Creating O4W Reports
I. Creating a Customer Order Report from the ORDERS table
- From the O4W Main Menu choose O4W Reporter.
* From the O4W Reporter Menu choose Create/Modify.
* Enter the name of a new report and click on the Next button.
* 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’.
* From the Field Selection Tab we can define the fields to sort, select and display on the report.
* 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.
* From the Selection Tab we can choose how records are selected. Multiple selection criteria may be entered.
* From the Display Tab we will define the characteristics of each field’s Label, Value, Value Modifier and Value Links Properties.
* On Label Properties for the CUST_NO field click the button to open the Properties window. Set the properties for this label or all labels on this report.
* On Value Properties for the CUST_NO field click the button to open the Properties window. Set the properties for this value or all values on this report.
* On Value Modifiers Tab for the CUST_NO field click the button to open the Properties window. Set the properties for this value or all values on this report.
* On Value Links Tab for the CUST_NO field click the 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.
* Your completed Display Tab should look as follows:
* On the Completion Tab click the Save button to save your report.
* Our ORDER_REPORT has been saved and is ready to be tested.
* Enter a Customer Number or leave blank to select orders for all customers.
* The number of rows to be selected is returned; hit the Yes button to continue.
* We defined this report with detail suppress. Clicking on the button will open up the details for each Customer.
* Clicking on the Cust# will open the CUSTOMERS form.
* Clicking on the Cust# will open the Customer Maintenance form.
* Clicking on the Download as CSV button will open this report in Excel.