QuickDesigner Reports allows you to build a report using any data source from the Organizer. However, if you want to modify a data source, you can only query DataViews or modify existing DataView queries using QuickDesigner Reports.

When QuickDesigner Reports opens, there are only two options accessible, to create a new report or open an existing one.

QuickDesigner Reports

Click the New button on the toolbar and the Data Source Dialog will open. Select the Quickstart_sample data registry from the left top drop-down list (the data registry you created in Section Q.3.1 - Create a Data Registry). The tab bellow shows all of the defined data sources in the registry. Expand the nodes and select the DataView Invoicing that you created in Section Q.3.1.3 - Create a Data View. You will see all headings and fields of the view in DataView Builder in the right pane of Data Source Dialog. Add the following fields from the Order Info heading by clicking on them in the left side panel.

Order ID
Order Date
Product Name
Unit Price
Quantity

Data Source Dialog

After adding the columns, click the Build Formula button to build a computed column. This will launch the Formula Builder in a new window.

Formula Builder

In the Formula Builder, expand the View node in the right-hand side. Then expand the Order Info node. Under this node click the Unit Price entry. The text will be added to the main formula window. Click the multiply button (*). Finally, select the Quantity field. The finished formula should look like this: {Order Info.Unit Price} * {Order Info.Quantity}. Once you have finished, click OK to add the formula. A new column will be added in the column selection dialog.

To provide an alias for the expression column, select it and click the Rename button. This will bring up a dialog allowing you to specify the alias.

Rename Dialog

Enter SubTotal as an alias for the computed column and click OK. The computed column is renamed.

Renamed Column

Click the Next button to submit the column selection. The next dialog that opens allows you to set sorting, grouping, and conditions for the DataView query.

Conditions Dialog

Click the Condition Wizard button for the Order Date field. Select the Select From Column option and then click the Between operator.

Condition Operators

This will open a dialog allowing you to select a date range by which to filter the query.

Select Condition Value Dialog

Select the date range that you would like and click OK. The condition will be added for the Order Date field. Now you can preview the finished query by clicking the View DataSheet tab.

Data Preview

Next, go back to the Conditions tab and click the Save Query button to save this DataView query back to the registry. This will bring up a dialog prompting you to select a name for the query.

Save Query Dialog

Enter the name you would like to use for the query and click OK. The new query appears under DataView node in the left pane of the Data Source Dialog.

New DataView Query

Now that you have completed the query, click OK to close the Data Source Dialog and to open the main page of QuickDesigner Reports.

QuickDesigner Reports Main Page

You can insert any column to the report by using a double-click on the column or by dragging it to the report. So, insert columns Order ID, Product Name, Unit Price, Quantity, SubTotal.

Columns Selecting

Collapse the left Column pane by clicking the Collapse button and adjust the width of columns. To do this, move your mouse over the right side of the column header. You will see a double arrow. Then left click and drag it.

Column Width Setting

Right click on the Order ID header, select Aggregation and then Group(Row Break) option.

Aggregation Dialog

Right click on the SubTotal header, select Aggregation and then SUM option. Your report should look like this now:

Report with Aggregation

Q.5.2.1. Format Report Elements

QuickDesigner Reports allows you to change the style of the report by using several predefined styles. Click the Styles button on the toolbar. The Styles dialog will open above the report.

Styles Dialog

Select the style you like, e.g. the Blue style, and close the Styles dialog by clicking Hide button.

Style Applied

Next, place a pagination under the report. Click Pagination/Scrolling button on the toolbar and Pagination/Scrolling dialog opens. Select Bottom option for Paginator Position and click OK.

Pagination/Scrolling Dialog

Now, add a report title. Click the Report Title button on the toolbar and the Report Title dialog appears. Type Order Information as the title and click Apply button.

Report Title Dialog

The report title appears on the left side of the report by default. Move it to the center of the report. Click on the title, hold the mouse button and move the mouse slightly. Dashed rectangles appear. Move the title to the middle rectangle and release the mouse button.

Title Placement

Your report should look like the report below. For more detail about all the formatting option available in QuickDesigner Reports, see Section 4.2.4 - Format Report Elements.

Report With Changes Applied

Q.5.2.2. Save the Report

Now that you have finished formatting, you can save the report you have created back to Organizer so that other users can view it. To save the report, click the Save button on the toolbar . This will bring up a dialog allowing you to specify a name for the template.

Save Report Dialog

Enter a name for the report, and select the QuickStart Examples project that you created in Section Q.2.2.2 - Add a Project. Click Save button to save the report.