The Report screen allows for the creation of a report based on an established template and within the required category. Aspects of the report can be set at this point, such as default sort criteria and base selection formula.

Procedures

Creating A Report

From the Category drop-down list, select a report category.
From the Template drop-down list, select a report template.
Click New. The General tab of the Report dialog will be displayed.
Enter the details.
Select the Base Selection Formula tab.
Enter the details.
Click OK. The dialog will close and a new report will be created.

Report Dialog - General Tab

The General tab is used to manage basic information about a report, such as the template used to create the report, the category the report belongs, and the report name.

Should an additional report based on the same report template be required, it would require a new name. This is not enforced as a unique report number is allocated for each report created for a selected template.

General Group

Field	Description
Template	Report template on which a report is based. Click the Template popup button to select.
Category	Report category to which a report belongs. Click the Category popup button to select.
Default Sort Template	A specific sort template may be applied to a report at the template level. If empty, the sort order of the report is defined either in the report or in the report profile. Click the Default Sort Template popup button to select. Example Client Reference Name, Job Address, Site Start/Job Address, etc. If the default sort template is modified for a report template, all reports based on that report template will also require updating.
Default Report Profile	This field/function is currently disabled.
Criteria Method	Specific criteria method selected for the report. The criteria method refers to the data that will be displayed in the report. Click the Criteria Method popup button to select. If the criteria method is modified for a report template, all reports based on that report template will also require updating.
Name	Name given to the report. The name is automatically generated based on the name of the report template but can be manually entered, if required.
Reference	Reference name given to the report. Click the Reference copy button to copy the report name or manually enter a reference name. The name is automatically generated based on the reference name of the report template but can be manually entered, if required.
Number	Internally generated number. This field is locked and cannot be edited.
Can Print?	This field/function is currently disabled.
Can Preview?	This field/function is currently disabled.
Can Export?	This field/function is currently disabled.

Description Group

Free text area for notes regarding the report. A definition of what the report does, or is meant to show. The description will be displayed on the Reports list of the Reports screen.

Report Dialog - Base Selection Formula Tab

The Base Selection Formula tab is used to enter formulas that are applied to reports.

Formulas entered here automatically override any other base selection formulas either selected, added to a report, or added to a report at runtime. Base criteria added into this dialog are also found in the Standard Criteria dialog.

Browser not supported