The Report Editor Window is displayed by choosing to create a new or edit an existing report whilst in the Reports Window.
The Report Name field is a free-text field you may use to give this report a descriptive name.
The Prompt for Values checkbox determines if the report will ask the user for values when asked to generate the report. If this is off, then the report will run with the given parameters. Otherwise, it will show a dialog box asking the user to modify and/or confirm the selection criteria. This is useful if you want a report for a certain period in time, but want to be able to set that period each time you run the report. please see Using Runtime Data Selection for more information.
The
button allows you to browse for the report file on disk.
The
button has two purposes. If the Report File field is blank, it displays the New Report Template Dialog.
The Email Address field is used to specify which report output field should be used as the email mailing address when creating email merge reports. If this field has no options, you need to go to the Results Tab and add an email field to the selected fields for reporting. Then select that field in the Email Address field.
The Data Selection Tab
The Data Selection Tab is the main tab in the Report Editor Window and provides the ability to specify complex report selection criteria.
For more information on specifying search criteria for your report, see STEP 1. Selecting Data in the Reporting and Document/Email Merge Section.
For more information on how to select fields to appear on your report, see STEP 2. Specifying Fields to Report on in the Reporting and Document/Email Merge Section.
For information on formatting your reports, word documents or email merge templates, please see STEP 3. Creating / Editing the Report.
The Results and SQL Tabs
For more information on the Results or SQL tabs, please see Results Tab, and SQL Tab.