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How to add CA/PA Stages and Actions to reports
- Open Report Designer - either from the [File] menu and by clicking [Report Designer] or by clicking the [Design] button from the "Print" or "Print Preview" Windows.
- In Report Designer, each section with repeating fields is called a "Detail Report". If there is not already a "Stages" Detail Report, you can add one:
- Right Click the main "Detail" band and hover over the [Insert Detail Report] menu item.
- Select the ["(Stages)"] option.
- The Stages Detail Report will now be showing beneath the main Detail Report.
- Remove any fields that you do not want by selecting them and pressing the [delete] key.
- To use additional fields, drag fields on to the Detail Report from the Field List on the left hand side of Report Designer. Important Note: Please ensure you select the fields from the correct "(Stages)" section. If you select a field from the wrong section, the data will not display correctly. For more information, please refer to the article Adding Repeating Field to Ideagen Quality Management Reports.
- To insert a Field Label, you need to drag on a "Field Label" Special Control from the ToolBox. So that the control displays the right field name, you need to 'bind' a field to the control. Do this by dragging a field on top of the new control.
- Now that you have the Stages Detail Report, you can add another Detail Report below this for Actions. This is achieved with exactly the same method as above:
- Right-Click the "Stages" Detail Report band and hover over the [Insert Detail Report] menu item.
- Select the ["(Actions)"] option.
- Drag on any required fields from the Actions section in the Field List.
- When you preview the report, you should see all stages with all the actions listed below each stage.
- Clicking [File], then [Save] to save the report so that you can use this report again when printing.