Contents
Add Report Templates
Customizing Report Templates
Sharing Reports, setting them as Global
Overview
SOCKETWorx Core includes the SQL and CAD Connectors.
The easy-to-use Reporting interface is online where Excel file output can be customized to include SQL data columns. Adding SQL Columns of data and setting filters against them produces Excel Reports.
Most often report templates originate from existing Excel workbooks that have been uploaded to SOCKETWorx where they reside and can be customized.
Keep it simple by creating a Data View that can double as Excel reports,
This article is a step-by-step method to add Table Reports which automatically creates global companion Data Views
These Data Views are owned by Report Template authoring users.
Add Report Templates
Adding Report Templates is accomplished under Settings>Report Manager. Click the Add button to get started.
Leave a Reply
You must be logged in to post a comment.