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Generate Report
Solution No. 151
Silently generates a report based on specified filter criteria and saves the report on the server. All reports are built using the Method Report Designer application.
 
So Where Would We Use It?
A user can select the Generate Report action to create a report based on a predefined report template in Method Report Designer.
 
Properties
To set the properties for this action, follow these steps:
1. Select Generate Report from the Action dropdown list.
2. Select Report from the dropdown list, or click Open Report Designer….
3. Select if you want to override this report with another.
The choices are:
  •  Type In - Sets the condition to a value that the user types in manually.
  •  Action Result – Sets the condition to a user-defined action result.
  •  Value From Screen – Sets the condition to a value pulled from a specific field within the specified screen.
4. If you selected Type In for Step 3, enter the predefined value and proceed to Step 5; otherwise, specify a Value in the dropdown list below.
5. Select Tables of Report from the dropdown list.
6. Select Field in Table from the dropdown list.
7. Select Condition Statement from the dropdown list.
The operator choices are:
  •  Contains – displays all records that contain the criterion.
  •  Does not contain – displays all records that do not contain the criterion.
  •  Less than – displays all records that are less than the criterion.
  •  Less than or equal to – displays all records that are less than or equal to the criterion 
  • Equal to – displays all records that exactly match the criteria.
  •  Is not equal to – displays all records that don?t match the criteria.
  •  Greater than – displays all records that are greater than the criterion.
  •  Greater than or equal to – displays all records that are greater than or equal to the criterion.
  •  Starts with – displays all records that begin with the criteria.
  •  Ends with – displays all records that end with the criteria.
  •  Is empty – displays all records that are null.
  •  Is not empty – displays all records with data.
  •  Build selection list – displays all records that the user selects manually.
  •  Within date range – displays all records that are within a user-specified date range.
8. Select From field from the dropdown list.
The choices are:
  •  Type In – sets the condition to a value that the user types in manually.
  •  Action Result – sets the condition to a user-defined action result.
  •  Value From Screen – sets the condition to a value pulled from a specific field within the specified screen.
  •  Value From Session – sets the condition to a value that results from the current session information.
  •  Value From Row – sets the condition to a value from a specified row.
  •  Value From Calendar – sets the value from a specified calendar.
9. If you selected Type In for Step 8, enter the predefined value and proceed to Step 10; otherwise, specify From field from the dropdown to the right.
10. Click on Use Advanced Script if you would like to filter the report using scripts. Select the script (previously assigned action result) from the dropdown list; otherwise, proceed to Step 11 (if applicable). Click on Use Regular Script to revert.
11. Click on and Where if you would like to specify more conditions; otherwise, proceed to Step 17 (if applicable). Click on remove where to remove this condition.
12. Select Where Field from the dropdown list (if applicable).
13. Select Value Is (if applicable).
The choices are:
  •  Type In – sets the condition to a value that the user types in manually.
  •  Action Result – sets the condition to a user-defined action result.
  •  Value From Screen – sets the condition to a value pulled from a specific field within the specified screen.
  •  Value From Session – sets the condition to a value that results from the current session information.
  •  Value From Row – sets the condition to a value from a specified row.
14. If you Selected Type in for Step 13, enter the predefined value; otherwise, select Value from dropdown.
15. Click on and Where if you have even more conditions to filter by. Repeat Steps 13 through 14; otherwise, proceed to Step 16, (if applicable). Click on remove where to remove this condition.
16. Select Report Type from the dropdown, by default it is set to PDF.
The Choices are:
  •  PDF
  •  HTM
  •  PNG
  •  RTF
  •  XLS
  •  MHT
  •  TXT
  •  CSV
17. Enter Action Result name.
18. Check Show In New Window to show the report in a new web window; uncheck to show the report in the same web window.
19. Enter Internal note (Optional).
20. Click Save & Close to save changes and close the action properties window; otherwise, click Cancel to close the window without saving.
 
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Created bySaudia A. on Oct-19-2011
Last modified onSep-17-2015