HansaManuals Home   >> Standard ERP   >> Report Generator   >> Creating a New Report  

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Juhend HansaWorld Enterprise'i versioonile 4.2  

Introduction

To create a new report, first go into the Report Generator by selecting 'Report Generator' from the Modules menu. If 'Report Generator' is not available on the Modules menu, the likely causes are that you have logged on as a Person that does not have access privileges for this module, or you have not enabled the Report Generator option in the Configuration setting in the System module.

The Report Generator module contains a single register: Reports. Each record in this register contains the entire definition of a single report, as outlined in the bullet points in the introduction to these web pages. Open the Report register by clicking the [Reports] button in the Master Control panel, or by selecting 'Reports' from the Registers menu. The 'Reports: Browse' window is opened, listing any reports that have already been designed:

To enter a new Report, click [New] in the Button Bar or use the Ctrl-N (Windows and Linux) or ⌘-N (Macintosh) keyboard shortcut. Alternatively, highlight a Report similar to the one you are about to design and click [Duplicate] in the Button Bar.

The 'Report Definition: New' window opens, empty if you clicked [New] or containing a duplicate of the highlighted Report.

Apart from the Code and the Report Name fields in the header, the 'Report Definition: New' window contains four named cards, which are used as follows:

Data

Use this card to program the report. This includes designing the report's specification window (e.g. providing variables where the user can specify search criteria), searching for information in the database in response to what was entered in the specification window, sorting and filtering the results, calculating totals and bringing in information from other registers.

Layout

Use this card to design the appearance of the printed report. Here you should specify what information will be printed, and where on the page it will be printed. This includes headers and footers, column headings, fields from the database, subtotals and totals.

Input

This card contains an illustration of the report's specification window. Use this card to place check boxes and radio buttons in the specification window.

Settings

Use this card to specify the default print destination of the report.

The 'Data', 'Layout' and 'Input' cards each consist of a set of buttons and a report display area.

To define a report, click a button above the report display area. A dialogue box will then open, where you can specify one element of the report. When you click [OK], the dialogue box will close and the new report element will appear in the report display area. In some cases, you should click on an existing element before clicking a button above the report display area. This will ensure the element you are about to add will appear in the correct section of the report.

If an element in the report display area is in the wrong place, move it by dragging and dropping.

If an element in the report display area contains an error, double-click it to re-open the dialogue box to correct the error. If you want to delete the element altogether, click once on it and then select 'Clear' from the Edit menu or click the [Delete] button ('Layout' and 'Input' cards).

In these web pages, we will illustrate the use of the Report Generator by designing a Customer List with various features.

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