Create a New Standard Report Definition

Standard report definitions are tied to a specific data source. They allow you to format how the data fields pulled in from the data source are displayed when the report is generated. To create a new standard Report Definition, follow these steps.

1. Go to Reports > New.

2. In the Segment drop-down menu, select the segment in which this report definition should reside.

3. Enter a Name for the report definition.

4. Enter a Description for the report definition.

5. In the Type drop-down menu, select Standard.

6. In the Data Source field, either enter a valid data source name, or click the Lookup button and perform a query for the correct data source.

   We will use a data source we created in the Data Sources topics called Work Orders by Cost.

   

   When the data source is filled in, the other fields are populated based upon the information from the data source.

7. Modify the values in any of the fields as necessary.

8. In the Status drop-down menu, select Active.

9. Click Save.

10. When the page changes to the Report Definition Edit page, select the Report Layout tab.

11. Adjust any of the properties you need to on this tab.

    For our example, you might adjust these fields in the following ways:

    Element Group	Element	Formatting
    Report Header	Report Title	Set the font type as Underlined (Options menu or toolbar button).
    Page Header	All columns	Set the font alignments as Center.
    Page Header and Detail	WO Number field	Resize the column width to "1.25".
    Page Footer	New field	Add the Page X of Y element from the Special Items list.
    Page Footer	Page X of Y	Set the font type as Italic (Options menu or toolbar button).

12. The Security tab allows you to set the permissions for this report definition. If you want to set the security now, you can, or you can edit the security permissions later. (See the topic on the Security tab for information on setting report definition security.)

13. When you're done editing the report definition, click Save to finalize your Standard-type report definition record.

    This report definition is now ready to be generated and printed.

    There are several other fields (Module ID, Category, and Sub Category) that can be used to better categorize the reports and aid in report queries, but they have no direct impact on the report output.

    NOTE: if creating a template report definition, simply select Template in the Type drop-down menu. It is expected that the Data Source field will not be present if Template is selected.