Navigation:  Enterprise Forms Modules > Report Manager Module > Manage Reports > Edit Report

This screen provides the facility to add a new report or edit an existing report.

 

The above image shows an overall navigation of the Edit Report screen

 

Functionalities available within the screen include

 

• Create a new Report

• Edit Report Fields

• Edit an existing Report

• Edit Report Fields

• Delete an existing Report

• Modify Sort Order for Reports List

• Modify Paging Size for Reports List

• Navigate between Pages in Report List

 

Create a new Report

• Confirm the Report ID is read as New to indicate a new Report is being created

• Select an item from the list of available Form Template property.  Note only published form templates are visible in this field.  The current version number is also displayed along side. This property is mandatory as indicated by the icon ().  Once fields have been assigned to the report, this property can not be amended.

• Select an item from the Category property.  Only two categories are currently supported, Adhoc and Statistical.  This property is used as an indication only to what the report is thus has no relation on how the report should be displayed.  This property is mandatory as indicated by the icon ().

• Provide a name for the Report Name property.  This property is mandatory as indicated by the icon ().

• Provide an optional text for the Description property to describe the report in detail

• Select the Active property to indicate the Report is Active and available for use by the Report Manager

• Read only properties

• SP Name:  The name of the stored procedure in the database created by the system when report fields have been assigned to the report.  This stored procedure can be modified (outside of Enterprise Forms) in order to accomplish more advanced requirements that the Report Manager can provide.  This property is informational only.

• View Name:  The name of the database View created by the system to allow the stored procedure to query data against.  This property is only populated after report fields have been assigned to the report.  This property is informational only.

• Created By:  Name of the User created the Report.  This property is informational only.

• Created Date:  Time stamp of when the Report was created.  This property is informational only.

• Updated By:  Name of user last updated the Report.  This property is informational only.

• Updated Date:  Time stamp of when Report was last updated.  This property is informational only.

• Report Fields Selected:  Indicates if Reports Fields have been assigned to the Report.

• Click on the Add link button to add new Report to the system

 

TIP:

If the form template status  is subsequently changed to In Development after the report has been created, any associated reports to the form template will be marked as InActive (Active field not selected).  Thus it is required that the report fields be generated again and select the Active field in order for the Report to be available for use again.

 

Edit an existing Report

• Modify each data entry property accordingly

• Click on the Update link button to apply changes

 

Edit Report Fields

• Click on the Edit Fields link button to open the Edit Report Fields screen to begin assigning fields to the Report

 

TIP:

The Edit Fields link is only available in edit mode of the Edit Report screen

 

Delete an existing Report

• Click on the Delete link button

• Click Ok on the confirmation window to proceed with the deletion process, otherwise click Cancel

 

TIP:

When a report is deleted associated fields and generated database objects (stored procedures and views) are also deleted from the system

 

Modify Sort Order for Reports List

• To sort on how Forms  list should be displayed, click on the header name link button for the required column to sort

• How the list is being sorted is indicated the by red arrows ( ) next to the column header name.  The red arrow pointing down indicates the list is being sorted in descending order for the selected column.  The red arrow pointing up indicates the list is being sorted in ascending order for the selected column.

 

TIP:

Sort ordering of Forms list is personalized thus the next time the user gets back to this screen the sort order will be remembered.

 

Modify Paging Size for Forms List

• In the Records Per Page  field, select a page size from the list of available sizes.  This action re-orders the list and displays form template records up to the size selected.

 

TIP:

Forms List paging size  is personalized thus the next time the user gets back to this screen the paging size will be remembered.

 

Navigate between pages in Forms List

• To navigate between pages of the Forms List, click on the required number link button displayed at the bottom bar of the list.

 

TIP:

The Page currently being viewed is indicated by the Red font color