To view and run a report in SmartSuite, follow these steps.
1. Open the reports module
Click the Menu icon , then select Reports > Reports.
2. Understand Report Categories
Reports are split into 2 categories:
- System Reports: Reports generated by the FSI Customer Service team. These reports are not editable.
- Customised Reports: Reports created by library staff. These reports can be modified and saved for future use.
3. Locate the Report
Expand the groups on the left side of the window to find the report you want to run.
4. Open the Report
Click the report you want to run, then click the Open button in the toolbar at the bottom of the window.
5. Set your Conditions
Conditions are the search parameters that tell the report which data to extract from the database. After opening a report, the Conditions field will appear.
For example, to find all available books in the Middle School section:
- Location equals Middle Library, or
- Location equals Middle School
- Status equals Available
To add more conditions, click the Add Condition (+) icon.
6. Run the Report
Once you have set your conditions, click the Generate button in the toolbar at the bottom of the window
Note: If your report contains more than 1,000 rows of data, you must use the Print or Export option to view all results. The on-screen view is limited to 1,000 rows.
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