Progress
Report Builder
User’s Guide


Using the Instant Layout in an Existing Report Definition

You can choose to restructure an existing report definition using the Instant Layout option at any time while creating a report definition. Report Builder replaces the layout you create with the one generated by the Instant Layout option, but does not affect nonlayout features of the report definition such as joins, sorting, grouping, filters, aggregate fields, calculated fields, and user-defined functions. Therefore, the newly generated instant layout can include fields from joined tables or calculated fields from the existing report definition.

Follow these steps to use the Instant Layout option in an existing report definition:

  1. Choose Report Instant Layout. Report Builder prompts you to save the current report before creating a new instant layout.
  2. Choose Yes to save the report definition or No to replace the layout without saving. If you choose Yes, Report Builder allows you to save the report definition before creating the instant layout.
  3. After you choose whether to save the existing report definition, by default the Instant Layout Fields dialog box appears.

  4. Choose the fields to insert on the layout, then choose OK. Report Builder creates the instant layout.

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