Creating report books

To create a report book:

  1. Right-click a Report Books folder.
  2. Select New > Report Book.
  3. Click the General tab and specify this information:
    Report book
    Specify a name for the report book and, optionally, a description. To provide a translation of the report book name and description, click Show all languages. Double-click the Name or Description field for the appropriate language, specify the name and press <Enter>.
    Optionally, change the default unique name to another unique name.
    Report layout
    Select a layout option. The available options are:
    • Print all reports in the book with the page layout and headers and footers which you specify on the Page Layout and Header and Footer tabs.
    • Print each report in the book with its individual settings.
    Availability
    Use the availability options to specify whether the report book can be used in the Application Studio WebServices Export Wizard and in scheduled jobs. Report books can be dynamic. That is, the conditions under which they are delivered, and to whom they are delivered, can be specified. Select Enable dynamic delivery to make a report book dynamic.
    View Mode options
    Use the View Mode options to specify which options Application Studio WebServices users have:
    • Exclude reports from printing
    • Change the parameters of the reports to be printed. That is, select different elements from objects in the reports (for example, combo boxes) to print different views of the data.
      Note: We recommend that you do not give users permission to change report parameters
    • Change the layout of reports.
  4. Add reports.
    See Adding reports to a report book.
  5. Click the Page Setup tab. Specify:
    • The size of paper on which to print the reports in the report book
    • The orientation (portrait or landscape) of the reports on the paper
    • Whether the report is centered vertically, horizontally or both
    • Whether the report is printed a percentage bigger or smaller than full size
    • Whether the report should fit to one or more page widths or page heights
    • The top, left, bottom and right margins of the report and the margins of the headers and footers
    • Whether the row and column headings should be printed on the report and, if so, whether they should print on only the first page of the report
    • Whether the cell borders should be printed
  6. Click Header and Footer and specify the text of the header and footer.

    On the Header and Footer tab, you can perform these tasks:

    • Insert an object: Click the Add Object button in the toolbar and select and object from the list.
    • Align the header and footer text: Click Left-aligns the text, Centers the text or Right-aligns the text.
    • Select the Separator line check box of the header or footer to print a line below the header or above the footer.
    • Number the pages of the reports consecutively: Select Use Global page numbering.

      You can include these objects in headers and footers:

  7. Optionally, select different elements from the lists to display different views of the data.
Parent topic: Report books