Basic Report Building Process
Representative is a reporting field added to the New Customizable Order Listing tool. This field will display a list of all Representatives connected to an order. This listing can be displayed in either a Row or a Column, depending on your preference.
To create a report with this field, begin with the basic report building process, then adjust for the Representative field.
Basic Report Building Process
From the Orders section of OASIS, click Reports and select the New Customizable Order Listing to open the Report Builder window.
The Report Builder window is where you will design your custom report.
Once in the Report Builder, you have the following options for designing your report:
Report Title: This is the title that will appear on your finished report. The name you type in this field will be displayed at the top of your finished report.
Note: Use the Save button to the right of the title box to save the settings of this report for future use.
Choose the orders that you wish to run the report on.
Choose how you want the report to be organized.
Sort: Another method of organizing the data.
Filter: This menu allows you to further refine your search criteria.
Layout: Design the format of your report. This is where you add the Representative field, and adjust the columns and rows.
Once all your other search criteria are in place, click the button to access the Report Layout menu. Here you will design the columns and rows of your report. This menu is preset for general reporting, as displayed in the graphic below. You will want to adjust your columns, rows, and field selections to your preference.
There are four sections to this menu that allow you define the layout of your report.
1. Page Orientation
2. Fields Displayed in Columns
3. Fields Displayed in Their Own Row
4. Fields That Can Be Included in the Report.
Page Orientation buttons allow you to switch between Portrait, Landscape, and Legal when printing. Notice that it also displays the page width of the selected orientation, how much of that width is in current use by the fields selected, and how much of the width is available for additional fields that you may wish to add.
The Fields Displayed in Columns section displays the current selection of fields that will have column headings and the width of each column.
To remove a field, simply highlight the field by clicking it, and click the Remove button.
To add a field, locate it in the section to the right and add it by either the drag-drop method or by clicking the Add to Column button.
To alter the order of the fields, highlight the field and use the Move Up and Move Down buttons, or drag the field to the location you prefer.
To adjust the Column Width, click the numeric value displayed for that field, typing the desired value, and tab to the next number. When you tab off the numeric value, notice the change in the available report width in the Page Orientation section above it. In the example below, the width of the Customer column was changed from 90 to 12, and the Used and Available values adjusted accordingly.
The Fields Displayed in Their Own Row section displays the current selection of fields that will print across your report in rows beneath the information in the columns. The width of these fields is also displayed, and all adjustments to this section work the same way as in the examples for the Column section above. The major difference with this section is the Row Break.
The Row Break is a field that you can add as many times as you need in your reporting design. In the example above, The Manufacturer will be displayed in the first row, the Quoter and CSR will be displayed in the second row, and the Sales Account will be displayed in the third row.
To place a Row Break in your report, locate it at the top of the listed fields in the section to the right, highlight it with a click of the mouse, and select the Add in Row button at the bottom of that section.
To move a Row Break in the Fields That Can Be Included in the Report section, simply drag it to the desired location in the list, or highlight it and use the Move Up and Move Down buttons.
Representative Reporting Field
Now that you have your basic reporting format finished, you need to decide whether you want the Representative field in a Row or in a Column. This field will print a list of the Representatives connected to each order that meets your search criteria. The example illustrates the format of this field in a report.
Notice that the Representatives are listed by name all in one row. If spacing is limited, or you have multiple Representatives in the list, this field will work best in the Fields Displayed in Their Own Row section. If the listing does not print properly due to length, adjust the field width for the row or the column. The examples below illustrate the difference in layout between using this field in a Row or in a Column.
Example of Representative field in a Row
Example of Representative field in a Column
Once you have finished the initial design of your report, run a test print to verify your settings. If anything overlaps, does not have enough space, or just does not look right, go back to the Layout section and try adjusting your settings there. Simple adjustments can make a big difference. Once you are pleased with the way your settings print, save the report by clicking the button to the right of the Title box.
You will receive a pop-up informing you that the report has been saved successfully. Next time you need to run this same report, simply go to the Reports section of OASIS and select your report from the list.
Row Placement Move your rows to preferred positions by the drag-drop method or use the Move Up or Move Down buttons.
Row width Adjust the field width in the row by clicking the numeric value in the Field Width section, typing the new value, and tabbing off the field.
Column Placement Move your Columns to preferred positions by the drag-drop method or use the Move Up or Move Down buttons.
Column Width Adjust the Column width by clicking the numeric value in the Column Width section, typing the new value, and tabbing off the field.
Row Break Use the Row Break to separate fields that need more spacing. Move your Row Breaks to preferred positions by the drag-drop method or use the Move Up or Move Down buttons. You can use the Row Break feature multiple times in the report.
Move field from Row to Column or from Column to Row
Remove unnecessary fields