Report Creation Basic Goals Where to create and
Report Creation: Basic
Goals • • Where to create and adapt reports Basic understanding report creation When to use Best practice
Report Creation • Report Creator • Invoice specification reports • Report generator (maintenance)
Report Adaptation • Export Patricia reports • Invoice specification reports • Basic Configuration (case overview)
Create Reports • Youtube
Areas • • • What information do you want to see Look and feel What to search on Linking Who can make use of the report
Columns • Device – Main device – All devices – Path to device • Name fields • Diary • Drag and drop columns
Design • • Open Preview report (20 random cases) Run report (predefined search) Properties
Design (2) • • • Adding objects (fields) Properties Date formats Sorting Grouping path > device
Best Practice • • Create a template (company logo, footer, etc. ) Draw first, build later Take a copy of a report before making changes Always open a report from the design tab Only save a report on the design tab Edit the design without the icon Don’t delete fields, hide them
Report Creation: Advanced
Goals • More advanced layout
Design • • • Grouping Multiple groups Use of lines Alternating rows Highlighting rows Height of autosize fields
Design (2) • Computed fields – Changing values – Concatenating values – Summarizing information – Footer; page count / date settings • Hiding objects based on settings
- Slides: 14