http://www.awareim.com/dokuwiki/ 2026-04-23T17:51:10+00:00 http://www.awareim.com/dokuwiki/ http://www.awareim.com/dokuwiki/_media/logo.png text/html 2022-09-13T18:15:26+00:00 Anonymous (anonymous@undisclosed.example.com) http://www.awareim.com/dokuwiki/docs/3400_how_to/0500_reports_and_documents/0640_design_report?rev=1663092926&do=diff manuals how_to reports documents How to design a report To design a report you have to configure a document template of the Report type and define its layout using the Report/Presentation Designer. See the “Adding/Editing Document Templates” section for details. text/html 2025-06-12T02:35:27+00:00 Anonymous (anonymous@undisclosed.example.com) http://www.awareim.com/dokuwiki/docs/3400_how_to/0500_reports_and_documents/0650_print_report?rev=1749695727&do=diff manuals how_to reports documents How to produce and print out a report For the user to be able to produce and print out a report the report layout and the corresponding operation have to be configured. To design a report you have to configure a document template of the Report type (report template) and define its layout using the Report/Presentation Designer (see the “ text/html 2022-09-13T18:15:26+00:00 Anonymous (anonymous@undisclosed.example.com) http://www.awareim.com/dokuwiki/docs/3400_how_to/0500_reports_and_documents/0660_ref_to_fields?rev=1663092926&do=diff manuals how_to reports documents How to refer to database fields in a report When you design a report you can refer to attributes of business objects using tag elements – see the “Document Generation” section for details. text/html 2022-09-13T18:15:24+00:00 Anonymous (anonymous@undisclosed.example.com) http://www.awareim.com/dokuwiki/docs/3400_how_to/0500_reports_and_documents/0670_perform_calculations?rev=1663092924&do=diff manuals how_to reports documents How to perform calculations in a report When you design a report you can define calculations to be performed inside tag elements. You can use any expressions allowed by the Rule Language. The common expression is, for example, to calculate the sum total of the attribute: text/html 2022-09-13T18:15:24+00:00 Anonymous (anonymous@undisclosed.example.com) http://www.awareim.com/dokuwiki/docs/3400_how_to/0500_reports_and_documents/0680_group_records?rev=1663092924&do=diff manuals how_to reports documents How to group records in a report Sometimes you may want to group the data shown in a report by some criteria and print out a special header and/or footer for each group. To do this you need to configure the following: * The query that provides the data for the report must sort the data accordingly. text/html 2022-09-13T18:15:26+00:00 Anonymous (anonymous@undisclosed.example.com) http://www.awareim.com/dokuwiki/docs/3400_how_to/0500_reports_and_documents/0690_include_related_records?rev=1663092926&do=diff manuals how_to reports documents How to include related records in a report You can show values of attributes of business objects related to a particular business object on a report. For example, if a PurchaseOrder object is related to an OrderLineItem object via a multiple relationship you can show which order line items are related to a particular purchase order on the report. text/html 2022-09-13T18:15:24+00:00 Anonymous (anonymous@undisclosed.example.com) http://www.awareim.com/dokuwiki/docs/3400_how_to/0500_reports_and_documents/0700_conditional_elements?rev=1663092924&do=diff manuals how_to reports documents How to include an element in a report conditionally Sometimes it may be necessary to include a particular element (such as text or image) in the report only under certain conditions (for example, you may show sensitive data to one category of users but not others). In this case you can define a conditional element in the layout of your report and specify the conditions of printing. See the “ text/html 2022-09-13T18:15:24+00:00 Anonymous (anonymous@undisclosed.example.com) http://www.awareim.com/dokuwiki/docs/3400_how_to/0500_reports_and_documents/0710_color_elements?rev=1663092924&do=diff manuals how_to reports documents How to print an element in different colors depending on some conditions Sometimes the same element may be shown with different properties (for example, in different colors) depending on some conditions – for example you can show the account balance in red if it is less than, say, 100 dollars and in green otherwise. This can be achieved by defining a conditional element in the layout of the report. The element will print the text in different colors depending o… text/html 2022-09-13T18:15:26+00:00 Anonymous (anonymous@undisclosed.example.com) http://www.awareim.com/dokuwiki/docs/3400_how_to/0500_reports_and_documents/0720_enumerate_elements?rev=1663092926&do=diff manuals how_to reports documents How to enumerate elements in a report Quite often you need to print out either the total number of data records in the report (or page or group) or the sequence number of a data record in the report (or page or group). This can be achieved by using the text/html 2022-09-13T18:15:24+00:00 Anonymous (anonymous@undisclosed.example.com) http://www.awareim.com/dokuwiki/docs/3400_how_to/0500_reports_and_documents/0730_reuse_report?rev=1663092924&do=diff manuals how_to reports documents How to re-use a report If you want to use the layout of a report in a different report you can export the layout of the first report and then import it into the second report. See the “Adding/Editing Document Templates” section for details on how to export and import the report layout. text/html 2025-06-12T02:35:27+00:00 Anonymous (anonymous@undisclosed.example.com) http://www.awareim.com/dokuwiki/docs/3400_how_to/0500_reports_and_documents/0740_store_documents?rev=1749695727&do=diff manuals how_to reports documents How to store documents and files In AwareIM documents and files are stored in attributes of the Document type. See the “Attributes of Document Type” and “Document Management” sections for more details. text/html 2025-06-12T02:35:27+00:00 Anonymous (anonymous@undisclosed.example.com) http://www.awareim.com/dokuwiki/docs/3400_how_to/0500_reports_and_documents/0760_document_merge?rev=1749695727&do=diff manuals how_to reports documents How to do "document merge" AwareIM can perform “document merge” of Microsoft Word documents, Microsoft Excel documents, plain text documents and HTML documents. If you want to provide the “document merge” functionality in your system you have to configure document templates of any of the above mentioned types (see the “ text/html 2022-09-13T18:15:24+00:00 Anonymous (anonymous@undisclosed.example.com) http://www.awareim.com/dokuwiki/docs/3400_how_to/0500_reports_and_documents/0770_user_defined_reports?rev=1663092924&do=diff manuals how_to reports documents How to let end users define their own reports, document templates and queries This is described in the “User Defined Documents and Reports” and “Building Query” sections. text/html 2025-06-12T02:35:27+00:00 Anonymous (anonymous@undisclosed.example.com) http://www.awareim.com/dokuwiki/docs/3400_how_to/0500_reports_and_documents/0780_multi_file_upload?rev=1749695727&do=diff manuals how_to reports documents How to implement multiple file upload for documents AwareIM does not support “multiple allowed” for attributes of the Document type, however, there is a way for you to implement “Multiple file upload” functionality when the user selects several documents at once and uploads them all to the system. In order to implement this functionality you need the following: text/html 2025-06-12T03:59:34+00:00 Anonymous (anonymous@undisclosed.example.com) http://www.awareim.com/dokuwiki/docs/3400_how_to/0500_reports_and_documents/0790_edit_documents?rev=1749700774&do=diff manuals how_to reports documents How to let users edit documents There are two ways you can let users edit documents that they store in the attribute of the Document type. The default approach is to let users download the document, then edit the document outside of AwareIM using the appropriate editor and then let them upload the modified document back into the Document attribute of the business object. When you define an attribute of the Document type text/html 2025-06-12T03:59:34+00:00 Anonymous (anonymous@undisclosed.example.com) http://www.awareim.com/dokuwiki/docs/3400_how_to/0500_reports_and_documents/0800_embedded_spreadsheets?rev=1749700774&do=diff manuals how_to reports documents How to work with embedded spreadsheets Embedded spreadsheets can be used to display data as an Excel table or to get Excel to perform calculations that can then be written into attributes of business objects and stored in the database. This can be especially useful if you already have existing Excel spreadsheets that you want to re-use to perform some calculations.