Understanding the Three Types of Reports
Introduction
Reports are a critical component of iVendNext, enabling users to extract, analyze, and present data efficiently. This article explores the three primary types of reports available in iVendNext: Report Builder, Query Reports, and Script Reports. Each type serves distinct purposes and caters to different levels of technical expertise.
1. Report Builder
Overview
Report Builder is an intuitive, in-built tool designed for users who need to customize reports without writing code. It allows you to:
Select specific fields to include in the report.
Apply filters and sorting criteria.
Assign preferred names to reports for easy identification.
Use Cases
Generating sales summaries.
Creating inventory status reports.
Limitations
Does not support dynamic filters.
Limited to fields available in the form.
2. Query Reports
Overview
Query Reports are written in SQL and pull data directly from the database. They are powerful but require technical knowledge. Key features include:
Direct access to database tables.
Ability to fetch data not visible in standard reports.
Use Cases
Purchase Order Item to be Received report (Stock module).
Restrictions
SQL writing is restricted for cloud users due to security concerns.
3. Script Reports
Overview
Script Reports are Python-based and stored on the server. They are ideal for complex calculations and logic-driven reports.
Use Cases
Financial Analytics report (Accounts module).
Limitations
Cannot be customized in hosted accounts.
Comparison Table
Conclusion
Choosing the right report type depends on your technical skills and reporting needs. Report Builder is ideal for quick customizations, while Query and Script Reports offer advanced capabilities for complex data requirements.
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