Select Report Data

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Once you have specified the datasource for the report, all of the available reportable objects will be listed. This includes the data objects on the form as well as some instance properties (known as form meta data) such as instance name, stage, last submission date and more.

 

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1.Select the fields that you want to report on by selecting the corresponding check box in the left most column.
2.Notice that the full name of the field includes the page, group and object name. You can specify a shortened name in the Display Name column.
3.From the list, choose the following fields and set the display names:

Field Name

Display Name

Details - Group 14 - Applicant Name

Applicant Name

Details - Group 14 - Department - Value

Department

Details - Group 14 - Manager Name

Manager Name

Details - Group 14 - Required by date

Required by

Details - Total

Total

Meta - Last Submission Date

Last Submission Date

Meta - Stage

Stage

 

Select Report Data

Important: Do not select data from the table object at this time. If you report on data from a table object then each set of data for a row within the table is considered as a separate instance. It is often better to create a new datasource for objects which report on table data.

4.If you want to set a global report filter, click the Edit button.
5.Click OK when complete. It is possible to specify more than one datasource for reporting across multiple forms in a single report.

 

Updated: 6/6/2011  Page url: http://www.perfectforms.com/Documentation/complete_tutorial/html/?r_select_report_data.htm
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