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create reports
Posted: Sat Feb 18, 2023 2:11 am
by JP.Oliveira
Hello.
I'm new to the form, I hope I'm asking this question correctly
Is there a tutorial with instructions on how I can create my own custom reports?
I have already managed to edit some existing reports, but I intend to create my own reports.
Re: create reports
Posted: Tue Feb 21, 2023 1:07 pm
by Dan Crosby
Hi JP,
We don't have any tutorials I'm afraid. The report writer is quite complex conceptually, and as not very many users do a great deal of report customisation, we usually offer to create reports for them, as time allows.
That said, we usually recommend using an existing report as a basis for creating new ones. Feel free to explore and ask any more specific questions here. The basic way to think of the reporting is that every report record contains all the fields that can be reported. The report template controls how these records are sorted and filtered to display the necessary information in the desired way.
You may find the attached file of some limited use - it is the help for the third party report component that we use. It is actually a CHM file, so after downloading it, rename it to "Rep8.chm" before you open it.