Getting Started / Creating custom reports

Creating custom reports

After creating an app, associate it with the business process and configure the tracking. You can also create an additional control tool, a Report.

ELMA365 helps you create your own reports and display the apps summary data in a style that suits you.

You can set up a report using widgets in the low-code designer.

How to set up a report

Create a report showing the following contract statistics in tabular form: contract sums, statuses and responsible users.

To do this, make sure you have the Contract sum and Responsible user fields. If you don’t have them, click the gear icon next to the Contracts app name, select the Form settings item and create the fields you need by clicking the +Add button. For the Contract sum field, select the «Money» type, for the Responsible user, select the «User» type.

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Read more about the field configuration in the Creating an app article.

Now, create a page for the future report. In the Contracts workspace, click the +Add button and select the Create option. In the settings window, select the Page tab, name it and select an appropriate icon. Click Create.

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Next, you need to add the report itself. To do this, click the Add widget in the center of the page and select the Widget builder option.

The low-code designer opens. In the modeling field, the Code widget is added by default. Delete it to create your own widget.

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Drag the Table widget from the right side panel to the field. A settings window opens.

Select the Contracts app.

Add the fields you want to use in the report:

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  • Displayed fields are the contract fields, displayed as table columns. Select Responsible userContract sum and Status.
  • Filter fields are the app properties that can be used as a report filter. Select Status to sort and search for the contracts by status.
  • Aggregation fields are fields that automatically count all sums of values in a column. Select the Contract sum field for the report to show the total sum of all the contracts in the app.

After saving the settings, you can see the draft of the table with data in the builder. You can edit the table by clicking the gear icon: add or remove columns, configure additional filters.

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When all settings are ready, save the settings and publish the page.

The report view

Now in the Contracts workspace menu you can find the Report item.

Click on it to see the table with the Name, Responsible user, Contract sum, and Status columns. You can also search by status at the top of the page.

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You can create similar reports to display any data from the apps if you need to. The low-code designer also has the Chart widget that shows the statistics in a chart form. Read more about it in this article.