Report windows

Entry window

The New report window is used to create a new report.

The window is opened by the Add command from the directory context menu.

The window contains the panels Filter, Query, Filter settings, Print formats, Functions, Clipboard, Report information and Print from software modules.

Add report window

The Properties panel of the entry window is used to enter main attributes of the report.

Properties panel fields:

Clicking OK will add the report to the directory and close the window. The Reports menu displays the panel of the added report. Clicking Apply will add the report to the directory without closing the window. Clicking Cancel will close the window without adding the report.

The editor window allows one or more reports to be edited.

The window is opened by the Edit command from the context menu in the data grid when one or more reports are selected.

Editor window

If one report is selected, the Report editor window will open.

Report editor window

The fields and panels are the same as in the New report window.

Multiple editor window

When two or more reports are selected for editing, the multiple editor window will open. It has a panel displaying a list of the selected reports. The title in the window header is Reports.

Report sequential editor window

When multiple reports are selected for editing, any changes that are saved will be applied to all of the selected reports.

Filter panel in the Report window

The Filter panel displays panels with the filter parameters specified for the filter steps in the Filter settings panel. These panels are populated with the parameters selected on completion of the filter steps.

Filter and Filter settings panels

Query panel in the Report window

The Query panel in the Report editor window contains a multi-line text field for entering the database query (written in Transact SQL) that returns the data used to generate the report.

Query panel

The Data sets field in the Query panel is used to enter the names of data sets generated on execution of the SQL query. This is a required field.

Data set names are separated by semicolons. For each data set a separate panel with a data set model is added to the window.

The panel context menu contains the Test query command, which is used to test the SQL query. Test results are displayed in the Query result window.

If the report is based on another report, the Data sets field and the query field are read-only.

Query panel in the editor window for a report based on another report

Filter settings panel in the Report window

The Filter settings panel is used to select the filter parameters that are used to retrieve data for generating the report.

Filter settings and Filter panels

Data grid columns:

Context menu commands:

The New filter step entry window is used to add a new filter step to the Filter settings panel. The Filter step window is used for editing.

The permanent delete confirmation prompt is used when deleting filter steps from the Filter settings panel.

Print formats panel in the Report window

The Print panel is used to view and edit the report print layout.

Note

Each report uses only one print layout, but if several print layouts need to be generated simultaneously, the print layout can be designed on multiple pages.

Print formats panel

Print panel fields:

The panel contains a field for previewing the print layout. It has a context menu containing the Design command, which opens the print layout editor.

Functions panel in the Report window

The Functions panel is used for working with functions in the context menus of data grids in panels displayed in report viewer windows.

Functions in the context menus of data grids in panels displayed in report viewer windows allow the user to open viewer windows of operational reports and editor windows of directory and document list elements.

Context menu of data grid in panel of report viewer window

Functions panel

Functions panel fields:

Context menu commands:

Functions are added using the New report function window. The Report function window is used for editing.

The permanent delete confirmation prompt is used when deleting functions from the report specification.

Clipboard panel in the Report window

Information contained in data grids in data stream panels in the report viewer window can be copied to the clipboard and pasted into other document lists or directories. The Clipboard panel lists the types of objects that can be copied to the clipboard.

Only the objects specified in the Clipboard panel can be copied to the clipboard. If no copiable objects are specified in the panel, no objects can be copied from the report to the clipboard.

Clipboard panel

Clipboard panel fields:

Context menu commands:

Clipboard item types are added using the New clipboard item type window. The Clipboard item type window is used for editing.

The permanent delete confirmation prompt is used when deleting clipboard item types from the report specification.

Report information panel in the Report window

The Report information panel of the report entry window is used to enter arbitrary information about the report.

Report information panel

Print from software modules panel in the Report window

The Print from software modules panel is used to manage the list of software modules from which the report can be printed.

Print from software modules panel

Data grid columns:

Context menu commands:

Software modules are added using the New module window. The Module and Modules windows are used for editing.

The permanent delete confirmation prompt is used when deleting software modules.