PIMS User Guides

Creating Reports

Abstract

This user guide provides an overview of how end users can create Reports in Pims using the Reports Designer and the Reports Builder.

Introduction

Pims offers two tools for end-users to create reports.

The Reports Designer includes a powerful toolbox including charting, tables, images, barcodes etc. It also have support for parameters, version control, distinction between reports in "Test" mode versus "Production" mode. Reports created with the Reports Designer can also be made available in the menu system to desired users and groups

The Reports Builder is simpler, but easier to use tool that can be used to create tabular or pivots reports.

Reports Designer

To create a new report, open the Reports Designer, available in the "Tools" section in the Open Dialog.

Creating the Report

The first step is to select the source data for the report. By clicking the Record Source button in the toolbar, you can choose what database views to use as the source for the data in the report:
It is also possible to join several datasources together, by adding sub sources. Click on the "New" button, and select the additional database view. To relate this view to another recordource, select the parent record source and input what fields, comma separeted, to link on.

To insert controls, such as logo, page header and footer, click on the "Insert Controls" button in the toolbar, and select the desired control(s). The "Insert Table" option under "Insert Controls" makes it easy to populate the report with fields and column headers: . If you need to add additional fields, or replace existing, use the "Fields" window available on the right side. For example, you drag a field directly to the cell you want to bind to this field. You now have a good basis for further tailoring and designing the report. On the left hand-side you have access to a toolbox, which includes labels, check boxes, tables, images, charts etc. For further information on how to use these control, please see the DevExpress help pages: Reports Designer

Saving and Publishing the Report

To Save the report click on the Save button in the toolbar: To Preview the report, click on the Preview button in the toolbar. When the report is ready for testing or release, click on the "Publish" Report button.

Charting

To add a chart to your report, drag the chart icon in the toolbox to where you want your chart located. The Chart wizard will then appear, guding you through the configuration of the chart.
For further information on defining charts, please see the DevExpress help pages for the chart control: Chart Wizard

Computed Fields

It is possible to define your own computed fields. These fields can use functions (e.g. Average, AddDay), stanard operators (+, -, *, / etc) and can be based on existing database fields:

Other Features

The Report Designer is built on top of DevExpress' Reporting suite. Further information on more advanced topics, such as conditional formatting, styling etc, can be found on their help pages: DevExpress Reporting Suite

Report Builder

To create tabular or pivot report open Report Builder and create a new record. Set the Grid Type to get the following report type: Also set the orientation, size and report options.

Select the datasource for the report by clicking Configure Datasource button in the toolbar.

Report Design

Report Design Functions

Reload Data - refreshes the datasource data. Save Layout - saves report layout.
Preview - opens the created report in preview mode.
The export functionality to diferent file types is under the Export dropdown.

Tabular Reports

After the datasource is configured all chosen colums are loaded to the Report Design grid. Set the filter, sorting, grouping, column width etc.

Pivot Reports

There are 3 charts available for the Pivot report: To view the chart check Show Chart and choose chart type.
Drag-drop the columns to the grid and mark the needed records to get to the chart.

Permissions

The permissions to the report are managed in the Shared With tab. Go to Shared With tab to set a person, a group or a master group with Manager or Reader access level.