Report Builder Tutorial - Revision history

DavidG at 22:56, 15 December 2020

2020-12-15T22:56:50Z

DavidG: Replaced dead link for report builder pdf.

2018-11-08T17:15:07Z

Replaced dead link for report builder pdf.

Marks at 16:06, 13 February 2015

2015-02-13T16:06:45Z

Marks at 16:04, 13 February 2015

2015-02-13T16:04:07Z

Marks at 18:50, 10 December 2014

2014-12-10T18:50:22Z

Marks at 18:50, 10 December 2014

2014-12-10T18:50:11Z

Amy at 21:16, 30 September 2014

2014-09-30T21:16:34Z

Moha: Created page with "SME uses a tool called Report Builder to customize the report/document forms.
The tutorial, available from the following link will familiarize you with the necessary steps r..."

2011-06-04T20:20:16Z

Created page with "SME uses a tool called Report Builder to customize the report/document forms. The tutorial, available from the following link will familiarize you with the necessary steps r..."

New page

SME uses a tool called Report Builder to customize the report/document forms.

 The tutorial, available from the following link will familiarize you with the necessary steps required to create, modify, or customize existing reports however it cannot be attached to your SMP data.

  "http://www.digital-metaphors.com/download/learning_reportbuilder.html"

 More information for this tool can also be found in the following attachment 'Learn Report Builder':

 [[LearnReportBuilder.pdf]]

'''Customizing Reports with Report Builder'''

This tutorial assumes that you are modifying an existing report, where the settings under Customize Report are correctly set. If you wish to modify those details, read Customizing Reports.

To access the Report Builder, go to Customize Reports under the Reports tab in SME and click the Open Report Designer button.

'''Adding New Text Fields'''

In this tutorial, the Standard Purchase Order report will have phone, fax, and due date fields added to it.

Step 1: making room for the new fields. Phone and fax information are only listed once per page, so they belong in the Header or Group Header. Drag the Group Header down to free up space. To move the headings for the details down, drag a box around them and drag them down to be right above the Group Header ribbon.

Step 2: adding new non-repeating fields. Phone and fax information can be found under the Customer table, in the Data Tree on the right side of the screen. Select the Customer table, then the Phone and Fax fields, and drag them onto an empty spot on the report.

Step 3: adding repeating fields. Because Due Dates show up on every item, that field belongs in the Detail tab. In this report, the details are in a SubReport. Click on the tabs on the bottom of the screen to move between the main report and subreports. The DueDate field is in the PurchaseOrders table, so select it then drag DueDate to where you want it.

Once you're finished arranging the text fields, save the report and make sure the Filename is specified as the new report file in the Details and Settings section of Customize Report.

'''Formatting: Page Breaks'''

This tutorial is useful for if you only want to print one item or one customer per page, and the report is not set to page break on a change in that field. Placing a field in either the header or group header space will result in only one value being displayed. Placing the field in the details space will display all values in the table.

To print one main field (customer, item, location, etc) per page:

# Move the field you want to page break on to the Group Header. Right-click the Group Header ribbon and select Groups, or go to Report tab and click Groups.
# Change Break On to the data field you want to page break on.
# Check “Start new page” under On Group Change.
# Click Ok.

@@ Line 8: / Line 8: @@
 <br>Basic report formatting in Report Designer (example is on an invoice report)<br>
-<videoflash>A4WDCZNDY48</videoflash>
+{{#ev:youtube| A4WDCZNDY48}}
 <br>

@@ Line 4: / Line 4: @@
 <br>The tutorial, available from the following link will familiarize you with the necessary steps required to create, modify, or customize existing reports however it cannot be attached to your SMP data.
-<br><span>&nbsp;</span>"http://www.digital-metaphors.com/download/learning_reportbuilder.html"<span><span>
+<br><span>&nbsp;</span>"http://www.digital-metaphors.com/download/pdf/RBuilder.pdf"<span><span>
-<br>https://www.digital-metaphors.com/pdf/LearnReportBuilder.pdf
 <br>Basic report formatting in Report Designer (example is on an invoice report)<br>

@@ Line 11: / Line 11: @@
 <br>
 This tutorial assumes that you are modifying an existing report, where the settings under Customize Report are correctly set. If you wish to modify those details, read Customizing Reports.
 To access the Report Builder, go to Customize Reports under the Reports tab in SME and click the Open Report Designer button.
+* '''Adding New Text Fields'''
+* In this tutorial, the Standard Purchase Order report will have phone, fax, and due date fields added to it.
-'''Adding New Text Fields'''
+** Step 1: making room for the new fields. Phone and fax information are only listed once per page, so they belong in the Header or Group Header. Drag the Group Header down to free up space. To move the headings for the details down, drag a box around them and drag them down to be right above the Group Header ribbon.
+** Step 2: adding new non-repeating fields. Phone and fax information can be found under the Customer table, in the Data Tree on the right side of the screen. Select the Customer table, then the Phone and Fax fields, and drag them onto an empty spot on the report.
-In this tutorial, the Standard Purchase Order report will have phone, fax, and due date fields added to it.
+** Step 3: adding repeating fields. Because Due Dates show up on every item, that field belongs in the Detail tab. In this report, the details are in a SubReport. Click on the tabs on the bottom of the screen to move between the main report and subreports. The DueDate field is in the PurchaseOrders table, so select it then drag DueDate to where you want it.
+** Once you're finished arranging the text fields, save the report and make sure the Filename is specified as the new report file in the Details and Settings section of Customize Report.
-Step 1: making room for the new fields. Phone and fax information are only listed once per page, so they belong in the Header or Group Header. Drag the Group Header down to free up space. To move the headings for the details down, drag a box around them and drag them down to be right above the Group Header ribbon.
+* '''Formatting: Page Breaks''':  This tutorial is useful for if you only want to print one item or one customer per page, and the report is not set to page break on a change in that field. Placing a field in either the header or group header space will result in only one value being displayed. Placing the field in the details space will display all values in the table.
 To print one main field (customer, item, location, etc) per page:

@@ Line 1: / Line 1: @@
 SME uses a tool called Report Builder to customize the report/document forms.
 <br>The tutorial, available from the following link will familiarize you with the necessary steps required to create, modify, or customize existing reports however it cannot be attached to your SMP data.
@@ Line 6: / Line 7: @@
 <br>https://www.digital-metaphors.com/pdf/LearnReportBuilder.pdf
 '''Customizing Reports with Report Builder'''

← Older revision		Revision as of 18:50, 10 December 2014
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	<br><span> </span>"http://www.digital-metaphors.com/download/learning_reportbuilder.html"<span><span>		<br><span> </span>"http://www.digital-metaphors.com/download/learning_reportbuilder.html"<span><span>
−	https://www.digital-metaphors.com/pdf/LearnReportBuilder.pdf	+	<br>https://www.digital-metaphors.com/pdf/LearnReportBuilder.pdf

← Older revision		Revision as of 21:16, 30 September 2014
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	<br><span> </span>"http://www.digital-metaphors.com/download/learning_reportbuilder.html"<span><span>		<br><span> </span>"http://www.digital-metaphors.com/download/learning_reportbuilder.html"<span><span>

−	~~<br>More information for this tool can also be found in the following attachment 'Learn Report Builder':~~
−
−	~~<br>[[LearnReportBuilder.pdf]]~~

Report Builder Tutorial - Revision history

DavidG at 22:56, 15 December 2020

DavidG: Replaced dead link for report builder pdf.

Marks at 16:06, 13 February 2015

Marks at 16:04, 13 February 2015

Marks at 18:50, 10 December 2014

Marks at 18:50, 10 December 2014

Amy at 21:16, 30 September 2014

Moha: Created page with "SME uses a tool called Report Builder to customize the report/document forms. The tutorial, available from the following link will familiarize you with the necessary steps r..."

Moha: Created page with "SME uses a tool called Report Builder to customize the report/document forms.
The tutorial, available from the following link will familiarize you with the necessary steps r..."