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Access the report module by clicking on the Framework Explorer icon 
and selecting Report Management.
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It can also be accessed by pressing File → Module → Report management.
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STEP 1
Click on the Template Folder, and select the report category you will be adding the new report to.
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Update each tab as per the follow screen shots:
GENERAL TAB
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Update each field available under the general tab.
Item | Description |
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Category | Select the popup category, if you have accidentally pressed new in the wrong category in the first steps. |
Sort Template | Add a sort template from the available list, or leave blank. |
Report Type | Specify the type of report that you are adding. |
Criteria Method | Specify the criteria for the jobs that will be shown on the report. |
Name/Reference | The name/reference of the report. |
Folder Name | The name of the folder in the Framework network location that the report can be found. |
File Name | The name of the .rpt file from your report folder. |
Custom Location? | Flag field. |
Can Print/Preview/Export | As described. |
Force Native Engine? | Yes. |
Force Native SQL? | No. |
Note: The Category chosen, determines the report category location of where the report will reside within Framework Production Management Module.
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Check the criteria method setting, update as required eg: Standard Job Criteria, Context Sensitive Various Criteria, etc. |
GROUPS TAB
Add grouping options as required e.g. Group 1, 2, 3, etc
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Example
Name = Group 1
Order = 1
Value Formula Name = g1v_grpValue
Value Formula Default Value = {entity^cstSuper.s_name}
Value Formula Notes = Construction Supervisor Name
Text Formula Name = g1s_grpHeaderTitleSource
Text Formula Default Value = {entity^cstSuper.s_name}
Text Formula Notes = Construction Supervisor Name
FORMULA TAB
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Add new formulas as required.
Standard report formulas
Name | Default Value |
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rf_suppressAnalysis | true |
rf_suppressCriteria | false |
rf_suppressUserNotes | false |
rf_suppressSpecialNotes | true |
Click OK to add the report after formulas have been added.
STEP 2
Click on the Report Folder.
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From this screen, press new in the bottom right of the screen.
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Add in further details related to the report, such as the default description for this report, a different criteria method, sort template. If no changes are needed, press OK.
STEP 3
Click on the View Mship Folder.
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Click 'new' in the bottom right corner of the screen.
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Click the popup next to the report field (...) and choose the report we had created in previous steps.
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The dialog will now show that the report is the one we have created, press OK to finalise this dialog now.
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To find your report click on the report tab (not profile tab). Once you locate your newly created report you can update the report criteria and save as a new profile. |
| Info |
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Contact UsIf you are still having issues in relation to this, or any other Framework related issue Contact Us. |
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