Adding a Data List or Data Grid

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Complete the steps below to add a form instance data list to a report.

 

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1.With a report loaded in the Report Designer Layout view, drag a Data List object onto the Layout canvas.
2.Select the Data List object.
3.On the Properties bar, select from the following appearance properties:
•Row Height (in pixels)
•Max number of rows to display
•Variable Height - Check this box to enable auto-sizing of rows. This option ensures that all data will be shown in each row regardless of how much data it contains.
•Header Height (in pixels) - Adjust this setting to change the height of the header columns. Increase this property if the header text is longer and needs to wrap to another line.
•Buttons - Select the buttons to be displayed to the report user. These include Navigation, Export and Paging Number buttons. Check Export to allow users to download the contents of the Data List in a CSV or XML file.
4.Choose the State for the reporting object. Select from Default, Normal, Disabled or Hidden for Data  List objects. With field state management, you control access to individual objects on the report. You can prevent individual  users from changing, or even viewing, specific data or areas on the report.

    Data List Main Section

 
5.In the Data section of the Data List Properties, select the form you are reporting on from the Data-Source list.

Note: If you need to report on data from a form that is not listed, you must first add it as another datasource under the Report Properties.

6.In the Columns section below it, click the Add Column Add Column Button button to add columns to the data list.
7.Select a row in the Columns list.
8.Click in the Caption field for the selected row and enter the column title.
9.Choose the associated field to report on from the list in the Field drop-down below the Columns grid.
10.Repeat steps 7 - 9 for any additional columns.
11.Choose to Sort the data list by ascending or descending order and optionally set a fixed width for the Data List object.
12.Choose to hide or show the column by clicking the Hidden check box.
13.Choose the alignment of the column value - left, center or right.
14.Choose to include this column in dynamic filtering. (See also 16 below)
15.Choose the Format of the field. Options include:
•None
•Number - Use this for currency and other number formats. Optionally show decimal places and a currency symbol.
•Date - Use this format for date fields and choose the month day year order.
•Time - Use this format for time inputs and optionally show a 24-hour clock and seconds.
•Boolean (Yes No) - Use this format for check box inputs. Optionally assign values to the Yes/No options. Note that if the Boolean format is selected but nothing is entered into the Yes or No boxes then nothing will be listed in the reports.
•Percentage - Use this format for numeric inputs containing percentages.
16.Choose any filtering or other miscellaneous options as needed.
•Can Set Dynamic Filter - This option tells PerfectForms™ that any click within the selected reporting object should be broadcast to all other objects on the report. Unchecking this option means no drill down will occur at all as a result of a click on the object.
•Override Previous - By default, each object that you click on for a drill down remains in effect when subsequent objects are selected. In other words, the drill downs you select are cumulative. However, you may want a drill-down selection to clear all other existing drill down filters before performing its own drill down. In this case, you would select the Override Previous check box.
•Respect Dynamic Filter - This option tells PerfectForms™ that any drill down event broadcast from another reporting object should be respected and so it should filter its data. Unchecking this option means that this object will not respond to a drill down event in another object.
•Show All Possible Values - If this is checked then it will include values where there is a result of 0. If left unchecked then 0 value results will be omitted from the list.
•Open Links in New Window - Uncheck this default option to open the linked instance in the existing browser tab. Otherwise, the default action will be to open linked items in a new browser tab.

    Data List Data Section

Updated: 07/03/2012  Page url: http://www.perfectforms.com/Documentation/manual/html/?adding_a_data_list.htm
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