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Add New Report

3 views 0 June 27, 2021 kbadmin

The Add New Custom Report option enables you to create new Reports. Perform the following procedure to create a new Report:

  1. Click  button.

The Report Wizard – Add page is displayed.

  1. Populate the form as tabulated:
Field Description
Step 1: Choose source
Source Table/Query Click the drop down list adjacent to this field and select the required table/query.

The fields are displayed according to the table/query selected.

Choose the fields Select the required fields in the left pane. Use Control/Shift keys to select multiple fields. Click , , , and  buttons to select/deselect fields. The selected fields are displayed in the right pane.

Use  and  buttons to sort the selected fields in the right pane.

Click  button.

Step 2: Caption Details for the Selected Fields:

Enter the following details in respective columns, for the selected fields.

Caption Override Enter the caption override.
Bold Select Yes or No.
Word Wrap Select Yes or No.
Sorting Select Yes or No.

Click  button.

Step 3: Source Filter
Column Name Select the required column from the drop down list.
Condition Select the required condition from the drop down list.
Value Enter the value to satisfy the condition.

Click  button to create more conditions.

Step 4: Grouping Data
Grouping 1 Click the drop down list and select the value for 1st grouping.
In Selecting Ascending or Descending.
Show Header Select the check box adjacent to this field if you want to show the header.
Show Subtotal Select the check box adjacent to this field if you want to show the sub total.
Header Select the 1st header from the drop down list.

Note: Header is enabled only if you have selected the Show Header check box.

Field 2/field3 Click the drop down list and select the required values.
Subtotal Select the 1st subtotal from the drop down list.

Note: Subtotal is enabled only if you have selected the Show Subtotal check box.

Field 2/field3 Click the drop down list and select the required values.

You can click  button adjacent to Add more Grouping field to create more grouping. You can also click  button to remove existing groupings.

Click  button.

Step 5: Header/Footer Information
Report Title Enter the report title.
Header Text Enter the header text.
Footer Text Enter the footer text.
Display Logo (in Header only) Select the check box adjacent to this field, if you want to display the logo in the header alone.
Display Company Name (in Header only) Select the check box adjacent to this field, if you want to display the company name in the header alone.
Display Date (in Footer only) Select the check box adjacent to this field, if you want to display the date in the footer alone.
Display Page Number (in Footer only) Select the check box adjacent to this field, if you want to display the page number in the footer alone.
Step 6: Saving Report
Report Name Enter a name for the report.
Report Description Enter the report description.
Tags Enter the tags for the report.
Category Enter the category of the report.
Owner This field is auto-populated with the name of the user who has created this report.
Account
Paper Size Click the drop down list and select the paper size. Available options are the following:

·       Letter

·       A0

·       A1

·       A2

·       A3

·       A4

·       Legal

·       Auto

Export format Click the drop down list and select the export format. Available options are the following:

·       Excel

·       Excel (XLSX)

·       Excel Row Data

·       Excel (XLSX) Row Data

·       Word

·       Word (DOCX)

·       PDF

  1. Click button to complete the report definitions process.

You can also click  button to navigate to the previous screens and edit the report details.

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