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Report Creation: Basic

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Presentation on theme: "Report Creation: Basic"— Presentation transcript:

1 Report Creation: Basic

2 Goals Where to create and adapt reports
Basic understanding report creation When to use Best practice

3 Report Creation Report Creator Invoice specification reports
Report generator (maintenance)

4 Report Adaptation Export Patricia reports
Invoice specification reports Basic Configuration (case overview)

5 Create Reports Youtube

6 Areas What information do you want to see Look and feel
What to search on Linking Who can make use of the report

7 Columns Device Name fields Diary Drag and drop columns Main device
All devices Path to device Name fields Diary Drag and drop columns

8 Design Open Preview report (20 random cases)
Run report (predefined search) Properties

9 Design (2) Adding objects (fields) Properties Date formats Sorting
Grouping path > device

10 Best Practice Create a template (company logo, footer, etc.)
Draw first, build later Take a copy of a report before making changes Always open a report from the design tab Only save a report on the design tab Edit the design without the icon Don’t delete fields, hide them

11 Report Creation: Advanced

12 Goals More advanced layout

13 Design Grouping Multiple groups Use of lines Alternating rows
Highlighting rows Height of autosize fields

14 Design (2) Computed fields Hiding objects based on settings
Changing values Concatenating values Summarizing information Footer; page count / date settings Hiding objects based on settings


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