New Feature: Custom SQL Reports

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We are excited to announce a new feature enhancement that will allow you to create custom SQL reports in our system. This feature will enable you to query data from various sources and generate reports that suit your specific needs.

What is a Custom SQL Report?

A custom SQL report is a report that you can create by writing your own SQL queries. SQL stands for Structured Query Language and it is a standard language for accessing and manipulating data in databases. By using SQL, you can select, filter, sort, group, and aggregate data from different tables and views.

A custom SQL report can be useful when you want to:

  • Analyze data that is not available in the predefined reports
  • Combine data from different sources or applications
  • Perform complex calculations or transformations on data
  • Customize the layout or format of the report

How to Create a Custom SQL Report?

To create a custom SQL report, follow these steps:

  1. Go to System Management/Document Template Management
  2. Select Type = SQL
  3. Write your SQL query in the Query box. You can only use SELECT statements. Do not use INSERT, UPDATE, DELETE, or other commands that can modify data as they will generate an error.
  4. Click Save

How to Access a Custom SQL Report?

To access a custom SQL report, follow these steps:

  1. Go to the Navigation pane
  2. Select the name of your saved your report under Custom Reports
  3. Click on your report name
  4. If your report has filters, enter values for them and click Filter
  5. View your report on the screen or export it as a CSV file

How to Limit Access to a Custom SQL Report?

To limit access to a custom SQL report, follow these steps:

  1. Go to System Management/Document Template Management
  2. Select Type = SQL
  3. Find your report and click Edit
  4. In the Access Groups box, enter the permission groups that are able to view the report
  5. Click Save

Only members of those groups will be able to see and run your report.

We hope this feature enhancement will help you create more powerful and customized reports in our system.

Thank you for using our system!