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:
- Clicking on the Category drop down, select report category.
- 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.