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 
 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