How To: Create a Standard Report

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How To: Create a Standard Report

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1.Click Reports>New Report with Wizard.

 

2.Select the Standard Report option.

 

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3.Click [Next >].

 

4.Select a data collection. Data collections access both the global and project databases. For example: say you wanted to show a list of all manufacturers. You would select the GlobalManufacturersCollection.
 

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Note: collections are hierarchical to aid in the creation of sub-reports. All collections are populated with data when the report is previewed.

 

5.Select the fields (columns) you wish to display in the report.

 

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6.Apply any grouping. Each set of records with the same value will become a "group" with its own header.

 

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7.Select a Layout and Orientation for your report. The Adjust field width to fit function will force all selected fields on to a single page possibly rendering some of the data unreadable. If you have lots of fields to display, consider using a Justified report.

 

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8.Select a Report Style. There are several predefine report styles. You can always modify the look and feel later.

 

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9.Title your report.

 

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10.Click [Finish] to create your shiny new report.

 

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11.Click File>Save and save your work to your reports support path. It can be saved anywhere in the %REPORTS% support path folder tree.