Report Builder

[TOC]

What is the Report Builder?

The report builder is a tool in DGS used to create new reports or edit and modify existing reports. It is located in the tree of all sites.

The User needs to have Report_View_Builder Permissions to access the Report Builder.

If it does not show up then the required permissions have not been set.

Report Builder Body

When creating a new report, the body of the report will look like this:

• The Header is located at the top of the report.

• The PageHeader is located at the top of each page. When using the graph tool place the graph here.

• The Detail Section will have a row for each row selected.

• The PageFooter is located at the bottom of each page.

• The Footer is located at the bottom of the report.

Report Builder ToolBar

The Report Builder Toolbar has a variety of tools to use. It is found under the [tabs]( ) section when a builder is open.

Icon	Name	Description
	Test	Using this button allows testing of what has been made in the Report Builder. Once pressed, it is replaced with a close button which cancels testing and returns to the builder.
	Save	Use of this button saves all changes made to the report.
	Export	Using this button Exports the report into a .vwr file.
	Import	Using this button imports, a .vwr file into the builder.
	Snap to Grid	Using this button allows each field to snap to the Grid on the builder section. When it is highlighted blue it is turned on.
	Show Grid	Using this button shows or hides the grid. When the button is highlighted blue the grid will show.
	Switch to Full selection mode	Using this button allows to switch between intersection selection mode and full selection mode. Switches icons from one to another.
	Page zoom	Using this button allows to zoom into the report builder page. -------Zooms into the final details
	Search Report	Use of this button allows for a search to the entire report (Query, Data fields, Labels) for specific lines/words.
	SQL Editor	Using this button allows us to go in the query window to modify query for the report.
	Cut	Use of this button cuts the current selected field and copies it to the local file.
	Copy	Use of this button copies the current selected field to the clipboard.
	Paste	Use of this button pastes what is currently copied to the clipboard.
	Undo	Use of this button reverses the last change made. Can be used multiple times.
	Redo	This button steps forward after going back too far with undo.
	Apply style to Selected	This button applies all of the same styles of one field to another field.
	Align Left	Use of this button aligns all fields left sides.
	Align Center (Horizontal)	Use of this button aligns all fields centers Horizontally.
	Align Right	Use of this button aligns all fields rights.
	Align Top	Use of this button aligns the tops of all boxes selected.
	Align Middle (Vertical)	Use of this button aligns all boxes centers vertically
	Align Bottom	Use of this button aligns the bottoms of all boxes selected.
	Same width	Makes all selected boxes the same width.
	Same height	Makes all selected boxes the same height.
	Same size	Makes all selected boxes the same size.
	Equal horizontal spacing	Makes all selected boxes the same distance apart horizontally.
	Increase horizontal spacing	Makes all selected boxes distance increase between them horizontally.
	Decrease horizontal spacing	Makes all selected boxes distance decrease between them horizontally.
	Equal vertical spacing	Makes all selected boxes the same distance apart vertically.
	Increase Vertical Spacing	Makes all selected boxes distance increase between them vertically.
	Decrease vertical spacing	Makes all selected boxes distance decrease between them vertically.
	Group Selected	Group's selected fields together.
	Ungroup	Ungroups the selected groups.
	Bring to Front	Brings the selected field to the front layer of the report.
	Send to Back	Send the selected field to the back layer of the report.

Report Builder Tools Tab/Data Tags

The report builder has Two tabs, labelled as Tools and Data Tags.

Tools Tab

The tools tab has all the tools necessary to build the front end of the report. Links to each tool and their use is below.

Icon	Name	Description
	Pointer	Used to point the cursor.
	Label	Used to create Labels.
	Shape	Used to create shapes.
	Line	Used to create a line.
	Image	Used to import images from the local system.
	Sub Report	Used to create sub-report in the report.
	Chart	Used to create charts.
	Gantt Chart	Used to create Gantt Charts.
	Basic Gauge	Used to create Gauge.
	Star Gauge	Used to create Gauge.
	Gauge V2	Used to create Gauge
	Bar Code	Used to create Bar Codes for the data.

Data Tags Tab

The data tags tab allows for easy access to items selected out in the query. Clicking and dragging one of the fields to the report will put the field on the builder. If the “Add Label” button is pressed, it will add a label with each data tag.

Data Source / SQL Editor of the Report Builder

The data source / SQL Editor of the report builder is the query creator/editor. It can be opened by pressing the … button when the property is clicked on. To write a custom query, the “user-defined query” box must be turned on. All data to be displayed will have to be selected out in the data source. The language used is SQL.

After opening up the report builder and making it a user defined query, there will be three important sections to note. The first, being the query editor. This is where the query is written to select the data out of the tables. When the query is built, hitting the update button will display the results.

An important feature in the data source is use of parameters. Parameters are mainly useful for dropdown menus. To reference one, just use the number above in braces (Ex. {2}).

Saving Changes :

When making changes or creating, make sure to hit the save button in the top left of the data source. If the changes were not as expected, cancel will undo all changes made since the last save.