Siebel Reports Administration Guide > Reports with Group Sections > Example—Creating a Report with a Group Break >

Creating a Report Design in Actuate e.Report Designer Professional

In this exercise, a new report design is created from scratch, using library components.

To create a report design file in Actuate e.Report Designer Professional

  1. Open Actuate e.Report Designer Professional.
  2. Choose File > New. In the Create New Report dialog box, select Blank Report and click OK.

    3. A blank design report appears.

  3. Delete the following components from the structure tree.

    4. NOTE:  You will need to expand the Content - Report section on the structure pane to see the components.

  4. Choose Tools > Library Organizer and click More.

    5. The Include Library window appears.

    1. Click Browse and navigate to C:\Siebdev\rptsrc\enu\lib (or equivalent), choose sssiebel.rol, and click Open. Click OK to close the Include Library window.

      2. If your installation uses a non-English version of Siebel eBusiness Applications, you do not have an \enu folder. Instead, you have a folder in the appropriate language code for your installation, such as \deu for Germany.

      See Global Deployment Guide for a list of three-letter International Standards Organization (ISO) language extensions.

    2. Repeat this step for the files sscustom.rol and Grouprpt.rol.
  5. Enter the following information for the report:
    1. Title. Grouped Opportunity Report
      • Expand the PageList slot until you see the Content - ReportTitle slot.
      • Right-click on the Content - ReportTitle slot and select Properties.

        • The ReportTitle - Component Editor appears.

      • On the Properties tab, scroll down to Text and input Test Opportunity Report as the title for the report.
      • Close the ReportTitle - Component Editor.

        • This value is used in the window title for the report table of contents in the report viewer.

    2. Filename. C:\Siebdev\rptsrc\enu\Grouprpt.rod

      3. This is the filename and folder location where the report design file you are creating will be saved. Because this is a custom report, it should not be stored in the same folder as the standard reports (...\enu\standard), and ROD files also should not be saved in the same folder as the library files (...\enu\lib). You can either save the file directly in ...\enu or create a new subfolder of \enu called \enu\custom (or equivalent).

      If your installation uses a non-English version of Siebel eBusiness Applications, you do not have an \enu folder. Instead, you have a folder in the appropriate language code for your installation, such as \deu for Germany.

      See Global Deployment Guide for a list of three-letter International Standards Organization (ISO) language extensions.

      • Choose File > Save and input the filename to be used for this report.
    3. Report Root Name. Grouprpt

      4. This specifies the name of the top-level report design object in the design file.

      • Right-click on the top-level object (default name NewReportApp) and select Rename.

        • The Rename pop-up window appears.

      • For the new name, input Grouprpt.

        • The name must be the same as the name used for the ROD file you saved in Step b (without the ROD extension).

  6. Choose File > Save. Specify Grouprpt.rod in the ...\enu (or ...\enu\custom) folder.

    7. If your installation uses a non-English version of Siebel eBusiness Applications, you do not have an \enu folder. Instead, you have a folder in the appropriate language code for your installation, such as \deu for Germany.

    See Global Deployment Guide for a list of three-letter International Standards Organization (ISO) language extensions.

    Remember to save the design file periodically as you work.

  7. Double-click the Grouprpt (top level) icon in the structure tree.
    1. In the Component Editor window, click the Class tab.
    2. Change the Super Class value from AcReportSection to ssRpt.

      3. This is an important step. Siebel reports must inherit from ssRpt (the Siebel standard report) instead of directly from AcReportSection (Actuate report). ssRpt is provided in sscustom.rol and inherits from baseReport from sssiebel.rol.

      NOTE:  You cannot perform this step until you have included the sssiebel.rol library.

      Two components are automatically added to the report when you change the report's class, a report section (Report) and a pagelist section (ssPageList).

  8. Make sure that the Show Empty Slots option in View > Options is checked.

    9. You may want to deselect this option at a later time if you find the display of empty slots in the structure tree and layout pane distracting. For now, the empty slots must be visible because components will be dragged onto them from the sscustom library.

  9. Expand the top-level report component.
    1. Right-click the report section child component in the structure tree (Report) and select Slot Information.

      2. The Single Structure Reference pop-up window appears.

    2. Change Name in the Contents section to ssRpt and click Close.
    3. Right-click the report section child component now named ssRpt1 and click Subclass.

      4. You must subclass each component you introduce into the report if you plan on modifying the component. Otherwise, the system will not allow your changes.

  10. Right-click the report section component (ssRpt1) and click Rename. Change the name to ssRptOpportunity.
  11. Expand the report section component (ssRptOpportunity). Click the library browser button and choose sscustom.rol. Drag and drop the ssGrp library component onto the Content child slot of the report section.
  12. Right-click the group section component (ssGrp) and select Slot Information. On the Single Structure Reference pop-up window, click Subclass. Click Close.
  13. Right-click the group section component (ssGrp1) and click Rename. Change the name to ssGrpStage.
  14. Drag an ssFrm control from the Library Browser window onto the group section's Content slot. Repeat Step 12 and Step 13 to rename the subclassed frame ssFrmOpportunityContent.
  15. Right-click the group section component (ssGrpStage) and click Properties. In the Key property, enter ssSales_Stage. Close the Component Editor window.
  16. Drag and drop the ssFrm component from the Library Browser window onto the group section's PageHeader slot.
  17. Repeating Step 12 and Step 13, subclass the frame and rename it ssFrmStageHeader.
  18. Close the Library Browser window.
  19. Click the library browser button and choose Grouprpt.rol in the dialog box.

    20. The Library Browser window opens, displaying the contents of Grouprpt.rol, the data supply library you generated in Siebel Tools.

  20. Drag and drop the datastream component (ssOpportunityQuery) from the Library Browser window onto the DataStream slot in the Design Editor, then close the Library Browser window.

    21. The datastream component is now a child of the report section component.


 Siebel Reports Administration Guide, Version 7.5, Rev B 
 Published: 18 April 2003