Tutorial: Saving Report Views

In this example, we will see the options available for the end user to store, in session or in a file, the settings for viewing reports generated in the Grid and Summary applications.

Creating the Grid application

1.  Create a new  “Grid” application  and select the “Customers” sample table  .

If you have any questions on how to create a query, go to:  Creating a new grid

2. In the initial application settings, select the modules as shown in the image.

3.  Go to “ Group by >> Static group by>> New group by ” and select the stateid field  .

4. Access the stateid field settings and then add the automatic lookup to display the statename .

SELECT statename
FROM states
WHERE stateid = '{stateid}'
ORDER BY statename

5. We will also configure the Dynamic Group by. Click on ” Group by> Dynamic Group by  >  Select fields ” and Select the ” birthdate “, ” stateid ” and ” country ” fields .

6. Still in Group by , access the ” Settings ” menu to enable the ” Use Empty group by ” option , and select the static break to be the initial break.

7. Returning to the Grid tab , access the “ Field positioning ” menu and select the fields as shown in the image.

8. Now access the “ Columns ” menu and select all fields to allow dynamic selection via the button on the application toolbar.

9. Go to the menu ” Toolbar

10. Use the button group option on the right side of the screen to add a group of dropdown buttons.

11. Remove unnecessary buttons using the arrows between the checkboxes and use the set of arrows on the right to position the buttons below the grouping item, as shown in the image below.

13. Access the ” Save Grid ” menu

13. In the first tab, we can select which settings will be stored. Let’s select everything.

14. The second tab is related to the “ Save Grid ” button, which allows the user to save a profile with the viewing settings in an internal file.

14.1 Setting Level

After saving a Profile for viewing the Grid, it can be made available to any user who accesses the application ( Public ), or we can define a rule , which allows creating levels of access to profiles, associated with a variable. Ex: [usr_login] or [var_group].

14.2 Layout

  • Extended Layout
  • Simplified Layout

15. In the third tab, we have the settings related to the button “ Persist state “, which saves, in session, the last state of the consultation without the need to create a profile.

  • How to save: Manual – The user must use the set of buttons “ Persist state ” to save, load or clear the status of the current report.
  • How to save: Automatic – Changes to the report layout are automatically saved in session. In this format, only the “ Clear state ” button is available to return to the standard report view.

16.  Finally, select the  “Run Application” button on the toolbar to generate the application.

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