Changes

Creating a Basic Report

269 bytes added, 10:40, 29 April 2013
updating for new features
This window contains the following settings:
* '''Report Name''' - The name of the report will be displayed to [[User|users]] accessing the report.* '''Tab NameCategory''' - The tab category you wish to associate with this report. Entering a unique tab category name will create a new entry in the '''Report TypeCategory''' combo box. Entering an existing tab category name will display this report in the existing category.* '''Description''' - Narrative description of the purpose of the report.* '''Lock''' - The "Do not rebuild report" checkbox indicates that the report should not be rebuilt in case of a custom Report Template, it will give an alert when the '''Report Builder''' button is clicked.* '''Recordsets''' - This section is used to select which tables are required in the report, the relationships between the tables, and the primary table. The primary table determines how data will be joined when multiple tables are selected.* '''Advanced''' - This tabshows advanced settings for the report:** '''Criteria Text''' - Text used to prompt the [[User|user]] when they are required to enter some criteria values. ** '''View''' - Determines if the report should show the information in a list – '''List View''', or one record at a time – '''Single Record View'''.** '''Internet Enabled''' - Displays a [[URL]] that allows the report to be displayed accessed over the internet without the need for a [[User|user]] to log into the system. This type of report is useful for creating public reports.* '''Report Description''' - Narrative description of the purpose of the report.* '''Criteria Description''' - Text used to prompt the [[User|user]] when they are required to enter some criteria values.* '''Report Tables''' - This section is used to select which tables are required in the report, the relationships between the tables, and the primary table. The primary table determines how data will be joined when multiple tables are selected.
3. Set the '''Name''' to '''Contact List'''.
[[Image:Repor2.png]]
4. Set the '''TabCategory''' to '''Training Reports'''.
[[Image:Repor3.png]]
This will create a new entry in the '''Report Combo Box''' category combo box – '''Training Reports'''.
[[Image:Repor4.png]]
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