Report generation

<< Click to Display Table of Contents >>

Navigation:  Data Module >

Report generation

Preview

Two Report Modes are provided through the Data Module; Table Report and Record Report.

Table Report mode uses the selected records in the Record Navigator to define the data to use, and the active template defined in the Template Selector. When the Preview button is clicked, a single report is generate.

Data_Interface_Ribbon_Button_ReportMode_Table

Data_Interface_Ribbon_Button_ReportTemplate

Likewise, the Record Report mode uses the selected records in the Record Navigator to define the data to use, but templates associated to each of the selected records are used instead. When the Preview button is clicked, a report is generate for each record and append to create a combined report. If only one item is selected, a single report is generated.

Data_Interface_Ribbon_Button_ReportMode_Record

Data_RecordReport_Templates

hmtoggle_arrow1How To: Generate a Table Report

img_1 Select the Table Report mode in the Report Mode control on the ribbon:

Data_Interface_Ribbon_Button_ReportMode_Table

img_2 Select a template in the Template Selector (below the Report Mode control):

Data_Interface_Ribbon_Button_ReportTemplate

img_3 Select one or more items in the Record Navigator:

Data_Interface_Navigators_Record_FeatureRelated_GridMultipleSelection

img_3 Click the Preview button (F5 key), or double-click within the selected items in the Record Navigator:

Button_PreviewLarge

hmtoggle_arrow1How To: Generate a Record (Combined) Report

img_1 Select the Record Report mode in the Report Mode control on the ribbon:

Data_Interface_Ribbon_Button_ReportMode_Record

img_2 Check that the Report and Sort columns are set correctly:

Data_RecordReport_Sort

img_3 Select one or more items in the Record Navigator:

Data_Interface_Navigators_Record_FeatureRelated_GridMultipleSelection

img_3 Click the Preview (F5 key) button, or double-click within the selected items in the Record Navigator:

Button_PreviewLarge

noteNote

Any selected items that do not have a report associated will be skipped and notified.

Output

Once a report is rendered in the viewer, this can be printed or exported.

Report_Viewer_Output

hmtoggle_arrow1How To: Print a report

img_1 Click the Print button (CTRL+P) on the ribbon:

Button_PrintLarge

img_2 Check the Print Settings, before clicking the Print button:

PrintDialog

hmtoggle_arrow1How To: PDF a report

img_1 Check the DPI on the ribbon is appropriate to produce the require image quality:

Button_PDF_ImageResolution

img_2 Click the PDF button (CTRL+SHIFT+P) on the ribbon:

Button_PdfLarge

img_3 Select a folder and file name, then click the Save button:

Dialog_SaveAs_PDF