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visionx:reports [2020/06/05 13:58] cduncan Edited for English grammar (capitalization, punctuation, correct verb conjugation) |
visionx:reports [2020/06/10 10:32] cduncan Capitalization |
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====== Step-by-Step "Create/Edit Report" ====== | ====== Step-by-Step "Create/Edit Report" ====== | ||
- | Once all the requirements have been met, we can begin generating the report. The "Reports" wizard in the application's menu is used to create new or edit existing reports. | + | Once all the requirements have been met, we can begin generating the report. The Reports Wizard in the application's menu is used to create new or edit existing reports. |
{{:visionx:reports:create-report-2.png?nolink|Create Report Wizard - New or Existing Report}} | {{:visionx:reports:create-report-2.png?nolink|Create Report Wizard - New or Existing Report}} | ||
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In this step, the newly created report can be assigned to a button. An action is automatically created, or an existing action is edited, to show the report. | In this step, the newly created report can be assigned to a button. An action is automatically created, or an existing action is edited, to show the report. | ||
- | The "Reports" wizard can also be used to edit existing reports. | + | The Reports Wizard can also be used to edit existing reports. |
{{:visionx:reports:edit-report-change-layout.png?nolink|Edit Report Wizard - Change Layout}} | {{:visionx:reports:edit-report-change-layout.png?nolink|Edit Report Wizard - Change Layout}} | ||
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====== Manage Reports ====== | ====== Manage Reports ====== | ||
- | All examples used on the following pages are based on the sample application "Contacts", which is included with VisionX. The report wizard is started by selecting "Report" in the application's menu. | + | All examples used on the following pages are based on the sample application "Contacts", which is included with VisionX. The Report Wizard is started by selecting "Report" in the application's menu. |
===== Select Workscreen ===== | ===== Select Workscreen ===== | ||
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==== Detailed Form ==== | ==== Detailed Form ==== | ||
- | A report of the type "Detailed Form" allows for the display of a master table as a form, with or without one or more detail tables. In the report wizard, the master table is selected first. Then, the detail tables can be selected, if required. In the final step, the columns that are displayed in the report are specified. | + | A report of the type "Detailed Form" allows for the display of a master table as a form, with or without one or more detail tables. In the Report Wizard, the master table is selected first. Then, the detail tables can be selected, if required. In the final step, the columns that are displayed in the report are specified. |
{{:visionx:reports:manage-reports-type-detailed-form.png?nolink|Manage Reports - Detailed Form}} | {{:visionx:reports:manage-reports-type-detailed-form.png?nolink|Manage Reports - Detailed Form}} |