Report Builder: a simple Report



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Report Builder: A Simple Report

  • Custom Folder Creation

  1. Create a folder to hold your custom reports.

  2. Right click the Report folder under the Reports Tab.

  3. Select from the menu New > Folder. This will open a window called “New Folder”.

  4. Enter name and then click "Apply" button.

  5. You newly created folder will appear in the left tree pane under report. This will be in alphabetical order. A good start will be to use the name Custom Reports, but any name is possible.

  6. You can use subfolders to further define your report collection.

  7. This categorizing of your folders will help you. The types will depend on your interest.

    1. Example 1: Table type you are pulling from; Standard, Custom, Mixed.

    2. Example 2: Application type: Asset, Inventory, Metering …etc.

  8. You can also make a shortcut of these reports.



  • Report Builder Wizard.

  1. Move to the folder you just created and right click and select New>Report.

  2. This will open the Report Builder Wizard.

  3. There will be two texts box’s (Report name, Report description) both you can edit.

  4. You can select one of the four radio buttons.

    1. Simple report

    2. Summary reports

    3. Advanced Report Builder

    4. Enter SQL Directly.

  5. And there are four contents (Data type, Field, Criteria and Sorted by) to select from.



Simple Reports
This is the easiest of the reports.


  • Data Type Selector: This is the type of data you wish to report on. You must select a Data type first. A good start is to select computer as data type.

  1. Select this "—Select a Data types—".

  2. This will open a window called "Categories – Web Page Dialog".

  3. Select the data type from the left pane and then use the "Add" button; this will move it to the right pane. This will grey out the right pane at that time. You can only select one data type.

  4. If you do select the wrong item from the left pane and then used the "Add" button, just select the item from the right pane and click the "Remove" button.

  5. Then use the "OK" button to close the window.




  • Field Selector: This will show the columns you wish to display.

  1. Select this "—Select field to display—".

  2. This will open a window called "Field selector –Web Page Dialog".

  3. Select the fields from the left pane and then use the "Add" button; this will move it to the right pane. The order you select is the order that will be displayed in your report.

  4. If you select an item you don't wish like a field or folder and not deselect before you click the "Add" button this will cause the item or items to be added to your left pane.

  5. If you do select the wrong item from the left pane and then used the "Add" button, just select the item from the right pane and click the "Remove" button.

  6. Then use the "OK" button to close the window.




  • Criteria: (This is an optional selection.) This will allow you to apply conditions to the data.

  1. Select this "-- Select criteria (filtering) --".

  2. This will open a window called "Conditions – Web Page Dialog".

  3. Select the button "New Condition".

  4. In the first dropdown menu on the left, will be the fields you selected from the field selector.

  5. Also in the same box at the bottom there will be the selection of "More…" This will allow you to select other columns not being displayed.

  6. The middle menu box is used for the conditions you will use. See notes.

  7. The last box on the right is for the value. The default is %. See notes.

  8. If you wish to remove a condition, click red X at the right

  9. Then use the "OK" button to close the window.




  • Sorted by: This is an optional selection. This will allow you to sort by one or more columns. You can use ascending or descending.

  1. Select this "—Select sort order —".

  2. This will open a window called "Sorting -- Web Page Dialog".

  3. Select one of the three radio buttons first. (None, Descending and Ascending).

  4. I you select descending or ascending button, the field menu box will no longer be grey out.

  5. In the field menu box; you can select the field you wish to sort by.

  6. Then use the "OK" button to close the window.



Notes:

    • The use of the "like" operator can use two wild character (% and underscore "_")

      1. Example: 'comp%', '%sup%' or 'comp__".

    • The % is used for any character/characters and the underscore "_" is used for any single character.

    • The default to combine conditions is the AND operator. Example: WHERE (condition01 AND condition02). There is no use of the OR operator to combine conditions in a simple report. You will need to use the Advanced Report Builder to change this.

    • If you need to define you query further, move to the Advanced Report Builder. This will allow you to add parameters to you query as well as the use of other operators. But you will need some knowledge of SQL to use this effectively.

    • If you view the SQL code "SELECT columns" is from the field selector window. The "FROM tables" is generated from the tables, based of the fields you selected. If you have selected fields from more than one table, there will be "INNER JOINS" in the code. As well as the use of the "ON" SQL word to indicate the two unique fields to be equated. The "WHERE conditions" is from the conditions window.




Edward Held Page 12/23/2017


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