Adding Report/Presentation Elements
Report or presentation may have the following elements:
Text
This element represents static text or a mixture of static text and tags (see Reports). To add a text element:
- Click on the
icon in the toolbar and select “Text”.
- Draw a rectangle in the appropriate band in the Design Area that will define the area occupied by the text or click anywhere in the Design Area to get the rectangle of the default size.
- The text dialog will be displayed. Enter the text into the dialog. To include a tag expression, enter tag symbols explicitly. For example:
Name is: <<Account.Name>>
Tag
Tags are explained in the Document Generation section. To add a tag element:
- Click on the
icon in the toolbar and select “Tag Expression”.
- Draw a rectangle in the appropriate band in the Design Area that will define the area occupied by the tag element or click anywhere in the Design Area to get the rectangle of the default size.
- The text dialog will be displayed. Enter the text of the tag expression into the dialog (do not include tag symbols). You can press F3 or F4 at any time to bring up the Context Assistant.
- Click OK on the dialog to complete the tag element. Note that the contents of the tag element will be validated at this point and if there is a problem an error message will be shown.
note
Aggregate operations, such asSUM
, MAX
, MIN
etc when used inside tags in a report are calculated depending on whether they use conditions or not. Aggregate operations that do not use conditions operate only on objects iterated over in the report, whereas aggregate operations using conditions operate on all objects in the system. For example, if a report prints out all accounts with balance greater than 1000, the expression ‹‹SUM Account.Balance››
will calculate the total balance of these accounts, whereas the expression <<SUM Account.Balance WHERE Account.Balance > 500>>
will calculate the total balance of the accounts that are greater than 500 (even though the report only works with the accounts greater than 1000).
Rectangle
An element represents a rectangle. To add a rectangle element:
- Click on the
icon in the toolbar and select “Rectangle”.
- Draw a rectangle in the appropriate band in the Design Area.
Line
An element represents a straight line. To add a line element:
- Click on the
icon in the toolbar and select “Line”.
- Draw a line in the appropriate band in the Design Area.
Image
An element represents an image. To add an image element:
- Click on the
icon in the toolbar and select “Image”.
- Click on the spot in the appropriate band in the Design Area where the top left corner of the new image will be. The Report Designer will display the File Selection Dialog.
- Select the file representing an image (must be a .gif or .jpeg format) and press OK. The new image element will be displayed in the Design Area.
Sub-report or Sub-presentation
This element represents a report or presentation that is embedded into the current report or presentation. To add a sub-report or sub-presentation:
- Click on the
icon in the toolbar and select “Subreport” (the icon will be greyed out if there are no reports or presentations other than the current one in the business space version).
- Draw a rectangle in the appropriate band in the Design Area that will define the area occupied by the sub-presentation or sub-report. The Report Designer will display the Sub-report/Sub-presentation dialog.
- Specify the properties of the sub-report or sub-presentation as described in Editing Sub-report/sub-presentation Element and click OK. The new sub-report/sub-presentation element will be displayed in the Design Area.
Table
This element represents a table. Quite often tables can be used instead of sub-reports to show related records (such as line items of an order, for example) in a tabular fashion. To add a table:
- Click on the
icon in the toolbar and select “Table”.
- Draw a rectangle in the appropriate band in the Design Area that will define the area occupied by the table. The Report Designer will display the Table dialog.
- Specify the properties of the sub-report or sub-presentation as described in Editing Table]] section and click OK. The new table element will be displayed in the Design Area.
Barcode
This element represents a barcode.To add a barcode:
- Click on the
icon in the toolbar and select “Barcode”.
- Draw a rectangle in the appropriate band in the Design Area that will define the area occupied by the barcode. The Report Designer will display the Barcode dialog.
- Select the type of the barcode and specify an expression that contains the code (a textual string) of the barcode, for example: ‹‹Package.Code››
QRCode
This element represents a QRCode element.To add a QRCode:
- Click on the
icon in the toolbar and select “QRCode”.
- Draw a rectangle in the appropriate band in the Design Area that will define the area occupied by the QRCode. The Report Designer will display the Barcode dialog.
- Specify an expression that contains the code (a textual string) of the QRCode, for example: ‹‹Package.Code››
Conditional Element
A conditional element may be represented by any number of previously mentioned elements. A conditional element includes rules that define under which circumstances a particular sub-element will be included into the resulting document (see Reports). To add a new conditional element:
- Click on the
icon in the toolbar and select “Conditional Element”
- Draw a rectangle in the appropriate band in the Design Area that will define the area occupied by the conditional element. The Report Designer will display the Conditional Element dialog.
- Specify the properties of the conditional element as described in the Editing Conditional Element section and click OK. The new conditional element will be displayed in the Design Area.
Chart Element
To add a chart element, do the following:
- Click on the
icon in the toolbar and select “Chart”.
- Draw a rectangle in the appropriate band in the Design Area that will define the area occupied by the chart element. The Report Designer will start the Chart Wizard that will help you design a chart. See the Working with Charts section for more details.
Page Break Element
When you insert a Page Break element Aware IM will start a new page at the spot where the break is inserted. To insert a Page Break element:
- Click on the
icon in the toolbar and select “Page Break”.
- Click on the spot in the Design Area where you want the new page to start.
Google Map
This element represents a Google Map that can show one or more addresses. Note that this element is only available for object presentations. An object or group that owns the presentation must have an attribute that stores the complete address or a reference to the special MGeoLocation object containing latitude and longitude of the location. To add a Google Map to your presentation:
- Click on the
icon in the toolbar and select “Google Map”.
- Draw a rectangle in the appropriate band in the Design Area that will define the area occupied by the Google Map. The Report Designer will display the Google Map dialog.
- Specify the properties of Google Map and click OK. The new element will be displayed in the Design Area.