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visionx:reports [2018/02/07 09:39]
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visionx:reports [2020/07/01 15:29] (current)
cduncan [Import Report (Insert)]
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 ~~Title: VisionX Reports~~ ~~Title: VisionX Reports~~
-Version: 5.0 / 2018-02-07+Version: 5.0 / 2019-07-01
  
 ====== Introduction ====== ====== Introduction ======
  
-The VisionX reports module allows the user to create reports in the following formats: Word RTF (documents),​ Excel (spreadsheets),​ XML and PDF. Reports are used to provide selected data for the user to download. For certain report types, this data can then be edited locally and uploaded back into the application.+The VisionX reports module allows the user to create reports in the following formats: Word RTF (documents),​ Excel (spreadsheets),​ XMLand PDF. Reports are used to provide selected data for the user to download. For certain report types, this data can then be edited locally and uploaded back into the application.
  
-The report templates can easily be edited to adjust content or graphicsand modified to match the user's corporate design.+The report templates can easily be edited to adjust content or graphics and modified to match the user's corporate design.
  
-The following chapters provide a detailed description of the creation and integration of the different report typesas well as examples of their use.+The following chapters provide a detailed description of the creation and integration of the different report types as well as examples of their use.
  
 ====== Basics ====== ====== 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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   * Only display data for the current year   * Only display data for the current year
-  * Only display data for the specified user, ...+  * Only display data for the specified user, etc.
  
-Detailed information regarding workscreens and filter can be found in [[http://​doc.sibvisions.com/​visionx|the VisionX documentation]].+Detailed information regarding workscreens and filter can be found in [[:visionx:​documentation|the VisionX documentation]].
  
-====== 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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   * PDF (Documents and spreadsheets)   * PDF (Documents and spreadsheets)
  
-Depending on the VisionX license, certain formats may not be accessibleor additional formats may be available.+Depending on the VisionX license, certain formats may not be accessible or additional formats may be available.
  
 In addition, one of the following report layouts can be chosen: In addition, one of the following report layouts can be chosen:
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 <​HTML><​li></​HTML><​HTML><​p></​HTML>​Simple List<​HTML></​p></​HTML>​ <​HTML><​li></​HTML><​HTML><​p></​HTML>​Simple List<​HTML></​p></​HTML>​
 A table is displayed as a simple list. The current data filter is applied.<​HTML></​li></​HTML>​ A table is displayed as a simple list. The current data filter is applied.<​HTML></​li></​HTML>​
-<​HTML><​li></​HTML><​HTML><​p></​HTML>​List ​with Details<​HTML></​p></​HTML>​ +<​HTML><​li></​HTML><​HTML><​p></​HTML>​List ​With Details<​HTML></​p></​HTML>​ 
-A table is displayed as a listin which for each master record a list of all detail records is shown. The current data filter is applied.<​HTML></​li></​HTML>​ +A table is displayed as a list in which for each master record a list of all detail records is shown. The current data filter is applied.<​HTML></​li></​HTML>​ 
-<​HTML><​li></​HTML><​HTML><​p></​HTML>​Form (with Details)<​HTML></​p></​HTML>​+<​HTML><​li></​HTML><​HTML><​p></​HTML>​Form (With Details)<​HTML></​p></​HTML>​
 <​HTML><​p></​HTML>​The currently selected master record is displayed as a form, below which detail tables can be shown.<​HTML></​p></​HTML><​HTML></​li></​HTML><​HTML></​ul></​HTML>​ <​HTML><​p></​HTML>​The currently selected master record is displayed as a form, below which detail tables can be shown.<​HTML></​p></​HTML><​HTML></​li></​HTML><​HTML></​ul></​HTML>​
  
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 {{:​visionx:​reports:​create-report-4.png?​nolink|Create Report Wizard - Select Master Table}} {{:​visionx:​reports:​create-report-4.png?​nolink|Create Report Wizard - Select Master Table}}
  
-Depending on the layout, a number of options can be selected. This is particularly relevant for the "​List ​with Details"​ format. The following options are available:+Depending on the layout, a number of options can be selected. This is particularly relevant for the "​List ​With Details"​ format. The following options are available:
  
 <​HTML><​ul></​HTML>​ <​HTML><​ul></​HTML>​
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 <​HTML><​li></​HTML><​HTML><​p></​HTML>​None of the two options are checked<​HTML></​p></​HTML>​ <​HTML><​li></​HTML><​HTML><​p></​HTML>​None of the two options are checked<​HTML></​p></​HTML>​
 <​HTML><​p></​HTML>​If there is another level above the master record, no restrictions apply to this additional level.<​HTML></​p></​HTML>​ <​HTML><​p></​HTML>​If there is another level above the master record, no restrictions apply to this additional level.<​HTML></​p></​HTML>​
-<​HTML><​p></​HTML>​E.g.: For the report, State (master) and City (detail) are selected; the table State has a master table Country. In this case, the report shows all states (for all countries!) and every city for each state<​HTML></​p></​HTML><​HTML></​li></​HTML><​HTML></​ul></​HTML>​+<​HTML><​p></​HTML>​Example: For the report, ​"State" ​(master) and "City" ​(detail) are selected; the table state has a master table "Country". In this case, the report shows all states (for all countries!) and every city for each state<​HTML></​p></​HTML><​HTML></​li></​HTML><​HTML></​ul></​HTML>​
  
 {{:​visionx:​reports:​create-report-5.png?​nolink|Create Report Wizard - Select Columns}} {{:​visionx:​reports:​create-report-5.png?​nolink|Create Report Wizard - Select Columns}}
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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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 To edit an existing report, the report template is downloaded and edited using Microsoft Word, Excel, XML, or any other suitable editor and then uploaded back to the application. The templates are based on tags, which are populated with data from the database tables when the report is created. To edit an existing report, the report template is downloaded and edited using Microsoft Word, Excel, XML, or any other suitable editor and then uploaded back to the application. The templates are based on tags, which are populated with data from the database tables when the report is created.
  
-====== 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 ​=====
  
-As mentioned previously, every report is based on an existing workscreenwhich has to be selected when the report is created. The report can then be made available for down- and upload.+As mentioned previously, every report is based on an existing workscreen which has to be selected when the report is created. The report can then be made available for down- and upload.
  
 {{:​visionx:​reports:​manage-reports-select-workscreen.png?​nolink|Manage Reports - Select Workscreen}} {{:​visionx:​reports:​manage-reports-select-workscreen.png?​nolink|Manage Reports - Select Workscreen}}
  
-===== Select ​option ​=====+===== Select ​Option ​=====
  
 In the next step, the following choices are available under "​Select Option":​ In the next step, the following choices are available under "​Select Option":​
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   * Create a new report   * Create a new report
   * Edit an existing report   * Edit an existing report
-    * Edit the template of an existing report +    * Edit the template of an existing report. 
-    * Review the list of buttons that use the report in their actions. These can also be edited directly. *Overview of all columns used in the report and their respective tags +    * Review the list of buttons that use the report in their actions. These can also be edited directly. *Overview of all columns used in the report and their respective tags. 
-  * Delete an existing report ​*All links to buttons are deleted+  * Delete an existing report ​(all links to buttons are deleted)
  
 {{:​visionx:​reports:​manage-reports-select-option.png?​nolink|Manage Reports - Select Option}} {{:​visionx:​reports:​manage-reports-select-option.png?​nolink|Manage Reports - Select Option}}
  
-===== Select ​layout ​=====+===== Select ​Layout ​=====
  
 When a new report is created, the format and a standard layout can be selected. The following formats are available: When a new report is created, the format and a standard layout can be selected. The following formats are available:
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 {{:​visionx:​reports:​manage-reports-select-layout.png?​nolink|Manage Reports - Select Layout}} {{:​visionx:​reports:​manage-reports-select-layout.png?​nolink|Manage Reports - Select Layout}}
  
-==== Simple ​list ====+==== Simple ​List ====
  
 A "​simple list" displays the data from a table in list form. Example: A "​simple list" displays the data from a table in list form. Example:
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 {{:​visionx:​reports:​manage-reports-type-simple-list.png?​nolink|Manage Reports - Simple List}} {{:​visionx:​reports:​manage-reports-type-simple-list.png?​nolink|Manage Reports - Simple List}}
  
-==== List with detail information ​====+==== List With Detail Information ​====
  
 A report of the type "List with Detail Information"​ displays a master table with exactly one detail table in list form. Example: A report of the type "List with Detail Information"​ displays a master table with exactly one detail table in list form. Example:
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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. Thenthe 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%20form.png?​nolink|Manage Reports - Detailed Form}}+{{:​visionx:​reports:​manage-reports-type-detailed-form.png?​nolink|Manage Reports - Detailed Form}}
  
-===== Select ​data =====+===== Select ​Data =====
  
 Depending on the report type, a varying number of tables can be selected. Depending on the report type, a varying number of tables can be selected.
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 {{:​visionx:​reports:​manage-reports-select-datasource.png?​nolink|Manage Reports - Select Datasource}} {{:​visionx:​reports:​manage-reports-select-datasource.png?​nolink|Manage Reports - Select Datasource}}
  
-==== List with detail information ​====+==== List With Detail Information ​====
  
 Exactly one master table with a exactly one detail table can be selected. Exactly one master table with a exactly one detail table can be selected.
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 {{:​visionx:​reports:​manage-reports-select-columns.png?​nolink|Manage Reports - Select Columns}} {{:​visionx:​reports:​manage-reports-select-columns.png?​nolink|Manage Reports - Select Columns}}
  
-===== Select ​columns ​=====+===== Select ​Columns ​=====
  
-In the following step determines which columns are displayed in the report. Columns can be selected for the master table and for all selected detail tables. There is an additional column for the detail tables that is not selected by default. This column represents a reference to the master table; selecting it is optional.+The following step determines which columns are displayed in the report. Columns can be selected for the master table and for all selected detail tables. There is an additional column for the detail tables that is not selected by default. This column represents a reference to the master table; selecting it is optional.
  
 {{:​visionx:​reports:​manage-reports-select-master-detail-columns.png?​nolink|Manage Reports - Select Master/​Detail Columns}} {{:​visionx:​reports:​manage-reports-select-master-detail-columns.png?​nolink|Manage Reports - Select Master/​Detail Columns}}
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 ===== Customize Appearance ===== ===== Customize Appearance =====
  
-The final option is related to the placement of the master records. If this option is selected, each master record is placed on a new page (for documents) or on a new sheet (for spreadsheets). The option is not selected by default, in which case the master records are placed ​continuously ​on the same page.+The final option is related to the placement of the master records. If this option is selected, each master record is placed on a new page (for documents) or on a new sheet (for spreadsheets). The option is not selected by default, in which case the master records are placed ​sequentially ​on the same page.
  
 {{:​visionx:​reports:​manage-reports-customize-appearance.png?​nolink|Manage Reports - Customize Appearance}} {{:​visionx:​reports:​manage-reports-customize-appearance.png?​nolink|Manage Reports - Customize Appearance}}
  
-====== Edit report ​(template) ======+====== Edit Report ​(Template) ======
  
-After a report has been created, it can be edited at any time. To do this, "​Reports"​ is selected in the application'​s menu. After the workscreen for which the report was created is chosen, "Edit an existing Report"​ is selectedas well as the report that is to be edited.+After a report has been created, it can be edited at any time. To do this, "​Reports"​ is selected in the application'​s menu. After the workscreen for which the report was created is chosen, "Edit an existing Report"​ is selected as well as the report that is to be edited.
  
 After the selection, the following actions can be taken: After the selection, the following actions can be taken:
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 {{:​visionx:​reports:​edit-report-template-change-layout.png?​nolink|Edit Report Template - Select Layout}} {{:​visionx:​reports:​edit-report-template-change-layout.png?​nolink|Edit Report Template - Select Layout}}
  
-To change a template, it is downloaded and saved locally. It is then opened in the respective program (Word, Excel,...) for editing.+To change a template, it is downloaded and saved locally. It is then opened in the respective program (Word, Excel, ​etc.) for editing.
  
 {{:​visionx:​reports:​report-document-template.png?​nolink|Report - Document Template}} {{:​visionx:​reports:​report-document-template.png?​nolink|Report - Document Template}}
  
-Existing text, such as column labels, can be edited and reformatted in the template. In addition, additional text or pictures can be added to the templateand the overall formatting (font, etc.) can be modified.+Existing text, such as column labels, can be edited and reformatted in the template. In addition, additional text or pictures can be added to the template and the overall formatting (font, etc.) can be modified.
  
 Tags are replaced by data when the report is created. Columns can be deleted and added again. For detailed information regarding tags please see [[#​tags|Tags]]. Tags are replaced by data when the report is created. Columns can be deleted and added again. For detailed information regarding tags please see [[#​tags|Tags]].
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 ===== Tags ===== ===== Tags =====
  
-Any column can be added to the report using the defined tags. A tag consists of the Column Name in ''​%%[ ]%%''​ brackets. The predefined tag can be found in the previously discussed ​Column Overview.+Any column can be added to the report using the defined tags. A tag consists of the column name in ''​%%[ ]%%''​ brackets. The predefined tag can be found in the previously discussed ​column overview.
  
 ==== Formatting ==== ==== Formatting ====
  
-Depending on the column type (number, date, ...), the output value can be formatted automatically. The format is defined in the tag as follows:+Depending on the column type (number, date, etc.), the output value can be formatted automatically. The format is defined in the tag as follows:
  
 <​HTML><​ul></​HTML>​ <​HTML><​ul></​HTML>​
 <​HTML><​li></​HTML><​HTML><​p></​HTML>''​%%[COLUMNNAME(TYPE=FORMAT)]%%''<​HTML></​p></​HTML>​ <​HTML><​li></​HTML><​HTML><​p></​HTML>''​%%[COLUMNNAME(TYPE=FORMAT)]%%''<​HTML></​p></​HTML>​
-<​HTML><​p></​HTML>​E.g.: ''​%%[SOCIALSECNR(NUMBER=0000)]%%''<​HTML></​p></​HTML>​+<​HTML><​p></​HTML>​Example: ''​%%[SOCIALSECNR(NUMBER=0000)]%%''<​HTML></​p></​HTML>​
 <​HTML><​p></​HTML>​This results in the display of a four digit number, where unused digits are populated with zeros. For example, the number "​1"​ is shown in the report as "​0001"​.<​HTML></​p></​HTML><​HTML></​li></​HTML><​HTML></​ul></​HTML>​ <​HTML><​p></​HTML>​This results in the display of a four digit number, where unused digits are populated with zeros. For example, the number "​1"​ is shown in the report as "​0001"​.<​HTML></​p></​HTML><​HTML></​li></​HTML><​HTML></​ul></​HTML>​
  
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 [LOOP@contacts] [SALU_SALUTATION] [FIRSTNAME] [LASTNAME] [LOOP@contacts] [LOOP@contacts] [SALU_SALUTATION] [FIRSTNAME] [LASTNAME] [LOOP@contacts]
 </​code>​ </​code>​
-Between the beginning and end of the loop, additional text, formatting, etc. can be addedwhich will then be inserted at the specified location for each record.+Between the beginning and end of the loop, additional text, formatting, etc. can be added which will then be inserted at the specified location for each record.
  
 The following should be noted: The following should be noted:
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 <​HTML><​p></​HTML>​E.g. ''​%%[contacts!FIRSTNAME]%%''<​HTML></​p></​HTML><​HTML></​li></​HTML><​HTML></​ul></​HTML>​ <​HTML><​p></​HTML>​E.g. ''​%%[contacts!FIRSTNAME]%%''<​HTML></​p></​HTML><​HTML></​li></​HTML><​HTML></​ul></​HTML>​
  
-In addition, it is possible to individually access specific row numbers. This makes it easier to display individual detail records. ​In addition, the reference remains within the spreadsheet.+In addition, it is possible to individually access specific row numbers. This makes it easier to display individual detail records. ​Also, the reference remains within the spreadsheet.
  
 The following format is used to access individual row numbers: The following format is used to access individual row numbers:
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 <​HTML><​p></​HTML>​E.g. ''​%%[contacts#​0!FIRSTNAME]%%''<​HTML></​p></​HTML><​HTML></​li></​HTML><​HTML></​ul></​HTML>​ <​HTML><​p></​HTML>​E.g. ''​%%[contacts#​0!FIRSTNAME]%%''<​HTML></​p></​HTML><​HTML></​li></​HTML><​HTML></​ul></​HTML>​
  
-==== Spreadsheet ​example ​====+==== Spreadsheet ​Example ​====
  
 {{:​visionx:​reports:​report-spreadsheet-template.png?​nolink|Report - Spreadsheet Template}} {{:​visionx:​reports:​report-spreadsheet-template.png?​nolink|Report - Spreadsheet Template}}
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 {{:​visionx:​reports:​report-spreadsheet-data.png?​nolink|Report - Spreadsheet with data}} {{:​visionx:​reports:​report-spreadsheet-data.png?​nolink|Report - Spreadsheet with data}}
  
-==== XML example ​====+==== XML Example ​====
  
 {{:​visionx:​reports:​report-xml-template.png?​nolink|Report - XML Template}} {{:​visionx:​reports:​report-xml-template.png?​nolink|Report - XML Template}}
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 ===== Show Report ===== ===== Show Report =====
  
-The specified report is displayed, either in a browser or using the related program (e.g. wordexcel), depending on how the PC is configured.+The specified report is displayed, either in a browser or using the related program (e.g. WordExcel), depending on how the PC is configured.
  
 Parameters: ''​%%[List of all reports of the workscreen]%%''​ Parameters: ''​%%[List of all reports of the workscreen]%%''​
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 Example: Save Report | [Contacts.Filename] | [Contacts.Image] | Form Report Contacts Example: Save Report | [Contacts.Filename] | [Contacts.Image] | Form Report Contacts
  
-Hint: This function can be used to save reports that are created by the application in a table. ​E.g.: lists, proposals and other business reports.+Hint: This function can be used to save reports that are created by the application in a table. ​Example: lists, proposals and other business reports.
  
-===== Import Report (merge) =====+===== Import Report (Merge) =====
  
-The specified report is imported. All of the report'​s data is transferred to the respected rows and fields of the workscreen. If the "​Merge"​ option is selected, only modified, deleted or new information is imported. Data that already exists is not added separately. If the "​Insert"​ option is selected, all data rows, including existing rows (tested for similarity) are transferred. This functionality is only available for XLSX (Excel) and XML reports that were created using VisionX. Of course the report templates can be edited. This is command is used to import offline forms into the application.+The specified report is imported. All of the report'​s data is transferred to the respected rows and fields of the workscreen. If the "​Merge"​ option is selected, only modified, deletedor new information is imported. Data that already exists is not added separately. If the "​Insert"​ option is selected, all data rows, including existing rows (tested for similarity) are transferred. This functionality is only available for XLSX (Excel) and XML reports that were created using VisionX. Of coursethe report templates can be edited. This command is used to import offline forms into the application.
  
 Parameters: ''​%%[List of all commands of the workscreen]%%''​ Parameters: ''​%%[List of all commands of the workscreen]%%''​
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 Example: Show Report| Import Report (merge) | Form Report Contacts (xls) Example: Show Report| Import Report (merge) | Form Report Contacts (xls)
  
-===== Import Report (insert) =====+===== Import Report (Insert) =====
  
-See "​Import Report (merge)" above+See "​Import Report (Merge)" above.
  
 ====== Upload ====== ====== Upload ======
  
-In general, only reports of the type Spreadsheet ​and XML can be uploaded back into a workscreen after they have been modified locally. Requirements for successful upload:+In general, only reports of the type spreadsheet ​and XML can be uploaded back into a workscreen after they have been modified locally. Requirements for successful upload ​include:
  
 ===== XML ===== ===== XML =====
  
-  * Valid XML is required, since otherwise it cannot be read/parsed+  * Valid XML is required, since otherwise it cannot be read/parsed.
  
 ===== Spreadsheet ===== ===== Spreadsheet =====
  
-  * An empty row is required after each End Loop tag. This empty row also has to be added for rows that were filled in or expanded. If it is not added, the end of the table is not recognized.+  * An empty row is required after each end loop tag. This empty row also has to be added for rows that were filled in or expanded. If it is not added, the end of the table is not recognized.
   * Only field containing values can be changed. If, for example, a label or the document style is modified, the uploaded file will no longer match the template and will generate an error message.   * Only field containing values can be changed. If, for example, a label or the document style is modified, the uploaded file will no longer match the template and will generate an error message.
  
-====== Differences ​between ​the report types ======+====== Differences ​Between ​the Report Types ======
  
 ===== Document and XML ===== ===== Document and XML =====
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 ===== Spreadsheet ===== ===== Spreadsheet =====
  
-==== Problems ​with file contents ​====+==== Problems ​With File Contents ​====
  
 File contents (both files and images) cannot be displayed in a spreadsheet and result in an error message. The respective columns should be removed from a spreadsheet report, either during the creation of the report or by subsequent editing of the template. File contents (both files and images) cannot be displayed in a spreadsheet and result in an error message. The respective columns should be removed from a spreadsheet report, either during the creation of the report or by subsequent editing of the template.
  
-====== PDF reports ​======+====== PDF Reports ​======
  
-The creation of PDF reports is a little more involved compared to the creation of document or spreadsheet reports. A PDF report is created like a document or spreadsheet report but is afterwards converted into a PDF by using a PDF Conversion Service.+The creation of PDF reports is a little more involved compared to the creation of document or spreadsheet reports. A PDF report is created like a document or spreadsheet report but is afterwards converted into a PDF by using a PDF conversion service.
  
-This has the advantage that the report templates are easily editable with Word or Excel. With the conversion an "​immutable"​ document is created which can be easily archived and is better suited for being send as information to clients.+This has the advantage that the report templates are easily editable with Word or Excel. With the conversion an "​immutable"​ document is created which can be easily archived and is better suited for being sent as information to clients.
  
-The conversion itself is carried out by a PDF Conversion Service. This service must be provided by the customer and requires a Windows (Server) system in combination with a conversion software. This software is offered in combination with VisionX depending on the choosen ​license.+The conversion itself is carried out by a PDF conversion service. This service must be provided by the customer and requires a Windows (server) system in combination with a conversion software. This software is offered in combination with VisionX depending on the chosen ​license.
  
-The PDF Conversion Service ​must be configured once in VisionX. This can be done in the VisionX ​Preferences.+The PDF conversion service ​must be configured once in VisionX. This can be done in the VisionX ​preferences.
  
 {{:​visionx:​reports:​pdf-conversion-service-preferences-1.png?​nolink|VisionX - Preferences Button}} {{:​visionx:​reports:​pdf-conversion-service-preferences-1.png?​nolink|VisionX - Preferences Button}}
  
-Just the name and the address of the server ​is required for completing the configuration.+Just the name and the address of the server ​are required for completing the configuration.
  
 {{:​visionx:​reports:​pdf-conversion-service-preferences-2.png?​nolink|PDF Conversion Service - Preferences}} {{:​visionx:​reports:​pdf-conversion-service-preferences-2.png?​nolink|PDF Conversion Service - Preferences}}
  
-After the PDF Conversion Service ​has been configured, the PDF options become available when creating new reports.+After the PDF conversion service ​has been configured, the PDF options become available when creating new reports.
  
-====== Create ​specification ​======+====== Create ​Specification ​======
  
 The application'​s menu contains the "​Specification"​ option, which can be used to create the database documentation or the specification for the workscreens. The application'​s menu contains the "​Specification"​ option, which can be used to create the database documentation or the specification for the workscreens.
  
-For further information on how to create specifications see the [[http://​doc.sibvisions.com/​visionx|the VisionX documentation]].+For further information on how to create specificationssee the [[:visionx:​documentation|the VisionX documentation]].
  
 The specification template uses the same mechanism as all the other reports. It can therefore be edited easily. The specification template uses the same mechanism as all the other reports. It can therefore be edited easily.
  
  
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