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Access the report module by clicking on the Framework Explorer icon  and selecting Report Management.



STEP 1

Click on the Template Folder and select New.

Update each tab as per the follow screen shots:


GENERAL TAB


Update each field

Note: The Category chosen, determines the report category location of where the report will reside within Framework Production Management Module.

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: 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 formulas

Name: rf_suppressAnalysis

Default Value: true

Name: rf_suppressCriteria

Default Value: false

Name: rf_suppressUserNotes

Default Value: false

Name: rf_suppressSpecialNotes

Default Value: true


CLICK OK.


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.

 


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 OK.



STEP 3

Click on the Profile Folder.

 

Check your recently added report appears by:

  1. Clicking on the Category drop down, select report category.
  2. Clicking on Report drop down, select report name.


Note: The report will now appear in the Framework ECM under the reports section.

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.


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