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Create a report using DC1 Report Writer in DC1 Analyser

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Since there is a lot of information packed into one Notebook, the following describes:

  • Create a new report and assign a report id
  • Select the type of report you want to create (i.e. Summary or Line)
  • Choose the keys that you want to use in the report

Note: When this is done you should Save the information. The remaining page tabs, applicable for the type of report you chose, will appear. You can define the information in the remaining page tabs that are described in this document, but you cannot save that information before you have created at least one column. It is therefore recommended that you create your columns as you will need them when designing the layout (see chapter Working with Columns for instructions).

  • Define the Paper size parameters
  • Define the Printer attributes for printing the report on paper
  • Define some of the online defaults for viewing the report online.

To create a new report, do as follows:

  1. Select the Manage Report definitions menu item from the Report Writer sub-menu or All functions list (or Report definitions menu item from the Object categories list).
  2. You access the Object manager – Report definitions window. Click the New icon (alternatively File/New… from the menu bar).
  3. You access the Report definition edit view window, with the Main page of the notebook as the default:

    4. Main Page:
    After completing the information on this Main page, click Save to save the information. The remaining applicable pages for the type of report will appear.

    On the main page complete the following information:

    Summary report
    Tick this radio button if you want this report to be a Summary report. After entering the Report identity and description and selecting at least one key, you can save the report. The following three extra pages will then be added to the notebook: Columns, Versions and Layout. Note: You cannot change from Summary to Line once you have saved the report.
    Line report
    Tick this radio button if you want the report to be a Line report. After entering the Report identity and description and selecting at least one key, you can save the report. The following three extra pages will then be added to the notebook: Columns, Lines and Layout. Note: You cannot change from Line to Summary once you have saved the report.
    Identity
    Enter the identification code for this report.
    Description
    Enter the description of the code for this report.
    Class
    This field is optional and is used only for search arguments. Enter any classification of the report.
    Keys to be used by this report
    You must select at least one key to be used by this report. The key determines the eventual sorting and/or selection criteria for the report. All the keys you plan to make reference to at a later time should be included in the Chosen list. Select the keys applicable for the report by clicking the key(s) in the Available box and dragging and dropping it/them in the Chosen box (alternatively click the >>> button).
    Note: There is an automatic cross validation performed by the system. This means that only the applicable balance types for the chosen keys will be available for selection. Balance types are things which hold a balance value (e.g., quantity, amount, asset, etc). Whenever a transaction occurs in the system which carries a cost, quantity, etc., the value is updated in the applicable “Transaction file” during the applicable event (e.g., Sales order cost is updated during invoicing, Purchase order cost is updated during reception, etc). See Overview of balance structure in DC1 for information about Balance types.
    Note: You can, at a later time add more keys to the report, but they must be supported by the balance types chosen.

    Save the information and toggle to the Size page tab.

    Size page:
    On this page you define how you want lines to be formatted on the report page. You can leave the default values as is, or change accordingly.

    Lines per page
    Enter the number of lines per page that can be printed on the type of paper you use.
    First line
    Enter the line number on which the first line will be printed on each page. This number must be before the line number you define in the Last line field.
    Last line
    Enter the line number on which the last line will be printed on each page. This number must not exceed the number in the Lines per page field and must be at least 20 lines larger than the number in the First line field.
    Lines per inch
    Enter the number of lines per inch for the report. Valid values are 4, 6, 8 and 9 depending on the printer you use.
    Characters per inch
    Enter the number of characters per inch for the report. Valid values are 5, 10, 12, 15 and 16.7 depending on the printer you use.
    Left margin
    Enter the left margin figure for the printout.

    Toggle to the Printer page.

    Printer page:
    On this page you define the printer information when printing the report on paper. You can leave the defaults as is, or change accordingly.

    Toggle to the Defaults page.

    Defaults page:
    On the Defaults page you can establish defaults for online viewing. The first two fields are relevant for this example.

    Note: The Template field is used to connect a Balance enquiry template to a Summary report. See Special features in reports created via the DC1 Report Writer in DC1 Analyser for instructions. In addition, since you have not, as yet, defined the sorting and selection information for the keys you included in the report (via the Versions page – applicable for a Summary report) the Default version field is not described here. See Define a default version for a summary report using DC1 Report Writer in DC1 Analyser for instructions.

    For the first two fields on this window, leave the defaults as is or change the information accordingly:

    Days to keep
    Enter the number of days you want to keep an online report in the system before it is removed.
    Number of column heading lines
    Enter the number of column heading lines to be displayed when viewing an online report generated from this report definition.

    At this point you have created the basic information for the report.

    If you chose to create a Summary report you will see the following three additional pages in the notebook:

    • Columns
    • Versions
    • Layout

    If you chose to create a Line report, you will see the following three additional pages in the notebook:

    • Columns
    • Lines
    • Layout

    You should now define the following:

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