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Adding Report Settings

The following steps will explain in detail how to add or edit a Report Setting...

1.First open the Report Settings form from the Reports form by clicking the New button.

2.You will be able to either add a new report setting or edit any of the existing report settings.

3.Click the New button to clear the form so you can enter a new report setting.  The cursor will be flashing at the top of the form in the Report Name field.  If you wish to edit an existing report setting just click on any of the fields you wish to edit and make your changes.

4.Below are detailed descriptions for each field in the Report Settings form.

Settings Tab

The Settings Tab stores most of the basic settings for the selected report like the report name, query, sort order and description.

1.The Report Menu Settings area is where you setup the basic report settings like the reports name, layout, query and menu sorting.  In the Report Menu Text field you can enter a detailed name of the selected report to display in the Report Menu.

2.The Report Name field will display the current report.  You can change the name of the selected report if you want to.

3.The Report Layout will display the layout ID that the report is based on.  Click the drop down button to select from the list of layout IDs.

4.The Data Source ID field will display the query or table that the report is based on.  You can click the Ellipse button next to this field to open that query or table if you wish to make any changes to it.

5.The Report Type field will display Customized, Default or Sub Report.  If it shows Customized, it means that this report will be listed and displayed under Custom Reports.  If it shows Default then it means that this report will be listed or displayed under Defaults report, and when it shows Sub Reports, it means that this report will be listed or displayed under other reports.

6.The Menu Group field will allow you to select from a list of reports.  The created report when saved will be displayed under the selected menu group.

7.The Menu Icon field will display the an icon assigned for a particular report.  Click the drop down button to select from the list of menu icons.

8.The Default Sorting area will display how the data on a particular report is sorted.  The Field Name field is where you enter the field name you want searched or filtered.  The list in this combo box is based on the selected "Report Query" assigned in the Settings Tab area.  The Sort Order combo box lists will allow you to select the sort order, either Ascending or Descending.

9.For whatever report is selected you will be able to read in the Report Description area, in the lower right hand section of the form, a brief description of that report.