Access the report module by clicking on the Framework Explorer icon 
and selecting Report Management.
It can also be accessed by pressing File → Module → Report management.
STEP 1
Click on the Template Folder and select New., and select the report category you will be adding the new report to.
E.g. Administration.
Select into this category, then press the new button in the bottom right of the screen.
Update each tab as per the follow screen shots:
GENERAL TAB
Update each field
Note: 
Update each field available under the general tab.
| Item | Description |
|---|---|
| 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? Custom Location Name | 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.
| Tip |
|---|
Check the criteria method setting, update as required eg: Standard Job Criteria, Context Sensitive Various Criteria, etc. |
GROUPS TAB
Add grouping options as required eg: e.g. Group 1, 2, 3, etc
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
Add new formulas as required.
Example default Standard report formulas
| Name |
|---|
...
| Default Value | |
|---|---|
| rf_suppressAnalysis |
...
| true |
...
| rf_suppressCriteria |
...
| false |
...
| rf_suppressUserNotes |
...
| false |
...
| rf_suppressSpecialNotes |
...
| true |
CLICK OKClick OK to add the report after formulas have been added.
STEP 2
Click on the Report Folder.
Navigate to the Report Category that you just added the above report to.Check to see if your recently added report is under the Template drop down
From the template list, select the report you added in the previous step.
Click on the View Mship Folder.
Update the View and Category.
Click on the report dialog box and click new.
Select your newly created report.
Click 
From this screen, press new in the bottom right of the screen.
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 Profile View Mship Folder.
Check your recently added report appears by:
...
We now need to add the view membership (add the reports to be visible from certain parts of the system). For standard 'Production' reports, these are typically added into SysMode: Production Management, and into the category that you had used in the previous steps, e.g. Administration.
Click 'new' in the bottom right corner of the screen.
Click the popup next to the report field (...) and choose the report we had created in previous steps.
The dialog will now show that the report is the one we have created, press OK to finalise this dialog now.
Note: The report will now appear in the Framework ECM under the reports section.
| Tip |
|---|
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 | ||
|---|---|---|
| ||
If you are still having issues in relation to this, or any other Framework related issue Contact Us. |