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The General tab is used to manage basic information about the report template, such as template, type, filename, and location.

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General Group

Field

Description

Category

Report category to which the report template belongs. Click the Category popup button to select.

To create a report category, see Category.

Sort Template

Sort template allocated to the report template. Click the Sort Template popup button to select. Standard selections include: 

  • Client Reference Name

  • Job Address

  • Site Start, Job Address

If empty, Framework ECM will use the sort order from the report.

Report Type

Type of report allocated to the report template. Click the Report Type popup button to select.

Info

Example

Work Flow, Activity, Chart, Bin, Document, etc.


Criteria Method

Specific criteria method selected for the report template. The criteria method refers to the data that will be displayed in the report. Click the Criteria Method popup button to select.

Warning

If the criteria method is modified for a report template, all reports based on that report template will also require updating (see Report).


Name

Name given to the report template.

Typically, the report type is used in the name, followed by a colon, and a description of what the report does. If there is a similarly-named report but using a different-size paper, it is often included in the name of the report.

Info

Example

Work Flow: Pre_Admin Overview A4


Reference

Reference name given to the report template. Click the Reference copy button to copy the report template name or manually enter a reference name.

Folder Name

Physical location of the report template file.

Info

Example

- If the report template location is: C:\Framework\Reports\ and the default report location is C:\Framework\Reports, this field would remain empty.
- If the report template location is: C:\Framework\Reports\Customised and the default report location is C:\Framework\Reports, this field would include the folder name Customised.


File Name

Full file name of the report template, including the file extension.

Info

Example

- file_coverPg.rpt
- cSel_profile.rpt


Custom Location?

Is the report template located somewhere other than in the default report location?

  • No (default): The report is located in or under the default report location.

  • Yes: The report is placed in a location other than the default. The Custom Location Name field must be entered.

Info

Example

C:\Custom Reports\


Custom Location Name

Custom location of the report.

Can Print?


Can Preview?


Can Export?


Force Native Engine?


Force Native SQL?


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The Groups tab is used to manage groups that have been created for the report templates. By permitting the value and string values to be changed within the report template gives users some flexibility in changing report groupings.

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Report Groups List

The information contained in this list can be edited on the Report Group dialog.

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The Formula tab is used to view formulas that are applied to the report template. Formulas are added using the Report Formula dialog.

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Report Formulas List

The information contained in this list can be edited on the Report Formula dialog.

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