Embedded Files
Ad-Hoc Reports
Ad-Hoc Reports
The SAM front-end allows users to generate ad hoc reports directly from the main record display table to either a CSV spreadsheet file or a PDF. This method can be used as a way to generate reports of one to many records after moving those records to the persistent select menu. To locate a pertinent record subset to generate a report on, the main record display table can be modified by clicking a record type, selecting a list, sorting a column, or by running a search query.
Instructions
Instructions
Step 1
Step 1
First load the record display table by selecting a record type and optionally running a search query or selecting a list. You can ctrl-click to select one to many records. Optionally, you can click on the Select All button to select all records within the view. The Select All button will only select all records that are currently visible. You can expand the number of records loaded in the table by clicking on the Show X Entries at the bottom left corner of the table.
Step 2
Step 2
hit the Select button located in the left side record toolbar to move the records over to the persistent Selected menu.
Step 3
Step 3
The Selected button located in the right side record toolbar will now be populated with a badge number. This badge number indicates the number of records in the persistent select menu. Click Selected to view the selected dropdown; in this dropdown click on the Create Report button. After you hit Create Report, you will be prompted to enter a report name and notes.
Step 4
Step 4
Once you have confirmed the report name, the system will generate the report from the selected records. When you reload the record display table by clicking on the record type icon on the left hand sidebar, the front-end will show the generated report as a list item under the Reports menu.
Step 5
Step 5
To view and export the generate report, click on the pertinent list item under the Reports menu. This will show the Report modal which displays a preview of records added to the report as well as an Export sub-menu to export the report as either a PDF or a Spreadsheet.
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