Create a report to be viewed externally

There are 3 ways to create an external Report.

1. Data Source: Report Generator uses the grid’s item source to create a ‘Simple Report’.
2. Current Record: Report Generator uses the grid’s selected record to create a source, based on the type of report being created (Simple / Master-Detail).
3. Master Record: Report Generator uses the grid’s master record and the item’s source to create a master-detail collection for a Master-Detail Report.

Data Source

Using the grid’s item source to create a Simple Report.

1. Open the Report Designer, select ‘New > Simple Report’ and click ‘Next’.
   
2. Select the ‘Client class’ from the list.
   
3. Select all fields to be shown in the report.
4. The ‘Select Data Connection’ panel now appears for the ‘New Report’. Check the ‘Preview Source’ box to provide the ‘Source’ externally and select: ‘Data Source’.
5. Click on ‘Finish’.
6. ‘Save’ the newly generated report and name it.
   

Master record

Use the grid’s master record and items source to create a master-detail collection for a ‘Master-Detail Report’.

1. Open the Report Designer, select ‘New > Master Detail Report’.
2. Select ‘Master Type & Detail Type’.
3. Select ‘Master type Display Fields’ and ‘Select Detail type Display Fields’.
4. Finally, select ‘Master Record’.
5. ‘Save’ the newly generated report and name it.

Current record

Use the grid’s selected record to create a source based on the type of report being created (Simple / Master-Detail).

1. Choose a ‘Report Type’ – ‘Simple’ or ‘Master Detail Report’.
2. Select ‘Master type’ or ‘Detail Type’.
3. Select the ‘Master type’ or ‘Detail type’ fields.
4. In ‘Preview Source’, select ‘Current Record’.
5. ‘Save’ the newly generated report and name it.

How to use Report as a Menu Item?

1. Open ‘Tools > Local Menu’.
2. Select the ‘Control Name’ used in ‘Client Class’ when creating the report.
3. In ‘Control Type’, select ‘Report Preview’, and in ‘Control’, write the name of report that was saved in previous step.
   
4. After saving, a new ‘Menu’ will be shown.
   

Note: If the above steps are skipped, the local menu can be created later.

• Selected Record: “SourceType=UseCurrentRecord”
• Master Record: “SourceType=UseMasterRecord”
• Data Grid: “SourceType=UseDataSource”