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Making Custom Reports

  • 81views
  • February 6, 2024

Making Custom Reports

There are three kinds of reports in BizCentric.

1. Report Builder

Report Builder is an integrated tool within BizCentric for customizing reports. It enables you to specify particular form fields to include in the report. Additionally, you can establish necessary filters, sorting criteria, and designate a preferred name for the report.

2. Query Report

The Query Report, crafted in SQL, extracts data from the account’s database and presents it in a report format. While SQL queries can typically be composed from the front end, akin to HTML, this capability has been curtailed for BizCentric cloud users. The reason behind this restriction is to prevent users without specific report access from directly retrieving data from the database.

For an illustration of a Query Report, refer to the “Purchase Order Item to be Received” report in the Stock module.

3. Script Report

Script Reports are authored in Python and reside on the server side. They encompass intricate logic and calculations. Due to their server-side nature, customization from the hosted account is not feasible.

For an instance of a Script Report, refer to the “Financial Analytics” report in the Accounts module.

> Note: Dynamic Filter is available in Script Reports and Query Reports; however, not in the Report Builder.