Report

This page displays a list of custom and factory templates. Factory templates cannot be modified. You can duplicate any template and then modify or you can create a new template based on another template.

You can create a report from this page or the Report template page.

A list report can only be created from this page.

Create a report

You can create a new report to be used to run reports or generate forms. This template, like any template, can be used as the basis for other templates.

After creating a this report, you can use it a template to generate a report or a form on the Report template page.

1. From the main list, select Create.
2. Enter a unique name for your report.
3. The Parent package is required. This selects the dataset available for the template.
4. The Report type, by default, is Printed document. But you can select Email instead.
5. The description is required.
6. Because this is new, the Templates grid is empty. You can add more templates at any time.
7. On the Variables tab you have the option to add variables to your template. Variables are used to define specific data for report. This could be a customer, an order number, and so on.
8. If you wanted to create a packing slip for a specific shipment:
   1. Enter the Variable name: shipment and the Variable title: Shipment
   2. For Variable type, select Reference.
   3. For Data type, select Sales Shipment. How this field behaves depends on the variable type.
   4. Press the Tab key until a new line displays to validate the current line.
9. Add more variables if you need to and Save.
10. When you run this report, you can enter the sales shipment number to create the packing slip for that shipment. See the step-by-step instructions on custom forms.

Create a list report

1. In the Create a report panel, you have 3 options:
   • List: Select this option to continuing creating a list report in the wizard.
   • Form: Select this option to create a custom form, which takes you to the Report template page.
   • Advanced: Select this option to create an advanced template using HTML tools.
2. To create a list report, select List.
3. In the next panel, select the data you want to include.
4. Next, you can begin to group your data and select an operator like sum, average, distinct count, and so on, for lines. See Group data and add totals for details.
5. Adding filters in the next panel is optional but can improve how your data is sorted.
6. On the last panel, you need to give your list a name and a description.
7. You can also see a preview and modify some layout options like page format, orientation, and margins.
8. Select Finish.
9. When you exit the wizard, you can see your list template record.

Working with report templates

When you're on the template record page, you have several options:

You can include variables to refine the data. For example, a variable can be an order number, or a customer, or some other value. This limits the data to that variable. For example, if your variable is for a customer, the report displays all data, such as orders, for that customer only.

You edit the template or select the print icon to generate a list report.

Add a template to a report

1. Select a report from the main list, for example packingSlip.

2. On the Templates tab, select Add new template.

3. The Create a report wizard opens and you can select to create a List, A form, or an Advanced report using HTML tools and CSS.

4. See How to create a custom form to continue the process.

You can also add a template from the Report template page by selecting Create.