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Creating the Initial Report Layout

As you learned in previous chapters, the simplest way to create a report definition is to use the Instant Layout option. When you use this option, Report Builder prompts you to select a master table and fields from that table for the report layout. Report Builder then not only formats the fields and field names, but also provides some default band lines and fields.

For the Item/Sales–Rep report, you will not need any of the database fields from the master table on the report layout. Because you cannot create an instant layout without selecting a field, it does not matter which field you choose from the master table.

Follow these steps to create the initial report layout:

  1. Choose the New Report button. Report Builder prompts you to specify the master table for the report.
  2. Select the Salesrep table, then choose OK. Report Builder prompts you to specify whether to use the Instant Layout option.
  3. Choose Yes. Report Builder prompts you to specify the fields you want to place on the record band line.
  4. Select any field, then choose OK.

Figure 8–1 shows the layout created by the Instant Layout option. This example shows the Sales–Rep field on the record band line.

Figure 8–1: Cross-tab Report Instant Layout


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