Report designer: Create a report

You can modify standard reports and also create and edit user reports in the Report Designer program. 

1. Click on the Reports toolbar.
   
   

2. See the Report Designer help for information on using this program.
   
   

3. After making changes to a report design, click on the Reports toolbar to regenerate the report.

Create a blank report design

1. Click on the Reports toolbar. 
   
   
2. For a new blank report design click on the Standard toolbar. 

Open a report design

1. Click on the Standard toolbar.
   
   
2. In the Look in field, choose the disk/folder where the file is located. By default, user report designs are saved under My Documents\CAP\UserReports.
   
   
3. In the List of files and folders area, select the file then click Open.
   Note: To open a report design you worked on recently, select the File menu. Right before the Exit command are the last five files you worked on. Select the file to open it.

In the advanced report designer you can create a new report from a blank template or convert an existing report into an advanced report. For detailed steps on the advanced report builder click here. 

Create new report

1. Navigate to Tools > Advance Report Designer
   
   
2. In the new window Designer you will see Page 1 with pre populated headers.
   
   
3. In the Properties panel to the right of the screen select the option Dictionary.
   
   
4. Open the Worksheet Dataset tree.
   
   
5. Select Product to open the tree further. Drag and drop the items you want to see in your report from this section in the Data Band Product header.
   
   
6. Repeat step 5 for both the Options and Attributes fields if required.

Convert an existing report

Note: When converting an existing report if there is a rich text box this will not come across to the new report and will have to be manually created in the new Report Designer.

1. In Worksheet > Tools select Advance Report Converter.
   
   
2. Select Browse, navigate to the location of the existing report and click Open.
   
   
3. Check the location for your Advanced reports and select Convert.
   
   
4. In the Advance Report Converter Summary you will see if the file was successfully converted. Select Close.
   
   
5. Select the tab Report and click Manage Report Designs.
   
   
6. Select the report and click Edit.
   
   
7. This will open the Designer.