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Developers - REPORTS

 

Lesson 01 | Lesson 02 | Lesson 03 | Lesson 04 | Lesson 05 | Lesson 06 | Lesson 07 | Lesson 08 | Lesson 09 | Lesson 10 | Lesson 11 | Lesson 12 | Lesson 13 | Lesson 14 |

 

Lesson 08

“There is nothing like dream to create the future. Utopia to-day, flesh and blood tomorrow.” Victor Hugo (1802 - 1885), Les Miserables, 1862

 

Read first then play the video:

   RPT-VIDEO -Introduction to complete Hands-On 07 to 11
   RPT-VIDEO -(Hands-On 07) How to create and use Customized Template

   

Template

Introduction

Templates are generic objects that allow you to force a set of standard features and attributes onto your reports. They help you impose uniformity on your.

 

Hands-on

They need their logo to be displayed at each new or old report. They ask you to create a template that contains their logo. Then run a report.

See Figure 7.

 

Your tasks are:

1- Write a template containing your client logo.

2- Run the report against the new created template.

3- Test the report.

 

FYou will learn how to: create or modify an existing template, save the template with new name, change the default, delete the logo, replace the new logo, save your template.

 

Figure 7

 

 

 

Open a Report Builder

Login to the Report Builder.

 

Connect to a database

In the Object Navigator, highlight the Database object, go to the Main menu, choose File, select the Connect option, and in the Connect window enter your USERID and PASSWORD.

 

Open a Report Module

In the ‘Object Navigator’ window, go to the Main menu and choose “File,” select “Open” to open an existing report (REPT06) from the “iself” folder.

 

Open an existing Template

In the Object Navigator, highlight the “Template” item, choose File from the Main menu, and select the Open option to open an existing template.

 

Templates

Templates are generic objects that allow you to force a set of standard features and attributes onto your reports. They help you impose uniformity on your.

You can find all the Templates in you PC or Share Server. Look for all the objects that their extensions are ‘.tdf.’ Select one that are very similar to your template layout, and start from there.

In this hands-on, the selected template is in:

C:.tdf

It is easier to change an existing “template” rather than to create it from scratch.

 

Save a template

Open the template and save it as a new name (ISELF_TEMPLATE) in the "ISELF" folder.

 

Modify a template

In the Object Navigator, double click on the "Layout Model" icon of ISELF_TEMPLATE.

In the ‘Template Editor - Layout Model’ window, you can zoon-out or zoon-in to view the template; and then click on the Down Arrow next to the “Report Style” box to select your report style. You report style can be: Tabular, Group Left, Group Above, Form-like, Mailing Label, Form Letter, matrix, and Matrix with Group.

Notice that a template has so many different report styles. To view them, click on each report style and browse through them.

 

Import company logo

In this hands-on, select the default template in the Template editor and delete the report layout logo and import your own organization logo. To import, go to the Main menu, and choose File > Import > Image… In the Import Image window, select your image file, its format and Quality. The click OK.

 

Resize company logo

In the Template Editor, resize your logo if needed. If you are done with your template layout, save the template. To save the template, highlight ISLEF_TEMPLATE and then click on the Save icon on the toolbar. Or, go to the Main menu, choose File > Save option.

 

Save Template and remove it from workstation

Once you save the template, you can delete it from your Object Navigator. Highlight ISELF_TEMPLATE, click on the ‘X’ icon (Delete). This will remove the object from Object Navigator and the template is saved.

Then remove the template from the "object navigator."

 

Now, you can run the REPT06 using the new template. Make sure that you are in the REPT06 report. Run the report with its old template.

 

Assign the new template

In the Live Pre-viewer, click on the "Report Wizard" icon. In the ‘Report Wizard’ window, open the Template tab. Your template is not in the Predefined template; therefore, you should us ‘Template file’ by check marking its radio button. Type or find your template and then click ‘Apply’ and/or ‘Finish.’

 

Run the report

Now, your report has its new template. Navigate through the report pages.

After testing the report output, highlight the report and save the changes as the report number 7 (REPT07).

 

“The greatest discovery of my generation is that a human being can alter his life by altering his attitudes of mind.” William James (1842 - 1910)

 

Questions:

Q: What are the templates in the report module?

Q: How can you create or modify an existing template?

Q: Your client needs their logo to be displayed at each new or old report. They ask you to create a template that contains their logo. Then run a report.

See Figure 7.

 

Your tasks are:

1- Write a template containing your client logo.

2- Run the report against the new created template.

3- Test the report.