User Guide
Reports
Reports are the core of ScreamCode Reporting.
Creating a report
Click New Report to open the report builder.
Step 1 — Basic info
| Field | Description |
|---|---|
| Name | Report name shown in the list |
| Description | Optional description |
| Data Source | The entity to report on |
| Template | HTML layout template |
| Format | PDF, Excel or CSV |
Step 2 — Columns
Select which columns to include. You can check/uncheck, drag to reorder, and set custom display names.
Step 3 — Filters
Configure available filters. Users can apply these when viewing the report.
Step 4 — Grouping
Group data by one or more columns and add aggregations (Sum, Count, Average, Min, Max).
Options:
- Show row details — show individual rows within groups
- Show grand total — show totals row at the bottom
Step 5 — Sorting
Set default sort order for the report.
Viewing a report
Click the View button to open the report viewer. From here you can:
- Apply filters
- Change page size
- Export to PDF, Excel or CSV
- Preview inline
Next: HTML Templates