9.2 Creating a Report Using the Create Application Wizard

Run the Create Application Wizard to create a new application containing one or more pages. Supported reports include interactive report, classic report, and interactive grid.

Parent topic: Developing Reports

9.2.1 Creating an Interactive or Classic Report Using the Create Application Wizard

Run the Create Application Wizard, you can create a new application that contains one or multiple interactive report or classic report pages.

To create a report using the Create Application Wizard:

  1. On the Workspace home page, click the App Builder icon.
  2. Click the Create button.
  3. Click New Application.
  4. For Name, enter the name used to identify the application to developers.
  5. For Appearance, accept the default Theme Style and menu layout (Vita, Side Menu), or change it by clicking the Set Appearance icon adjacent to the Appearance field.
  6. To add a report, click Add Page and select then select Report.
  7. On Add Report Page:
    1. Page Name - Enter a name for this page.
    2. Set Icon - Select an icon to display in the navigation menu for this page.
    3. Page Source - Select the source for the report:

      • Table or View

      • SQL Query

      What you select determines what displays next. Follow the on-screen instructions. To learn more about an attribute, click the Help icon in the lower left corner.

    4. Select a report type:

      • Interactive Report

      • Classic Report

    5. Lookup Columns - Expand to see attributes for defining a lookup to another table. Use Lookup Columns to replace identifiers with a display column, such as showing the department name instead of the department number. Specify the following:

      • Lookup Key - Select the column to change to output the display column.

      • Display Column - Select the column (from the lookup table) to be displayed.

      Tip:

      Lookup Columns only appear if the current page is based on a table and has foreign key constraints to another table.

    6. Advanced - Expand Advanced to configure these options:

      • Set as Home Page - Enable this to make this page the home page for the application.  Any page previously defined as the home page are updated.

      • Set as Administration Page - Enable this to have this page display under Administration, rather than as a normal page in the application. If enabled, you access the page by clicking Administration in the main menu, and then selecting from the Application Administration list.

      • Page Help - Enter text to be displayed when the user selects Page Help.

        Tip:

        This setting requires you select the About Page feature. If you select the About Page feature, a help icon is generated in the navigation bar with an entry for page help.

    7. Click Add Page.
  8. Under Features, select features to include with the application. Features provide application-level functionality and can only be added once per application. To learn more, click the Help icon adjacent to Features.

    Tip:

    Click the Check All button to select all features.

  9. Under Settings, specify settings used to generate this application. To learn more about an attribute, click the Help icon adjacent to Settings.
  10. Click Create Application.

See Also:

Parent topic: Creating a Report Using the Create Application Wizard

9.2.2 Creating an Interactive Grid Using the Create Application Wizard

Run the Create Application Wizard, you can create a new application that contains one or multiple interactive grid report pages.

To create an interactive grid using the Create Application Wizard:

  1. On the Workspace home page, click the App Builder icon.
  2. Click the Create button.
  3. Click New Application.
  4. For Name, enter the name used to identify the application to developers.
  5. For Appearance, accept the default Theme Style and menu layout (Vita, Side Menu), or change it by clicking the Set Appearance icon adjacent to the Appearance field.
  6. To add a report, click Add Page and select then select Interactive Grid.
  7. On Add Interactive Grid Page:
    1. Page Name - Enter a name for this page.
    2. Set Icon - Select an icon to display in the navigation menu for this page.
    3. Page Source - Select the source for the report:

      • Table or View

      • SQL Query

      What you select determines what displays next. Follow the on-screen instructions. To learn more about an attribute, click the Help icon in the lower left corner.

    4. Determine if the report is editable. Select either:

      • Allow Editing

      • Read Only

    5. Advanced - Expand Advanced to configure these options:

      • Set as Home Page - Enable this to make this page the home page for the application.  Any page previously defined as the home page are updated.

      • Set as Administration Page - Enable this to have this page display under Administration, rather than as a normal page in the application. If enabled, you access the page by clicking Administration in the main menu, and then selecting from the Application Administration list.

      • Page Help - Enter text to be displayed when the user selects Page Help.

        Tip:

        If you enter text in Page Help, the wizard creates page help text. To enable end users to access that help, you must select the About Page feature. Then, the wizard creates a help icon that end users can select to access the Page Help.

    6. Click Add Page.
  8. Under Features, select features to include with the application. Features provide application-level functionality and can only be added once per application. To learn more, click the Help icon adjacent to Features.

    Tip:

    Click the Check All button to select all features.

  9. Under Settings, specify settings used to generate this application. To learn more about an attribute, click the Help icon adjacent to Settings.
  10. Click Create Application.

See Also:

Parent topic: Creating a Report Using the Create Application Wizard

9.2.3 Report Options When Running the Create Application Wizard

Use the Create Application Wizard to create interactive reports and classic reports (with or without a from page for updating records) or an interactive grid.

Available Reports When Creating Applications

The Create Application Wizard supports the following report types.

Table 9-1 Create Application Wizard - Available Reports

Report Type Description To Learn More

Report

Creates a page that contains the formatted result of a SQL query. First, you select a page source (that is, Table or View or SQL Query). Second, you select a report type (that is, Interactive Report or Classic Report). To include a form page for creating or updating records, select Include Form.

If the report is based on table which has a foreign key constraints to another table, the developer can also define Lookup Columns. Use Lookup Columns to replace identifiers with a display column, such as showing the department name instead of the department number.

See:

Interactive Grid

An interactive grid presents users a set of data in a searchable, customizable report. First, you select a page source (that is, Table or View or SQL Query). Second, you determine if the interactive grid is editable by selecting Allow Editing or Read Only.

If you select Allow Editing, users can add to, modify, and refresh the data set directly on the page. Functionally, an interactive grid includes most customization capabilities available in interactive reports plus the ability to rearrange the report interactively using the mouse or keyboard. You choose a table on which to build the interactive grid.

See:

See Also:

"Creating an Interactive or Classic Report Using the Create Application Wizard" and "Available Page Types in the Create Application Wizard"

Parent topic: Creating a Report Using the Create Application Wizard