Difficulty: starter

Content

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 are dynamic, so the list of objects that are displayed can change over time. A good report turns data into information.

Reports can be found in the report module in the navigationmenu. In the module all reports can be found that are in the system. There are allready a lot of standard reports ready per module.

Reports can show up in several ways. The reports module is used for all reports, but other menu options can also be used for 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 include is a representation of a report that is set on a startboard or other 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 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

Exercise

#1
#2

Difference between a report and an include