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Click on the "New" button above the list of parameters on the "Parameters" tab

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Optionally add a filter, you probably don't need to complete this step

  • If you want to add any filters, click on the filters tab and then new to add your filters. A filter follows the standard Readysell critiera struture which is explaned elsewhere in the user guide.
  • You probably can just use a parameter
  • As a general rule, if no parameters are available, add a filter, otherwise use a parameter
  • I have included an example of a filter to select for a single date below
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Click on the "Settings" tab and set the data access mode to "Server". This just makes the report run faster.

 

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Click on the "Save and Close" button on the ribbon menu above your list report tab.

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Find your new list report on the "list reports" tab

Highlight one of the parameter options

Click on "Show Report Using Parameters"

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Select a range on the parameters popup window that is sufficient for some data to show on your report

Then click the "OK" button on the parameters window

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When you report displays for the first time, the report will appear to be blank! This is what should happen, but it often causes confusion. The report has run but it does not know which columns to display at this time. You have to show the column chooser!


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Right click on the blank heading row at the top of the report and then left click on "Column chooser". The column chooser will appear blank, you have to add each field you want to use!

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Click on the "Add" button near the bottom of the column chooser toolbox to add columns to your list of available fields

Then drag the fields you want to print from the column chooser box to the list report

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If you want to group by a column, right click on the list report header and the select "show group by box"

Then drag the column you want to the group by box. 

You could just right click on the column heading, but I find it useful to see the group by box, as you can add totals to groups from the fields displayed in the group by box

Then add group footers, report footers and group summaries if required. This is explained under using lists in the user guide Working with Lists

Right click in your group footers or report footers to add totals

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Once you are happy with your report layout. Click on the "Save Report Layout" button at the top left of the screen to save your completed report

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See also:

Customising Readysell lists and detail view user interface then saving and sharing the results

Conditional Formatting of Lists

Working with Lists