Introduction
Welcome
Installation
Using ReportsMaestro
Working with report/chart builder
Creating web report
Creating web chart
Adding header and footer
Changing visual style
Custom SQL
Localization
Chart types
List of chart types
Accumulation chart
Area chart
Bubble chart
Column/Bar charts
Combined chart
Financial OHLC/Candlestick charts
Gauge chart
Line/Spline/Step-Line charts
Pie/Doughnut charts

Creating web report

 

 

To create new report, click Create Report button on the start page and follow the steps to define report settings.

The Back and Next buttons allow you to jump to previous and next page correspondingly. Use Jump to... button to jump to any other page. The Save button saves the report and moves you to the web reports menu (start page). The Save as... button allows  you to modify the report name/title and then save the report. Use the SQL Query button to view resulting SQL query and query results. The Preview button allow you to see how you report will look.

Below you can find the description of the report creation steps:

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hmtoggle_plus1   Tables

On this page you can choose a table or SQL query as a datasource for your report.

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On the SQL queries tab a user with admin permissions can create new custom SQL query using the New query button and edit the existing SQL queries using the SQL Query button. For more information about custom SQL queries, read the Custom SQL article.

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hmtoggle_plus1   Table Relations

On this page you can create table relations (SQL joins) to query data from two or more tables, based on a relationship between certain fields in these tables. You can add Inner Join, Left Join, Right Join and Full Outer Join.

To add an SQL join, choose tables and fields to be joined and click Add Relation. The JOIN clause will be added below the SELECT clause. Note that you can add several table relations.

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Use SQL Query button to view resulting SQL query and query results.

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Use the Remove Relation button to delete the selected table relation.

hmtoggle_plus1   Where Condition

On this page you can add additional search conditions using WHERE clause. Select a field and type search criteria in the text boxes on the right. Search criterion should be added as <operator><value>. E.g. ='USA'; =2009; <>'red'; >10.

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Use the SQL Query button to view resulting SQL query and query results.

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hmtoggle_plus1   Group fields

On this page you can add group fields to group the results by one or more columns. The following picture explains how each option works.

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If you uncheck Details and summary checkbox, only summary will be shown in the report.

Besides standard intervals (new group starts when group field value changes) you can use other interval types. Available interval types are different for each data type. Here is the example of text group field using first letter as an interval.

webreports_group_letter_interval

Use the SQL Query button to view resulting SQL query and query results.

hmtoggle_plus1   Totals

On this page you can choose what fields to display in the report and specify field labels. Also you can apply aggregate functions like MIN, MAX, SUM and AVERAGE. The results of these calculations will be displayed after each group and at the end of page/report. Note than you can't modify settings for group fields. Use arrows on the left of the field names to change the fields order.

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hmtoggle_plus1   Miscellaneous

On this page you can choose report layout. If you use grouping you can choose between Stepped, Block, Outline and Align layouts. If you don't use grouping you can use only Tabular layout.

Print-friendly page option enables/disables the following features: printing the whole report or its page in print-friendly version, opening a report as Microsoft Word or Microsoft Excel document.

Use Number of lines per page option to determine where to insert the page break, when you print the whole report.

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hmtoggle_plus1   Sort fields

On this page you can define sort fields to sort the records in the report. Note than you can't modify settings for group fields.

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Use the SQL Query button to view resulting SQL query and query results.

hmtoggle_plus1   Style Editor

On this page you can define font settings and background color to be used in the report. Firstly, select report element and then define style settings for it. Using apply to dropdown list box you can apply changes made to a group (row), field (column) or all text in the report. Use Reset to default button to return to default settings.

webreports_style_editor

hmtoggle_plus1   Settings

On this page you can define the report name and title. You have also an option to make a report private. Private reports are not accessible by anyone but owner. Non-private (public) ones will appear under "shared" section on the start page.

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hmtoggle_plus1   Dynamic Permissions

yellowbulbNote: this page is available if a report is not marked as private on the previous step.

On this page you can assign user group permissions to view/edit/delete a report.

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