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
- Detail View — reports-advanced-report-id
- Detail View — reports-advanced-report-uuid-id
- Detail View — reports-advanced-report-id-data
- Detail View — reports-advanced-report-uuid-id-data
- Update View — reports-advanced-report-id-update
Advanced Notes
TODO
No comments to display
No comments to display