Report Generator

Contents

Using Report Generator

Defining a Report

Introduction

Create a New Report

Open an Existing Report

Delete an Existing Report

Title Tab

Introduction

Title

Format

Access Control

Summary

Tables Tab

Tables - Points to Remember

Primer - Naming Conventions

Primer - Key-Paths Explained

An Everyday Index

What about Duplicated Information?

Primer - What does the Tables Tab Do?

Primer - Table Connections - Why are they Needed?

Primer - Reading Secondary Tables

Completing the Tables Tab using Normal Table Links

The Tables Form

Naming Secondary Tables Manually

Manual Table Connections

How Do We Link the Tables Together?

Connections Area

Standard Table Linking

How do I know Which Key-Path to Use?

Standard Links

Derived Links

Type, From Table (table !id), Column, Using Index (path)

Derived Column Links

How Does it Work?

Connecting Tables Using Compound Keys

Example Two - A Key is Embedded in Another Column

Derived Linking Summary

Multiple Link

Formatting a Report

Format Tab Layout

Adding Fields to the Format

The Edit Field Definition Form

Table

Column

Occurrence

Heading

Image

Image Sizes for Totals

Length - Alpha Fields

Length - Date Fields

Blank

Total

Re-Calculate

Editing an Existing Field

Deleting a Field from the Format

Inserting a New Field on the Format

Headings and Field Descriptions

Multi-Line Report Format

The Format Size Form

Page Header

Sub-Heading

Line

Sub-Total

Grand Total

Line Width

Format Tab Layout

Subtotals and Totals in Multi-Line Reports

The Sequence Tab

Introduction

Sequence Type

Direction

Sort Sequence

The Sequence Sort / Breaks Form

Occurrence Columns

Access Optimisation

Keypath

Start and Finish

The Access Optimisation Form

Primer - How does Start and Finish Make the Report Go Faster?

Basic Use of Derived Fields

Basic Use of Derived Fields

Standard Derived Fields

Derived Field Names

Field Names in Calculations

Input Of Calculation

Basic Example

Calculation Sequence and Types

Average Function

Field Insertion

Ternary Function

Pre-Defined Functions and Derived Field Features

System Dates

String Searching

Formatting and Justification

Case Manipulation

Converting between Data Types

Calculations

Spreadsheet Parameters

Drill-Down Parameters

HTML Control

Report Control

Print Control

String Manipulation

System Information

Miscellaneous

File Manipulation

SMS Text Control

Chart Control

RTF Output Control

Label Output Control

Export Parameters

The Prompt Tab

Introduction

Setting up Prompts

The Reports Prompt Form

Name

Type

Image

Prompt Text

Default Value

Setting up Lookups

Module

Company

Table

Key Path

Blank Allowed

Search Prompt

Search Description 1

Search Description 2

Use of Prompts

The Select Tab

Introduction

Selection Criteria

Selection Logic

Include or Exclude?

The Update Tab

Compile and Exit

Introduction

Compilation Errors

Derived Field Compile Error Example

Select Tab Rules Error Example

Exit

Delete

Compile

Test Run

Save Only

Report Output - Printing and Displaying

Introduction

Print Reports - OK Print

OK

Cancel

Display Reports

OK

Cancel

Report Completion

Output - Chart Production

Introduction

Formatting a Chart

Enter the Row Information

Enter the Column Information

Fill from Table

Enter the Value Information

Generating a Chart

Display

Print

Graph

Presentation of the Graph

Summary

Output - Export to Spreadsheet

Introduction

Export Facility Set-Up

Description

Host Directory

Export to PC

PC Directory

Format

Scratch after Export

Writing an Export Report

The Title Tab

The Sequence Tab

The Format Tab

Running an Export Report

Export Tables to PC

RTF Output

Introduction

Specifying RTF Output

Report Construction

The RTF Format Tab

Entering Text

Inserting Columns

Output - Mail

Introduction

The Title Tab

The Format Tab

The Sequence Tab

The Select Tab

The Derived Tab

Addressing E-mail Messages

email_to$

email_cc$

email_subject$

Mailed Report Examples

Mailed Report Example 1

Mailed Report Example 2

Mailed Report Example 3

Case 1 - Company Records are Named

Case 2 - Target Records are Named

Case 3 - Target and Companies are Named

Case 4 - General Advice

The Tables Tab for Case Number 3

Mail Summary

Output - HTML

Introduction

Requirements for Setting Details for HTML Export Facilities

Format Stationery

The Title Screen Set-Up for a Letter

The Dictionaries Page

Derived Fields

The Format of the Definition

Test Print

The Run Report Generator Option

The Report Selection Form

The Batched Reports Option

The Document Report Option

Advanced Use of Derived Fields

Introduction

Points to Remember

Sub-Routines

Useful KCML Commands

Why would I Use a KCML Command?

KCML - FOR - TO Function

KCML - ABS() Function

KCML - & (Concatenation) Function

KCML - DATE Function

KCML - TIME Function

KCML - ERROR Function

KCML - FIX() Function

KCML - INT() Function

KCML - ROUND() Function

KCML - LEN() Function

KCML - MAX() Function

KCML - MIN() Function

KCML - MOD() Function

KCML - STR() Function

KCML - DO-END DO Function

Example One

Example Two

Useful Report Generator Library Routines

'RG_EXPAND_FAXNO$(name$, number$)

Syntax - 'RG_EXPAND_FAXNO$(A$,B$)

'RG_DATE(j_date, date_sym, format)

Syntax - 'RG_DATE(a,sym(B$),C)

'RG_JULIAN(date$10, format)

Syntax - 'RG_JULIAN( A$ , B )

'RG_UPPER$(text_sym)

Syntax - A$ = 'RG_UPPER$( B$)

'RG_LOWER$(text_sym)

Syntax - A$ = 'RG_LOWER$( B$)

'RG_LCAP$(text_sym)

Syntax - A$ = 'RG_LCAP$( B$)

'RG_CONV_A2N(TEXT$)

Syntax - A = 'RG_CONV_A2N(B$)

'RG_CONV_N2A$(NUMBER,IMAGE)

Syntax - A$ = 'RG_CONV_N2A$(B, IMAGE)

'RG_JUSTIFY$(NUMBER,IMAGE,DECIMAL PLACES)

Syntax - A$ = 'RG_JUSTIFY$(B, IMAGE,C)

'RG_SOM(MONTH,ORIGINAL DATE)

Syntax - SMONTH = 'RG_SOM(MONTH,DATE)

'RG_WEEKDAY$(DAYNO)

Syntax - DOW$='RG_WEEKDAY$(DAYNO)

'RG_RIGHT$

'RG_CENTRE$

'RG_STRING$

'RG_BLANK$

'RG_MARGIN$

'RG_DISCOUNT$

'RG_SPLIT$

'RG_ENV$

'RG_PARMS$

'RG_BRANCH

'RG_REPEAT

Looping Around Multiple Records in a Secondary Table

'RG_BUILD(handle, path, rec_sym)

'RG_FSTART(handle, rec_key$, path)

'RG_READ_NEXT(handle, path, rec_sym)

'RG_READ(handle, rec_key$, path, rec_sym)

Record Access Examples

Example One

Example Two

Example Three

Summary

The Report Generator Wizard

Accessing the Wizard

Using the Wizard

Add Condition

Advanced Features

Test Report

Standard Database Joins

Ad-hoc Enquiries

Introduction

Where do I Find Ad-hoc Enquiries?

What Files can I Use for the Enquiry?

Modules - Files - Fields and Paths

The Ad-hoc Enquiries Form

Enquiry Text

Reserved Words

A Simple Example to Start

A Simple Display Query

Printing the Query

Other Output Types

Using the Help Screens

Verbs

Fields

Key-paths

Display Help

Stored queries - User

Stored queries - Global

Selecting Records

Selection using Today's Date

Display and Print Formats

Sorting the Output

SORT

PATH

Linked Files

Derived Fields

Reserved Words Explained

Display

Print

Total

Graph

Label

Export

Spread

EQ

NE

GT and LT

GE and LE

CO

AND

OR

Forwards

Backwards

Blast

Path

Sorted

Sort

Stopat

Dimension

Date

Suppress

CSV

Nodups

Breakon

Pagebreakon

Campaign

Saving Your Enquiry

Loading a Saved Query

Glossary

See Disclaimer


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