Using the DataView Builder

Note: Before you can use this wizard, you must first verify that you are authorized to use Runtime Builder forms.
  1. From the Mongoose toolbar, click the Runtime Builder icon.
  2. In the Runtime Builder Selection dialog box, specify this information:
    Category
    Select FormBuilder.
    Runtime Builder
    Select DataView.
  3. Click OK.
  4. In the DataView section of the DataView Builder, specify this information:
    Enter a name for this DataView
    Specify the name of the DataView.
    Enter a caption for this DataView
    Optionally, specify a caption that replaces the system-generated caption used in DataView reports.
    Select an IDO to use with this DataView
    Select the IDO or the source for the data to be returned
    Enter a name for the criteria form
    Specify the name of the criteria form.
    Enter a caption for the criteria form
    Specify a caption that replaces the system-generated caption used on DataView criteria forms.
    Enter a name for the Layout
    Specify the name of the DataView layout.
    Set Orientation
    Select Portrait or Landscape.
    Paper Size
    Optionally, select the paper size for the DataView report.
    User Permissions
    Optionally, select the user name and the group name of the persons who can access the DataView report.
  5. Click Next.
  6. In the Properties section, select the properties to include in the primary collection.
    You can use the Search field to find a specific property.
  7. Click Next.
  8. In the Organization section, specify the order and attributes of each property that you have included in the primary collection.
    You can select the Criteria Type and Summary Type for each property.
  9. Click Next.
  10. Optionally, in the Groups section, select one or more properties to group in the DataView report.
  11. Click Finish.
  12. Check the generated DataView record and the DataView Criteria form. Perform these steps:
    1. On the DataViews Setup form, select and open the DataView record.
    2. Click Launch.
    3. In the assocated DataView criteria form, select the criteria to include in the DataView report.
    4. To run the DataView interactively using the DataView Results form, click Preview.
    5. To run the DataView as a background report, click Print.
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