Building relation reports

A relation report definition determines the layout and content of information reported for associated CRs, tasks, or objects. Relation Reports are embedded in reports, following the parent CRs with which they are associated. The Main and Grouping tabs are unavailable for relation reports. Also, relation reports do not have their own queries.

Procedure

  1. Open the Report Builder dialog box.
  2. Define relation reports.
  3. In the Report list, click the relation report name.
  4. Define general relation report properties.
  5. Define headers, the information that is displayed at the top of each relation report.
  6. Define report bodies, the information that is displayed in the body of the relation report.
  7. Define footers, the information that is displayed at the bottom of each relation report.
  8. Add charts to reports, that is displayed at the bottom of the relation report.
  9. Define sorting.

    Sorting determines the order that the items are displayed in the report.

  10. Install the report.

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