Reporting

2/12/2020

We've made a few changes to enable more robust reporting within the console.

Saved Searches/Queries can now be placed directly in a View's XML. In addition, a view based query can output the data using a Snippet. This allows complete control of the output within the console.

<View Id="People" TableId="Contacts">
  <Queries>
    <Query Id="CEUs" Name="CEUs" SnippetName="CEUs Report" Invisible="true">
      <Condition>
        <Eq FieldId="ClergyOrLay.Id" Value="4886" />
      </Condition>
      <SavedFilters>
        <Ref Id="CurrentAppointments" />
      </SavedFilters>
    </Query>
    <Query Id="Training" Name="Training" SnippetName="Training Report" Invisible="true">
      <Condition>
        <Eq FieldId="ClergyOrLay.Id" Value="4886" />
      </Condition>
      <SavedFilters>
        <Ref Id="CurrentAppointments" />
      </SavedFilters>
    </Query>
  </Queries>
</View>