The report generator provides, besides the standard charts, another possibility to evaluate the database of Projectile. It can be accessed through any search query. The output format CHART, CSV, HTML, browser view, PDF, RTF or XLS can be chosen. Furthermore, the ReportMaker provides, by using the EDIT-Mode, a convenient way of editing. To use or to create a report, an appropriate query is required (quick or advanced search of Projectile).

In the ReportDesigner, the results of the queries are processed. The designer consists of a toolbar, the header (name, title, document type), …

…and the edit bar.

By using these functionalities, the rows can be modified. Currently six options are available:

• Remove,
• Invert selection,
• Start (marked entries at the beginning of the list),
• Move to (move marked entries one position up),
• From (move marked entries one position down) and
• End (marked entries to the end of the list).

In the work area, the rows can be marked, column contents can be selected and modifications to the rows can be made:

• The functionality allows the selection of referenced elements (for example the project on the customer to the branch of the customer),
• The functionality allows the definition of formulas and
• The functionality allows the definition of values by text or colors.

In the column “Aggregate function” calculations can be defined. There is a possibility to choose between:

• None,
• Sum,
• Minimum,
• Maximum and
• Mean value

This functionality is used only for numbers (duration, amounts of money, …).

The next column ( “Group”) is used to determine groupings. For the groups appropriate subtotals are displayed. To use this function, you should sort on the grouping feature in the Advanced Search.

With the functionality of “visibility”, it can be determined whether the columns appear in the list or not. For example, it is often required for the function (formulas) intermediates, which in the actual report itself is not relevant and will be hidden.

Other functions in the ReportDesigner:

• Sorting and ascending: With sorting, the sequence of the sorting can be established and with the attribute ascending you can control, whether the sorting has to be afferent (set Checkbox) or should it be downwards (do not set Checkbox)
• Diagram : Functions for graphic analysis (axis of the evaluation, description, categorization,)
• Caption : Alternative column heading in the report, if the column name should not be used
• Number Format: Format for numerical values
• Width %: Scaling the column width for the output format PDF and RTF
• Periodic: Feature of the key figures for treatment of periods when accrual

These functionality are explained in the following example.

  ===== Create Query =====

In the example, on the basis of a advanced search, a project evaluation will be created. Note: By using quick search in the intro, Reports can also be alternatively used and created. The Advanced Search allows more complex queries, however, to the data pool.

First, the advanced-search will be opened in the toolbar, and here, either a new query is created or an existing query is used.

In the example, a query on the project's master data is loaded, which lists all current principal or chief projects (for more information, see the chapter 3.05 advanced search).

The query then delivers the following result in form of a so-called multiple-selection. From this multiple-selection now …

… the ReportMaker is accessed.

In the selection report, you can either select the standard report (a listing of all available elements of the document), or (if available) a defined report. As an output format you can select between:

• CHART (for graphical analysis),
• CSV (for example for MS EXCEL or for the use of standard letters),
• EDIT (to edit the selected data records),
• HTML,
• PDF,
• RTF (for example for MS WORD),
• VIEW (Evaluation within the system),
• XLS (for MS EXCEL) or
• XML

To create an new report, the report-designer can be accessed with the standard report.

In the standard report, all elements, which are in the document project, will be listed as rows (for example project, applicant, contact person, project manager, …).

By using the selection-box, on the left side, the lines can be modified. In the example the fields in the left check-box are now marked, which should appear in the report. Afterwards, this selection is inverted (now all lines are marked, which should not be used in the report) …

… and the selected entries are deleted.

Alternatively, you can of course also mark and delete all not required rows.

Afterwards, the report is named in the field 'name', the title of the evaluation is defined (headline in the report) and saved. In addition, some of the fields has been renamed in the column Caption (for example applicant in client).

In the tab “Layout” settings can be defined regarding to the report layouts. Here, among other functions, you can specify the number of lines per page, page numbering, grouping types, head and footer layouts and page formats.

In the tab “CSV” parameter for the out put options “CSV” can be defined. This format is used for spreadsheets and interface files.

In the tap “Diagram”, options for graphic evaluations can be set (explanation follows).

After closing of the new report …

… it will be directly available in the ReportMaker.

... continued