Add Custom Log Report - Step 1 - Data Sources

1. Navigate to the appropriate module landing page where it lists features and record stats. (PO Example: Projects | Select Project | Current Project Home | Quick Links Tab | Procurement)
2. Scroll down to the feature and click the corresponding 'Reports' button. This will open a new tab showing the standard log reports for that feature.
3. Click the 'Custom' option.
4. Click the 'Add Custom Report' link. This will open Syncfusion's Bold Reports Designer.
5. Click the database icon on the right to select the appropriate tables.
   
   
   
   
6. Click the 'NEW DATA' button in the DATA section's footer.
   
   
   
   
7. Click the 'Existing' option for the DATASOURCES and then select 'Your Company ID (ex. XXXXX)' from the drop-down.
   
   
   
   
8. Click the 'CONNECT DATASOURCE' button in the DATASOURCES section's footer. See image above.
9. Expand the 'dbo' folder in the left pane to see the Sage Construction Management Views (160).
   
   
   
   
10. Drag a View that will be needed for the report to the right pane. Example: vw_ProjectInfoSimple
    
    
    
    
11. Optional:Drag another View to the right pane. Example: vw_PrimeContractInfoSimple
12. Join the views using the appropriate record ID which is usually the first field in the parent table.
    
    
    
    View Join Types:
    • INNER JOIN (Most Popular Join Type): Returns records that have matching values in both tables
    • LEFT (OUTER) JOIN: Returns all records from the left table, and the matched records from the right table
    • RIGHT (OUTER) JOIN: Returns all records from the right table, and the matched records from the left table
    • FULL (OUTER) JOIN: Returns all records when there is a match in either left or right table
13. Add the additional views as needed. Example: vw_POInfo and vw_POItems
    
    
    
    
    
    
14. Name the dataset. Example: dsPOs
    
    
    
    
15. Toggle the Code field to the right to view the SQL statement which will automatically be generated based on the added views and table joins.
    
    
    
    
16. Remove fields that will not be used in the report by highlighting the row or field then clicking the Delete button on the keyboard. The FROM clause should not be modified.
17. Click the 'Finish' button.