Who is this article for?

Users who want to generate a search in the Classic UI

Reporting authorities, roles, and record access controls restrict data visibility.

Report is one display option available after Performing a Search in the Classic UI. See Understanding saved search display types in the Classic UI for other output options.

Narrow down your search results before building reports 
You should always use search filters to limit your search results, ensuring you are only viewing your desired data, prior to creating a report.

Maximum of 1,000,000 rows 
A maximum of 1,000,000 rows can be returned and displayed. An error will be displayed to the user if the search results in more than one million rows. If this happens, it will be necessary to add or modify filters to reduce the number of rows.

If you've licensed BI, you can view the search results using an ad-hoc chart and report builder. 

To get started, simply click [Report] as the Display output option and you will be presented with the BI report builder screen.

BI offers three report types - Table, Chart, and Crosstab. Each report type is explained in detail on this page, but first we'll cover BI functionality consistent across all three report types.

Fields and Measures

Any field in your application can be displayed in a BI report. If, by chance, a field in your application isn't available it wasn't deemed necessary during the initial deployment. Simply reach out to your company's main Ideagen contact and mention your new requirement. If approved, working with Ideagen the field can be added to the available list.

Searching common fields 
If you are viewing multiple modules at once, rather than a single module, your field list will be restricted to the common fields across all selected modules.

To add a field to a report simply double-click the field or measure. By default, it will be added to the Columns box, but you can drag any field to the Group box, as needed. To remove a field from a report simply click the "x" next to the field name.

You can adjust the left-right order of your fields by dragging and dropping them within the Columns and Groups boxes.

Filters

Search vs BI filters 
While it is possible to create filters in BI you should always initially filter your data using the platform's standard search filters. By filtering with the search filters, rather than BI filters, only the records you are interested in are returned from the server, reducing the time required to render your reports.

You can see the total number of records that are being returned from the server by viewing the N items returned statement in the bottom right-hand corner of the screen. See Performing a Search in the Classic UI to learn how to use the platform's search filters.

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Search filters apply across all output types (List, Grid, Report, Trend, and Calendar) so you can toggle between them and view the same result set in different formats. BI filters only apply for BI Reports. Changing report types will remove filter settings and must be added one at a time to the new report type. Customary practice is to save the report before changing to a new type.

There are, however, certain situations where it is necessary to use BI filters.

• Filtering on child-level data. If, while in Report (BI) output, you have used the "Create a separate row for each..." search option, your search results will contain a row for each child object. To filter on these child rows, it is necessary to use BI filters. Ideagen plans to add this functionality into the Miramar platform search filters.
• Requirement of an "or" filter. In both platform and BI filters, subsequent field filters are applied using and logic. For example, if you create a filter on the Year Created field, narrowing the results down to 2018, and you also add a filter on the Status field, filtering down to Open items, then your results will show all open items created in 2018. Using BI filters, however, you can define a Custom Filter Expression that allows you to have the filters combine to form an or custom filter. Using the same example, your results would show all open items, regardless of year created, and all items created in 2018, regardless of status.

To create a filter right-click on the desired field and select 'Create Filter'.

Once a filter has been defined it will show up in the Filters section on the right-hand side. From there you can choose many different filtering options.

By using Custom Filter Expressions you can create complex filters, like the or filter described above.

Each filter applied is given a specific letter at the beginning, e.g. if you create a filter for an Attribute Field, depending on the order, it will be given either an A, B or C. An example for a custom Filter Expression is provided; A or (B and C).

By default, "AND" links multiple filters. Once the expression is defined, any filters not included in the expression are ignored. Deleting a filter in the expression prompts a warning, so you'll need to remove a filter from the Customer Filter prior to deleting it.

Platform search count 
Please note that the N items returned statement in the bottom right-hand corner does not consider any BI filters. This value always depicts the number of items returned based only on platform search filters, not BI filters.

Sorting

To sort on a field, right-click on it in the column heading and choose "Use for Sorting..."

In the sorting window you can add additional fields to be used for sorting, including fields not displayed in the report. Click the caret to alternate between ascending and descending sort.

Reports that use grouping are first sorted by the grouped field 
If the report is grouped by any field, then the report is first sorted alphabetically, by group name. Within each group the defined sorting rules will be applied.

Expanding and Collapsing Panes

There are four separate panes displayed in BI: The Side pane, Search Options, Fields, and the BI Filters pane. All of these can be expanded or collapsed as needed.