Select the data sources for the custom log report

1. Go to Reports and select the Custom Reports tab.

2. Select the appropriate Report Category and Report Sub-Category.

3. Select the Custom Reports tab.

4. Select Add Custom Report.

5. Select the database icon and select NEW DATA.

6. Select Shared and select the Shared DataSource in the dropdown.

7. Select CONNECT.

8. Expand the dbo folder to view the list with the Sage Construction Management views.

9. Drag and drop the appropriate view for the report to the right pane.

   For example, drag and drop the vw_ProjectInfoSimple view.

   

10. Optionally, you can add more views as follows:
    1. Drag and drop additional views to the right pane.
    2. In the Query Joiner dialog, to join views, select the parent view and field on the left and the child view and matching field on the right.
    3. Select one of the following join types:
       • Inner: Returns records that have matching values in both tables. This is the most common join type.
       • Left outer: Returns all records from the left table, and the matched records from the right table.
       • Right outer: Returns all records from the right table, and the matched records from the left table.
       • Full outer: Returns all records when there is a match in either left or right table.

    

11. Enter a Name for the dataset.
12. Toggle the Code field to view the SQL statement which will automatically be generated based on the added views and table joins.
13. Remove the fields that will not be used in the report by selecting the row or field and pressing Delete.

    The FROM clause must not be modified.

14. Select Finish.