Menu Path: System Administration Tools Customization Custom Report Maintenance
Set up and maintain custom reports.
Use Custom Report Maintenance to create or edit custom report records that you can set up as custom windows in Custom Program Wizard, or to delete custom reports you no longer want to use. You can also set up the column heading labels for outputting custom reports to Excel. For a custom report, you must create both a custom program (.p) and a custom Crystal Reports form (.rpt).
To create a custom report:
Click the New button in the ribbon.
Enter the name of the report in the Report Name field. This should be the same as the file name of both the custom program and custom Crystal Reports form (without file extensions). When you enter the report name, custom program and custom Crystal Reports form file names are entered automatically in the Report Filename and Program Name fields.
Enter a title for the report in the Report Title field.
Set up column headings for the report when it is output to Excel.
Enter a field name that is included in the temp table in the custom program in the Field Name field.
Enter the column heading that you want to appear in Excel for the field in the Field Label field.
Click the Add button.
Repeat substeps a to c for all fields in the temp table.
Click the OK button in the ribbon. The custom report is created.
The following is a sample program, which illustrates how you should create your custom programs:
{cust-rpt.i} /*This .i has some necessary procedures for the custom report*/
/*Report tables definition*/
DEFINE TEMP-TABLE report-data NO-UNDO
FIELD prod-cat AS CHAR
INDEX idx-main IS PRIMARY prod-cat.
DEFINE TEMP-TABLE report-trl NO-UNDO
FIELD prod-code AS CHAR
FIELD prod-name AS CHAR
FIELD prod-cat AS CHAR
INDEX idx-main IS PRIMARY prod-code.
PROCEDURE run-report:
{cust-rpt-input.i} /*This .i includes input parameters passed in by the system, and also it will do some initialization*/
/*Tell the system which report tables are used in the report.
In this example it uses two tables. You can add more tables
by separating them with "," */
RUN set-report-buffers("report-data,report-trl").
/*Retrieve data from the database*/
FOR EACH category WHERE
category.system-id = "Apprise"
NO-LOCK:
CREATE report-data.
ASSIGN report-data.prod-cat = category.category-code.
RELEASE report-data.
FOR EACH product WHERE
product.system-id = "Apprise"
NO-LOCK:
CREATE report-trl.
ASSIGN report-trl.prod-code = product.product-code
report-trl.prod-name = product.product-name
report-trl.prod-cat = category.category-code.
RELEASE report-trl.
END.
END.
OPEN_CUSTOM_REPORT(). /*Open the report*/
END.
Button |
Description |
Exit |
Click this button to close the Custom Report Maintenance window. |
New |
Click this button to create a new report. |
Update |
Click this button to edit the selected report. |
Delete |
Click this button to delete the selected report. |
OK |
Click this button to accept an action. This button only appears after you click the New, Update, or Delete button in the ribbon. |
Cancel |
Click this button to cancel an action. This button only appears after you click the New, Update, or Delete button in the ribbon. |
Label Maintenance |
Click this button to display Label Maintenance, which allows you to set up and maintain labels displayed in Apprise. |
Field or Button |
Description |
Enter a name for the report, or click the Lookup button to select an existing report name. |
|
Enter a file name for the report, or click the Lookup button to select an existing report file name. Example Report1.rpt |
Field or Button |
Description |
Enter the custom program name for the report. Example Report1.p |
|
Enter a title that appears on the output report, or click the Lookup button to select a previously saved label. If a label was previously set up in Label Maintenance, you can enter the label code in the second field, or click the Lookup button for that field to select a label code. You can also click the button to the right of these fields to display Label Maintenance, which allows you to maintain labels displayed in Apprise. |
|
Enter a field name for a field on the report for which you want to define a column heading for Excel output. This must be a field name in the temp table defined in the program entered in the Program Name field. |
|
Enter a field label for the field on the report when it is output to Excel, or click the Lookup button to select a previously saved label. If a label was previously set up in Label Maintenance, you can enter the label code in the second field, or click the Lookup button for that field to select a label code. You can also click the button to the right of these fields to display Label Maintenance, which allows you to maintain labels displayed in Apprise. |
|
Click this button to add the field name and label to the Fields grid. |
|
Click this button to remove the field name and label from the Fields grid. |
|
This grid displays fields for the report. You can edit the label and label code for each field. |