Exercise Steps
Create a second layout definition for Sales Order report
To create a second layout definition for the sales order report created in the previous session, you want to:
• Group data by sales order number
• Structure layout to have a master-detail page appearance
• Header fields listed in Group Header
• Detail (line) fields indented below header fields
So you do the following:
1 Open Report Resource Designer.
2 Click New.
3 Select the report resource you defined in Session 1: for example, select ftp_report_01.
4 Click Next.
5 Select a template. For example, select QAD_Default_Template_Browse.
6 Select the data source. (Under Tables, note that GetBrowseData_tt is selected so you have access to all the records accessed by Sales Order Browse.)
7 Click Next.
8 Select the layout. For instance, set Orientation to Landscape and Layout to Columns. (Note that "Adjust fields to fit page" checkbox.) # # # Click Next.
9 Select the customer field (so_mstr_so_cust). Drag it to the Group box.
10 Select the remaining fields and move them into the Details box.
11 Click Next. A summary of the new report is displayed, identifying the Report Template, Report Data Source, and Layout.
12 Click Finish.
13 A WYSIWYGish display of the report layout is displayed.
14 Click Save As. Save the report definition as ftp_report_01_definition_B. (This is a new definition - the definition you created in Session 1 was ftp_report_01_definition_A.)
15 Test the report by clicking Preview and then Run.
Make a New Layout the Default
To make the new layout the default (so that it executes from the menu):
1 In Report Resource Designer, click Manager.
2 Change the selected Default Definition from ftp_report_01_definition_A to ftp_report_01_definition_B.
3 Now try running the report you put on the menu system in Session 1. The report should generate results based on the new definition (ftp_report_01_definition_B), which groups sales order data by customer.
Export the report to XML
1 Open Report Resource Export.
2 Initially, the screen is mostly blank. At the bottom of the screen, in From Report, enter ftp and in To Report, enter g. This will list all the reports that start with “ftp”.
3 Click Search.
4 Select the report you've created (for instance, “ftp_report_01”). Specify the Export Directory. You can select some location on your machine (click the ... button).
5 Click Export.
6 The Status column should indicate Complete. (If there were problems, an error message would be in the Error Message column.)
Create a new user in EE and Assign Different Language
This can be a useful way to check your use of label terms.
You need to use the following:
• User Maintenance
• User Domain / Entity Access Maintain
• Role Membership Maintain
Next, with User Maintenance, change the language of the user you've created.
Create a Report Containing a Sub-report
1 Using the Report Resource Designer, create a new report using QAD_SourceNetworkReport.
2 To move things along, just set Template to (None).
3 First, use ttReportHeader as the table that will be the data source for the report.
4 Set the Orientation to Landscape and the Layout to Columns.
5 For Select Fields, move only the unique_id field to Details.
6 Run the report to check what you have so far.
7 You might want to tweak the positioning of the unique_id field listing so it is left-justified and make the unique_id list bold or somehow more prominent.
8 Now, back in the Report Resource Designer, in the Reports tab, right-click on Unnamed(ttReportHeader), and choose Create Subreport.
9 Choose ttReportDetail, click Next, and click Next.
10 For Select Fields, select all of them and put them into the Details box.
11 Click Next and click Finish.
12 Now in the Reports tab, select SubReport1(ttReportDetails).
13 Move the cursor to the Main Designer window. Move it to the Details section. The cursor turns into a cross.
14 Click-drag the cursor to place a field containing the subreport.
15 Make room for the subreport field by dragging the lower Details boundary down a bit.
16 Expand the field containing the subreport so there is room for all that data.
17 Preview and run to see the resulting report.
18 We forgot to establish the master-detail relationship by linking: this could have been painful if we were dealing with a lot of data...
19 Link subreport based on unique ID field by selecting the field containing the subreport, right-click, and choose Link Subreport.
20 Set Container report field (master) to: unique_id.
21 Set the subreport field (child) to: unique_id. These must match so as to establish the connection between the two reports.
22 Now Preview and run the report again.
23 You can now also edit the subreport by right-clicking on the field containing it and choosing Edit Subreport (and so on).
Modify a Template and See How It Affects a Set of Reports
Let's modify the template used by all the reports generated directly from browses in the system.
Note that when modifying these templates, it is a very good idea to save them and back them up.
1 Open any browse. For example, open Sales Order Browse.
2 From the browse, choose Actions > Report. Run the report.
3 Note the layout and appearance of the resulting report.
4 Now, open the Template Designer.
5 Select QAD_Default_Template_Browse.
6 In the Main Designer window, click on the field boundary for the title of the report (the rectangle around Browse_Report_Title)
7 In the Properties panel, under Appearance, select the BackColor field.
8 By default, BackColor is transparent. Change it to be some other color, such as Silver.
9 Save the template.
10 Now open any browse - for example, open Sales Order Browse.
11 From the browse, choose Actions > Report. Run the report.
12 Now the resulting report will have the color you selected as the background color in the report title.
13 Try running another report from some other browse (for instance, Item Browse). You should see the same new background color in the report title.