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. 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
available in this environment can be 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
screenshot below.
The reports Reports module is used for all reports, but other modules can also be 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
In the basis, an include is a report that is shown on a startBoard or instance page. 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 archived by initializing the filter values. An include that displays the future reservation of a user will for example contain the following (hidden) initialization filters:
the requestor of the reservation is the user that is logged in;
reservation startdate start date is larger or equal to today'.
Where can I find includes
Besides on your startBoard, includes can also be shown on a an instance pages and tabs throughout the system. A couple of examples are:
When opening an organization, the person tab is available 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.
Summary
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Exercise
- Find three places in the location where includes are used.
Search
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