Report wizard

This window is used to select the tables affected by and triggering the rule.

Select a table from the drop-down

Main table (this is the table that contains the records you want to include in the report as primary information) . Note that the table you selected appears now in the Table hierarchy list box.

Click the Next button if you want to continue adding the fields from this table only. But if you wish to include records from other tables too, that have a relation with the main table (read more about relations between tables here), choose either:

Note that any relation is displayed in the Available relations list box. Reversed relations are displayed as the name of the child table followed by the name of the field that targets to the main table, in parentheses (e.g. "Order(→Customer name)"); while direct relations are displayed as the name of the field that targets to the parent table only (e.g. "Customer name").

To add a relation, either double-click an entry in the list of available relations, or by highlighting one or more fields in this list and then clicking the left arrow, to pass it to the Used relations list box. After adding relations, note that they are shown in the Table hierarchy list, where reversed relations are shown as bold. The order in which the relations are added does not matter. This window is only used to state the relations that should be visible in the report. The actual appearance of the report is adjusted in subsequent windows.

To add a relation of a table related (i.e. relations as cascade or on several levels), click on the related table that appears in the Table hierarchy list (note that the table selected is set as red), and follow the previous steps (choose a type of relation, select it and add it).

To remove a relation, click the appropriate table/relation in the Table hierarchy list (one level above the relation to be removed). Then, the relation is removed either by double clicking it in the list of Used relations, or by selecting one or more relations in this list, then clicking the right arrow.

An additional setting can be applied in this window, the Macro/transform drop-down: an existing Report macro file can be selected when configuring a report. The selected file is automatically used as an Excel template when the report is run. Naturally, this has no effect if the user decides to generate the report output file in a format other than an Excel file.

Click the Next button.

This form is used to choose which fields to include in the report.

Select a table in the Table hierarchy list box to display its fields in the Available fields list box. If no table is selected, the fields of the main table will show by default. To easily find fields:

Double-click the desired fields to add them into the Selected fields list box. You can alternatively select several of them, and add them with the left arrow. The order of the fields in this list is the order in which the fields are presented as columns in the report.

To set the order of the fields, select one by one and use the up and down arrows at the left of this list.

The checkbox Use for filtering only, at the bottom of the Available fields list, is used to select fields so that they are use only for filtering, but not displayed in the report. If this checkbox is ticked when a field is added to the Selected fields list, the field is shown in this list within angle brackets, and will not be displayed in the report. If you forgot to tick this checkbox before adding the field, you can still set the same function selecting the field in the Selected fields list and clicking the Hide setting at the top of this list. If you want to reverse this function, click the field in brackets, and then the Show setting.

Click the Next button.

This window allows the user to decide how the items are sorted in a report. The list at the right contains the fields available for sorting. The list on the left side contains the fields on which the report will be sorted. The report is automatically sorted on main record name, ascending. If more than one field is selected, the report is sorted on each of the selected fields, and the topmost field in the list has the highest sorting priority.

Double-click a field in the list box at the right. You can alternatively select several fields and add them with the left arrow.

Click the Next button to continue.

This window is used to add filter criteria to the report. There are three different ways to create a filter: a field can be compared with the value of Absolute, Other field or Keyword. All fields that can be used for filtering are shown in the list at the top left of the form. A drop-down above the list allows it to be narrowed down to the fields of one specific table.

Click a field in the topmost list box. Choose an option as comparison method:

In either case, type or select the value after the operator (=, ≠, etc.), which will act as criterion.

Tick the Editable filter checkbox, to have the possibility of changing the filter criteria precisely before run time (i.e. the filter is flexible), displayed in the Run report pop-up form previous to the Report queue form (see below, where "Status"= * is an editable filter, before running the report). Otherwise, the filter will still be applied, but not shown in this pop-up form.

Click the Add filter button to add the filter to the report. The filter is displayed in the list in the lower part of the form.

Additional filters may be added in the same way, since multiple filters can be combined by using the operators AND and OR. The AND operator has the precedence over the OR operator, and is evaluated first.

Click the Next button.

Here you can customize the report headings. The default headings of the chosen fields are shown on the left side of the form. The custom headings are shown on the right side, and can be edited.

Edit the text boxes for the custom headings if necessary. For example, a field named "Serial no" can be edited to "Equipment serial no", which may sound more explicit once presented as column on the report.

Click the Next button.

This window is only visible if the Create role based/scheduled access right is granted to the Report wizard in the Form rights form. Read more about report access rights.

Choose what type of report you want to create:

Note that this window is displayed only if the type of report is Role-based, chosen in the previous window.

Select either Not scheduled or Scheduled report.

If scheduled, choose the output format for the report, and choose the recurrence of the report execution:

Note that this schedule might be modified during the daylight saving time (DST) change (the report will not be run if scheduled as Once, but will be run the next time instead if scheduled as Daily, Weekly or Monthly for the Spring adjustment, and normally run for the Autumn adjustment), or during possible server downtime (the report will not be run if scheduled as Once, but will be run the next time instead if scheduled as Daily, Weekly or Monthly).

A notification (i.e., e-mail) can be issued after completion of the report. If you do not wish any notification, select the No notification option.

Otherwise, choose Notification to creator (this setting is only available for scheduled reports) or Notification to all recipients (whose roles are selected as part of this report). Then, type a Subject (maximum 60 characters), a message in the Text box (maximum 500 characters) and the Importance of the notification (these settings are only available for a scheduled report).

Remember that only users who have all the roles specified in this Role-based scheduled report will be allowed to access it.

For now, click Next to continue; but once the scheduled report is fully configured in this wizard, you can go to the Scheduled report queue form to check out the detail information of the schedule.

Type the Report name and its Description, and apply any of the available settings:

The remaining options are enabled only if the option Private/Group report was chosen in the Type of report window of the current wizard.

Click the Next button.