Report Fields

For a standard report (report that comes with the system), the columns are read only on this tab. To edit, click , which will produce a duplicate of the selected report template that can be modified to the user's needs. You can select the columns that will appear, adjust the width of the columns, arrange them in a specific order, and enter new column headings. Fields that are hidden from the report can be used for grouping and sorting. Additional information is on the Report, Design, Group Fields, Sort Fields, and Parameter Fields tabs.

 

Click to add one field at a time. Click up or down to move the fields for placement on the report. Click next to the field to edit this field's parameters in the Report Field module.

 

Clicking to open a new tab that will allow the user the ability to select report parameters for the report to produce the desired information.

 

Click Common Buttons for a description of the buttons found throughout the system and their uses.

 

 

Standard Report

 

 

 

Customizing a Standard Report or Creating a New Report

 

 

 

Field

Description

Field Name

This column lists the names of the fields that have been selected to appear in the report.

Caption

This column lists the caption or brief description of the field that has been selected to appear in the report.

Width

The widths of each field and the total widths for all fields that are not hidden will be displayed. If the total widths for the fields exceeds the width of a page, each row of the report will be split across multiple pages. The first non-hidden field in the report will be repeated as the first field on each page.

 

If the report is in landscape mode, then the total column width should be under 10 inches. If the report is in portrait mode, then the total column width should be under 7.5 inches.

 

For a Sub-Report, the width must be on or below 6.5 inches.

Hidden

A check in this field indicates that the field will not appear in the report but can be used for grouping and sorting.