Report Designer

The Report Designer is utilised to create and manage dynamic reports. FastTrack has predefined the views and relationships within the Report Designer covering the majority of data within the solution.

The following types of reports can be created:

Create blank reports - where the user enters components manually.
Create reports as a list.
Master-Detail reports.
Label reports.
Drill Down reports.
Reports with charts.
Cross-Tab reports.

Where you create a report using FastTrack's standard views, Data Groups are applied where a user tries to open the report - so they will only see data that belongs to their Data Group. If you create a report using custom SQL queries, from v11.37, you will be able to adjust these queries to look at Data Group.

The maximum query time is 10 minutes - so users may experience a time out where your report contains inefficient queries. Where this occurs you will need to apply parameters to reduce the volume of data being returned, or tune your query to improve its overall performance. If you require assistance with query tuning, please contact your Account Manager to obtain a quote.

FastTrack monitor your report queries to ensure that there are no items that impact on overall system performance. Please be aware that if we find a query that has significant impact on performance, you will be advised and the report will be disabled until you have addressed the issue. Should a user try to run a disabled report, the warning message shown below will display.

A Report Data Dictionary is available to provide insight into the Data Structure for data consumption. Click here to learn about the Data Dictionary.

The following actions can be run for an existing report:

View - users who have access to the report can view and run the report by using this action.
Schedule - create a schedule to distribute a report via email in accordance with a required time and frequency (daily, weekly, monthly etc.). Users that have access to the report are able to apply themselves to a schedule if desired.
Edit - open the Report Designer to edit a report.
Delete - delete a Report.
Copy - create a copy of a Report.
Move - move a report to a different folder.
Permission - apply Security Groups to determine who can access the Report.
Properties - view the Report properties.