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How to Display Only The Current Approval Cycle on a Document Report

By Alan Blair

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1. In the Report Explorer on the right hand side, right click on the report title and select [Insert Detail Report], then [Current Approval Cycle]. 

 

This will add a band to the report called “Current Approval Cycle”.

2. From the design view of the report, browse to the “Current Approval Cycle” band.

3. This band can contain information such as the reason for submission, status and date of submission. If you require any of these details, drag and drop these fields from the field list and place them below the Detail band.  These fields should be obtained from the “Current Approval Cycle” list.

 

 

4. Right click on the “Current Approval Cycle” band and select [Insert Detail Report], then [Approval Items].  This band can contain details such as the approver name, response, notification date, etc.

 

 

5. Right click on the “Approval Items” band and select [Insert Band], then [GroupHeader].  This will add a band to the report that can be used to hold all label names.

 

 

6. To add a label, expand the toolbox to show the “Special Fields” and then drag and drop a Field Label into the Header band.

7. Once in place, drag and drop the field from the field list and into the field label.  These fields should be obtained from the “Approval Items” list available under “Current Approval Cycle”.

 

Repeat this process until all fields and labels are in place.  If you have a lot of fields to add, you may wish to consider using a table to hold this information.  For information about using tables to display data, please see this  article

8. Click [File], then [Save].