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Order Report Designer

An introduction to Order Report Designer

A
Written by Ashok P
Updated over a month ago

The Order Report Designer can be used to create Custom reports for reports seen within the interfaces for tasks, work orders, service orders, and service plans.

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The following screenshot shows the different areas of the Order Report Designer interface.

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The following is the description of the parts of the interface.

  1. Menus and Toolbars - Selecting, saving, and publishing reports and formatting components of the report loaded into the designer.

  2. Control Toolbox – Controls available to be added to a report layout.

  3. Report Designer Canvas - Design view of the report, sections, and controls. This section also provides access to the reports scripting UI.

  4. Report Explorer and Data Explorer Window - The Report Explorer allows users to see the sections and controls of a report in a tree format. The Data Explorer allows users to select fields from the XML structure against which the report is bound.

  5. Properties Window - Lists all the modifiable properties for the selected object in the designer, be it a control, section, or the report itself.

Menus and Toolbars

Here are some important actions you can perform from the menus and toolbars.

menu and toolbar.png

New Report

Clicking the New button will open the New Report Wizard so you can create a report based on an existing SI 2017 Report or one from scratch.

new button.png

Open Report

Clicking the Open Existing Report button will open an existing published report.

open existing report.png

Clicking the Open Unpublished Report button will open an unpublished Report.

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Save for Later

Clicking Save for Later will not publish the report but save your work for future edits. If the report has already been published, you can still use this function to edit the existing report but not to publish the changes.

save for later.png

Publish Report

This will publish the report only on your machine. Publishing means that the report is available for use in SI 2017. It will not be shared with other SI 2017 Users.

To share with users, you must use the Export/Import features in the Order Report Designer via the File menu.

publish report.png

export reports.png

See here for details on Exporting/Importing.

Control Toolbox

There are various Controls in the Toolbox window. Use these to customize your reports. See the Active Reports Online Guide for more information.

control toolbox.png

Report Designer Canvas

The Canvas is where you design your report. There are various sections (PageHeader1, GroupHeader1, Detail1, etc.) with various Fields and Controls.

canvas.png

Report Explorer and Data Explorer

The Report Explorer shows a hierarchy of all the report sections.

File:SIX_Guide/008_Reports/004_Report_Designer/002_Order_Reports_Designer/report_explorer.jpg

Data Explorer

File:SIX_Guide/008_Reports/004_Report_Designer/002_Order_Reports_Designer/data_explorer.jpg

The Data Explorer lists all XML tags that can be dragged to the Canvas.

Properties Window

The Properties window will display the properties of a selected Field, Control, or Report section.

File:SIX_Guide/008_Reports/004_Report_Designer/002_Order_Reports_Designer/properties.jpg
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