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visionx:reports [2020/06/05 13:58]
cduncan Edited for English grammar (capitalization, punctuation, correct verb conjugation)
visionx:reports [2020/07/01 15:22]
cduncan [Basics]
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   * PDF (Documents and spreadsheets)   * PDF (Documents and spreadsheets)
  
-When a report is created, a template is automatically generated in the respective format. This template can be downloaded, edited, and then uploaded as a modified template. The modified template is then used to created ​the respective report and is filled with data from the selected tables or records.+When a report is created, a template is automatically generated in the respective format. This template can be downloaded, edited, and then uploaded as a modified template. The modified template is then used to create ​the respective report and is filled with data from the selected tables or records.
  
-The templates use tags as tags for the actual data. These tags can be placed anywhere in the documentand can be deleted and later added again. This allows for easy and quick generation of reports from any of the application'​s tables. Reports are conveniently displayed through the use of actions, such as the click of a button.+The templates use tags as tags for the actual data. These tags can be placed anywhere in the document and can be deleted and later added again. This allows for easy and quick generation of reports from any of the application'​s tables. Reports are conveniently displayed through the use of actions, such as the click of a button.
  
 ====== Requirements ====== ====== Requirements ======
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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}}
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