Reports Module

reports-advanced-report-id-data

Advanced Report – Detail View

Module: Reports
Screen Type: Detail View
URL: /^reports/advanced-report/<pk>/data
Model: AdvancedReport
Record Name: Advanced Report
Plural Name: Advanced Reports

What This Screen Is For

TODO: Explain what this screen does in plain language.

What You See on This Screen

📸 Add a screenshot of this screen.

Fields on This Screen

Field Type Description
Last Modified At Date & time TODO
Last Modified By Relationship (single) (optional) TODO
Report Title Text The name or title of this report
Description Text (optional) TODO
Category Text (choice) (optional) TODO
System Report Yes/No Reports provided by Brisk are considered system reports; they can be copied but not deleted or modified
Allow Date Filters Yes/No If this field is disabled, live date filters will not be available for this report
Date Field Text By default, the system will attempt to filter by date using the created_at field. If this field is populated, the system will attempt to filter by the provided field instead. This field is ignored if Allow Date Filters is not enabled.
Date Behavior Text (choice) (optional) Select the initial state of the date filters on this report
Beginning Date Date & time (optional) Sets the start date for this report if using a custom date range
Closing Date Date & time (optional) Sets the end date for this report if using a custom date range
Report Depth Number (integer) This field is used to control nested report groups. Valid values are 2, 3, and 4. If a non-nested report is needed, it will need to be created separately. This value should be equal to the highest child report +1.
Display On Work Periods Yes/No Enable this setting to run this report directly from closed work periods.
Display On Months Yes/No Enable this setting to run this report directly from closed months.
Display On Years Yes/No Enable this setting to run this report directly from closed years.
Filter Beginning Yes/No If set to false, when filtering this report by date, it will only filter by the ending date, not the beginning date.

System Fields (Managed Automatically)

⚙️ These fields are managed by the system and usually do not need to be edited.

Field Type Description
Id Auto number (ID) TODO
Created At Date & time TODO
Created By Relationship (single) (optional) TODO
Custom Fields Extra Fields JSONField TODO
Deleted At Date & time (optional) TODO

Common Tasks

Tips & Helpful Hints

💡 TODO

Who Uses This Screen

Advanced Notes

TODO

reports-advanced-report-id-update

Advanced Report – Update View

Module: Reports
Screen Type: Update View
URL: /^reports/advanced-report/<pk>/update/
Model: AdvancedReport
Record Name: Advanced Report
Plural Name: Advanced Reports

What This Screen Is For

TODO: Explain what this screen does in plain language.

What You See on This Screen

📸 Add a screenshot of this screen.

Fields on This Screen

Field Type Description
Last Modified At Date & time TODO
Last Modified By Relationship (single) (optional) TODO
Report Title Text The name or title of this report
Description Text (optional) TODO
Category Text (choice) (optional) TODO
System Report Yes/No Reports provided by Brisk are considered system reports; they can be copied but not deleted or modified
Allow Date Filters Yes/No If this field is disabled, live date filters will not be available for this report
Date Field Text By default, the system will attempt to filter by date using the created_at field. If this field is populated, the system will attempt to filter by the provided field instead. This field is ignored if Allow Date Filters is not enabled.
Date Behavior Text (choice) (optional) Select the initial state of the date filters on this report
Beginning Date Date & time (optional) Sets the start date for this report if using a custom date range
Closing Date Date & time (optional) Sets the end date for this report if using a custom date range
Report Depth Number (integer) This field is used to control nested report groups. Valid values are 2, 3, and 4. If a non-nested report is needed, it will need to be created separately. This value should be equal to the highest child report +1.
Display On Work Periods Yes/No Enable this setting to run this report directly from closed work periods.
Display On Months Yes/No Enable this setting to run this report directly from closed months.
Display On Years Yes/No Enable this setting to run this report directly from closed years.
Filter Beginning Yes/No If set to false, when filtering this report by date, it will only filter by the ending date, not the beginning date.

System Fields (Managed Automatically)

⚙️ These fields are managed by the system and usually do not need to be edited.

Field Type Description
Id Auto number (ID) TODO
Created At Date & time TODO
Created By Relationship (single) (optional) TODO
Custom Fields Extra Fields JSONField TODO
Deleted At Date & time (optional) TODO

Common Tasks

Tips & Helpful Hints

💡 TODO

Who Uses This Screen

Advanced Notes

TODO

reports-advanced-report-id

Advanced Report – Detail View

Module: Reports
Screen Type: Detail View
URL: /^reports/advanced-report/<pk>/
Model: AdvancedReport
Record Name: Advanced Report
Plural Name: Advanced Reports

What This Screen Is For

TODO: Explain what this screen does in plain language.

What You See on This Screen

📸 Add a screenshot of this screen.

Fields on This Screen

Field Type Description
Last Modified At Date & time TODO
Last Modified By Relationship (single) (optional) TODO
Report Title Text The name or title of this report
Description Text (optional) TODO
Category Text (choice) (optional) TODO
System Report Yes/No Reports provided by Brisk are considered system reports; they can be copied but not deleted or modified
Allow Date Filters Yes/No If this field is disabled, live date filters will not be available for this report
Date Field Text By default, the system will attempt to filter by date using the created_at field. If this field is populated, the system will attempt to filter by the provided field instead. This field is ignored if Allow Date Filters is not enabled.
Date Behavior Text (choice) (optional) Select the initial state of the date filters on this report
Beginning Date Date & time (optional) Sets the start date for this report if using a custom date range
Closing Date Date & time (optional) Sets the end date for this report if using a custom date range
Report Depth Number (integer) This field is used to control nested report groups. Valid values are 2, 3, and 4. If a non-nested report is needed, it will need to be created separately. This value should be equal to the highest child report +1.
Display On Work Periods Yes/No Enable this setting to run this report directly from closed work periods.
Display On Months Yes/No Enable this setting to run this report directly from closed months.
Display On Years Yes/No Enable this setting to run this report directly from closed years.
Filter Beginning Yes/No If set to false, when filtering this report by date, it will only filter by the ending date, not the beginning date.

System Fields (Managed Automatically)

⚙️ These fields are managed by the system and usually do not need to be edited.

Field Type Description
Id Auto number (ID) TODO
Created At Date & time TODO
Created By Relationship (single) (optional) TODO
Custom Fields Extra Fields JSONField TODO
Deleted At Date & time (optional) TODO

Common Tasks

Tips & Helpful Hints

💡 TODO

Who Uses This Screen

Advanced Notes

TODO

reports-advanced-report-uuid-id-data

Advanced Report – Detail View

Module: Reports
Screen Type: Detail View
URL: /^reports/advanced-report-uuid/<uuid:uuid>/data
Model: AdvancedReport
Record Name: Advanced Report
Plural Name: Advanced Reports

What This Screen Is For

TODO: Explain what this screen does in plain language.

What You See on This Screen

📸 Add a screenshot of this screen.

Fields on This Screen

Field Type Description
Last Modified At Date & time TODO
Last Modified By Relationship (single) (optional) TODO
Report Title Text The name or title of this report
Description Text (optional) TODO
Category Text (choice) (optional) TODO
System Report Yes/No Reports provided by Brisk are considered system reports; they can be copied but not deleted or modified
Allow Date Filters Yes/No If this field is disabled, live date filters will not be available for this report
Date Field Text By default, the system will attempt to filter by date using the created_at field. If this field is populated, the system will attempt to filter by the provided field instead. This field is ignored if Allow Date Filters is not enabled.
Date Behavior Text (choice) (optional) Select the initial state of the date filters on this report
Beginning Date Date & time (optional) Sets the start date for this report if using a custom date range
Closing Date Date & time (optional) Sets the end date for this report if using a custom date range
Report Depth Number (integer) This field is used to control nested report groups. Valid values are 2, 3, and 4. If a non-nested report is needed, it will need to be created separately. This value should be equal to the highest child report +1.
Display On Work Periods Yes/No Enable this setting to run this report directly from closed work periods.
Display On Months Yes/No Enable this setting to run this report directly from closed months.
Display On Years Yes/No Enable this setting to run this report directly from closed years.
Filter Beginning Yes/No If set to false, when filtering this report by date, it will only filter by the ending date, not the beginning date.

System Fields (Managed Automatically)

⚙️ These fields are managed by the system and usually do not need to be edited.

Field Type Description
Id Auto number (ID) TODO
Created At Date & time TODO
Created By Relationship (single) (optional) TODO
Custom Fields Extra Fields JSONField TODO
Deleted At Date & time (optional) TODO

Common Tasks

Tips & Helpful Hints

💡 TODO

Who Uses This Screen

Advanced Notes

TODO

reports-advanced-report-uuid-id

Advanced Report – Detail View

Module: Reports
Screen Type: Detail View
URL: /^reports/advanced-report-uuid/<uuid:uuid>/
Model: AdvancedReport
Record Name: Advanced Report
Plural Name: Advanced Reports

What This Screen Is For

TODO: Explain what this screen does in plain language.

What You See on This Screen

📸 Add a screenshot of this screen.

Fields on This Screen

Field Type Description
Last Modified At Date & time TODO
Last Modified By Relationship (single) (optional) TODO
Report Title Text The name or title of this report
Description Text (optional) TODO
Category Text (choice) (optional) TODO
System Report Yes/No Reports provided by Brisk are considered system reports; they can be copied but not deleted or modified
Allow Date Filters Yes/No If this field is disabled, live date filters will not be available for this report
Date Field Text By default, the system will attempt to filter by date using the created_at field. If this field is populated, the system will attempt to filter by the provided field instead. This field is ignored if Allow Date Filters is not enabled.
Date Behavior Text (choice) (optional) Select the initial state of the date filters on this report
Beginning Date Date & time (optional) Sets the start date for this report if using a custom date range
Closing Date Date & time (optional) Sets the end date for this report if using a custom date range
Report Depth Number (integer) This field is used to control nested report groups. Valid values are 2, 3, and 4. If a non-nested report is needed, it will need to be created separately. This value should be equal to the highest child report +1.
Display On Work Periods Yes/No Enable this setting to run this report directly from closed work periods.
Display On Months Yes/No Enable this setting to run this report directly from closed months.
Display On Years Yes/No Enable this setting to run this report directly from closed years.
Filter Beginning Yes/No If set to false, when filtering this report by date, it will only filter by the ending date, not the beginning date.

System Fields (Managed Automatically)

⚙️ These fields are managed by the system and usually do not need to be edited.

Field Type Description
Id Auto number (ID) TODO
Created At Date & time TODO
Created By Relationship (single) (optional) TODO
Custom Fields Extra Fields JSONField TODO
Deleted At Date & time (optional) TODO

Common Tasks

Tips & Helpful Hints

💡 TODO

Who Uses This Screen

Advanced Notes

TODO

reports-advanced-reports-create

Advanced Report – Create View

Module: Reports
Screen Type: Create View
URL: /^reports/advanced-reports/create/
Model: AdvancedReport
Record Name: Advanced Report
Plural Name: Advanced Reports

What This Screen Is For

TODO: Explain what this screen does in plain language.

What You See on This Screen

📸 Add a screenshot of this screen.

Fields on This Screen

Field Type Description
Last Modified At Date & time TODO
Last Modified By Relationship (single) (optional) TODO
Report Title Text The name or title of this report
Description Text (optional) TODO
Category Text (choice) (optional) TODO
System Report Yes/No Reports provided by Brisk are considered system reports; they can be copied but not deleted or modified
Allow Date Filters Yes/No If this field is disabled, live date filters will not be available for this report
Date Field Text By default, the system will attempt to filter by date using the created_at field. If this field is populated, the system will attempt to filter by the provided field instead. This field is ignored if Allow Date Filters is not enabled.
Date Behavior Text (choice) (optional) Select the initial state of the date filters on this report
Beginning Date Date & time (optional) Sets the start date for this report if using a custom date range
Closing Date Date & time (optional) Sets the end date for this report if using a custom date range
Report Depth Number (integer) This field is used to control nested report groups. Valid values are 2, 3, and 4. If a non-nested report is needed, it will need to be created separately. This value should be equal to the highest child report +1.
Display On Work Periods Yes/No Enable this setting to run this report directly from closed work periods.
Display On Months Yes/No Enable this setting to run this report directly from closed months.
Display On Years Yes/No Enable this setting to run this report directly from closed years.
Filter Beginning Yes/No If set to false, when filtering this report by date, it will only filter by the ending date, not the beginning date.

System Fields (Managed Automatically)

⚙️ These fields are managed by the system and usually do not need to be edited.

Field Type Description
Id Auto number (ID) TODO
Created At Date & time TODO
Created By Relationship (single) (optional) TODO
Custom Fields Extra Fields JSONField TODO
Deleted At Date & time (optional) TODO

Common Tasks

Tips & Helpful Hints

💡 TODO

Who Uses This Screen

Advanced Notes

TODO

reports-advanced-reports

Advanced Reports – List View

Module: Reports
Screen Type: List View
URL: /^reports/advanced-reports/
Model: AdvancedReport
Record Name: Advanced Report
Plural Name: Advanced Reports

What This Screen Is For

TODO: Explain what this screen does in plain language.

What You See on This Screen

📸 Add a screenshot of this screen.

Fields on This Screen

Field Type Description
Last Modified At Date & time TODO
Last Modified By Relationship (single) (optional) TODO
Report Title Text The name or title of this report
Description Text (optional) TODO
Category Text (choice) (optional) TODO
System Report Yes/No Reports provided by Brisk are considered system reports; they can be copied but not deleted or modified
Allow Date Filters Yes/No If this field is disabled, live date filters will not be available for this report
Date Field Text By default, the system will attempt to filter by date using the created_at field. If this field is populated, the system will attempt to filter by the provided field instead. This field is ignored if Allow Date Filters is not enabled.
Date Behavior Text (choice) (optional) Select the initial state of the date filters on this report
Beginning Date Date & time (optional) Sets the start date for this report if using a custom date range
Closing Date Date & time (optional) Sets the end date for this report if using a custom date range
Report Depth Number (integer) This field is used to control nested report groups. Valid values are 2, 3, and 4. If a non-nested report is needed, it will need to be created separately. This value should be equal to the highest child report +1.
Display On Work Periods Yes/No Enable this setting to run this report directly from closed work periods.
Display On Months Yes/No Enable this setting to run this report directly from closed months.
Display On Years Yes/No Enable this setting to run this report directly from closed years.
Filter Beginning Yes/No If set to false, when filtering this report by date, it will only filter by the ending date, not the beginning date.

System Fields (Managed Automatically)

⚙️ These fields are managed by the system and usually do not need to be edited.

Field Type Description
Id Auto number (ID) TODO
Created At Date & time TODO
Created By Relationship (single) (optional) TODO
Custom Fields Extra Fields JSONField TODO
Deleted At Date & time (optional) TODO

Common Tasks

Tips & Helpful Hints

💡 TODO

Who Uses This Screen

Advanced Notes

TODO

reports-email-templates-create

Email Template – Create View

Module: Reports
Screen Type: Create View
URL: /^reports/email-templates/create/
Model: MailTemplate
Record Name: Email Template
Plural Name: Email Templates

What This Screen Is For

TODO: Explain what this screen does in plain language.

What You See on This Screen

📸 Add a screenshot of this screen.

Fields on This Screen

Field Type Description
Last Modified At Date & time TODO
Last Modified By Relationship (single) (optional) TODO
Name Text TODO
Pdf Renderer Relationship (single) (optional) TODO
Subject Text TODO
Body Long text TODO

System Fields (Managed Automatically)

⚙️ These fields are managed by the system and usually do not need to be edited.

Field Type Description
Id Auto number (ID) TODO
Created At Date & time TODO
Created By Relationship (single) (optional) TODO
Custom Fields Extra Fields JSONField TODO
Deleted At Date & time (optional) TODO

Common Tasks

Tips & Helpful Hints

💡 TODO

Who Uses This Screen

Advanced Notes

TODO

reports-email-templates-id-update

Email Template – Update View

Module: Reports
Screen Type: Update View
URL: /^reports/email-templates/<pk>/update/
Model: MailTemplate
Record Name: Email Template
Plural Name: Email Templates

What This Screen Is For

TODO: Explain what this screen does in plain language.

What You See on This Screen

📸 Add a screenshot of this screen.

Fields on This Screen

Field Type Description
Last Modified At Date & time TODO
Last Modified By Relationship (single) (optional) TODO
Name Text TODO
Pdf Renderer Relationship (single) (optional) TODO
Subject Text TODO
Body Long text TODO

System Fields (Managed Automatically)

⚙️ These fields are managed by the system and usually do not need to be edited.

Field Type Description
Id Auto number (ID) TODO
Created At Date & time TODO
Created By Relationship (single) (optional) TODO
Custom Fields Extra Fields JSONField TODO
Deleted At Date & time (optional) TODO

Common Tasks

Tips & Helpful Hints

💡 TODO

Who Uses This Screen

Advanced Notes

TODO

reports-email-templates-id

Email Template – Detail View

Module: Reports
Screen Type: Detail View
URL: /^reports/email-templates/<pk>/
Model: MailTemplate
Record Name: Email Template
Plural Name: Email Templates

What This Screen Is For

TODO: Explain what this screen does in plain language.

What You See on This Screen

📸 Add a screenshot of this screen.

Fields on This Screen

Field Type Description
Last Modified At Date & time TODO
Last Modified By Relationship (single) (optional) TODO
Name Text TODO
Pdf Renderer Relationship (single) (optional) TODO
Subject Text TODO
Body Long text TODO

System Fields (Managed Automatically)

⚙️ These fields are managed by the system and usually do not need to be edited.

Field Type Description
Id Auto number (ID) TODO
Created At Date & time TODO
Created By Relationship (single) (optional) TODO
Custom Fields Extra Fields JSONField TODO
Deleted At Date & time (optional) TODO

Common Tasks

Tips & Helpful Hints

💡 TODO

Who Uses This Screen

Advanced Notes

TODO

reports-email-templates

Email Templates – List View

Module: Reports
Screen Type: List View
URL: /^reports/email-templates/
Model: MailTemplate
Record Name: Email Template
Plural Name: Email Templates

What This Screen Is For

TODO: Explain what this screen does in plain language.

What You See on This Screen

📸 Add a screenshot of this screen.

Fields on This Screen

Field Type Description
Last Modified At Date & time TODO
Last Modified By Relationship (single) (optional) TODO
Name Text TODO
Pdf Renderer Relationship (single) (optional) TODO
Subject Text TODO
Body Long text TODO

System Fields (Managed Automatically)

⚙️ These fields are managed by the system and usually do not need to be edited.

Field Type Description
Id Auto number (ID) TODO
Created At Date & time TODO
Created By Relationship (single) (optional) TODO
Custom Fields Extra Fields JSONField TODO
Deleted At Date & time (optional) TODO

Common Tasks

Tips & Helpful Hints

💡 TODO

Who Uses This Screen

Advanced Notes

TODO

reports-pdf-renderers-create

Pdf Renderer – Create View

Module: Reports
Screen Type: Create View
URL: /^reports/pdf-renderers/create/
Model: PdfRenderer
Record Name: Pdf Renderer
Plural Name: Pdf Renderers

What This Screen Is For

TODO: Explain what this screen does in plain language.

What You See on This Screen

📸 Add a screenshot of this screen.

Fields on This Screen

Field Type Description
Last Modified At Date & time TODO
Last Modified By Relationship (single) (optional) TODO
Name Text TODO
Description Text TODO
Category Text TODO
Content Type Relationship (single) TODO
Template File (optional) TODO
Do Not Display Yes/No Do not display this template as a button on its selected content type.
List View Yes/No Display this template on lists instead of detail views.
Printer Selection Text (choice) (optional) If this field has a value, the system will attempt to automatically print this document to the selected printer after a sales transaction has been saved, if the end user has chosen to print.
Copies Number (integer) If a printer has been selected for this document, this field specifies the number of copies that will be automatically be printed.

System Fields (Managed Automatically)

⚙️ These fields are managed by the system and usually do not need to be edited.

Field Type Description
Id Auto number (ID) TODO
Created At Date & time TODO
Created By Relationship (single) (optional) TODO
Custom Fields Extra Fields JSONField TODO
Deleted At Date & time (optional) TODO

Common Tasks

Tips & Helpful Hints

💡 TODO

Who Uses This Screen

Advanced Notes

TODO

reports-pdf-renderers-id-update

Pdf Renderer – Update View

Module: Reports
Screen Type: Update View
URL: /^reports/pdf-renderers/<pk>/update/
Model: PdfRenderer
Record Name: Pdf Renderer
Plural Name: Pdf Renderers

What This Screen Is For

TODO: Explain what this screen does in plain language.

What You See on This Screen

📸 Add a screenshot of this screen.

Fields on This Screen

Field Type Description
Last Modified At Date & time TODO
Last Modified By Relationship (single) (optional) TODO
Name Text TODO
Description Text TODO
Category Text TODO
Content Type Relationship (single) TODO
Template File (optional) TODO
Do Not Display Yes/No Do not display this template as a button on its selected content type.
List View Yes/No Display this template on lists instead of detail views.
Printer Selection Text (choice) (optional) If this field has a value, the system will attempt to automatically print this document to the selected printer after a sales transaction has been saved, if the end user has chosen to print.
Copies Number (integer) If a printer has been selected for this document, this field specifies the number of copies that will be automatically be printed.

System Fields (Managed Automatically)

⚙️ These fields are managed by the system and usually do not need to be edited.

Field Type Description
Id Auto number (ID) TODO
Created At Date & time TODO
Created By Relationship (single) (optional) TODO
Custom Fields Extra Fields JSONField TODO
Deleted At Date & time (optional) TODO

Common Tasks

Tips & Helpful Hints

💡 TODO

Who Uses This Screen

Advanced Notes

TODO

reports-pdf-renderers-id

Pdf Renderer – Detail View

Module: Reports
Screen Type: Detail View
URL: /^reports/pdf-renderers/<pk>/
Model: PdfRenderer
Record Name: Pdf Renderer
Plural Name: Pdf Renderers

What This Screen Is For

TODO: Explain what this screen does in plain language.

What You See on This Screen

📸 Add a screenshot of this screen.

Fields on This Screen

Field Type Description
Last Modified At Date & time TODO
Last Modified By Relationship (single) (optional) TODO
Name Text TODO
Description Text TODO
Category Text TODO
Content Type Relationship (single) TODO
Template File (optional) TODO
Do Not Display Yes/No Do not display this template as a button on its selected content type.
List View Yes/No Display this template on lists instead of detail views.
Printer Selection Text (choice) (optional) If this field has a value, the system will attempt to automatically print this document to the selected printer after a sales transaction has been saved, if the end user has chosen to print.
Copies Number (integer) If a printer has been selected for this document, this field specifies the number of copies that will be automatically be printed.

System Fields (Managed Automatically)

⚙️ These fields are managed by the system and usually do not need to be edited.

Field Type Description
Id Auto number (ID) TODO
Created At Date & time TODO
Created By Relationship (single) (optional) TODO
Custom Fields Extra Fields JSONField TODO
Deleted At Date & time (optional) TODO

Common Tasks

Tips & Helpful Hints

💡 TODO

Who Uses This Screen

Advanced Notes

TODO

reports-pdf-renderers

Pdf Renderers – List View

Module: Reports
Screen Type: List View
URL: /^reports/pdf-renderers/
Model: PdfRenderer
Record Name: Pdf Renderer
Plural Name: Pdf Renderers

What This Screen Is For

TODO: Explain what this screen does in plain language.

What You See on This Screen

📸 Add a screenshot of this screen.

Fields on This Screen

Field Type Description
Last Modified At Date & time TODO
Last Modified By Relationship (single) (optional) TODO
Name Text TODO
Description Text TODO
Category Text TODO
Content Type Relationship (single) TODO
Template File (optional) TODO
Do Not Display Yes/No Do not display this template as a button on its selected content type.
List View Yes/No Display this template on lists instead of detail views.
Printer Selection Text (choice) (optional) If this field has a value, the system will attempt to automatically print this document to the selected printer after a sales transaction has been saved, if the end user has chosen to print.
Copies Number (integer) If a printer has been selected for this document, this field specifies the number of copies that will be automatically be printed.

System Fields (Managed Automatically)

⚙️ These fields are managed by the system and usually do not need to be edited.

Field Type Description
Id Auto number (ID) TODO
Created At Date & time TODO
Created By Relationship (single) (optional) TODO
Custom Fields Extra Fields JSONField TODO
Deleted At Date & time (optional) TODO

Common Tasks

Tips & Helpful Hints

💡 TODO

Who Uses This Screen

Advanced Notes

TODO

reports-receipt-templates-create

Receipt Template – Create View

Module: Reports
Screen Type: Create View
URL: /^reports/receipt-templates/create/
Model: ReceiptTemplate
Record Name: Receipt Template
Plural Name: Receipt Templates

What This Screen Is For

TODO: Explain what this screen does in plain language.

What You See on This Screen

📸 Add a screenshot of this screen.

Fields on This Screen

Field Type Description
Last Modified At Date & time TODO
Last Modified By Relationship (single) (optional) TODO
Name Text TODO
Description Text TODO
Content Type Relationship (single) TODO
Active Yes/No (optional) Sets this as the active ESC/POS receipt for a given Content Type
Message Text An optional message that will be printed on the bottom of the receipt

System Fields (Managed Automatically)

⚙️ These fields are managed by the system and usually do not need to be edited.

Field Type Description
Id Auto number (ID) TODO
Created At Date & time TODO
Created By Relationship (single) (optional) TODO
Custom Fields Extra Fields JSONField TODO
Deleted At Date & time (optional) TODO

Common Tasks

Tips & Helpful Hints

💡 TODO

Who Uses This Screen

Advanced Notes

TODO

reports-receipt-templates-id-update

Receipt Template – Update View

Module: Reports
Screen Type: Update View
URL: /^reports/receipt-templates/<pk>/update/
Model: ReceiptTemplate
Record Name: Receipt Template
Plural Name: Receipt Templates

What This Screen Is For

TODO: Explain what this screen does in plain language.

What You See on This Screen

📸 Add a screenshot of this screen.

Fields on This Screen

Field Type Description
Last Modified At Date & time TODO
Last Modified By Relationship (single) (optional) TODO
Name Text TODO
Description Text TODO
Content Type Relationship (single) TODO
Active Yes/No (optional) Sets this as the active ESC/POS receipt for a given Content Type
Message Text An optional message that will be printed on the bottom of the receipt

System Fields (Managed Automatically)

⚙️ These fields are managed by the system and usually do not need to be edited.

Field Type Description
Id Auto number (ID) TODO
Created At Date & time TODO
Created By Relationship (single) (optional) TODO
Custom Fields Extra Fields JSONField TODO
Deleted At Date & time (optional) TODO

Common Tasks

Tips & Helpful Hints

💡 TODO

Who Uses This Screen

Advanced Notes

TODO

reports-receipt-templates-id

Receipt Template – Detail View

Module: Reports
Screen Type: Detail View
URL: /^reports/receipt-templates/<pk>/
Model: ReceiptTemplate
Record Name: Receipt Template
Plural Name: Receipt Templates

What This Screen Is For

TODO: Explain what this screen does in plain language.

What You See on This Screen

📸 Add a screenshot of this screen.

Fields on This Screen

Field Type Description
Last Modified At Date & time TODO
Last Modified By Relationship (single) (optional) TODO
Name Text TODO
Description Text TODO
Content Type Relationship (single) TODO
Active Yes/No (optional) Sets this as the active ESC/POS receipt for a given Content Type
Message Text An optional message that will be printed on the bottom of the receipt

System Fields (Managed Automatically)

⚙️ These fields are managed by the system and usually do not need to be edited.

Field Type Description
Id Auto number (ID) TODO
Created At Date & time TODO
Created By Relationship (single) (optional) TODO
Custom Fields Extra Fields JSONField TODO
Deleted At Date & time (optional) TODO

Common Tasks

Tips & Helpful Hints

💡 TODO

Who Uses This Screen

Advanced Notes

TODO

reports-receipt-templates

Receipt Templates – List View

Module: Reports
Screen Type: List View
URL: /^reports/receipt-templates/
Model: ReceiptTemplate
Record Name: Receipt Template
Plural Name: Receipt Templates

What This Screen Is For

TODO: Explain what this screen does in plain language.

What You See on This Screen

📸 Add a screenshot of this screen.

Fields on This Screen

Field Type Description
Last Modified At Date & time TODO
Last Modified By Relationship (single) (optional) TODO
Name Text TODO
Description Text TODO
Content Type Relationship (single) TODO
Active Yes/No (optional) Sets this as the active ESC/POS receipt for a given Content Type
Message Text An optional message that will be printed on the bottom of the receipt

System Fields (Managed Automatically)

⚙️ These fields are managed by the system and usually do not need to be edited.

Field Type Description
Id Auto number (ID) TODO
Created At Date & time TODO
Created By Relationship (single) (optional) TODO
Custom Fields Extra Fields JSONField TODO
Deleted At Date & time (optional) TODO

Common Tasks

Tips & Helpful Hints

💡 TODO

Who Uses This Screen

Advanced Notes

TODO

reports-report-id-data

Report – Detail View

Module: Reports
Screen Type: Detail View
URL: /^reports/report/<pk>/data
Model: ReportDefinition
Record Name: Report
Plural Name: Reports

What This Screen Is For

TODO: Explain what this screen does in plain language.

What You See on This Screen

📸 Add a screenshot of this screen.

Fields on This Screen

Field Type Description
Last Modified At Date & time TODO
Last Modified By Relationship (single) (optional) TODO
Report Title Text The name or title of this report
Description Text (optional) TODO
Content Type Relationship (single) TODO
Category Text (choice) (optional) TODO
System Report Yes/No Reports provided by Brisk are considered system reports; they can be copied but not deleted or modified
Allow Date Filters Yes/No If this field is disabled, live date filters will not be available for this report
Date Field Text By default, the system will attempt to filter by date using the created_at field. If this field is populated, the system will attempt to filter by the provided field instead. This field is ignored if Allow Date Filters is not enabled.
Date Behavior Text (choice) (optional) Select the initial state of the date filters on this report
Beginning Date Date & time (optional) Sets the start date for this report if using a custom date range
Closing Date Date & time (optional) Sets the end date for this report if using a custom date range

System Fields (Managed Automatically)

⚙️ These fields are managed by the system and usually do not need to be edited.

Field Type Description
Id Auto number (ID) TODO
Created At Date & time TODO
Created By Relationship (single) (optional) TODO
Custom Fields Extra Fields JSONField TODO
Deleted At Date & time (optional) TODO

Common Tasks

Tips & Helpful Hints

💡 TODO

Who Uses This Screen

Advanced Notes

TODO

reports-report-id-update

Report – Update View

Module: Reports
Screen Type: Update View
URL: /^reports/report/<pk>/update/
Model: ReportDefinition
Record Name: Report
Plural Name: Reports

What This Screen Is For

TODO: Explain what this screen does in plain language.

What You See on This Screen

📸 Add a screenshot of this screen.

Fields on This Screen

Field Type Description
Last Modified At Date & time TODO
Last Modified By Relationship (single) (optional) TODO
Report Title Text The name or title of this report
Description Text (optional) TODO
Content Type Relationship (single) TODO
Category Text (choice) (optional) TODO
System Report Yes/No Reports provided by Brisk are considered system reports; they can be copied but not deleted or modified
Allow Date Filters Yes/No If this field is disabled, live date filters will not be available for this report
Date Field Text By default, the system will attempt to filter by date using the created_at field. If this field is populated, the system will attempt to filter by the provided field instead. This field is ignored if Allow Date Filters is not enabled.
Date Behavior Text (choice) (optional) Select the initial state of the date filters on this report
Beginning Date Date & time (optional) Sets the start date for this report if using a custom date range
Closing Date Date & time (optional) Sets the end date for this report if using a custom date range

System Fields (Managed Automatically)

⚙️ These fields are managed by the system and usually do not need to be edited.

Field Type Description
Id Auto number (ID) TODO
Created At Date & time TODO
Created By Relationship (single) (optional) TODO
Custom Fields Extra Fields JSONField TODO
Deleted At Date & time (optional) TODO

Common Tasks

Tips & Helpful Hints

💡 TODO

Who Uses This Screen

Advanced Notes

TODO

reports-report-id

Report – Detail View

Module: Reports
Screen Type: Detail View
URL: /^reports/report/<pk>/
Model: ReportDefinition
Record Name: Report
Plural Name: Reports

What This Screen Is For

TODO: Explain what this screen does in plain language.

What You See on This Screen

📸 Add a screenshot of this screen.

Fields on This Screen

Field Type Description
Last Modified At Date & time TODO
Last Modified By Relationship (single) (optional) TODO
Report Title Text The name or title of this report
Description Text (optional) TODO
Content Type Relationship (single) TODO
Category Text (choice) (optional) TODO
System Report Yes/No Reports provided by Brisk are considered system reports; they can be copied but not deleted or modified
Allow Date Filters Yes/No If this field is disabled, live date filters will not be available for this report
Date Field Text By default, the system will attempt to filter by date using the created_at field. If this field is populated, the system will attempt to filter by the provided field instead. This field is ignored if Allow Date Filters is not enabled.
Date Behavior Text (choice) (optional) Select the initial state of the date filters on this report
Beginning Date Date & time (optional) Sets the start date for this report if using a custom date range
Closing Date Date & time (optional) Sets the end date for this report if using a custom date range

System Fields (Managed Automatically)

⚙️ These fields are managed by the system and usually do not need to be edited.

Field Type Description
Id Auto number (ID) TODO
Created At Date & time TODO
Created By Relationship (single) (optional) TODO
Custom Fields Extra Fields JSONField TODO
Deleted At Date & time (optional) TODO

Common Tasks

Tips & Helpful Hints

💡 TODO

Who Uses This Screen

Advanced Notes

TODO

reports-report-uuid-id-data

Report – Detail View

Module: Reports
Screen Type: Detail View
URL: /^reports/report-uuid/<uuid:uuid>/data
Model: ReportDefinition
Record Name: Report
Plural Name: Reports

What This Screen Is For

TODO: Explain what this screen does in plain language.

What You See on This Screen

📸 Add a screenshot of this screen.

Fields on This Screen

Field Type Description
Last Modified At Date & time TODO
Last Modified By Relationship (single) (optional) TODO
Report Title Text The name or title of this report
Description Text (optional) TODO
Content Type Relationship (single) TODO
Category Text (choice) (optional) TODO
System Report Yes/No Reports provided by Brisk are considered system reports; they can be copied but not deleted or modified
Allow Date Filters Yes/No If this field is disabled, live date filters will not be available for this report
Date Field Text By default, the system will attempt to filter by date using the created_at field. If this field is populated, the system will attempt to filter by the provided field instead. This field is ignored if Allow Date Filters is not enabled.
Date Behavior Text (choice) (optional) Select the initial state of the date filters on this report
Beginning Date Date & time (optional) Sets the start date for this report if using a custom date range
Closing Date Date & time (optional) Sets the end date for this report if using a custom date range

System Fields (Managed Automatically)

⚙️ These fields are managed by the system and usually do not need to be edited.

Field Type Description
Id Auto number (ID) TODO
Created At Date & time TODO
Created By Relationship (single) (optional) TODO
Custom Fields Extra Fields JSONField TODO
Deleted At Date & time (optional) TODO

Common Tasks

Tips & Helpful Hints

💡 TODO

Who Uses This Screen

Advanced Notes

TODO

reports-report-uuid-id

Report – Detail View

Module: Reports
Screen Type: Detail View
URL: /^reports/report-uuid/<uuid:uuid>/
Model: ReportDefinition
Record Name: Report
Plural Name: Reports

What This Screen Is For

TODO: Explain what this screen does in plain language.

What You See on This Screen

📸 Add a screenshot of this screen.

Fields on This Screen

Field Type Description
Last Modified At Date & time TODO
Last Modified By Relationship (single) (optional) TODO
Report Title Text The name or title of this report
Description Text (optional) TODO
Content Type Relationship (single) TODO
Category Text (choice) (optional) TODO
System Report Yes/No Reports provided by Brisk are considered system reports; they can be copied but not deleted or modified
Allow Date Filters Yes/No If this field is disabled, live date filters will not be available for this report
Date Field Text By default, the system will attempt to filter by date using the created_at field. If this field is populated, the system will attempt to filter by the provided field instead. This field is ignored if Allow Date Filters is not enabled.
Date Behavior Text (choice) (optional) Select the initial state of the date filters on this report
Beginning Date Date & time (optional) Sets the start date for this report if using a custom date range
Closing Date Date & time (optional) Sets the end date for this report if using a custom date range

System Fields (Managed Automatically)

⚙️ These fields are managed by the system and usually do not need to be edited.

Field Type Description
Id Auto number (ID) TODO
Created At Date & time TODO
Created By Relationship (single) (optional) TODO
Custom Fields Extra Fields JSONField TODO
Deleted At Date & time (optional) TODO

Common Tasks

Tips & Helpful Hints

💡 TODO

Who Uses This Screen

Advanced Notes

TODO

reports-reports-create

Report – Create View

Module: Reports
Screen Type: Create View
URL: /^reports/reports/create/
Model: ReportDefinition
Record Name: Report
Plural Name: Reports

What This Screen Is For

TODO: Explain what this screen does in plain language.

What You See on This Screen

📸 Add a screenshot of this screen.

Fields on This Screen

Field Type Description
Last Modified At Date & time TODO
Last Modified By Relationship (single) (optional) TODO
Report Title Text The name or title of this report
Description Text (optional) TODO
Content Type Relationship (single) TODO
Category Text (choice) (optional) TODO
System Report Yes/No Reports provided by Brisk are considered system reports; they can be copied but not deleted or modified
Allow Date Filters Yes/No If this field is disabled, live date filters will not be available for this report
Date Field Text By default, the system will attempt to filter by date using the created_at field. If this field is populated, the system will attempt to filter by the provided field instead. This field is ignored if Allow Date Filters is not enabled.
Date Behavior Text (choice) (optional) Select the initial state of the date filters on this report
Beginning Date Date & time (optional) Sets the start date for this report if using a custom date range
Closing Date Date & time (optional) Sets the end date for this report if using a custom date range

System Fields (Managed Automatically)

⚙️ These fields are managed by the system and usually do not need to be edited.

Field Type Description
Id Auto number (ID) TODO
Created At Date & time TODO
Created By Relationship (single) (optional) TODO
Custom Fields Extra Fields JSONField TODO
Deleted At Date & time (optional) TODO

Common Tasks

Tips & Helpful Hints

💡 TODO

Who Uses This Screen

Advanced Notes

TODO

reports-reports

Reports – List View

Module: Reports
Screen Type: List View
URL: /^reports/reports/
Model: ReportDefinition
Record Name: Report
Plural Name: Reports

What This Screen Is For

TODO: Explain what this screen does in plain language.

What You See on This Screen

📸 Add a screenshot of this screen.

Fields on This Screen

Field Type Description
Last Modified At Date & time TODO
Last Modified By Relationship (single) (optional) TODO
Report Title Text The name or title of this report
Description Text (optional) TODO
Content Type Relationship (single) TODO
Category Text (choice) (optional) TODO
System Report Yes/No Reports provided by Brisk are considered system reports; they can be copied but not deleted or modified
Allow Date Filters Yes/No If this field is disabled, live date filters will not be available for this report
Date Field Text By default, the system will attempt to filter by date using the created_at field. If this field is populated, the system will attempt to filter by the provided field instead. This field is ignored if Allow Date Filters is not enabled.
Date Behavior Text (choice) (optional) Select the initial state of the date filters on this report
Beginning Date Date & time (optional) Sets the start date for this report if using a custom date range
Closing Date Date & time (optional) Sets the end date for this report if using a custom date range

System Fields (Managed Automatically)

⚙️ These fields are managed by the system and usually do not need to be edited.

Field Type Description
Id Auto number (ID) TODO
Created At Date & time TODO
Created By Relationship (single) (optional) TODO
Custom Fields Extra Fields JSONField TODO
Deleted At Date & time (optional) TODO

Common Tasks

Tips & Helpful Hints

💡 TODO

Who Uses This Screen

Advanced Notes

TODO