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报表

The “Reporting” tab has been introduced with Feng Office 1.4.1) It allows you to create reports for all object types in Feng Office. If you have sufficient rights (which can be set per user account by an administrator) you can even configure your own custom reports.

“报表”标签从Feng Office 1.4开始2)。在这里你可以为所有的对象创建报表。如果你有足够权限的情况(管理员可以在账户设置里设置),甚至可以创建你自己的报表。

标准报表 vs. 自定义报表

If you select “Tasks” within the reports panel you will see a report called “Total task execution time”. This is a standard report which can not be changed or deleted. Standard reports are more like the exception than the rule, while you can define custom reports for any object type. Custom reports are listed below the subtitle “Custom reports”, and they have buttons for editing and deleting (if you have the right to do so).

使用标准报表

Let's have a look at the standard report “Total task execution time”. If you click the corresponding link, you get a form which lets you filter and group your report. More technically speaking you have to enter some parameters. Keep that in mind when we are talking about custom reports, because entering parameters can occur there as well.

使用自定义报表

Now let's have a look at a simple custom report. As it says in the blue title bar this report shows tasks created by Martin Sauter for Feng Office Team Switzerland. Below the title bar you can see the conditions that have been defined for this report - obviously they are telling us the same thing: The report contains all tasks created by the user msauter and assigned to Feng Office Team Switzerland. Below there is the report, showing just the columns that have been selected in the report definition.

Creating or editing a custom report

The form for creating or editing a custom report is divided into three main areas:

Name, description and object type

  • Name: Choose a name (preferably short and significant)
  • Description: Add a description (if the name doesn't speak for itself).
  • Object type: You can change the object type here if necessary.

Conditions

Conditions are filters to be applied to your data. You can combine several conditions if necessary. Each condition consists of three elements:

  • Field: This is the database field to be searched for the condition.
  • Condition: This is the operator (i.e. “equal”, “unequal”, “greater than” or “less than”).
  • Value: This is the value for the condition.

If you check the “Parameter” checkbox then the “Value” field is ignored. Instead you will be asked to choose the value every time when creating the report (like you have seen it before with the standard report “Total task execution time”).

Columns & order

In this area you define the columns that should be displayed and the sorting of your data. This should be rather self-explanatory.

Setting the right to manage custom reports

It's easy to tell whether you have the right to create and edit custom reports: If you can see the “Edit”, “Delete” and “Add a custom report” buttons then you have this right - otherwise you don't.

As an administrator you can grant this right to a user in the permission settings of a user account:

1) , 2) The tab itself has been introduced in version 0.9, but has been eliminated again for the official launch of Feng Office 1.0 because it didn't contain any functionality.

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cn/报表.txt · Last modified: 2013-02-27 18:06 (external edit)
 
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