BuildForge Help

Creating a New Report

To create a new report:

  1. Click on the Wizard selection in the navigator on the left.
  2. Select Create a new Report. Define the report as follows:
    1. Click a format for the report: Table, Bar Chart, Pie Chart, or Line Chart. When you click on a format, an illustration of it appears to the right of the format list.
    2. Title: type a title for the report. It cannot be changed once you specify it here.
    3. Click Next.
  3. Fields
    1. Select a report type. Types are organized under Build Forge and Custom headings. Custom reports come from configuring data sources from XML files (including exported BOM data).

      For Tables, select one or more columns to use as fields in the table.

      For Bar Charts, Pie Charts, and Line Charts: choose columns to use for X Series Selection and Y Series Selection (X and Y axis of the chart).

    2. Click Next.
  4. Group

    Note: any report that includes a calculated field (such as Total, Percent, etc.) must have a grouping for that field.

    1. Populate the Group Ordering list. The report will show groupings and subgroupings as you specify in the list. Grouping is performed in order from the top of the list downward.

      Use the arrow controls to move fields to and from the Group Ordering list. Single arrows move a selected item to or from the list. Double arrows move all items to or from the list.

      Use the Top, Up, Down, and Bottom buttons to sequence items in the list as you want.

    2. Click Next.
  5. Sort
    1. Populate the Sort Ordering list. The report will sort within groups using the fields in the list.

      Use the arrow controls to move fields to and from the Sort Ordering list.

      Use arrow control to the right of fields in the Sort Ordering to change the sort order (ascending and descending). Clicking on the arrow moves a field in the direction indicated.

    2. Click Next.
  6. Filter

    Build one or more filters. Each filter consists of selections:

    • Field: the field in which to filter results based on value.
    • Operator: operator on the field.
    • Value: either select a field or check the Text box and type a value.

    You can Add more filters to the list or Delete them.

    You can limit output by checking Limit output to and providing a value for rows. This can be helpful when running tests on designs for large reports.

    Click Next to proceed.

  7. Run

    The report appears in this panel. If a blank report appears, check that there is data in the data source and that your Filter is set correctly. You have options on how to work with the report:

    • Save this Report Design: type a name and click Save. The report will appear in the list of reports.
    • HTML: download the report output in HTML format. You are prompted for a location.
    • Cancel: exit this report and go back to the Wizard.