The Companies service (part of the Customer Management application) contains the following reports broken down by the following tabs on the Report Wizard:
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The following Companies service report is found on the Analysis tab:Anchor
Companies by State
Companies by State Report
The Companies by State report is a graphical representation of Companies grouped by their respective States (based on the Company's main address). It also supports a drill down option to view information about the records that comprise each area of the pie chart.
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The following Companies service reports are found under the General tab:
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Company Report
The Company report is a contact sheet that displays information that is found on the Companies record. This report lists the Company ID, Title, Address information (including contact numbers), Member Type, and any information related to the Company.
Note that this report has a placeholder section for an organization to add its name and address. A report writer using the full version of Crystal Reports can use the report provided by Aptify as a starting point for a new report that can then be added to the Aptify Object Repository and linked to the entity.
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Company Profile Report
The Company Profile report is a contact sheet that displays a company's contact information as well as Order History. All of the information included in this report is derived from each individual company record.
Note that this report has a placeholder section for an organization to add its name and address. A report writer using the full version of Crystal Reports can use the report provided by Aptify as a starting point for a new report that can then be added to the Aptify Object Repository and linked to the entity.
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The Companies service Labels tab contains the following reports:
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Company Label 5160 Report
The Company 5160 label report displays mailing labels and formats each label accordingly (with Avery 5160 formatting) including the Company Name and Address. If the companies address is an international address, the system will automatically format these labels according to the international shipping standard for that country. This report is used to create mailing labels that fit on Avery 5160 label pages.
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Company Label 5161 Report
The Company Label 5161 report displays mailing labels and formats each label accordingly (with Avery 5161 formatting) including the Company Name and Address. If the companies address is an international address, the system will automatically format these labels according to the international shipping standard for that country. This report is used to create mailing labels that fit on Avery 5161 label pages.
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The Companies service's Membership tab contains the following report:Anchor
Company/Person Roster Report
Company or Person Roster Report
The Company/Person Roster report displays a list of Companies from the view including Name, Address, and Phone Number. This report is typically used to generate a roster list for a meeting.Anchor
The Entities service (part of the Aptify Framework Administration application) contains the following reports:
- Aptify Entity Documentation Report
- Core DB Objects Non Generated Grant SQL Report
- Entity and Database Object Security By Entity Report
- Group Entity and Database Object Security Report
- Permitted Applications, Entities and DB Objects by Group Report
- Report Wizard Reports
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Aptify Entity Documentation Report
The Aptify Entity Report Documentation report displays information about entities and their sub types. This report includes details about an entity's Fields, Entity Plug Ins, Virtual Fields (including Virtual Field Type, Joined Entity, Joined Field and Joined Foreign Key), Linked Fields (including Linked To field and Link Type), Embedded Objects (including Mode) and whether or not the entity contains more that one base table.
The Aptify Entity Report Documentation report is located under the Report Wizard's General tab.
Core DB Objects Non Generated Grant SQL report
The Core DB Objects Non Generated Grant SQL report displays the core entity database objects such as BaseView, spGet, spCreate, etc.
The Core DB Objects Non Generated Grant SQL report is located under the Report Wizard's General tab.
Entity and Database Object Security By Entity Report
The Entity and Database Object Security Entity report is a drill down report that displays entity and database object security permissions grouped by each entity within the view.
The Entity and Database Object Security By Entity report is located under the Report Wizard's General tab.
Group Entity and Database Object Security Report
The Group Entity and Database Object Security report displays security permissions for applications, entity, and database object grouped by each entity within the view.
The Group Entity and Database Object Security report is located on the Report Wizard's General tab.
Permitted Applications, Entities and DB Objects by Group Report
The Permitted Applications, Entities and DB Objects by Group report displays security permissions for applications, entity, and database object grouped by each group/user for each entity within the view.
The Permitted Applications, Entities and DB Objects by Group report is located on the Report Wizard's General tab.
Report Wizard Reports
Report Wizard Reports displays a list of reports grouped by each entity within the view.
The Report Wizard report is located under the Report Wizard's General Tab.