Lists and Reports

Lists and reports are vital both for users and system administrators. Lists are used in searches, in the Info Centre, for evaluations and statistics, for data maintenance and input etc. Even learners can make simple changes to lists, while advanced users can create complex lists with filters and functions, rules and jobs. Join a Lists and Reports seminar for further insights into the virtually unlimited options you have.

What you absolutely need to know about lists and reports

Lists need unique values in order to work. One account can, for example, have several contact persons. Consequently, there is no unique relationship from the account to the contact person (1 : n relationship). Conversely, however, there is a unique relationship to the account for each contact person (1 : 1 relationship). To create a contact person list, you must therefore switch from the account list to the lower-level contact person list.

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

To create a list that shows, for example, the customers with the highest turnover per year, create a list of event segments. The reason for this is that sales are recorded at segment level (invoice segments). Similarly, a list showing the top-selling items must be created at the level of the booked items. To get there, call up an event list, click the related list and switch to the level of the event segments (in this example: invoices), then use the related list again to go to the level of booked items. This is where your list should be created.

This means that references to the levels above are available at lower levels (contact persons or booked items), but not vice versa. Always start at the lowest level of content of your list.