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Lists and Reports

The list system plays an important role for users and system administrators. Lists are used in searches, in the offer generator, in the Info Centre, for evaluations and statistics, for data maintenance and much more. Beginners can already make simple changes to lists, while list management professionals can create complex lists with filters and functions, rules and automatisms (jobs). Visit our list management seminarto gain an insight into the many possibilities.

Worth knowing

Lists require a unique value in order to function. An address, for example, has several contact persons. This means that there is no unique assignment from the address to the contact person (1 : n relationship).  Conversely, however, there is a unique assignment to the address for each contact person (1 : 1 relationship). To create a contact person list, you must therefore switch from the address list to the lower contact person level.

The same applies to the events, an event can have several events and each event can have many items. There is no uniqueness (1 : n relationship). Conversely, however, each booked item clearly belongs to exactly one activity, which in turn belongs to exactly one event (1 : 1 relationship).

To create a list that shows the customers with the highest turnover in a year, a transaction list must be created. This is because the sales of the event are recorded in the transactions (invoice type). Similarly, a list showing the top and bottom sellers of your items must be created at the transaction item level. To get to this level, call up an event list, use the related list to switch to the level of the transactions that are to be displayed (in the case of a sales / bums list, these are the invoices), and then use the related list to switch to the level of the sales items. The list is created here.

This means that the references of the levels above are available to you at lower levels (contact persons or process items), but not vice versa. You must always go to the lowest level of the content to be displayed in your list!