This article will detail how to custom build a report in the Reports module on SmartSuite.
There are 5 elements to building a report:
1. Report Settings
2. Conditions
3. Ordering Settings
4. Result Data
5. Template (optional)
1. Report Settings
Click the Menu and select Reports > Reports.
In the Reports module, you will see a list of reports that already exist. This list is divided between Reports created by FSI and reports that you have created, Reports created by me.
Select along the bottom bar to start building your report. You will be given an option between a Detail Data report and a Statistics report.
A Detail Data report will give you raw data that shows every transaction, entry or record.
A Statistics report will summarize your data.
After you select your Report Type, you will land in Report Configuration with the 5 report elements available as tabs.
The first tab in Report Configuration is Report Settings. This is where you give your report a name and choose which filters your report will use for data searching.
Report Name: Choose a unique name by which you want your report to be known by.
Report Type: This is an opportunity to change between a Detail Data or a Statistics report.
Report Group: This determines which group of data your report will target. This will also determine which heading your report will save under.
Table: This refines the search area within your Report Group. Table options change according to the Report Group.
2. Conditions
Conditions are like filters for your report. Conditions tell the report where to look for data. You can add multiple conditions to your report by selecting the '+' icon. There are three drop-down bars to configure:
The first drop down bar determines where you want your report to search.
The second drop down bar advises your report on how to look for data.
The third drop down bar is specific about what data you are searching for.
Drop-down options will depend on the Report Group and Table in Report Settings.
3. Ordering Setting
The Ordering Setting tab is where you choose the order that your results appear in.
The first drop-down bar determines what your report will sort by.
In the second drop-down bar, you can choose from either Ascending or Descending where Ascending is equivalent to an alphabetical pattern, and descending is equivalent to a reverse alphabetical pattern.
You can add multiple Ordering Fields by selecting the '+' icon.
4. Result Data
The Result Data tab is where you can choose which results you want displayed in your report.
You can add more result options by selecting the '+' icon.
To change the results on your report, select . This will trigger a drop down display of the different result options. These result options will depend on the settings selected in Report Settings.
To test your results, you can select along the bottom bar.
After this step, your report will be configured enough to start displaying data. You can select and start exporting your results.
5. Template
Configuring a template for your report is optional as you can view, generate and export your results without establishing a template.
To learn how to build a template, click here.
Select 
from the bottom bar to save your report.