Custom Reports

Notes on the new SeedCode Complete template for FileMaker 13
Posts: 72
Joined: Mon Feb 04, 2013 11:54 am
PostPosted: Mon Dec 22, 2014 11:32 pm
I would like to create custom reports like those in SC13. I am looking for any detailed information on how the reports were created.
SeedCode Staff
SeedCode Staff
Posts: 475
Joined: Wed Jan 02, 2013 11:47 am
PostPosted: Tue Dec 23, 2014 6:42 am
Hi there. Which report are you referring to? Can you send more details, and/or a screen shot?
Posts: 72
Joined: Mon Feb 04, 2013 11:54 am
PostPosted: Tue Dec 23, 2014 8:59 am
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.
SeedCode Staff
SeedCode Staff
Posts: 475
Joined: Wed Jan 02, 2013 11:47 am
PostPosted: Tue Dec 23, 2014 11:04 am
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
Posts: 72
Joined: Mon Feb 04, 2013 11:54 am
PostPosted: Tue Dec 23, 2014 4:52 pm
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.
Posts: 72
Joined: Mon Feb 04, 2013 11:54 am
PostPosted: Tue Dec 23, 2014 5:05 pm
Is there supposed to be a portalrow record selector on the reports layout? The delete button does not delete any of the reports.
SeedCode Staff
SeedCode Staff
Posts: 475
Joined: Wed Jan 02, 2013 11:47 am
PostPosted: Tue Dec 23, 2014 5:43 pm
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
Posts: 72
Joined: Mon Feb 04, 2013 11:54 am
PostPosted: Tue Dec 23, 2014 7:25 pm
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. :)
Posts: 72
Joined: Mon Feb 04, 2013 11:54 am
PostPosted: Tue Dec 23, 2014 9:51 pm
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?
SeedCode Staff
SeedCode Staff
Posts: 475
Joined: Wed Jan 02, 2013 11:47 am
PostPosted: Wed Dec 24, 2014 5:50 am
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"?
Posts: 72
Joined: Mon Feb 04, 2013 11:54 am
PostPosted: Thu Dec 25, 2014 9:20 pm
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
SeedCode Staff
SeedCode Staff
Posts: 2764
Joined: Thu Nov 20, 2003 11:01 am
PostPosted: Fri Dec 26, 2014 9:54 am
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. =)

2014-12-26_0946.png
2014-12-26_0946.png (291.7 KiB) Viewed 25719 times


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:

2014-12-26_0951.png
2014-12-26_0951.png (410.54 KiB) Viewed 25719 times


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
John Sindelar
SeedCode
Posts: 72
Joined: Mon Feb 04, 2013 11:54 am
PostPosted: Fri Dec 26, 2014 5:33 pm
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

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