Creating O4W Reports [Revelation On-Line Wiki]

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====== Creating O4W Reports ======

===== I.       Creating a Customer Order Report from the ORDERS table =====

 

 - From the O4W Main Menu choose O4W Reporter.

 

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 * From the O4W Reporter Menu choose Create/Modify.


 

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 * Enter the name of a new report and click on the Next button.


 

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 * From the Layout Tab we will start to define some overall characteristics about this report. The look and feel of the report can be drastically changed by creating and choosing a HTML ‘template’.


 

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 * From the Field Selection Tab we can define the fields to sort, select and display on the report.


 

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 * From the Sorting Tab we can choose the sort order and sort type. Dragging the ID field over the CUST_NO field will change the sort order.


 

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 * From the Selection Tab we can choose how records are selected. Multiple selection criteria may be entered.


 

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 * From the Display Tab we will define the characteristics of each field’s Label, Value, Value Modifier and Value Links Properties.


 

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 * On Label Properties for the CUST_NO field click the {{O4W_059a.jpg}} button to open the Properties window. Set the properties for this label or all labels on this report.


 

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 * On Value Properties for the CUST_NO field click the {{O4W_059a.jpg}} button to open the Properties window. Set the properties for this value or all values on this report.


 

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 * On Value Modifiers Tab for the CUST_NO field click the {{O4W_059a.jpg}} button to open the Properties window. Set the properties for this value or all values on this report.


 

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 * On Value Links Tab for the CUST_NO field click the {{O4W_059a.jpg}} button to open the Properties window. Set the link properties for this value or all values on this report. In this case the CUST_NO field will drill down into the CUSTOMERS form.


 

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 * Your completed Display Tab should look as follows:


 

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 * On the Completion Tab click the Save button to save your report.


 

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 * Our ORDER_REPORT has been saved and is ready to be tested.


 

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 * Enter a Customer Number or leave blank to select orders for all customers.


 

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 * The number of rows to be selected is returned; hit the Yes button to continue.


 

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 * We defined this report with detail suppress. Clicking on the {{O4W_142a.jpg}} button will open up the details for each Customer.


 

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 * Clicking on the Cust# will open the CUSTOMERS form.


 

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 * Clicking on the Cust# will open the Customer Maintenance form.


 

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 * Clicking on the Download as CSV button will open this report in Excel.


 

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