PIMS User Guides

Reports

Report Filter

When opening a Report, you will first be prompted with the Filter window.

Figure 18: Report Filter window

To get the data you need to use or create the filter, or use no filters to preview the report with all available data and click Preview.

You can export the report by using save as function. Following formats are supported: PDF, Excel, HTML. Also you can print the report by clicking Print.

Report Preview

When the report has opened, a toolbar on top of the report appears:

Figure 19: Report Filter window

Icon Description
Search opens search (Figure 20).
Open – opens the report from the hard drive.
Save – saves the document to the hard drive.
Print – opens print setup
Quick Print – prints the report.
Page Setup – opens the page setup.
Scale – opens scale setup. Scale setup allows you to adjust report size or fit the report data to several pages (Figure 21).
Hand tool – enables hand tool.
Magnifier – enables magnifier tool.
Zoom Out – zooms out the report.
Zoom In – zooms in the report.
Current Zoom.
First Page – goes to first page.
Previous Page – goes to previous page.
Next Page – goes to next page.
Last Page – goes to last page.
Multiple Pages – enables multiple pages preview. Move the mouse to set the page number and alignment in the window (Figure 22).
Color – changes report background color.
Watermark – opens insert watermark window. (See Watermark section)
Export Document – exports the report to chosen file format.
  • Click on the arrow to choose the file format to save the report and complete a setup.
  • The following formats are available: PDF, HTML, MHT, RTF, Excel, CSV, Text and Image files (BMP, EMF, WMF, GIF, JPEG, PNG, TIFF).
  • PDF is the default file format
Send Via E-mail – sends the report via e-mail. To send a report you will have to save it on the hard drive in a desired format and a mail application will be used.
Exit – closes the report preview.

Figure 20: Search options window

Figure 21: Scaling window

Figure 22: Multiple Pages menu

Watermark

A watermark could be added to the report.

Figure 23

To insert watermark, click button in the report toolbar. You can insert a text and a picture for the watermark. The window in the left will preview the watermark.

Text
  1. Type in or choose from templates the text for the watermark.
  2. Choose the direction of the text, color, font, font size and style.
  3. Set text transparency by typing in the value from 0 to 255 or using the slider. The more the value the more transparent is the watermark.
  4. Choose text position (in front of the report data or behind it)
  5. Set the pages to apply the watermark to in Page Range.
  6. Click OK.
Picture
  1. Click on Load Image to choose the picture from the hard drive.
  2. Set the picture size mode and alignment.
  3. Check Tiling to enable picture tiling.
  4. Set picture transparency by typing in the value from 0 to 255 or using the slider. The more the value the more transparent is the watermark.
  5. Choose picture position (in front of the report data or behind it)
  6. Set the pages to apply the watermark to in Page Range.
  7. Click OK.

To clear the watermarks, click Clear All.

Using filters

Filter Builder

Figure 24: Filter Builder

You can create the filter by using the Filter Builder or writing it in Advanced tab. Choose logical operator by right-clicking on the red “And” operator.

Figure 25: Operators used in Filter Builder

You can choose out of 4 operators, add conditions, add/remove group of condition and clear all from the filter.

Now add the condition by choosing Add Condition from the operator context menu or click on “+” sign next to operator. The condition is made of 3 parts: column to filter, condition operator and value.

Figure 26: Condition example

Click on the column to choose the column to filter, condition operator to set the condition from the context menu and enter a value.

Click on the “x” sign to delete a condition.

When you are done with building the filter, you can view and modify the created where clause in the Advanced tab.

Click OK to apply the filter to the form.

Operations with filters

Saved filter could be shared with other users, groups and master groups. To share a filter, choose the filter to share and click the “Sharing” button.

Figure 27: Filter sharing window

Choose the users, groups or master groups to share the filter with. Click Add as User to give read only access to the filter, or Add as Manager to give permissions to use and modify the filter. Click Done to Finish.