The following article is part 2 of Tiered Training Project: Creating an On-Loan Report.
To view part 1, please click here: https://help.functionalsolutions.com.au/hc/en-us/articles/360050939374
To continue creating a template for your report, please see below.
1. Click -> Reports -> Reports.
2. Open the report you wish to create a template for.
3. Click the button from the toolbar at the bottom of the window.
4. Select the tab.
5. Ensure that all the fields you wish to display in your template are listed on this screen.
To add a new field, click the icon.
To change the field, click the icon to the right of the field.
6. Now that you've selected the fields that you would like to add to your template, click the tab.
7. Add a report header by clicking and dragging the Text object onto the editable space.
8. Hover over the text object to reveal further actions for the text object.
= Click and Drag to resize the text object for the page.
= Click to edit the text.
9. Because we want to group all year levels together, we need to use a Grouping Block.
To do this, click and drag the Block object underneath the text object.
10. When the grouping block options appear, select Classgrade under the grouping block.
11. Click the icon next to the grouping block to add it to your template.
The grouping block will now be added to your template with default text:
12. To display fields from the database, grouped by each classgrade, click and drag the Results object inside of the grouping block.
13. Format the data that you would like to display in your report template
- Will add new fields to the template.
- Will remove fields from the template.
- Clicking and drag will resize the field width.
- Top field is editable and allows you to change the display name on your report template.
14. Click in the toolbar at the bottom of the window.
Your template has now been created.
The next time that you generate your report, the system will default the view to the Template. If you want to view the raw data, simply toggle the views.