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dev_tools:report_builder [2012/09/05 14:46]
shyser created
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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:  ​ 
dev_tools/report_builder.1346856396.txt.gz ยท Last modified: 2012/09/05 14:46 by shyser
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