Design

To start designing a report, click on the magic wand (🪄), aka the Report Wizard button in the Report Menu Tooltip Bar and follow these steps:

• Select the tables (at most 2) you need for your reports. If you select multiple tables, a button named Relationships appears. This enables you to establish the database relationship between the required tables.
• To do that, click on the button Relationships and the Link Tables window opens up. From the respective drop-downs, select the required fields from your selected tables [e.g.: Employees & Departments], to equate them together, as in a SQL WHERE clause such as: WHERE Table1.Column_Name = Table2.Column_Name

Click on Add Link button to add the aforementioned database link or Remove Link to remove an existing link. Click on OK once done.

NOTE: If you don’t configure the relationships using the above Relationships button, clicking on the Next button on the table selection page, presents you the Link Tables window by default.

Depending on how many tables you selected in the previous step, you are presented with the Chart configuration with different options:

• One Table selected:
• Chart Type - select one of the chart types listed in the drop-down or select None (default) if you don’t want a chart in your report.
• Two Table selected:
• Chart Type Chart Type - select one of the chart types listed in the drop-down or select None (default) if you don’t want a chart in your report.
• Master Table - select your primary table for the report; this table is shown at the head of the report.
• Show Master Record in - select if you want to show the master record in every page or only once.
• Label for Controls - select the alignment position for your labels or select ‘No Labels’ if you don’t want any labels for your report.
• No. of Columns for Master Table - select the columns you want in your master table; this will divide all the fields for the primary (master) table into the desired number of columns.

NOTE: Selecting a chart for your report presents another screen at the end of this wizard. It is mentioned separately, at the end of this section.

Click on Next and irrespective of your chart selection, a screen opens up with a list of all fields present in the table(s). Under the Sort drop-down, you can select the sorting order for the values of the respective fields. Under the Control drop-down, you can select the type of value you want for your fields. They are as:

• Bar Code - this enables the value of the field to be shown as a barcode. You can further configure the barcode from the Attributes section of the canvas, after you click on the Submit button.
• QR Code - this enables the value of the field to be shown as a QR Code. You can further configure the QR Code from the Attributes section of the canvas, after you click on the Submit button.
• Direct Image - this enables the value of the field to be shown as a pre-configured (static) image. You can further configure the image from the Attributes section of the canvas, after you click on the Submit button.
• Image by SRC - this enables the value of the field to be shown as a dynamic image. You can further configure the image from the Attributes section of the canvas, after you click on the Submit button.
• None - this disables the value for the chosen field, i.e. once the report is generated with live data, you will have the field label come up, but there will be no value against it.

If you had selected a chart for your report in the second step, you are presented with the Chart Options window. Based on the type of chart you selected, below are the configurations for this step:

• Bar Chart
• On Change Of- select the field that you want to use to display the charts against. The different values of this field will populate the Vertical Axis (Y-Axis)
• Y-Axis Column - select the field that you want to use to display the charts against. This list only shows fields of “int” data type in the SQL schema. The combined values of this field will be used directly or used as an aggregated value, on the Horizontal Axis (X-Axis).
• Summary - the drop-down where you can select your aggregate method (Sum, Average, Minimum, Maximum and Count) or select None if you don’t want any aggregation on the values of X-Axis.
• H Axis Title - the title//label you want to show on the X-Axis.
• V Axis Title - the title//label you want to show on the Y-Axis.
• Column Chart
• On Change Of - select the field that you want to use to display the charts against. The different values of this field will populate the Horizontal Axis (X-Axis).
• Y-Axis Column - select the field that you want to use to display the charts against. This list only shows fields of “int” data type in the SQL schema. The combined values of this field will be used directly or used as an aggregated value, on the Vertical Axis (Y-Axis).
• Summary - the drop-down where you can select your aggregate method (Sum, Average, Minimum, Maximum and Count) or select None if you don’t want any aggregation on the values of Y-Axis.
• H Axis Title - the title//label you want to show on the X-Axis.
• V Axis Title - the title//label you want to show on the Y-Axis.
• Pie Chart
• On Change Of - select the field that you want to use to display the charts against. The different values of this field will .
• Y-Axis Column - select the field that you want to use to display the charts against. The different values of this field will .
• Summary
• Line Chart
• On Change Of - select the field that you want to use to display the charts against. The different values of this field will populate the Horizontal Axis (X-Axis).
• Y-Axis Column- select the field that you want to use to display the charts against. This list only shows fields of “int” data type in the SQL schema. The combined values of this field will be used directly or used as an aggregated value, on the Vertical Axis (Y-Axis).
• Summary - the drop-down where you can select your aggregate method (Sum, Average, Minimum, Maximum and Count) or select None if you don’t want any aggregation on the values of Y-Axis
• H Axis Title - the title//label you want to show on the X-Axis.
• V Axis Title - the title//label you want to show on the Y-Axis.
• Doughnut Chart
• On Change Of - select the field that you want to use to display the charts against. The different values of this field will populate the Horizontal Axis (X-Axis) .
• Y-Axis Column - select the field that you want to use to display the charts against. The different values of this field will

Click on the Submit button once you have configured the above options. You will find the following elements under the below sections, based on your selections in the previous steps:

• Report Header - Charts
• Page Header - Master Table’s data labels and data values shown in a columnar format (with the number of columns selected), only when:
• TWO tables are selected AND
• the option ‘Show Master Record in’ = “Every Page”
• Group Header - Master Table’s data labels and data valuesshown in a linear format, with all the selected fields, only when:
• TWO tables are selected AND
• the option ‘Show Master Record in’ = “Once”

NOTE: Selecting Show Master Record in as “Once” essentially creates groups (SQL grouping) for the entire Master Table data. This allows the Master Table records to be repeated only Once at the start of each Details Table report data.

• Details Header - data labels for Single-Table/non-Master Table in a linear format, with all the selected fields.
• Details - data values for Single-Table/non-Master Table in a linear format, with all the selected control types (barcode, QR code, etc.)
• Details Footer, Page Footer, Report Footer and Group Footer (if there is a Group Header) are empty. You can add various elements to these sections from the Basic Elements menu under Toolbox or leave them empty.

You can also add additional groups to your reports using the Add Group button in the Report Menu Tooltip Bar. Clicking on the button opens the Insert Group window, with the following options:

• Select Field for Grouping - select the field for which you want to apply SQL grouping for, from the drop-down that contains a list of all the fields present under the selected table(s).
• Sorting the selected field’s values in Ascending/Descending order