# Reports Module # reports-advanced-report-id-data # Advanced Report – Detail View **Module:** Reports **Screen Type:** Detail View **URL:** `/^reports/advanced-report//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 - _TODO_ --- ## Tips & Helpful Hints 💡 _TODO_ --- ## Who Uses This Screen - _TODO_ ## Related Screens - **List View** — [reports-advanced-reports](https://help.brisksystems.us/books/brisk-documentation/page/reports-advanced-reports) - **Create View** — [reports-advanced-reports-create](https://help.brisksystems.us/books/brisk-documentation/page/reports-advanced-reports-create) - **Detail View** — [reports-advanced-report-id](https://help.brisksystems.us/books/brisk-documentation/page/reports-advanced-report-id) - **Detail View** — [reports-advanced-report-uuid-id](https://help.brisksystems.us/books/brisk-documentation/page/reports-advanced-report-uuid-id) - **Detail View** — [reports-advanced-report-uuid-id-data](https://help.brisksystems.us/books/brisk-documentation/page/reports-advanced-report-uuid-id-data) - **Update View** — [reports-advanced-report-id-update](https://help.brisksystems.us/books/brisk-documentation/page/reports-advanced-report-id-update) --- ## Advanced Notes _TODO_ # reports-advanced-report-id-update # Advanced Report – Update View **Module:** Reports **Screen Type:** Update View **URL:** `/^reports/advanced-report//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 - _TODO_ --- ## Tips & Helpful Hints 💡 _TODO_ --- ## Who Uses This Screen - _TODO_ ## Related Screens - **List View** — [reports-advanced-reports](https://help.brisksystems.us/books/brisk-documentation/page/reports-advanced-reports) - **Create View** — [reports-advanced-reports-create](https://help.brisksystems.us/books/brisk-documentation/page/reports-advanced-reports-create) - **Detail View** — [reports-advanced-report-id](https://help.brisksystems.us/books/brisk-documentation/page/reports-advanced-report-id) - **Detail View** — [reports-advanced-report-uuid-id](https://help.brisksystems.us/books/brisk-documentation/page/reports-advanced-report-uuid-id) - **Detail View** — [reports-advanced-report-id-data](https://help.brisksystems.us/books/brisk-documentation/page/reports-advanced-report-id-data) - **Detail View** — [reports-advanced-report-uuid-id-data](https://help.brisksystems.us/books/brisk-documentation/page/reports-advanced-report-uuid-id-data) --- ## Advanced Notes _TODO_ # reports-advanced-report-id # Advanced Report – Detail View **Module:** Reports **Screen Type:** Detail View **URL:** `/^reports/advanced-report//` **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 - _TODO_ --- ## Tips & Helpful Hints 💡 _TODO_ --- ## Who Uses This Screen - _TODO_ ## Related Screens - **List View** — [reports-advanced-reports](https://help.brisksystems.us/books/brisk-documentation/page/reports-advanced-reports) - **Create View** — [reports-advanced-reports-create](https://help.brisksystems.us/books/brisk-documentation/page/reports-advanced-reports-create) - **Detail View** — [reports-advanced-report-uuid-id](https://help.brisksystems.us/books/brisk-documentation/page/reports-advanced-report-uuid-id) - **Detail View** — [reports-advanced-report-id-data](https://help.brisksystems.us/books/brisk-documentation/page/reports-advanced-report-id-data) - **Detail View** — [reports-advanced-report-uuid-id-data](https://help.brisksystems.us/books/brisk-documentation/page/reports-advanced-report-uuid-id-data) - **Update View** — [reports-advanced-report-id-update](https://help.brisksystems.us/books/brisk-documentation/page/reports-advanced-report-id-update) --- ## Advanced Notes _TODO_ # reports-advanced-report-uuid-id-data # Advanced Report – Detail View **Module:** Reports **Screen Type:** Detail View **URL:** `/^reports/advanced-report-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 - _TODO_ --- ## Tips & Helpful Hints 💡 _TODO_ --- ## Who Uses This Screen - _TODO_ ## Related Screens - **List View** — [reports-advanced-reports](https://help.brisksystems.us/books/brisk-documentation/page/reports-advanced-reports) - **Create View** — [reports-advanced-reports-create](https://help.brisksystems.us/books/brisk-documentation/page/reports-advanced-reports-create) - **Detail View** — [reports-advanced-report-id](https://help.brisksystems.us/books/brisk-documentation/page/reports-advanced-report-id) - **Detail View** — [reports-advanced-report-uuid-id](https://help.brisksystems.us/books/brisk-documentation/page/reports-advanced-report-uuid-id) - **Detail View** — [reports-advanced-report-id-data](https://help.brisksystems.us/books/brisk-documentation/page/reports-advanced-report-id-data) - **Update View** — [reports-advanced-report-id-update](https://help.brisksystems.us/books/brisk-documentation/page/reports-advanced-report-id-update) --- ## Advanced Notes _TODO_ # reports-advanced-report-uuid-id # Advanced Report – Detail View **Module:** Reports **Screen Type:** Detail View **URL:** `/^reports/advanced-report-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 - _TODO_ --- ## Tips & Helpful Hints 💡 _TODO_ --- ## Who Uses This Screen - _TODO_ ## Related Screens - **List View** — [reports-advanced-reports](https://help.brisksystems.us/books/brisk-documentation/page/reports-advanced-reports) - **Create View** — [reports-advanced-reports-create](https://help.brisksystems.us/books/brisk-documentation/page/reports-advanced-reports-create) - **Detail View** — [reports-advanced-report-id](https://help.brisksystems.us/books/brisk-documentation/page/reports-advanced-report-id) - **Detail View** — [reports-advanced-report-id-data](https://help.brisksystems.us/books/brisk-documentation/page/reports-advanced-report-id-data) - **Detail View** — [reports-advanced-report-uuid-id-data](https://help.brisksystems.us/books/brisk-documentation/page/reports-advanced-report-uuid-id-data) - **Update View** — [reports-advanced-report-id-update](https://help.brisksystems.us/books/brisk-documentation/page/reports-advanced-report-id-update) --- ## 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 - _TODO_ --- ## Tips & Helpful Hints 💡 _TODO_ --- ## Who Uses This Screen - _TODO_ ## Related Screens - **List View** — [reports-advanced-reports](https://help.brisksystems.us/books/brisk-documentation/page/reports-advanced-reports) - **Detail View** — [reports-advanced-report-id](https://help.brisksystems.us/books/brisk-documentation/page/reports-advanced-report-id) - **Detail View** — [reports-advanced-report-uuid-id](https://help.brisksystems.us/books/brisk-documentation/page/reports-advanced-report-uuid-id) - **Detail View** — [reports-advanced-report-id-data](https://help.brisksystems.us/books/brisk-documentation/page/reports-advanced-report-id-data) - **Detail View** — [reports-advanced-report-uuid-id-data](https://help.brisksystems.us/books/brisk-documentation/page/reports-advanced-report-uuid-id-data) - **Update View** — [reports-advanced-report-id-update](https://help.brisksystems.us/books/brisk-documentation/page/reports-advanced-report-id-update) --- ## 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 - _TODO_ --- ## Tips & Helpful Hints 💡 _TODO_ --- ## Who Uses This Screen - _TODO_ ## Related Screens - **Create View** — [reports-advanced-reports-create](https://help.brisksystems.us/books/brisk-documentation/page/reports-advanced-reports-create) - **Detail View** — [reports-advanced-report-id](https://help.brisksystems.us/books/brisk-documentation/page/reports-advanced-report-id) - **Detail View** — [reports-advanced-report-uuid-id](https://help.brisksystems.us/books/brisk-documentation/page/reports-advanced-report-uuid-id) - **Detail View** — [reports-advanced-report-id-data](https://help.brisksystems.us/books/brisk-documentation/page/reports-advanced-report-id-data) - **Detail View** — [reports-advanced-report-uuid-id-data](https://help.brisksystems.us/books/brisk-documentation/page/reports-advanced-report-uuid-id-data) - **Update View** — [reports-advanced-report-id-update](https://help.brisksystems.us/books/brisk-documentation/page/reports-advanced-report-id-update) --- ## 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 - _TODO_ --- ## Tips & Helpful Hints 💡 _TODO_ --- ## Who Uses This Screen - _TODO_ ## Related Screens - **List View** — [reports-email-templates](https://help.brisksystems.us/books/brisk-documentation/page/reports-email-templates) - **Detail View** — [reports-email-templates-id](https://help.brisksystems.us/books/brisk-documentation/page/reports-email-templates-id) - **Update View** — [reports-email-templates-id-update](https://help.brisksystems.us/books/brisk-documentation/page/reports-email-templates-id-update) --- ## Advanced Notes _TODO_ # reports-email-templates-id-update # Email Template – Update View **Module:** Reports **Screen Type:** Update View **URL:** `/^reports/email-templates//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 - _TODO_ --- ## Tips & Helpful Hints 💡 _TODO_ --- ## Who Uses This Screen - _TODO_ ## Related Screens - **List View** — [reports-email-templates](https://help.brisksystems.us/books/brisk-documentation/page/reports-email-templates) - **Create View** — [reports-email-templates-create](https://help.brisksystems.us/books/brisk-documentation/page/reports-email-templates-create) - **Detail View** — [reports-email-templates-id](https://help.brisksystems.us/books/brisk-documentation/page/reports-email-templates-id) --- ## Advanced Notes _TODO_ # reports-email-templates-id # Email Template – Detail View **Module:** Reports **Screen Type:** Detail 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 - _TODO_ --- ## Tips & Helpful Hints 💡 _TODO_ --- ## Who Uses This Screen - _TODO_ ## Related Screens - **List View** — [reports-email-templates](https://help.brisksystems.us/books/brisk-documentation/page/reports-email-templates) - **Create View** — [reports-email-templates-create](https://help.brisksystems.us/books/brisk-documentation/page/reports-email-templates-create) - **Update View** — [reports-email-templates-id-update](https://help.brisksystems.us/books/brisk-documentation/page/reports-email-templates-id-update) --- ## 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 - _TODO_ --- ## Tips & Helpful Hints 💡 _TODO_ --- ## Who Uses This Screen - _TODO_ ## Related Screens - **Create View** — [reports-email-templates-create](https://help.brisksystems.us/books/brisk-documentation/page/reports-email-templates-create) - **Detail View** — [reports-email-templates-id](https://help.brisksystems.us/books/brisk-documentation/page/reports-email-templates-id) - **Update View** — [reports-email-templates-id-update](https://help.brisksystems.us/books/brisk-documentation/page/reports-email-templates-id-update) --- ## 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 - _TODO_ --- ## Tips & Helpful Hints 💡 _TODO_ --- ## Who Uses This Screen - _TODO_ ## Related Screens - **List View** — [reports-pdf-renderers](https://help.brisksystems.us/books/brisk-documentation/page/reports-pdf-renderers) - **Detail View** — [reports-pdf-renderers-id](https://help.brisksystems.us/books/brisk-documentation/page/reports-pdf-renderers-id) - **Update View** — [reports-pdf-renderers-id-update](https://help.brisksystems.us/books/brisk-documentation/page/reports-pdf-renderers-id-update) --- ## Advanced Notes _TODO_ # reports-pdf-renderers-id-update # Pdf Renderer – Update View **Module:** Reports **Screen Type:** Update View **URL:** `/^reports/pdf-renderers//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 - _TODO_ --- ## Tips & Helpful Hints 💡 _TODO_ --- ## Who Uses This Screen - _TODO_ ## Related Screens - **List View** — [reports-pdf-renderers](https://help.brisksystems.us/books/brisk-documentation/page/reports-pdf-renderers) - **Create View** — [reports-pdf-renderers-create](https://help.brisksystems.us/books/brisk-documentation/page/reports-pdf-renderers-create) - **Detail View** — [reports-pdf-renderers-id](https://help.brisksystems.us/books/brisk-documentation/page/reports-pdf-renderers-id) --- ## Advanced Notes _TODO_ # reports-pdf-renderers-id # Pdf Renderer – Detail View **Module:** Reports **Screen Type:** Detail 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 - _TODO_ --- ## Tips & Helpful Hints 💡 _TODO_ --- ## Who Uses This Screen - _TODO_ ## Related Screens - **List View** — [reports-pdf-renderers](https://help.brisksystems.us/books/brisk-documentation/page/reports-pdf-renderers) - **Create View** — [reports-pdf-renderers-create](https://help.brisksystems.us/books/brisk-documentation/page/reports-pdf-renderers-create) - **Update View** — [reports-pdf-renderers-id-update](https://help.brisksystems.us/books/brisk-documentation/page/reports-pdf-renderers-id-update) --- ## 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 - _TODO_ --- ## Tips & Helpful Hints 💡 _TODO_ --- ## Who Uses This Screen - _TODO_ ## Related Screens - **Create View** — [reports-pdf-renderers-create](https://help.brisksystems.us/books/brisk-documentation/page/reports-pdf-renderers-create) - **Detail View** — [reports-pdf-renderers-id](https://help.brisksystems.us/books/brisk-documentation/page/reports-pdf-renderers-id) - **Update View** — [reports-pdf-renderers-id-update](https://help.brisksystems.us/books/brisk-documentation/page/reports-pdf-renderers-id-update) --- ## 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 - _TODO_ --- ## Tips & Helpful Hints 💡 _TODO_ --- ## Who Uses This Screen - _TODO_ ## Related Screens - **List View** — [reports-receipt-templates](https://help.brisksystems.us/books/brisk-documentation/page/reports-receipt-templates) - **Detail View** — [reports-receipt-templates-id](https://help.brisksystems.us/books/brisk-documentation/page/reports-receipt-templates-id) - **Update View** — [reports-receipt-templates-id-update](https://help.brisksystems.us/books/brisk-documentation/page/reports-receipt-templates-id-update) --- ## Advanced Notes _TODO_ # reports-receipt-templates-id-update # Receipt Template – Update View **Module:** Reports **Screen Type:** Update View **URL:** `/^reports/receipt-templates//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 - _TODO_ --- ## Tips & Helpful Hints 💡 _TODO_ --- ## Who Uses This Screen - _TODO_ ## Related Screens - **List View** — [reports-receipt-templates](https://help.brisksystems.us/books/brisk-documentation/page/reports-receipt-templates) - **Create View** — [reports-receipt-templates-create](https://help.brisksystems.us/books/brisk-documentation/page/reports-receipt-templates-create) - **Detail View** — [reports-receipt-templates-id](https://help.brisksystems.us/books/brisk-documentation/page/reports-receipt-templates-id) --- ## Advanced Notes _TODO_ # reports-receipt-templates-id # Receipt Template – Detail View **Module:** Reports **Screen Type:** Detail 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 - _TODO_ --- ## Tips & Helpful Hints 💡 _TODO_ --- ## Who Uses This Screen - _TODO_ ## Related Screens - **List View** — [reports-receipt-templates](https://help.brisksystems.us/books/brisk-documentation/page/reports-receipt-templates) - **Create View** — [reports-receipt-templates-create](https://help.brisksystems.us/books/brisk-documentation/page/reports-receipt-templates-create) - **Update View** — [reports-receipt-templates-id-update](https://help.brisksystems.us/books/brisk-documentation/page/reports-receipt-templates-id-update) --- ## 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 - _TODO_ --- ## Tips & Helpful Hints 💡 _TODO_ --- ## Who Uses This Screen - _TODO_ ## Related Screens - **Create View** — [reports-receipt-templates-create](https://help.brisksystems.us/books/brisk-documentation/page/reports-receipt-templates-create) - **Detail View** — [reports-receipt-templates-id](https://help.brisksystems.us/books/brisk-documentation/page/reports-receipt-templates-id) - **Update View** — [reports-receipt-templates-id-update](https://help.brisksystems.us/books/brisk-documentation/page/reports-receipt-templates-id-update) --- ## Advanced Notes _TODO_ # reports-report-id-data # Report – Detail View **Module:** Reports **Screen Type:** Detail View **URL:** `/^reports/report//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 - _TODO_ --- ## Tips & Helpful Hints 💡 _TODO_ --- ## Who Uses This Screen - _TODO_ ## Related Screens - **List View** — [reports-reports](https://help.brisksystems.us/books/brisk-documentation/page/reports-reports) - **Create View** — [reports-reports-create](https://help.brisksystems.us/books/brisk-documentation/page/reports-reports-create) - **Detail View** — [reports-report-id](https://help.brisksystems.us/books/brisk-documentation/page/reports-report-id) - **Detail View** — [reports-report-uuid-id](https://help.brisksystems.us/books/brisk-documentation/page/reports-report-uuid-id) - **Detail View** — [reports-report-uuid-id-data](https://help.brisksystems.us/books/brisk-documentation/page/reports-report-uuid-id-data) - **Update View** — [reports-report-id-update](https://help.brisksystems.us/books/brisk-documentation/page/reports-report-id-update) --- ## Advanced Notes _TODO_ # reports-report-id-update # Report – Update View **Module:** Reports **Screen Type:** Update View **URL:** `/^reports/report//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 - _TODO_ --- ## Tips & Helpful Hints 💡 _TODO_ --- ## Who Uses This Screen - _TODO_ ## Related Screens - **List View** — [reports-reports](https://help.brisksystems.us/books/brisk-documentation/page/reports-reports) - **Create View** — [reports-reports-create](https://help.brisksystems.us/books/brisk-documentation/page/reports-reports-create) - **Detail View** — [reports-report-id](https://help.brisksystems.us/books/brisk-documentation/page/reports-report-id) - **Detail View** — [reports-report-uuid-id](https://help.brisksystems.us/books/brisk-documentation/page/reports-report-uuid-id) - **Detail View** — [reports-report-id-data](https://help.brisksystems.us/books/brisk-documentation/page/reports-report-id-data) - **Detail View** — [reports-report-uuid-id-data](https://help.brisksystems.us/books/brisk-documentation/page/reports-report-uuid-id-data) --- ## Advanced Notes _TODO_ # reports-report-id # Report – Detail View **Module:** Reports **Screen Type:** Detail View **URL:** `/^reports/report//` **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 - _TODO_ --- ## Tips & Helpful Hints 💡 _TODO_ --- ## Who Uses This Screen - _TODO_ ## Related Screens - **List View** — [reports-reports](https://help.brisksystems.us/books/brisk-documentation/page/reports-reports) - **Create View** — [reports-reports-create](https://help.brisksystems.us/books/brisk-documentation/page/reports-reports-create) - **Detail View** — [reports-report-uuid-id](https://help.brisksystems.us/books/brisk-documentation/page/reports-report-uuid-id) - **Detail View** — [reports-report-id-data](https://help.brisksystems.us/books/brisk-documentation/page/reports-report-id-data) - **Detail View** — [reports-report-uuid-id-data](https://help.brisksystems.us/books/brisk-documentation/page/reports-report-uuid-id-data) - **Update View** — [reports-report-id-update](https://help.brisksystems.us/books/brisk-documentation/page/reports-report-id-update) --- ## Advanced Notes _TODO_ # reports-report-uuid-id-data # Report – Detail View **Module:** Reports **Screen Type:** Detail View **URL:** `/^reports/report-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 - _TODO_ --- ## Tips & Helpful Hints 💡 _TODO_ --- ## Who Uses This Screen - _TODO_ ## Related Screens - **List View** — [reports-reports](https://help.brisksystems.us/books/brisk-documentation/page/reports-reports) - **Create View** — [reports-reports-create](https://help.brisksystems.us/books/brisk-documentation/page/reports-reports-create) - **Detail View** — [reports-report-id](https://help.brisksystems.us/books/brisk-documentation/page/reports-report-id) - **Detail View** — [reports-report-uuid-id](https://help.brisksystems.us/books/brisk-documentation/page/reports-report-uuid-id) - **Detail View** — [reports-report-id-data](https://help.brisksystems.us/books/brisk-documentation/page/reports-report-id-data) - **Update View** — [reports-report-id-update](https://help.brisksystems.us/books/brisk-documentation/page/reports-report-id-update) --- ## Advanced Notes _TODO_ # reports-report-uuid-id # Report – Detail View **Module:** Reports **Screen Type:** Detail View **URL:** `/^reports/report-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 - _TODO_ --- ## Tips & Helpful Hints 💡 _TODO_ --- ## Who Uses This Screen - _TODO_ ## Related Screens - **List View** — [reports-reports](https://help.brisksystems.us/books/brisk-documentation/page/reports-reports) - **Create View** — [reports-reports-create](https://help.brisksystems.us/books/brisk-documentation/page/reports-reports-create) - **Detail View** — [reports-report-id](https://help.brisksystems.us/books/brisk-documentation/page/reports-report-id) - **Detail View** — [reports-report-id-data](https://help.brisksystems.us/books/brisk-documentation/page/reports-report-id-data) - **Detail View** — [reports-report-uuid-id-data](https://help.brisksystems.us/books/brisk-documentation/page/reports-report-uuid-id-data) - **Update View** — [reports-report-id-update](https://help.brisksystems.us/books/brisk-documentation/page/reports-report-id-update) --- ## 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 - _TODO_ --- ## Tips & Helpful Hints 💡 _TODO_ --- ## Who Uses This Screen - _TODO_ ## Related Screens - **List View** — [reports-reports](https://help.brisksystems.us/books/brisk-documentation/page/reports-reports) - **Detail View** — [reports-report-id](https://help.brisksystems.us/books/brisk-documentation/page/reports-report-id) - **Detail View** — [reports-report-uuid-id](https://help.brisksystems.us/books/brisk-documentation/page/reports-report-uuid-id) - **Detail View** — [reports-report-id-data](https://help.brisksystems.us/books/brisk-documentation/page/reports-report-id-data) - **Detail View** — [reports-report-uuid-id-data](https://help.brisksystems.us/books/brisk-documentation/page/reports-report-uuid-id-data) - **Update View** — [reports-report-id-update](https://help.brisksystems.us/books/brisk-documentation/page/reports-report-id-update) --- ## 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 - _TODO_ --- ## Tips & Helpful Hints 💡 _TODO_ --- ## Who Uses This Screen - _TODO_ ## Related Screens - **Create View** — [reports-reports-create](https://help.brisksystems.us/books/brisk-documentation/page/reports-reports-create) - **Detail View** — [reports-report-id](https://help.brisksystems.us/books/brisk-documentation/page/reports-report-id) - **Detail View** — [reports-report-uuid-id](https://help.brisksystems.us/books/brisk-documentation/page/reports-report-uuid-id) - **Detail View** — [reports-report-id-data](https://help.brisksystems.us/books/brisk-documentation/page/reports-report-id-data) - **Detail View** — [reports-report-uuid-id-data](https://help.brisksystems.us/books/brisk-documentation/page/reports-report-uuid-id-data) - **Update View** — [reports-report-id-update](https://help.brisksystems.us/books/brisk-documentation/page/reports-report-id-update) --- ## Advanced Notes _TODO_