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Report Creation: Basic
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Goals Where to create and adapt reports
Basic understanding report creation When to use Best practice
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Report Creation Report Creator Invoice specification reports
Report generator (maintenance)
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Report Adaptation Export Patricia reports
Invoice specification reports Basic Configuration (case overview)
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Create Reports Youtube
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Areas What information do you want to see Look and feel
What to search on Linking Who can make use of the report
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Columns Device Name fields Diary Drag and drop columns Main device
All devices Path to device Name fields Diary Drag and drop columns
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Design Open Preview report (20 random cases)
Run report (predefined search) Properties
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Design (2) Adding objects (fields) Properties Date formats Sorting
Grouping path > device
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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
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Report Creation: Advanced
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Goals More advanced layout
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Design Grouping Multiple groups Use of lines Alternating rows
Highlighting rows Height of autosize fields
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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
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