Formatting Views

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Please note that this is preliminary documentation and is subject to change.

 

Scheduler - Formatting your Reports.

 

The Report Panes throughout the Scheduler program can be formatted in a number of ways to suit the way you want to view, or print, your reports. Note that, once you've formatted a Report View, the settings are retained from one Scheduler Session to the next, so that you don't need to keep setting up the program to display information the way you want it - you just need to do it once.

 

Each Report pane also has a 'default' formatting view set up, so if you get into a mess with formatting, you can reset your report to its default view - and start again. When you select to Format the View of your Report, the Formatting Tool (see pictures below) will open, and reflect the current settings for your Report. By selecting an option from the 'Available Tasks ...' Sidebar, you'll be able to change the formatting of your Report to suit your requirements. You'll also be able to Save your report Format to a file, so you can maintain multiple 'views' of your report data, and quickly change them by loading the Format you require.

 

On the Sidebar, you'll also find an option to allow you to Reset your Report Format to its Defaults.

 

 

Choosing and Ordering Fields: This page of the Formatting Tool allows you to select the fields you want to see in your report, and the order the fields will appear in.

 

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The right-hand column displays the fields that are currently displayed in your Report, and the order they're displayed in. You can add fields from those available in the left-hand column, remove fields, or move the order of any field in your report up or down, using the buttons at the bottom of the window. Note that you can change the field order of your Report dynamically by dragging the column headers with the mouse to a new position.

 

Sorting and Grouping your Report: These pages of the Formatting Tool allow you to sort the data in your Report alphabetically, or group your data, Ascending or Descending, by p to 4 fields. (Note that you can dynamically set a Sort order on your report by clicking on the required Column Header - click on it once to sort by the field ascending, and again to sort by that field descending).

 

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To Sort or Group your Report, choose the required field from the drop-down box (when a field is selected, the 'Ascending/Descending' selector box will become available). You can clear your selected Sorting or Grouping settings at any point by clicking on the 'Clear' button. Note that if you Group your Report, the program will automatically provide sub-totals for any appropriate numeric or time fields in your Report:

 

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Formatting your Report Output: This page of the Formatting Tool provides an array of options that define the appearance of your Report (whether you're previewing it on-screen, or printing it on a selected printer):

 

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Formatting Options: These settings allow you to set options for interacting with your Report at run-time, as well as advanced display options ...

 

'Group-By' Header: When the Group-By Header box is displayed, you'll be able to drag Report Column Headers into the box to dynamically add to, remove from and adjust your Report Grouping settings, ordering and sub-totalling.
''Row Pointer/Row Height': When this option is selected, a small grid appears on the left hand side of your Report. The grid contains a small arrow, which points to the record that is currently selected. By grabbing the grid with the mouse, the height of each row of your report can be dynamically altered by dragging the mouse up and down.
'Shade Group Headings: Selecting this option colours the grouping headings of your Report (if there are any) in an appropriate themed colour, for both screen viewing, and colour print-outs (unless overridden in your Printer Setup).
Automatic Column Sizing: When this option is checked, the program will attempt to fit all the columns in your Report onto the current Window (or Print-out). Note that this option can produce fairly illegible results if you have a great many columns in your Report.
Record Navigator Row: This option displays a coloured row at the bottom of your Report, indicating the current row number of your data that is currently selected, and the total number of rows in your Report. It also provides navigation buttons for moving up and down through the rows of your Report.
Odd and Even Colours: When selected, each data row of your report will have a slightly different background colour (depending on whether it's an 'odd' or 'even' numbered row) to aid visual identification when reading data across a long row.