date.

We have added a list of time periods to make the process of filtering by dates easier.

You will also have the option to filter by a specific date (ie. 2018.01.06 - 2018.02.01) using the Absolute filter option.




Final Steps and Additional information:  

  • Once you have filtered the data to your personal preference and you are happy to generate the report- click on the  button at the bottom of your filter page.

  • Your report will be generated and you will be brought to the relevant report's details page where you can download the report as shown below: