custom sql – Zistemo Knowledge Base https://zistemo.com/knowledge-base Zistemo is the smartest app for instant time and expense tracking. Boost productivity and save time with zistemo. Fri, 17 Feb 2023 16:38:26 +0000 en-US hourly 1 https://wordpress.org/?v=6.0.2 Custom Reports https://zistemo.com/knowledge-base/content/custom-reports/ Wed, 22 Dec 2021 07:59:16 +0000 https://zistemo.com/knowledge-base/?post_type=ht_kb&p=10173 If you have an Enterprise subscription you can create your own custom reports directly in zistemo. First, make sure you have the SQL Data Warehouse integration active. Learn more about SQL Data Warehouse Integration →

You can find own reports on Settings/Own Reports:

Next, you can either load sample reports or start right ahead to create your own report. We recommend to first load sample reports so you get an idea of how it works.

Create Custom Report

To create a custom report you have to name the report. Next, insert your SQL query. We recommend to build your query in SQL Workbench and just insert it here. You can also add parameters which are filters. You need to call parameters in your query by placeholder. Additionally, you can set up permission who has access to this report. Please note that users with permissions will see all data, e.g. team member role could also see data from admins.

Pro Tip: use alt+space to see code suggestions like available tables

Parameters

Parameter can be used to create data source specification and then call that parameter as part of a query.

Using Own Reports

You can see your own reports on Reports/Custom Reports. User with permissions to custom reports from other users will see these report there as well.

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