Prior to defining a report, you select the TSI, selection level and step corresponding to the subject of the report. For example, if you want to create a report on available workspaces, complete the following steps:

The fields that are immediately available (i.e. selectable) for the new report definition, belong to the business object for which you have opened Reports .

In terms of report definitions, these are normal fields. They can be recognized by the symbol. However, Planon also enables you to include fields from other, related business objects in your report definition. These are reference fields and association fields.

Reference fields are fields that have a one-to-one relationship with the main business object in the report definition. A property (building), for example, can only be located in one city.

So, if you are defining a report that focuses on the Property business object, reference fields from the related City business object can also be included in your report definition. Reference fields can be approached by double-clicking the item preceded by the symbol.

Association fields are fields that have a one-to-many relationship with the main business object in the report definition. For example, numerous orders may be linked to one particular property. So, if you are defining a report that focuses on the Property business object, association fields from the related Orders business object can also be included in your report definition. Association fields can be approached by double-clicking the item preceded by the symbol.

It is recommended to include association fields as subreports in your report definition.

For more information on subreports, refer to To include sub reports in your report definition.