Creating Reports with the Report Wizard

Good day! Today I'm going to discuss about one of the easy ways to create reports in using the Report Wizard in Connected Business. The Report Wizard makes it really simple for you to create reports by following a series of steps that lets you put in data sources from all throughout the Connected Business modules.

You can access the function to create new reports by clicking the New button from the menu and selecting the New Report From Wizard option in the dropdown list.

From the Report Wizard intro page click the Next button. From the next page you will be prompted to define the Report Name and Description, select a Data Source for your report, define whether to use a default or an existing custom template, select an orientation layout for your report and define whether to use Custom or System Formatting for the Currency Format of your report data.

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Once you select one from the Tables, Views and Stored Procedures options, a dialog window will be displayed to define the specific form to be used in the report.

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The in-line Queries option, when selected, will turn out another dialog window for you to define your data source.

Select also from the options under the Report Template dropdown list. Users can choose whether to create report using the Default Template, Standard Report or Label Report. If Standard or Label Report is selected, the Report Template Chooser will appear.

Select also the Currency Format for your report. If System Formatting is selected, the Currency Selectorwill be displayed.

    • Home Currency – allows user to use System Home Currency.
    • Select Currency – allows user to use active currencies set in Currency Form

You have the option to Finish the report anytime during the wizard, or to continue putting in details in the report by clicking the Next button.

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Select the data columns from the form you have selected as data source by clicking the arrows in the middle of the window. You can also select the fields by simply double clicking the fields or select multiple fields by holding the [Shift] or [Ctrl] keys while clicking the fields they want to select then press the > button.

Define also how the Detail Band Style will be displayed. You can choose from Normal or Vertical Grid views. Also define how the labels will be displayed from the Show Band In field. This field gives the user the option whether to display the labels in existing group band, in new group band or not to display the labels at all. The Group Band Field displays all group bands where the labels of the selected fields can be placed. Click Next to continue with the wizard.

The Report Grouping and Sorting page will next be displayed. From here you can define priority among grouped and sorted fields.

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From here you can also define how the data fields will be sorted in the report from the Sorted Fields section, and select the data entries that will serve as criteria on how the groups within the report will be formed through the Grouped Fields section.

You can also define how the group will be joined together in the report, where the page breaks will be displayed and other modifications by clicking on the Group Properties button.

The Report Summary page will be displayed next. This page allows you define summary fields that require calculation. You can also select the fields by simply double clicking the fields or select multiple fields by holding the [Shift] or [Ctrl] keys while clicking the fields they want to select then press the > button.

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Define how the fields will be displayed by selecting from the Style dropdown list. Select also how the fields will be laid out from the Alignment dropdown list. Define the characteristics of the summary fields by clicking on the Summary Properties button.

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The Subreport page will be displayed. Here you can add or create multiple subreports to be tied in to your report. Click the Add button to display a window that allows you to select from the available reports to be included as subreports to your report.

The last page displays the Additional Report Settings page. This page allows you to control how to show report dates, other information. To read more about how to create Subreports, refer to the Add Subreport documentation.

For more of this topic on the online documentation, refer to Create New Report Using the Report Wizard.

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