Create a report similar to an old one?

yuppicide

Is this the correct way to do this? I wanna take a current report, and make a new report out of it, modifying it a little.

I just export the current report, rename it, and import it again? Then I'm free to edit it?

Currently we give inventory to our Sales Reps. We do this once or twice a month, sometimes more often depending on if we're busy or not. It's a long process because we need to run the current report, then get out of a catalog and write down what inventory is available for each item and color. Thus we waste a lot of catalogs, paper, money, and time. Errors can happen too since we're only human.

I was thinking of making a report that generates what we need. The report I have now is pretty close to what I need, but aside from deleting a few things I'll need to add some fields to my Inventory Cards:

"Catalog" -- This would usually be PB or PC. These are codes for our two different catalogs.
"Year" -- This would be the year the catalog was made.
"Page" -- This would be the page number that particular item is on.

This way I can easily have a report generated of available inventory based on any of the above criteria. If someone only wants to see inventory from our 2010 catalogs they can. If they only want to see PB from 2009 they can.

Savatage

yuppicide wrote:

I just export the current report, rename it, and import it again? Then I'm free to edit it?

I usually go into the Object designer->click the report I want a copy of->Click Design->File->Save As

then give it a new name & number (in the 50000+ range)

Close the report ->open the newly created report & edit away.

yuppicide

Thanks! Great tip!

Savatage wrote:

yuppicide wrote:

I just export the current report, rename it, and import it again? Then I'm free to edit it?

I usually go into the Object designer->click the report I want a copy of->Click Design->File->Save As

then give it a new name & number (in the 50000+ range)

Close the report ->open the newly created report & edit away.

yuppicide

So, when adding something to an Item Card.. such as "Catalog" which will allow up to 2 characters input (example: PB or PC) is there something special I need to do to get this to show up on my custom report?

DaveT

Hi,

You need to add them in the printing Sections i.e. in design mode View -> Sections.

If you need background in this, have a look at the Application Developer Guide (w1w1adg.pdf) on the product DVD

yuppicide

Thanks. I do know how to add stuff in design mode. I already went into View -> Sections and I've deleted all the stuff I wanted.

Previously I added another comment line on the Customer Card. You can type stuff in there and when you enter an order for that company it automatically shows that shows up.

So, it should be pretty similar I take it.

Savatage

Yep, Goto the sections->Click in the "Field Menu"

Find "Catalog" (you did add this to the table correct) drag & drop it into your report.

yuppicide

Thanks. I got it to work. You guys are great!!

That's what I was missing.. adding it to the Table as well.

Savatage

if you didn't add them to the table then how were you able to store data in those fields?

yuppicide

I do have two slight problems with what I created.

1 - It sorts by Item Number on the report. I would like it to sort by the new "Page" textbox I created instead. Where do I go change that? In C/AL code somewhere?

2 - If I just run the report it's fine, but if I select to show Variant, then it doesn't show the new textbox's I created. Any ideas?

Savatage

1. To sort By the fields you want you have to add a new KEY to the Table or redesign using arrays.
Item Table->Design->View->Keys (Don't change any of them - if you MUST add a new key at the end of the list)

2. Perhaps by clicking "Show Variant" a new section of the report "that was hidden" is now being displayed. Almost like "Show Detail" sections. You'll have to add the boxes to this variant section too.

If it's using the Variant Table as a dataitem instead of using a Record & Get - you'll have to do the same to get the item details. Item.GET("Item Variant"."Item No.");

yuppicide

Got it to work and show with variants. It was as simple as making another Catalog, Year, and Page under another Item, Body section.

I did add the key for "Page".. just not sure how to actually get it to sort by page or where to go for that.

Savatage

before you run the report - to you see the sort button at the bottom of the screen? Where you set the filters for the report.

If not then view the properties of the dataitem - probably the DataItemTableView has been set.

DaveT

Hi,

Got this part on the Mail notification but not on post :-k

The only last thing I see is that when I add this newly generated report to the "Item Reports" page it says "Item List" under "Report Name" .. I'd like it to say "Catalog Inventory" but cannot find where to change that. Of note, the report I originally made a copy of also says "Item List" under "Report Name" but when I back out it says "Qty Avail w/Variant Breakdown".

Go to the report properties (click on a blank dataitem line and view properties) and change the Caption property

yuppicide

Works! Thanks! That was one feature I've never used or really noticed before. That might come in handy when running other reports as well.

One last thing.. when I go to View -> Toolbox, somehow when I wasn't looking it got half dragged off the screen. How can I get it fully back on? My monitor is already set at the highest resolution, so trying to go higher won't work. I can't grab the top portion to drag it back on since it's off.

yuppicide

Yeah, I went back in an edited my post. I figured it out myself, thanks.

DaveT wrote:

Hi,

Got this part on the Mail notification but not on post :-k

The only last thing I see is that when I add this newly generated report to the "Item Reports" page it says "Item List" under "Report Name" .. I'd like it to say "Catalog Inventory" but cannot find where to change that. Of note, the report I originally made a copy of also says "Item List" under "Report Name" but when I back out it says "Qty Avail w/Variant Breakdown".

Go to the report properties (click on a blank dataitem line and view properties) and change the Caption property

DaveT

Hi,

Yes the toolbox tends to move a tiny bit each time it's opened and closed - try it

To fix use Alt + Space and select Move - move the window with the arrows keys

yuppicide

Thanks! You're right.. maybe that's what happened because I do tend to move it there out of the way.

DaveT wrote:

Hi,

Yes the toolbox tends to move a tiny bit each time it's opened and closed - try it

To fix use Alt + Space and select Move - move the window with the arrows keys

DaveT

Glad to help