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surajits0001
June 27, 2021
Question

Report Builder wizard

  • June 27, 2021
  • 6 replies
  • 0 views

Does "Report Builder wizard" which is available as a template at the time of creating new Interface, can also be available at a site for the common users so that they can build custom report and download the same at excel format as per their personal requirement? If yes, I shall be grateful, if anyone can please explain how it can be implemented.

6 replies

stefanhelzle0001
stefanhelzle0001
June 27, 2021

Sorry, this wizard is only available to designers.

S
surajits0001Author
June 27, 2021

Ok. Thanks for the information.
Can you please suggest any alternative option for this requirement?

stefanhelzle0001
stefanhelzle0001
June 27, 2021

Not really without knowing any details. "Build custom report and download as Excel" is very broad requirement.

csteward
csteward
June 28, 2021

I always make reports customizable by including functionality for users to select which columns they want to view, adjust their filters, save their configurations, export to excel, etc.  You can set this up with OOTB SAIL.

There is a plugin out there that may assist as well (Report Builder) -  note I have not used this plugin and it is a paid plugin from Procensol, but you can definitely build these functions with OOTB components if you have the time and a little experience.

If you have any more specific questions please feel free to add..

S
surajits0001Author
June 29, 2021

Thank you for your suggestion.

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