myb-p-create-update-reportslisted

# MyBusiness CRM - Reports & Queries Builder Build reports (shown on the Reports page) and queries (filtered views on entity pages like Sales, Accounts, Cases) in the MyBusiness CRM platform. ## Two Types of Data Views **Reports** live on `apps/mybusiness/reports` and show cross-cutting organizational data - like "all sales by month" or "open cases by type". They're standalone analytical views. **Queries** live on entity pages (`apps/mybusiness/sales`, `apps/mybusiness/accounts`, etc.) and act as saved filters/views - like "my open tasks this week" or "active accounts by city". They appear in the query dropdown on that page. Both are stored in the `_DynamicQueries` table and use the same `Create-or-Update-Report` tool. The difference is where they appear (PageName/PageId) and whether they have a FormName. ## Workflow ### Step 1: Understand What the User Needs Ask (in Hebrew): - What data do they want to see? (sales, cases, accounts, tasks, activities, etc.) - Is this a report (Reports page) or a query (on a specific entity page)? - Do they need raw data or aggregated summaries? - What filters should be available? - Who should have access? ### Step 2: Get Schema and Optional Fields Before building any report, always run these two tools: 1. **Get-Schema** with the target className - understand the table structure, field types, and pointer relationships 2. **Get-Optional-Fields** with the target className - get the exact field/aggrField/type/text values the system exp