guides:o4w:oi10:quick_start_guide:creating_o4w_reports

Creating O4W Reports

- 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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  • guides/o4w/oi10/quick_start_guide/creating_o4w_reports.txt
  • Last modified: 2023/10/25 10:50
  • by 127.0.0.1