Creating Reports from Templates


Concept


Steps:

  1. Begin by opening an existing report using the Open button.

     

    Click the Open button.

    Step 1
  2. Use the Open dialog box to browse and select a report from the list.

    Step 2
  3. In this example, you open the TEMPLATE.rpt report.

     

    Click the TEMPLATE.rpt list item.

    Step 3
  4. Click the Open button.

    Step 4
  5. Use the Preview window to preview the results of reports.

    Step 5
  6. Click the Design tab.

    Step 6
  7. Use the Design window to create professional looking reports.

    Step 7
  8. In this example, you save the report using the File, Save As menu.

     

    Click the File menu.

    Step 8
  9. Click the Save As list item.

    Step 9
  10. Use the Save As dialog box to name the report and to navigate to the folder where you want to store the report.

    Step 10
  11. Click in the File Name field.

    Step 11
  12. In this example, you save the report as INSTRUCTOR_REPORT.rpt.

     

    Enter the desired information into the File Name field. Enter

     "INSTRUCTOR_REPORT.rpt"
    .

    Step 12
  13. Click the Save button.

    Step 13
  14. In this example, you access the Report Options dialog box using the File, Report Options menu.

     

    Click the File menu.

    Step 14
  15. Click the Report Options list item.

    Step 15
  16. Use the Report Options dialog box to set a number of technical options that apply only to the active report.

    Step 16
  17. In this example, you clear the Read-only option to activate the current report template.

     

    After you clear this option, you are able to change report formatting in any way; you are able to add fields or other report objects, change font sizes or colors, and so on.

    Step 17
  18. Click the Read-only option.

    Step 18
  19. Click the OK button.

    Step 19
  20. Use the Database Expert button to access the Database Expert dialog box, where you select a data source and tables, and to define links between tables.

     

    Alternatively, select Database, Database Expert on the menu bar.

    Step 20
  21. In this example, you will access the Database Expert dialog box using the Database, Database Expert menu.

     

    Click the Database menu.

    Step 21
  22. Click the Database Expert list item.

    Step 22
  23. Use the Database Expert dialog box to view a list of databases that are available for you to use when creating reports for query data or other applications.

     

    You can select the folder that has the appropriate database.

    Step 23
  24. In this example, you will select the INST1 table under the History folder.

     

    Double-click the History list item.

    Step 24
  25. Double-click the QUERY list item.

    Step 25
  26. Press the left mouse button and drag the mouse to select the desired text.

    Step 26
  27. Release the mouse button.

    Step 27
  28. Click the INST1 list item.

    Step 28
  29. Click the Move Right button.

    Step 29
  30. Click the OK button.

    Step 30
  31. Use the Database Fields branch of the tree to add database fields to your report.

     

    Fields are listed by table.

    Step 31
  32. Double-click the Database Fields list item.

    Step 32
  33. Double-click the INST1 list item.

    Step 33
  34. Use one of these methods to insert multiple fields into a report:

    •  SHIFT + Click.

        Use this combination to select a continuous range of adjacent fields.

    •  CTRL + Click.

        Use this combination to select multiple fields from the database field listing that are not adjacent to one another.

    Step 34
  35. In this example, you insert all fields in to the Details section of the report using SHIFT + Click combination.

     

    Click the INSTRUCTOR list item.

    Step 35
  36. Press the [Shift] key and click the INTERNAL_EXTERNAL list item.

    Step 36
  37. In this example, you drag all fields of the INST1 query into the Details section.

     

    Press the left mouse button and drag the mouse to select the desired text.

    Step 37
  38. Step 38

  39. Double-click in the INSTRUCTOR field.

    Step 39
  40. In this example, you change the INSTRUCTOR column heading to Instructor.

     

    Enter the desired information into the Instructor field. Enter

     "Instructor"
    .

    Step 40
  41. Double-click in the LAST_NAME field.

    Step 41
  42. In this example, you change the LAST_NAME column heading to Last Name.

     

    Enter the desired information into the LAST_NAME field. Enter

     "Last Name"
    .

    Step 42
  43. Double-click in the COURSE_TYPE field.

    Step 43
  44. In this example, you change the COURSE_TYPE column heading to Course Type.

     

    Enter the desired information into the COURSE_TYPE field. Enter

     "Course Type"
    .

    Step 44
  45. Double-click in the FACILITY field.

    Step 45
  46. In this example, you change the FACILITY column heading to Facility.

     

    Enter the desired information into the FACILITY field. Enter

     "Facility"
    .

    Step 46
  47. Double-click in the INTERNAL/EXTERNAL field.

    Step 47
  48. In this example, you change the INTERNAL_EXTERNAL column heading to Internal / External.

     

    Enter the desired information into the INTERNAL/EXTERNAL field. Enter

     "Internal / External"
    .

    Step 48
  49. In this example, you select all column headings to format them.

     

    Press the left mouse button and drag the mouse to select the desired text.

    Step 49
  50. Release the mouse button.

    Step 50
  51. Click the Bold button.

    Step 51
  52. In this example, you access the Document Properties dialog box using the File, Summary Info menu.

     

    Click the File menu.

    Step 52
  53. Click the Summary Info list item.

    Step 53
  54. Use the Document Properties dialog box to:

    •  Add summary data to your report (to help you and other users identify the report).

    •  View the statistical information the program generates for each report.

    Step 54
  55. Click in the Author field.

    Step 55
  56. In this example, you enter Kim Ng. as the author of the report.

     

    Enter the desired information into the Author field. Enter

     "Kim Ng."
    .

    Step 56
  57. Click in the Keyword field.

    Step 57
  58. In this example, you enter Use Template as the keyword.

     

    Enter the desired information into the Keywords field. Enter

     "Use Template"
    .

    Step 58
  59. Click in the Comments field.

    Step 59
  60. In this example, you enter Use template to create instructor report as the comments.

     

    Enter the desired information into the Comments field. Enter

     "Use template to create instructor report."
    .

    Step 60
  61. Click in the Title field.

    Step 61
  62. In this example, you enter Instructor Information as the title for the report.

     

    Enter the desired information into the Title field. Enter

     "Instructor Information"
    .

    Step 62
  63. Click the OK button.

    Step 63
  64. Double-click in the Your Company or Department Name field.

    Step 64
  65. Enter the desired information into the Department Name field. Enter

     "Tools and Technology Department"
    .

    Step 65
  66. Click the Save button.

    Step 66
  67. Click the Preview tab.

    Step 67
  68. This is the Instructor Information report that you created using a template.

    Step 68

You have successfully used a template to create a report.

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