Report Creation: Basic

Goals Where to create and adapt reports Basic understanding report creation When to use Best practice

Report Creation Report Creator Invoice specification reports Report generator (maintenance)

Report Adaptation Export Patricia reports Invoice specification reports Basic Configuration (case overview)

Create Reports Youtube

Areas What information do you want to see Look and feel What to search on Linking Who can make use of the report

Columns Device Name fields Diary Drag and drop columns Main device All devices Path to device Name fields Diary Drag and drop columns

Design Open Preview report (20 random cases) Run report (predefined search) Properties

Design (2) Adding objects (fields) Properties Date formats Sorting Grouping path > device

Best Practice Create a template (company logo, footer, etc.) Draw first, build later Take a copy of a report before making changes Always open a report from the design tab Only save a report on the design tab Edit the design without the icon Don’t delete fields, hide them

Report Creation: Advanced

Goals More advanced layout

Design Grouping Multiple groups Use of lines Alternating rows Highlighting rows Height of autosize fields

Design (2) Computed fields Hiding objects based on settings Changing values Concatenating values Summarizing information Footer; page count / date settings Hiding objects based on settings