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This screen allows you to create almost any report you like. There are two steps required to create a report
- generate a query in SQL to give you a list of the required records
- attach a Report to this query so that you can see these records
In all other parts of Docsminder, part 1 (generating the query) is taken care of for you. You are provided a picture
of the data that you are free to display using any report you like. ie if you go to the Search/Modify screen, you
can search for a list of files using almost any search criteria you like.Using the Report designer section of that
screen, you can then prepare a report that displays that list of files in any way you like.
We have the same report designer features in Freeform Reports - but we also have the freedom to massage the source
data in any way we like. To do this, you will be helped with a small knowledge of SQL. You will certainly need some
knowledge of how the data tables are structured and are linked together. You may need to refer to the Table Links
page for some of the finer details. We make no attempt to teach you SQL!
You can also import reports from other users or from SecureDoc. For example, we could develop a custom report and
send it to you. You could then import this report into your system by using the Import Reports feature.
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