- Introduction to WorkXpress
- Building Your Application
- Examples and Best Practices
- Technical Manual
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- | Create a document Report | ||
- | Why we do it: We need to gather data to present in a written format. | ||
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- | How it's done: | ||
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- | Start with the Search Reports page. | ||
- | Click Add Report. | ||
- | Complete the Setup Report page. | ||
- | Did you know? | ||
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- | Create invoices, purchase orders and many more types of documents with this type of Report. | ||
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- | Our example builds a simple purchase order using Fields from the Order Item Type and the Order to Product Relationship to display all the information we need to show on our Report. | ||
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- | The Expression Builder's HTML Controls give you a wide variety of formatting options to create appealing documents. | ||
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- | You can create a link in your application and add an Action to display the report. | ||
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- | Create a table, chart or graph Report | ||
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- | Why we do it: We need to gather data to present in a visual format. | ||
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- | How it's done: | ||
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- | Repeat the procedure above, but choose to set up a table, chart or graph. | ||
- | Did you know? | ||
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- | In our video, we create a table that display all of the Orders placed by an Account and shows the total price for those Orders. | ||
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- | Creating tables, charts and graphs in WorkXpress is as easy as dragging and dropping Fields! | ||
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- | Add a Subreport to my Report | ||
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- | Why we do it: We need to create line items for our main Report. | ||
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- | How it's done: | ||
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- | Start with the Expression Builder for your main Report. | ||
- | Click the "+" icon next to the Subreports dropdown menu. | ||
- | Build your Subreport and place it in the Expression Window for the main Report. | ||
- | Did you know? | ||
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- | Our example adds a Subreport to display a table of line items that display information about each product our customer has ordered. | ||
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- | Subreports loop over all results found. If you have five line items attached to an order, your Subreport will have five lines. | ||
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- | Output my Report as a PDF, table, chart or graph | ||
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- | Why we do it: We need to print or display our report onscreen. | ||
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- | How it's done: | ||
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- | Start with the App Builder's Block Creator Tool. | ||
- | Drag and drop a new Report Field onto the page. | ||
- | Choose any output format available from the "Output Type" dropdown menu. | ||
- | Did you know? | ||
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- | You have a wide variety of Report output choices in WorkXpress. You can display a report onscreen in your application or export it to PDF, Excel, Word or plaintext. | ||
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- | Many different chart and graphs displays are available to give you the flexibility you need to display data any way you like. | ||
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- | Search this site: |