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<< Click to Display Table of Contents >> How To: Create a Standard Report |
  
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<< Click to Display Table of Contents >> How To: Create a Standard Report |
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1.Click Reports>New Report with Wizard.
2.Select the Standard Report option.
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.
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.
6.Apply any grouping. Each set of records with the same value will become a "group" with its own header.
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.
8.Select a Report Style. There are several predefine report styles. You can always modify the look and feel later.
9.Title your report.
10.Click [Finish] to create your shiny new report.
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.