reports:custom_reports

Differences

This shows you the differences between two versions of the page.

Link to this comparison view

Both sides previous revision Previous revision
Next revision		 Previous revision
reports:custom_reports [2020/01/14 07:54] – link to data tables revised loureports:custom_reports [2021/08/10 11:48] (current) – Gary Willetts
Line 1: Line 1:
-{{indexmenu_n>100}} +{{indexmenu_n>110}} 
-====== 11.11. Custom reporting tutorial ====== +====== 13.12. Custom reports ====== 
 +{{ :reports:pasted:20210702-000119.png?600 }} 
 +Choosing this item brings up a window for creating a custom report: 
 {{ :reports:cust_rprt_01.png?450 }} {{ :reports:cust_rprt_01.png?450 }}
  
Line 9: Line 10:
  
 == Report table == == Report table ==
- 
 A list of tables on the left to choose which table (which type of records) you want to report on, e.g. Names, Items, etc. A list of tables on the left to choose which table (which type of records) you want to report on, e.g. Names, Items, etc.
  
Line 15: Line 15:
  
 == Which records == == Which records ==
- 
 A series of radio buttons to choose which records to examine A series of radio buttons to choose which records to examine
  
Line 23: Line 22:
  
 == Report form == == Report form ==
- 
 A drop down list displaying available options: A drop down list displaying available options:
  
Line 40: Line 38:
  
 == Using previously saved layout == == Using previously saved layout ==
- 
 Any report layouts which you have used previously, and saved, may be accessed by clicking on // File >Open // on the menu bar, and selecting the required layout. Any report layouts which you have used previously, and saved, may be accessed by clicking on // File >Open // on the menu bar, and selecting the required layout.
  
 ===== Using the Query search editor ===== ===== Using the Query search editor =====
- 
 There are now many reports included in mSupply(r), but there may still be occasions when you require a report that we have not included. The query editor is a bit daunting, but is very powerful and once you are familiar with its capabilities, your competence to access the precise information you may require from within the mSupply database will increase significantly. There are now many reports included in mSupply(r), but there may still be occasions when you require a report that we have not included. The query editor is a bit daunting, but is very powerful and once you are familiar with its capabilities, your competence to access the precise information you may require from within the mSupply database will increase significantly.
  
Line 67: Line 63:
  
 === Designing a report === === Designing a report ===
- 
 The designing of two custom report is now described: The designing of two custom report is now described:
  
Line 76: Line 71:
  
 == Report 1 == == Report 1 ==
- 
 Having selected Custom Report from the Reports page in the Navigator, you are presented with this window: Having selected Custom Report from the Reports page in the Navigator, you are presented with this window:
  
Line 104: Line 98:
 There are two operation modes available which generate two specific types of reports: // List// and // Cross table// . Our examples are limited to the // List// mode. The // Cross table // mode// will not be described//. There are two operation modes available which generate two specific types of reports: // List// and // Cross table// . Our examples are limited to the // List// mode. The // Cross table // mode// will not be described//.
 </WRAP> </WRAP>
- 
  
 In the List mode, reports typically display records as a list with break rows where calculations are performed. In the List mode, reports typically display records as a list with break rows where calculations are performed.
Line 139: Line 132:
  
 == Contextual menus == == Contextual menus ==
- 
 The Quick Report editor has contextual menus that make it easy to access certain row, column, and cell operations. Instead of making menu selections or working with the Cell or Column properties areas, you can perform certain operations by displaying a Quick Report contextual menu. The Quick Report editor has contextual menus that make it easy to access certain row, column, and cell operations. Instead of making menu selections or working with the Cell or Column properties areas, you can perform certain operations by displaying a Quick Report contextual menu.
  
Line 160: Line 152:
  
 == Adding and modifying text == == Adding and modifying text ==
- 
 You can add or modify text in the quick report form to label parts of the report. For example, if you requested summary calculations, you can label them by adding text to other cells in the Subtotal and Grand total rows. You can add or modify text in the quick report form to label parts of the report. For example, if you requested summary calculations, you can label them by adding text to other cells in the Subtotal and Grand total rows.
  
Line 213: Line 204:
 {{ :reports:cust_rpt2_01.png?500 }} {{ :reports:cust_rpt2_01.png?500 }}
  
-When the Query Editor window appears, expand the [Items] table, and once expanded, move down the list until// code// appears, and select it by clicking on it;the upper panel now shows // [items]code// , the default comparator // is equalto// ,and so to complete the line, move the cursor to the // Value// entry panel in the lower part of the window and enter 'metclp10'. Click on // Add Line// and accept the default conjunction // And// ; In the // Available Fields// panel, shrink the //[Items]// table, expand the //[item_lines]// table and select //batch//, accept the //is equal to// comparator, and enter 'BN1234' in the //Value// entry panel. You have now defined the criteria for the report, and the Query Editor window should look like this:+When the Query Editor window appears, expand the [Items] table, and once expanded, move down the list until// code// appears, and select it by clicking on it;the upper panel now shows // [items]code// , the default comparator // is equal to// ,and so to complete the line, move the cursor to the // Value// entry panel in the lower part of the window and enter 'metclp10'. Click on // Add Line// and accept the default conjunction // And// ; In the // Available Fields// panel, shrink the //[Items]// table, expand the //[item_lines]// table and select //batch//, accept the //is equal to// comparator, and enter 'BN1234' in the //Value// entry panel. You have now defined the criteria for the report, and the Query Editor window should look like this:
  
 {{ :reports:rprt2_qry_editr.png?650 }} {{ :reports:rprt2_qry_editr.png?650 }}
Line 308: Line 299:
 \\ \\
 \\ \\
-|  //  Previous:  **[[reports:report_templates|11.10. Report templates]]** | | Next: **[[reports:pagepro|11.12. PagePro report editor]]** //  |+|  //  Previous:  **[[reports:report_templates]]** | | Next: **[[reports:pagepro]]** //  |
 ---- struct data ---- ---- struct data ----
 +pagestatus.status    : 
 ---- ----
  
  • Last modified: 2020/01/14 07:54
  • by lou