Difficulty: starter
Content
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Learning Objectives
After reading this article, you’ll be able to:
Tell what a report is.
Tell what a include is.
Know how to use a report and include.
What is a report
A report is a representation of data from the system. Reports are a collection of objects that meet certain selection criteria, grouped logically or not. They Reports are dynamic, so the list of objects that are displayed can change over time. A good report turns data into information.
Where can I find reports?
Reports can be found in the
Reports module in the
navigation menu. In
this module, all reports availble in this environment can be
Reports can show up in several ways. queried via e search screen. Per module several standard reports are available.
In the Reports module, a ‘Folders’ menu option is also available. Here reports are resorted into folder. See screenshow below.
The reports module is used for all reports, but other menu options modules can also be used for configured to contain reports. Technically, standard- and advance search pages are also reports, but the usage of them are more easy. These pages allow searching data in a specific module to become more easy so that a report is not always necessary. But one most common usages of reports are on the startboard as an include.
What is an include
An In the basis, an include is a representation of a report that is set shown on a startboard or other instance page. This allows a visualisation of the report where the report is called up in which the data is already shown. These can, most of the times, be found on the startboard when a user logs in or on pages where specific data needs to be shown.
In the example above the user can quicky see the information he or she needs in order click on the necessary hyperlinks to go to the specific page of that data. A list of the tasks are shown, together with future reservations, open requests, IT requests etc. Startboards most of the time have these kind of includes in order to make the usage of data much easier and to quickly navigate through the system in order to do the work the user needs to do.
Includes can also be shown on other pages in the system. There are standard reports running already when modules are set up. For example:
In an organization object a person tab is displayed where an include of persons that are attached to the organization are shown.
In an The big difference between a report and an include is that an includes does not have a search screen. An include is always configured in such a way that it displays the relevant data without the user having the option to change the filter values. This is achived by initializing the filter values. An include that displays the future reservation of a user will for example contain the following (hidden) initilization filters:
the requestor of the reservation is the user that is logged in;
reservation startdate is larger or equal to today'.
Where can I encounter includes
Besides on your startBoars, includes can also be shown on a instance pages and tabs throughout the system. A couple of examples are:
When opening an organization, the person tab is availble that will show an include with the persons linked to the organization.
In a property object a related object tab is displayed where an include of requests or other objects that are attached to the property are shown.
Includes can help in order to quickly see data that is attached to a specific object.
Summary
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Exercise
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Link to next article (if any) > ask Gilles- Find three places in the location where incudes are used.
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