Question
How do I display the employee policy name in a report?
Answer
You can add employee policy name as reporting column in timesheet and expense summary or details reports.
- Navigate to the report and click edit
- Scroll to report columns and click Plus(+)
- In the field pick list, scroll down to the bottom of the list and select <<SQL Expression>>
- A SQL Expression dialog will open
- Copy and paste the following sql into the edit box of the dialog:
SELECT pp.name FROM t_policy AS pp WHERE pp.id=t_user.policyid - Set the Data Type to Text
- Click OK to save the SQL Expression
- From the Report Page, before doing your final save, click on Options on the lower right of the page.
- In Options dialog, there will be a SQL "Group By" Expression edit box.
- In this edit box, enter a comma (,) to the end of the text in this box, then add t_user.policyid
- Click OK to save
- Then click OK to save the report.
- On the Reports tab, run the report which will now display the employee policy name.
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