I would like to create custom reports like those in SC13. I am looking for any detailed information on how the reports were created.

Hi there. Which report are you referring to? Can you send more details, and/or a screen shot?

Thanks Jeff. I'm particularly looking at the sales reports. My solution is designed for clinics with repeated sessions. I already have custom reports that are tailored to specific details for each clinic visit. I would like to add them to the sales report section and have them generated using the drop-downn View Report selector.

I am reverse-engineering your design but it would be helpful if I had a few pointers on how the process flows and what to look out for.

The documentation for reports does not give much info about how to set them up.

We're really just doing a "Go to Layout", a Find and a Sort based on the selected criteria. Then if you save a PDF, we're just going to another layout formatted for printing, saving the PDF to the temp directory, and inserting that file into a container field. HTH -Jeff

Yes. I'm beginning to see the layout for the reports. I will use this template to create my own. Thanks for the help Jeff. Will let you know how it goes.

Is there supposed to be a portalrow record selector on the reports layout? The delete button does not delete any of the reports.

To delete a report, click the "Delete" button. Red "-" buttons will appear on each row. Click the ones you want to delete, then click "Save". HTH -Jeff

Oops! I deleted all sample data and the required record for the reports. Added the record back and the delete button works properly. Script debugger is a life saver.

Still working through making changes to the reports. My immediate problem is renaming the saved View from History report name from Sales by Customer to Totals by Client. Made the change in script PDF - Sales by Customer, Set Field [SelectedReport::Type; "=Sales by Customer". Just changed Sales by Customer to Totals by Client but now nothing is saved to the View From History portal. What am doing wrong here?

Hard to say without seeing your files, but it's probably either that the relationship between Home and Reports isn't valid, or the Reports record never got created for some reason. Maybe just try selecting "Records > Refresh Window"?

Thanks Jeff.

I don't think I explained very well. I am trying to change the name of the report saved in the View From History section of reports. I would like to have report names saved as Totals by Client instead of Sales by Customer.

How can I do this? TIA -Ken

Hi Ken,

Thanks for the clarification. This is easy to change.

Each of the reports has it's own "PDF" script shown to the left in the screenshot below. Each of these has a line that sets the name of the report into the "type" field, shown to the right in the screenshot below. =)



The only trick is that the report portals on the "Reports" layout decide which history records to show based on a filter on this field. So if you change the name set into the "type" field you'll also want to change the portal filter criteria shown here:



Each report has it's own panel / portal and this video shows how to get to those if you're new to editing these layouts: http://www.seedcode.com/pmwiki/index.ph ... ddenPanels

Sincerely yours,

John

Awesome! Thanks John. That explains it well. I will start to work on modifying reports to fit our needs. It's pretty ingenious the way you guys have set things up.

Thanks to both you and Jeff for helping me modify this complete solution for my company. We are very pleased with the new layout and functionality. We really like the new flat look. It fits in with everything else these days such as Apple products and web pages.

Thanks so much. -Ken