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Reports

Reports are what makes the data stored in tables useful. Reports allow you to search for specific records by specifying a filter criteria, select what fields in the record are to be displayed, group the records by a column and perform calculations like sub-totals.

After you have collected enough data in tables, you would want to generate a report. In the example table employees that holds employee information you might want a report of which employees have been working the most number hours in a month.

Choosing a data source

Click on reports on the Top menu and select create report.

You will notice that this will bring up the table chooser, since a report is generated from records stored in a table, you will be prompted to select a table as the source of records. After you make a selection, the Report Designer screen will be visible.

Report Designer

The report designer has a large preview area in the center which is split into three panes.

  • A report header preview area at the top
  • Columns preview area in the middle
  • A report footer preview area at the bottom
    On the right side you will see a bunch of buttons for changing the report parameters. Each button correponds to the report panel it is placed next to. For example the first button will launch the report header properties wizard, the next one is the column properties and so on.

    The columns preview area shows report data, where each row corresponds to a record in the table. If you have records in the table, you will see that by default all fields in the record are selected for display.

    Note: This is just a preview and the actual report may span across multiple pages
  • Headers and footers

    Clicking on the headers icon will bring up the header properties. The header will be printed at the start of every new page. You can specify a text message and a few font properties.

    Column properties

    Use column properties to specify display attributes of columns, and to choose what fields in the record should be displayed and what should be hidden. Click the column properties icon to bring up the column properties window. The following properties can be set for every column.

    • Column Width: Text larger than the specified width will be truncated.
    • Font, color and size: The font properties to be used for this column
    • Modifiers: Changes the appearance of a field
    • Subtotals: Calculate and print subtotals for a column, Applicable only to numeric and decimal fields
    • Visibility: Specifies whether a field should be included in the report or not.

    Apply to all: will apply the same set of properties to all columns.
       

    Filters

    If you want to show only certain kind of records in the report, attach a filter criteria. The filter specifies which records should be used for generating the report. By default all records in the table are used in the report.

    Click on the search button to launch the search wizard. Report data can also be grouped by a specific column using this wizard.
       

    Subtotal Expressions

    Click on the subtotal expression icon to launch the expression builder. You can build simple mathematical expressions out of calculated subtotals. A typical use would be to calculate the difference between debit and credit subtotals and print it as balance.

    Global properties

    • Summary Only: Display subtotals only and hide records
    • Use all tables: Use all tables with similar record structure for reporting
    • Expand Links: Follow-up link fields and print the linked record information also

    Finally click on save to save the report