Optional Modules > Custom Report Writer | Adding A Report

Adding A Report

Step 1

From the System Preferences layout, click on the Edit Custom Layouts button

 

clip0372

 

The layout shown below will show you the reports you have created. When you first use the system only the Default report will appear.

clip0373

Step 2

On the menu bar click on File > Manage > Layouts

clip0374

 

Step 3

In the Manage Layouts window shown below do the following.

1. Click on the row that says Default

2. Click the Duplicate button

clip0375


tip_icon You can duplicate any report in the Client Layouts folder. Sometimes you will do this to experiment with different report layouts so you don't have to start from the very basic Default report format.


 

Step 4

1. Click on the row that has the Layout Name Default Copy

2. Click the Edit button

clip0376

Step 5

1. In the Layout Name field replace Default Copy with the name of the new report. For this example, the report name will be Cient Status Report

2. Click OK

 

clip0377

Step 6

1. Click on the report you just renamed

2. Click Open

clip0386

Step 7

1. Click on the Edit Layout button to edit the layout

clip0387

 

As noted in the initial page of this section, the process of editing a layout/report in FileMaker is beyond the scope of this user guide. However, there are abundant resources online if you search for "FileMaker Reports". Persons who have worked with other types of software programs and are familiar the terms: Group/Ungroup, Align, Send to Back/Front will be able to create impressive reports in a reasonable amount of time.

 


tip_icon There are several hundred field names in the DesignSmart system. Please contact Support when you need to know the name of the specific fields you wish to include in your report so they can provide you with the technical field names.


 

Step 8

When the report is ready to preview or release for use, you must add the report name in the box below.

The report name you enter must match exactly the name of the layout you entered in Step 5.

clip0388

 

 

Continue to Adding A Report Script.



© 2024 DesignSmart | All rights reserved. | TheSmartDesigner