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

Open

It can also be accessed by pressing File → Module → Report management.

Open

STEP 1

Click on the Template Folder, 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 available under the general tab.

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

GROUPS TAB

Add grouping options as required 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.

Standard report formulas

Click 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.

From the template list, select the report you added in the previous step.

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 View Mship Folder.

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.