Custom Report Templates
- When creating a new report, select a blank template of self-selected theme, and only n can choose 1 module at the same level. If you want to select multiple modules at the same time in the same column, you need to customize the report template.
- For example: we select the main business module "Sales Order", "Customer" can be selected on the left, and "Payment Details" can be selected on the right. If you want to select "Order Products" on the right side at the same time, you need to customize the report template.
- module type
- Dark module: The main business module of the report, preset objects and custom objects can be used as the main business module, and the slave objects cannot be used as the main business module.
- Hollow module: associated business module.
- Module relationship
- Find association: the right module finds the associated left module
- Master-slave relationship: the left side is the main business module, and the right side is the slave object
- Special relationship that can be associated with any object: business process, approval process, stage advancement process, sales record
- A template contains up to 5 business modules
- Users can find the customized report template on the new report page, and the customized template is identified by a special blue corner mark. Objects and object relationships can be further identified by hovering over the template.
- You can select the fields of "sales order", "payment details" and "order product" to do data analysis in the report
- All object fields in the object relationship are available at the data range
