Home Discussions Questions & Answers Getting Started with New Report Creation

Getting Started with New Report Creation

Avatar photoCustomer April 13, 2022 at 6:02 pm

I am a new developer and need to start building reports. What specific access profile do I need, and what are the basic required steps for creating a new Blitz Report?

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    • Support April 14, 2022 at 8:20 am  

      To create new reports, your profile option Blitz Report Access must be set to either Developer or System. This profile setting is necessary because it makes the Setup button visible on the Blitz Report run window, which opens the setup interface.

    • Avatar photoCustomer April 15, 2022 at 1:17 am  

      Once I have the correct access, what are the high-level steps I must follow to get a report running for my users?

    • Support April 17, 2022 at 3:48 am  

      The basic steps involve five key actions: 1) You must enter a unique report name and an optional description. 2) You then enter the main extraction SQL query. 3) Next, you define optional parameters along with their corresponding SQL text or WHERE clauses. 4) You must test the report thoroughly by clicking the Run button. 5) Finally, you set up the user access rights (Assignments) to make it available to business users.

    • Avatar photoCustomer April 18, 2022 at 4:45 pm  

      My SQL query must start with ‘select’ or ‘with’. Is there a character limit if I enter the SQL directly through the form?

    • Support April 19, 2022 at 5:12 pm  

      The report extraction SQL must start with either select or with. If you enter the SQL directly through the form, the input is limited to 32767 characters. For queries larger than that limit, you must use the Upload Large SQL functionality from the tools menu.

    • Avatar photoCustomer April 20, 2022 at 10:59 pm  

      If I enter the SQL and later change the report name or description, will that create a new version history record?

    • Support April 21, 2022 at 6:56 pm  

      A new version number is added and stored automatically only for each report SQL update. Other setup modifications, such as changing the report name, description, or parameter settings, are not tracked in the version history.

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