Summary
In this chapter, you learned how to manage reports and how to grant access to different audiences in your organization.
We first dealt with the inner workings of the report builder and how data is processed. We then looked at different data and record sources, which you used to create new custom reports.
To customize reports, you applied conditions, filters, aggregation, groupings, and sorting. While these already provide a comprehensive and flexible set of operations, there is a crucial feature missing that would make the report builder even more useful—the ability to display aggregation and grouped data in a separate footer row (for example, to provide the sum of all attendees below a table). Currently, two separate reports are needed to provide this data, which is not ideal.
Once our reports were created and configured, we looked at different ways of how to schedule reports to be sent automatically to users and how to grant access to the reports. We concluded...