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Working with Reports

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Text-to-software has several kinds of reports you can produce.  Check the following topics in this section to learn more.

Designing PDF Statements

Your users will be able to generate PDF statements at the press of a button. One click will grab the information out of a grid (which contains fields), and plop that info down into a well-designed, easily digestible format that they can save, email, or print out. Anyone who looks at the PDF statement will be able to take one glance and find all the information they need.
Unfortunately, for you, the designer, it’s not that easy. There are many steps required to design a PDF statement, but these steps aren’t difficult. This Help topic will walk you through those steps, one by one. They are:

• Creating a field
• Making the field a subgroup
• Making the subgroup a grid
• Adding fields to the grid subgroup
• Adding the subgroup to an activity
• Adding the activity to a screen
• Set images: header, footer, logo, promo
• Set the text that appears in the top section of the report, the company and address text: Title, Address, Email, Phone Number
• Set report text: Report Line 1, Report Line 2, Report Line 3, Report Line 4, Report Line 5, Report Line 6

PDF statements are created out of groups that are formatted as grids. Only subgroups can be formatted as grids, so the groups have to be subgroups. PDF statements contain the fields that are contained in the subgroup.

So, the first few steps in setting up a PDF statement are creating the field that you will turn into a grid. When you add the grid, the PDF statement functionality will be added to the screen automatically.

TO CREATE A FIELD
1. On the Requirements Analysis tab, in the Description box, type the name of the field.
2. In the Description box, select the text.
3. Press the F1 key.

TO MAKE THE FIELD A SUBGROUP
1. In the Forms box, click the group where you want to place the subgroup.
2. In the Fields box, right-click the field you just created, and click Become Subgroup.
3. In the Choose a navigation element box, click Navigator.
4. Click OK.

TO MAKE THE SUBGROUP A GRID
To make a PDF statement, the subgroup must be formatted as a grid.
1. In the Forms box, right-click the subgroup and click Set Type.
2. In the Select group type box, click the Grid button.

TO ADD FIELDS TO A GRID SUBGROUP
The fields you add to the grid subgroup will be included in the PDF statement when it is generated.
1. In the Forms box, click the grid subgroup.
2. In the Field box, right-click the field and click Add to Group.

TO ADD THE GROUP TO AN ACTIVITY
1. In the Activities box, click the activity you want to add the group to.
2. In the Forms box, right-click the group you want to add to the activity to and click Add To Activity.

TO ADD THE ACTIVITY TO A SCREEN
1. In the Screens box, click the screen you want to add the activity to.
2. In the Activities box, right-click the activity and click Add Activity to State.

TO SET IMAGES
PDF statements include four images by default. Header and footer appear at the top and bottom of the page. Logo appears next to your company name, and you can use it to include your company logo. Promo appears after the data grid, and you can use it to include a graphic of a new product your company is offering, or an upcoming event you would like to promote.
1. Click the Content Management tab.
2. In the Graphics section, click the Previous/Next buttons until you see the Header graphic.
3. Click the header graphic.
4. In the File dialog box, browse to the location of your graphic, then click Accept.
5. Repeat steps 2-4 for the following graphics:
• Logo
• Promo
• Footer

TO SET COMPANY/ADDRESS TEXT
1. On the Content Management tab, in the Text section, click the Previous/Next buttons until you see the Report Title text.
2. Highlight the Report Title text and type new title text.
3. Repeat steps 1-2 for the following company/address text items that appear on the report:
• Company Name
• Company Address 1
• Company Address 2
• Company Phone Number
• Company Fax Number
• Company Email

TO SET REPORT TEXT
You can use these text items to customize your reports. They appear in the middle section of the report. You could use them for introductory text, or to explain something about the report. You could also use them to promote upcoming events from your company.
1. On the Content Management tab, in the Text section, click the Previous/Next buttons until you see the Report Line 1 text.
2. Highlight the Report Line 1 text and type new text.
3. Repeat steps 1-2 for the following company/address text items that appear on the report:
• Report Line 2
• Report Line 3
• Report Line 4
• Report Line 5
• Report Line 6

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