Difference between revisions of "ProDon:Custom Reports"

Revision as of 13:34, 17 August 2011

Template:Header ProDon

Introduction

The custom reports tool allows you to create reports from a search conducted previously.

Firstly, it is important to know that:

It is possible to create a custom report from all the management grids in which the report icon is active (blue).
A report is always attached to a precise management grid. For instance, if it is created in the "Transaction management", it doesn't appear in the "Client management".
The fields available for the creation of a report are the same as the ones in the corresponding management grid (columns).
It is possible to include summaries to the reports only from the "Client management" and "Analysis & History".
Each management grid contains files (e.g. the client file in the "Client management" grid) and it is possible to generate an existing report from each of these files. However, it is not possible to create a new one.

Managing the Reports Available

First of all, go in the management proper to the type of report you want to create, modify or delete.

Click on the button.

This window opens.

A: The button allows you to create a new report.	B: The button allows you to modify a report.
C: The button allows you to delete a report.	NOTE: The reports provided by Logilys are not modifiable nor deletable.

Creation of a Custom Report

Configuration of the Visual Options

Examples of Visual Options

First Example

Second Example

Third Example

Adding Columns to the Report

Information on the Column

Display

Example of Display

Calculation on Column

Example of Calculation on Column

Adding Divisions to the Report

Examples of Divisions

Configurable Value

Example of Configurable Value

Conditional Value

Example of Report with a Conditional Value

Calculation Function

Example of the "Calculation Function" Field

Using the Option "This report is a grouping"

Example of an Onscreen Search

Result of the Onscreen Search

Document name: ProDon:Custom Reports

Printable version

@@ Line 17: / Line 17: @@
 == Managing the Reports Available  ==
 First of all, go in the management proper to the type of report you want to create, modify or delete.
-Click on the [[Image:Button_Print_Report.png]] button.
+Click on the [[Image:Button Print Report.png]] button.
 {| width="50%" cellspacing="1" cellpadding="1" border="1" class="wikitable"
 |-
 | colspan="2" |
 This window opens.
 |-
-| colspan="2" | [[Image:Custom_Reports_001.png]]
+| colspan="2" | [[Image:Custom Reports 001.png]]
 |-
 | width="50%" |
-'''<span style="color: rgb(255, 0, 0);">A: </span>'''The [[Image:Bouton_ajouter_rapport.png]] button allows you to create a new report.
+'''<span style="color: rgb(255, 0, 0);">A: </span>'''The [[Image:Bouton ajouter rapport.png]] button allows you to create a new report.
 | width="50%" |
-'''<span style="color: rgb(255, 0, 0);">B: </span>'''The [[Image:Bouton_modifier_rapport.png]] button allows you to modify a report.
+'''<span style="color: rgb(255, 0, 0);">B: </span>'''The [[Image:Bouton modifier rapport.png]] button allows you to modify a report.
 |-
 | width="50%" |
-'''<span style="color: rgb(255, 0, 0);">C: </span>'''The [[Image:Bouton_supprimer_rapport.png]] button allows you to delete a report.
+'''<span style="color: rgb(255, 0, 0);">C: </span>'''The [[Image:Bouton supprimer rapport.png]] button allows you to delete a report.
 | width="50%" |
-'''NOTE: '''The reports provided by '''''Logilys'''''are not modifiable nor deletable.
+'''NOTE: '''The reports provided by '''''Logilys''''' are not modifiable nor deletable.
 |}