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Create a Custom Report (Custom Report Builder)

  • Updated

Create Custom Table Report Using Report Wizard

Choose Data Source

Select the Report Data

Create the Report Layout

Page Settings

Preview the Report

Save the Report

Create Custom Table Report Using Report Wizard

  1. Open the reporting module.

custom_rpt_icon.png

  1. Select the Designer button at the top of the screen. This will open the report designer screen.

custom_new_via_wizard.png

  1. Select the button with three lines on the left menu. This will open a menu.
  2. Choose the New Via Wizard option.

new_via_wizard.png

You can use the Report Wizard to create the following report types:

  • Empty Report - Creates a new blank report that is not bound to a data source. Choose this option to design your report without the wizard.
  • Table Report - Creates a table report and binds it to data. (Recommended)
  • Vertical Report - Creates a vertical report and binds it to data.
  • Labels - Creates badges, business cards, price tags, and other label types.
  1. Click the Next button in the lower right.

Choose Data Source

  1. If you are creating a report, choose the Database.
  2. Click the Next button in the lower right.

Data_source.png

Select the Report Data

The report data screen displays several boxes on the screen. Using the options in these boxes will allow you to choose specific information and fields to view on your report.

The box in the upper left will show the database connection. If you chose the database option earlier, you will see "Motility SQL database" in this box. 

Data_source_02.png

The box in the upper right allows you to choose Tables, Views, Stored Procedures (prepared code), and Queries.

    • Tables - The most granular breakdown to choose fields for your report. 
    • Views - This option shows common predefined options. This list contains the default custom report options that were found in the Infinity program. All of these options begin with vrpt_standard.
    • Stored Procedures - The options here are the reports found in the reporting module. This is a great option if you will be changing one or two columns in a report that already exists.
    • Queries - This section allows you to use fields from multiple reports. 
  1. Click over the small arrows to the left to expand and view the individual view or stored procedure subsections.
  2. Click over the small arrows to the left of the subsection to expand and view the individual fields.
  3. Check the box for each field you wish to include on the report. Optionally, if you wish to include all fields for the section, you may check the box for the entire section.

data_source_02_view_select.png

  1. Select the Next button in the lower right of the screen. This will open the Report Layout screen.

Create the Report Layout

  1. Click over the report in the box to the upper left. This will load a list of all of the fields in the box to the right.
  2. Check the box for each field you wish to include on the report. Optionally, if you wish to include all fields for the section, you may check the box for the entire section.

layout_details.png

  1. If you wish to add grouping to the report, select the Add Group link in the box to the lower left. This will add a line so you may choose how you wish to group the report information.

layout_group.png

  1. If you have selected a field with numbers (like the Current Balance), you can choose the field and a summary function in the box in the lower right. There are a range of options like SUM, COUNT, and Average.

layout_summary.png

  1. Click the Next button in the lower right of the screen. This will load the Page Settings screen.

Page Settings

  1. Choose the page size and whether you wish the report to be in portrait or landscape format.
  2. Optionally, you can adjust the page margins.
  3. Optionally, you may choose a color scheme for your report.
  4. On the right side of the page, you can enter the new report name.

data_source_02_page_settings.png

  1. Click the Finish button in the lower right of the screen. This will load the report preview.

Preview the Report

data_source_02_finish_preview.png

Note: If you missed adding the report title on earlier pages, you may update it on this page by typing it into the Report Title field at the top.

Save the Report

  1. Save the report by selecting the button with three lines on the left side of the screen to open the menu. Choose the Save As option. This will open the save report popup window.

save.png

  1. Enter the new report name. Instead of spaces, we recommend to use underscores in the name.
  2. Click the Save button in the lower right of the popup window.

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