Create a report template using the Wizard

This tutorial is an example to show you how to use the New sample report template Wizard to create a new report template.

NOTE: There is not an option to use the internal report designer’s Wizard to create a report template for Detailed datasets for Workorders (or PM or Quotes) because the Wizard is not able to access the many sub-sets of data that a workorder (or quote or PM) have.

This tutorial will go through the steps to create a report template using the Wizard in a summary report template from the Clients grid

In this tutorial, we want a report template to print the clients displaying in the grid, their contact name, contact telephone number, last closed service workorder number, and that last closed service workorder’s service date. With this printed report, we can contact each of the client’s and check if they have any questions on service provided, and if happy with service provided.

It is recommended that you review the Report Templates Help sections before proceeding for an overview of the Report Designer.

1.	Select the Clients grid in the Clients navigation pane

b.	Select the New summery report template to open the internal report designer for a new report template

2.	Enter in the report template name Client’s Closed Service Workorders

3.	The internal report designer opens for a new report template

4.	To see what data fields are available with this report template, select the Fields tab, and expand the dataset. This is just to show you where else you can drag the datafields from in addition to using the Wizard

5.	Select the Properties tab, and select the Design in Report Wizard link at the bottom of the design panel tab area

6.	The Wizard defaults to Standard Report selected. Select Next >

7.	Now we will select the columns we want to display in the report.

8.	Select Client; select the menu option to move this column to the right.

9.	Do the same for Business, Contact, Last closed service workorder, Last closed service date, and Dispatch Zone.

11.	The next screen of the Wizard is if you wish to group by any of the selected columns. We want to group by Dispatch Zones, so select Dispatch Zone, select the menu option

13.	Select the Layout of Align Left 1, and Orientation of Landscape. Select Next >

15.	Enter a title of Client’s Last Closed Workorder. Select Finish.

16.	The Wizard takes the entered information, and creates a report template. Select Preview link to see what the report would look like.

17.	As you can see, some of the columns do not allow enough room for all text, other columns may be too wide. Perhaps the font is not exactly as desired.

18.	Select Designer link to return to the Design Panel.

19.	We will change the column header title for Last closed service date to Service Date

a.	Select the label control that presently has the text Last closed service date UI.LastServiceDate

c.	Edit the Text property field to Service Date

d.	Edit the TextAlignment from TopLeft to TopCenter

20.	We will change the text alignment of the data control field for Last closed service date to center as well

a.	Select the data control field for last closed service date

b.	Select the Properties tab if not already viewing

c.	Edit the TextAlignment from TopLeft to TopCenter

21.	We want to decrease the width of the Last closed service workorder for both the column heading and for the data field, as well as change the column heading text.

a.	Select the label control that presently has the text Last closed service workorder

b.	Select the Properties tab if not presently viewing

f.	Select the data control field for Last closed service workorder

22.	Move the column label controls for Business, Contact and WO# to the right so it is up against the Service Date column label control.

a.	Click first on the Business control field, hold the CTRL key on your keypad, and select the Contact and WO# label control fields

b.	Use the arrow key on your keyboard to move all three columns to the right until the WO# column outline butts up to the Service Date column

23.	Do the same to move the data control fields for those same three to the right

24.	Also edit the text for the Dispatch Zone label, Client label, Business label and Contact labels to display (as they presently display incorporating the internal datafield info)

a.	Again, click on each label in the report designer, and than edit its Text property field

25.	Change the Size Width for the Client data control from 90 to 265

26.	Select the Preview link to see how the report would look

27.	Now we want a space between each Dispatch Zone, plus a link separating each.

28.	Place your mouse over the top edit of the groupHeaderBand2 so it changes to a cursor to move the band

29.	Click and drag the band down and let go

30.	Select both the Dispatch Zone label control and the Dispatch Zone data control, and move down

31.	Select the Toolbox tab on the left, select the Line and drag it onto the groupHeaderBand1 above the Dispatch Zone controls

32.	Use your cursor to extend the width of this line across the page

33.	With this XRLine still selected, select the Properties tab

34.	Select the LineWidth property and change to 5

35.	Select Preview link to view the results of your changes.

36.	Now that we are happy with this, we will save the report template and close

As As with any report templates, when we do select this report template, if we do not want clients to be listed that do not yet have a Last closed service workorder, we would need to filter the grid itself, so that it only displays those clients we wish to report on.

For example, we may filter the Clients grid by the Last closed service workorder

Select the filter image for the Last closed service workorder in the Clients grid

Now only clients that have a Last Closed Service Workorder record will show. Select your new report template.