During this process you define what type of report you want to create (Summary or Line) and all the components applicable.
The entire process is done through one menu item entitled Manage Report definitions. The notebook that you access contains page tabs for the different components you both can and must define.
Defining a new report
There is a logical sequence when defining a New report. Follow the order below:
- Main page – Complete this information and then Save. The remaining page tabs will appear for the type of report you chose.
- Columns page – Define at least one column.
- The remaining pages can then be completed as you wish.
Maintaining an existing report
Perform all the changes desired – there is no given sequence.
The instructions for the following page tabs are described:
- Main, where you define the report id, the type of report you want to create and the keys you want to include in the report.
- Size, where you define the paper size parameters.
- Printer, where you define the printing attributes for printing the report on paper.
- Defaults, where you define the online report defaults, e.g., how many days you want to keep the online report that was generated from a report definition before being removed and the number of column heading lines that will be displayed when viewing the report online.
The following are also described:
- the default version for the report, if you want to connect one. See Define a default version for a summary report using DC1 Report Writer in DC1 Analyser.
- the Balance enquiry template you can connect to the summary report thereby being able to drill down to a more detailed analysis. See Special features in reports created via the DC1 Report Writer in DC1 Analyser.
Other page tabs include:
- Versions, where you define the sorting order and selections for the keys included in the Summary report. See Define a version for a summary report using DC1 Report Writer in DC1 Analyser.
- Lines, where you define the line information for a Line report. See Create an item line for a line report using DC1 Report Writer in DC1 Analyser.
- Columns, where you define the columns and any selections for the columns. See Define a column using DC1 Report Writer in DC1 Analyser.
- Layout, where you design the layout for the report. See About designing the layout of the report using DC1 Report Writer in DC1 Analyser.
The instructions for the following page tabs are described in Special features in reports created via the DC1 Report Writer in DC1 Analyser:
- Options, where you can choose certain options like, reverse signs, secure the report, print break levels, suppress zero lines.
- Markings, where you can specify values thereby drawing attention to comparison values in columns.
- Connections. This is not applicable for Summary reports. However, you can connect a summary report to a line report.
Once the report has been created, you can easily create a new report by copying an existing.
After you have created the report, and defined all the components necessary, you generate (run) the report to retrieve the values from the DC1 database. Once run you can view the report online and/or print on paper.
Related topics
- Create a report using DC1 Report Writer in DC1 Analyser
- Copy a report using DC1 Report Writer in DC1 Analyser
- About designing the layout of the report using DC1 Report Writer in DC1 Analyser
- About working with columns using DC1 Report Writer in DC1 Analyser
- About working with lines for a line report using DC1 Report Writer in DC1 Analyser
- About working with versions of summary reports using DC1 Report Writer in DC1 Analyser
- About running, viewing and distributing the Report using DC1 Report Writer in DC1 Analyser