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Sections

An introduction to the Sections in an SI Report

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Written by Ashok P
Updated over a month ago

A report in SI can have four sections: Detail, Report Header/Footer, Page Header/Footer, and Group Header/Footer.

Headers and Footers are counted together because you can't have one without the other, although you don't have to use both the Header and Footer for each section.

File:SIX_Guide/008_Reports/004_Report_Designer/001_Standard_Report_Designer/Sections/report_explorer_interface.jpg

In the image above, you see other sections like "GrpDynamicHeader1," which is just a specialized Group Header. Also, ones like "grpHeadings" are just Group Headers that have been renamed.

Detail Section

Every report in SI has a Detail section, often named "Detail1", whether or not it is used on the report to contain fields.

The Detail section represents a single record in the report data, so any fields in this section will not iterate. The Detail section contains a very important piece of data, the Recordset Pattern.

When you click on the database-looking icon in the Detail section, the Report Data Source form will open.

File:SIX_Guide/008_Reports/004_Report_Designer/001_Standard_Report_Designer/Sections/detail_icon.jpg

Report Data Source form

File:SIX_Guide/008_Reports/004_Report_Designer/001_Standard_Report_Designer/Sections/report_data_source.jpg
  • File URL - There are currently no options for changing this file, so this field should not be changed.

  • Recordset Pattern -The Recordset Pattern shows the path to the node in the Data Explorer from where the report's data fields reside.

In the example above, the fields are pulled from the "dtr:Proposaltems" node vs. the "dtr:Items" node.

File:SIX_Guide/008_Reports/004_Report_Designer/001_Standard_Report_Designer/Sections/proposal_items_in_data_explorer.jpg

When adding fields to a report, you should always verify the Recordset Pattern used so that you pull your fields from the proper node in the Data Explorer.

Report Header/Footer

The Report Header and Footer sections print once per report. Some of the stock SI reports use these sections; others do not.

When used, the Report Header and Footer are always the first and last sections of the report. You can not change the position of these sections.

A good example of the Report Header section being used is on all Proposal reports. Since this section only prints once per report, we used this section for the cover page of the report.

report header section.jpg

Page Header/Footer

The Page Header and Footer sections print their detail once per page within the report and should be used for information you want repeated on every page. These sections display "beneath" (below for the Header and above for the Footer) the Report Header and Footer sections. You can not change the position of these sections.

An example taken from a stock Proposal report is shown below.

page footer section.jpg

Group Header/Footer

You can have multiple Group Headers and Footers in reports. These are often renamed to identify the data shown within the section.

An example is shown below from a stock Proposal where some Group Footers were renamed.

File:SIX_Guide/008_Reports/004_Report_Designer/001_Standard_Report_Designer/Sections/group_footers.jpg

Group Headers and Footers can be re-arranged by right-clicking anywhere on the report within the Report Designer and selecting "Reorder Groups."

File:SIX_Guide/008_Reports/004_Report_Designer/001_Standard_Report_Designer/Sections/reorder_groups_right-click.jpg

The Group Order form will open, and you can drag and drop the Groups to re-order them.

File:SIX_Guide/008_Reports/004_Report_Designer/001_Standard_Report_Designer/Sections/group_order_form.jpg

Dynamic Group Headers/Footers

There are specialized Group Headers and Footers in some stock SI reports that are dynamic.

Click here for more information.

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