Report window

Report window
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Report settings

Report window

Windows used to manage reports:

Report and Reports editor windows,
New report and New reports entry windows.

All of these windows are opened from the context menu of the Report settings panel.

You can open the editor window by using the Edit command. From there, you can modify attributes of one or more existing reports.

If one report is selected in the data grid, the Report editor window opens.

The displayed panels depend on the type of the report.

The following panels appear for all types of reports: Properties , Access , Filter , Query , Filter settings , and Report information .

Figure 11.2. Editor window for a simple report

The Properties panel is composed of the following fields:

Report group indicates the group to which the report belongs. This is a required field.
Please select a group in the Select report group window.
Based on denotes the baseline report.
Figure 11.3. Editor window for a derived report

Note
The editor window of a derived report does not have any Model panels because data set models can only be edited in the editor window of the baseline report.
Name indicates the name of the report. This is a required field.
Description is a brief description of the report.
Any additional information can be entered in this field.
Date changed indicates the date when the report was changed last time. This field is read-only. It is populated automatically when edited data are added to the directory.
Type denotes the type to which the given report belongs. This is a required field.
Please select one of the following options:
- Simple is a report that returns data as a set of tables.
  The windows of simple reports additionally contain the Print layouts , Functions , Clipboard , and Print from software modules panels. They also contain several Model panels, each of which corresponds to a data set.
- XML data export is a report that returns data as an XML file with a specific structure.
  Figure 11.4. Editor window for a report that exports data into an XML file
  
  The windows of reports that are used to export data to an XML file additionally contain the Print layouts and if necessary the Auxiliary XML panel.
  If the XML data export report type is selected, the window displays the Preview field.
- Data export is a report that returns data as a binary file.
  Figure 11.5. Editor window for a report that exports data into a file
In derived reports, the Type field is read-only.
Preview indicates whether print layouts can be used to preview data of the report that is used to export data into an XML file. You can choose between Yes and No.
If you select Yes, you will be able to use print layouts to preview report data. For this purpose, the Auxiliary XML panel is displayed in the window. Selecting No will disable the preview of report data by means of print layouts.

Click OK to save data. Selecting Apply will save data without closing the window. Selecting Cancel will close the window without saving data.

Updating data in the window

When you open the report editor window, its query is not executed. Because of this, models of returned data sets, report function specifications, and transferrable report objects cannot be adequately displayed. Nor can the print layout be displayed in the preview window without executing the query.

To ensure all this information is displayed correctly, you need to initiate the execution of the query using the Update command in the context menu of the Update service button.

This button is displayed on the Model , Functions , and Clipboard panels.

Figure 11.6. Universal buttons Update on the Report window panel

To execute the query, you can use the Update button on any of the above panels. As a result, the system will update data on all other panels. After this update, this button will disappear from all panels until you make changes to the report.

The multiple reports editor window opens when two or more entries are selected for editing. A panel with a list of the selected items is added to the editor window. The name of the window changes to Reports.

The Reports editor window has only two panels: Properties and Access .

The fields and panels are similar to those in the Report window.

The entry window allows you to add details of one or more new reports to the directory.

You can open the New report entry window by using the Add or Create based on command if one report was selected. Alternatively, you can do it by pasting one report from the clipboard.

Figure 11.7. Report entry window

The fields and panels are similar to those in the Report window.

You can open the New reports entry window by pasting two or more reports from the clipboard.

The multiple reports entry window displays a panel with a list of the selected items, together with the Properties and Access panels.

The fields and panels are similar to those in the Report window.