GAGEtrak Report Editor Guide
Transcription
GAGEtrak Report Editor Guide
Report Editor Guide CyberMetrics Corporation 1523 W. Whispering Wind Drive Suite 100 Phoenix, Arizona 85085 USA Toll-free: 1-800-777-7020 (USA) Phone: (480) 922-7300 Fax: (480) 922-7400 www.CyberMetrics.com Entire Contents Copyright 1988-2011, CyberMetrics Corporation All Rights Reserved Worldwide. U.S. GOVERNMENT RESTRICTED RIGHTS This software and documentation are provided with RESTRICTED RIGHTS. Use, duplication, or disclosure by the Government is subject to restrictions as set forth in subdivision (b)(3)(ii) of The Rights in Technical Data and Computer Software clause at 252.227-7013. Contractor/manufacturer is CyberMetrics Corporation. QUESTIONS Should you have any questions concerning this agreement, or if you wish to contact CyberMetrics Corporation for any reason, please write or call: CyberMetrics Corporation 1523 W. 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Table of Contents What is GAGEtrak Custom Reports?................................ ................................ ........... 1 What can You Accomplish? ......................................................................................................... 1 How is it Organized? .................................................................................................................... 1 Navigating GAGEtrak Custom Reports Utility Editor ................................................................... 1 The Report Canvas ...................................................................................................................................... The Button/Menu Bar.................................................................................................................................... Information Boxes ........................................................................................................................................ Context-Sensitive Menus ............................................................................................................................... The Tabs ................................................................................................................................................... Keyboard Shortcuts...................................................................................................................................... 1 2 2 3 4 4 Manual Conventions .................................................................................................................... 5 Before You Get Started ................................ ................................ ................................ .6 Developing a Prototype on Paper ................................................................................................ 6 Chapter 1: Creating a New Report ................................ ................................ .............. 7 Accessing the GAGEtrak Custom Reports Utility ........................................................................ 7 Creating a New, Blank Report ..................................................................................................... 8 The Blank Report Canvas............................................................................................................ 9 The Report Data Source ............................................................................................................ 10 Opening a Data Source............................................................................................................................... 10 Simple Query............................................................................................................................................ 11 Creating Your Layout ................................................................................................................. 13 Adding Fields ............................................................................................................................................ Grouping Data .......................................................................................................................................... Adding Checkboxes ................................................................................................................................... Adding Other Elements ............................................................................................................................... Deleting Objects ........................................................................................................................................ Modifying the Canvas ................................................................................................................................. Output ..................................................................................................................................................... Grid Settings ............................................................................................................................................. Styles...................................................................................................................................................... 14 15 17 17 26 26 27 29 29 Working with Canvas Objects .................................................................................................... 31 Aligning Objects ........................................................................................................................................ Moving Objects ......................................................................................................................................... Spacing Objects ........................................................................................................................................ Borders ................................................................................................................................................... Frames.................................................................................................................................................... Page Break .............................................................................................................................................. Active X ................................................................................................................................................... Sizing...................................................................................................................................................... 31 32 32 32 34 36 36 37 Saving Reports........................................................................................................................... 38 Save ....................................................................................................................................................... 38 Save As................................................................................................................................................... 38 Using a Template ....................................................................................................................... 38 Chapter 2: Modifying an Existing Report................................ ................................ .40 Open an Existing Report............................................................................................................ 40 The Blank Report Canvas.......................................................................................................... 41 The Report Data Source ............................................................................................................ 42 Opening a Data Source............................................................................................................................... 42 GAGEtrak Custom Reports Manual ii Working on the Layout ............................................................................................................... 44 Adding Fields ............................................................................................................................................ Grouping Data .......................................................................................................................................... Adding Checkboxes ................................................................................................................................... Adding Other Elements ............................................................................................................................... Deleting Objects ........................................................................................................................................ Modifying the Canvas ................................................................................................................................. Output ..................................................................................................................................................... Grid Settings ............................................................................................................................................. Styles...................................................................................................................................................... 44 45 47 47 56 56 57 59 59 Modifying Canvas Objects ......................................................................................................... 61 Aligning Objects ........................................................................................................................................ Moving Objects ......................................................................................................................................... Spacing Objects ........................................................................................................................................ Borders ................................................................................................................................................... Frames.................................................................................................................................................... Page Break .............................................................................................................................................. Active X ................................................................................................................................................... Sizing...................................................................................................................................................... 61 62 62 62 64 66 66 67 Saving Reports........................................................................................................................... 68 Save ....................................................................................................................................................... 68 Save As................................................................................................................................................... 68 Chapter 3: Building Subreports ................................ ................................ ................ 69 Copying Fields ........................................................................................................................... 70 Creating a Subreport.................................................................................................................. 71 Selecting a New, Blank Report...................................................................................................................... 71 Setting the Report Data Source..................................................................................................................... 73 Saving Subreports ..................................................................................................................... 76 Save ....................................................................................................................................................... Save As................................................................................................................................................... Adding a Subreport .................................................................................................................................... Edit Embedded Subreports .......................................................................................................................... 76 76 77 80 Chapter 4: Creating Advanced Reports................................ ................................ ....82 Architectural Overview ............................................................................................................... 82 Report Sections ......................................................................................................................................... Events..................................................................................................................................................... Active report ............................................................................................................................................. Section Events .......................................................................................................................................... Report Processing ..................................................................................................................................... 82 83 84 84 85 Scripts ........................................................................................................................................ 85 Script Location .......................................................................................................................................... Adding Scripts........................................................................................................................................... Working with Scripts ................................................................................................................................... Saving Scripts........................................................................................................................................... 86 86 88 89 Dynamic Controls....................................................................................................................... 89 Hiding Controls.......................................................................................................................................... 92 Additional Functions and Procedure Created for GAGEtrak 6 .............................................................................. 92 Control Errors ........................................................................................................................................... 93 Grouping Data............................................................................................................................ 93 Subreports.................................................................................................................................. 93 Copying Fields .......................................................................................................................................... 93 Embedding Subreports ............................................................................................................................... 95 Edit Embedded Subreports .......................................................................................................................... 99 Multiple Data Sources.............................................................................................................. 100 Advanced Query...................................................................................................................................... 100 Direct-SQL Query .................................................................................................................................... 106 Chapter 5: Report Maintenance................................ ................................ ............... 108 Saving Reports......................................................................................................................... 108 GAGEtrak Custom Reports Manual iii Save ..................................................................................................................................................... 108 Save As................................................................................................................................................. 108 Restoring Reports/Labels ........................................................................................................ 108 Deleting Reports ...................................................................................................................... 109 Import/Export Reports .............................................................................................................. 110 Exporting Reports .................................................................................................................................... 111 Exporting to an Existing File ....................................................................................................................... 111 Importing Reports .................................................................................................................................... 111 Data Transfer Utility (DTU) ...................................................................................................... 112 Run Scripts ............................................................................................................................................ 113 Update/Add Reports ................................................................................................................................. 113 Chapter 6: Labels ................................ ................................ ................................ .....116 Building a Label from a Predefined Template.......................................................................... 116 Label Templates ...................................................................................................................................... Custom Label ......................................................................................................................................... Label Wizard .......................................................................................................................................... Installing Label Printer............................................................................................................................... Report Definition ...................................................................................................................................... 117 117 118 120 127 Appendix A: Object/Control Properties Definitions................................ ............... 128 Appendix B: GAGEtrak Table Definitions................................ ............................... 136 Appendix C: References ................................ ................................ ........................... 166 VBScript Resources ................................................................................................................. 166 VBScript Related Books........................................................................................................... 166 SQL Related Books ................................................................................................................. 167 Index ................................ ................................ ................................ .......................... 168 What is GAGEtrak Custom Reports? GAGEtrak Custom Reports Utility provides you the ability to create customized reports that are linked to dynamic data sources, to produce comprehensive documents such as equipment detail, part listing, and calibration work order progress lists. With GAGEtrak Custom Reports Utility, you can configure reports exactly the way you want to present your data. You can use many design elements such as text, data, images, lines, and shapes. Reports are an efficient way to print dynamic information from a database that is accessed on a regular basis. Once you’ve created the design for the report and save it, you can use it over and over again. When the report is saved, the design remains the same, but the information and data is automatically updated. Note: GAGEtrak Custom Reports Utility does not write data to your original data files. Your original files remain unchanged using GAGEtrak Custom Reports Utility Report Editor, no matter how much you might manipulate the data you select. What can You Accomplish? With GAGEtrak Custom Reports Utility, you can: § Create customized reports for printed delivery of real-time data. § Link live data sources to reports. § Create equipment and part bar codes. § Create equipment and part labels. How is it Organized? GAGEtrak Custom Reports Utility Report Editor is divided into three main areas Report Canvas Button/Menu Bar Information Boxes Where you create, modify, and work with reports, report objects, and report elements. The commands and actions for working with and manipulating report information. Provides quick access to key report elements such as fields and properties. GAGEtrak Custom Reports Utility also comes with several automated functionalities that make authoring process and managing reports easier. These include: Context-Sensitive Menus The Tabs Keyboard Shortcuts Provides easy access to key functionality by right-clicking objects and canvas sections. Provides quick access to previewing your report-in-progress by clicking on the Preview tab. Provides quick access to key report elements such as fields and properties. Navigating GAGEtrak Custom Reports Utility Editor You can navigate GAGEtrak Custom Reports Utility through three primary areas: the canvas, the button/menu bar, and the information boxes. The Report Canvas The Report Canvas is divided into three main parts: PageHeader Details Footer Additional information for the report such as title, date, etc. The body of the report. Supplemental information such as page numbers, author, and copyright information. GAGEtrak Custom Reports Manual By using the two tabs labeled Design and Preview at the top and to the left of the canvas, the user can view the report in Design Mode or in Preview Mode. The Button/Menu Bar The Button/Menu bar encompasses all the GAGEtrak Custom Reports Utility features and functions, options include: Menu There following are the GAGEtrak Custom Reports Utility functionalities, and the menu options from which each belong. File Edit View Insert Format Tools Help Create New, Opening Existing, Saving, and Printing Undo, Delete Object, Cut, Copy, Paste, and Editing a Subreport Select which Information Boxes are visible Insert Page Numbers, Date/Time, Headers/Footers, and Delete Sections Aligning, Sizing, Spacing, and Position (back or forward) of canvas elements Setting SQL Source, Editing Subreports, and Restore Report Option Accessing Help Content Button Bar There are three primary button bars: 1. Main Button Bar—this has most of the core file and element functions (i.e., adding new elements to the canvas, connecting the SQL source, etc.). For a complete list of buttons, see Appendix A: Object/Control Properties Definitions, beginning on page 128. 2. Format Button Bar—this has all of the tools to align and format objects on the canvas. For a complete list of buttons, see Appendix A: Object/Control Properties Definitions, beginning on page 128. 3. Designer Button Bar—this has all of the tools to manipulate objects on the canvas (such as setting label text type, etc.). For a complete list of buttons, see Appendix A: Object/Control Properties Definitions, beginning on page 128. Information Boxes There are three information boxes that provide quick access to critical report elements: 1. Explorer information box—Illustrates a tree diagram of the different parts of the GAGEtrak Custom Reports Utility report canvas. Click on any item to display its properties in the Property Toolbox. 2 GAGEtrak Custom Reports Manual 2. Fields information box—Enumerates all available fields connected to the database. You can select any field and drag it to the designer canvas to create a field object. 3. Property Toolbox information box—shows the properties of the object that has been selected in the Explorer frame and/or on the designer canvas. The properties displayed vary depending on the object selected. You can organize the properties by: An alphabetical list of all the properties Categories of properties that include § Appearance § Behavior § Data § Font § Miscellaneous § Position Context-Sensitive Menus The GAGEtrak Custom Reports Utility provides a context-sensitive menu for quick access to key functionality when working with objects on the canvas. Context-sensitive menus are accessible by either right-clicking on a report section or on an object. Menu options include: 1. 2. 3. 4. 5. 6. 7. 8. Insert § Group Header/Footer § Page Header/Footer § Report Header/Footer Delete Cut Copy Paste Bring to Front Send to Back Align § Lefts—aligns objects vertically against their left side. This is only available if you have selected multiple objects (holding the CTRL button while clicking) and then accessed the context-sensitive menu. § Centers—aligns objects vertically through their center. This is only available if you have selected multiple objects (holding the CTRL button while clicking) and then accessed the context-sensitive menu. § Rights—aligns objects vertically against their right side. This is only available if you have selected multiple objects (holding the CTRL button while clicking) and then accessed the context-sensitive menu. Tops—aligns objects horizontally against their tops. This is only available if you have selected multiple objects (holding the CTRL button while clicking) and then accessed the context-sensitive menu. § Middles—aligns objects horizontally through their middles. This is only available if you have selected multiple objects (holding the CTRL button while clicking) and then accessed the context-sensitive menu. § Bottoms—aligns objects horizontally against their bottoms. This is only available if you have selected multiple objects (holding the CTRL button while clicking) and then accessed the context-sensitive menu. § To Grid—aligns the object to the nearest grid markers § Center in Selection—centers the object in center of the section 3 GAGEtrak Custom Reports Manual 9. 4 Size § § § Make same width—make all the objects selected the same size. This is only available if you have selected multiple objects (holding the CTRL button while clicking) and then accessed the context-sensitive menu. Make same height—make all of the objects selected the same height. This is only available if you have selected multiple objects (holding the CTRL button while clicking) and then accessed the context-sensitive menu. Make same size—make all of the objects selected the same width and height. This is only available if you have selected multiple objects (holding the CTRL button while clicking) and then accessed the context-sensitive menu. 10. Horizontal Spacing § Increase—increase the horizontal distance between the objects. This is only available if you have selected multiple objects (holding the CTRL button while clicking) and then accessed the § § § § context-sensitive menu. Decrease—decrease the horizontal distance between the objects. This is only available if you have selected multiple objects (holding the CTRL button while clicking) and then accessed the context-sensitive menu. Make Equal—make the horizontal distance between the objects equal. This is only available if you have selected multiple objects (holding the CTRL button while clicking) and then accessed the context-sensitive menu. Vertical Spacing Increase—increase the vertical distance between the objects. This is only available if you have selected multiple objects (holding the CTRL button while clicking) and then accessed the context-sensitive menu. Decrease—decrease the vertical distance between the objects. This is only available if you have selected multiple objects (holding the CTRL button while clicking) and then accessed the context-sensitive menu. § Make Equal—make the vertical distance between the objects equal. This is only available if you have selected multiple objects (holding the CTRL button while clicking) and then accessed the context-sensitive menu. 11. Format Border—brings up the Format Border window § The Tabs Above and to the left of the format button bar are two tabs that control which workspace you are in. To access a workspace, simply click on the tab. Design Preview To view your report in edit mode. To view your report in print-form. This is identical to: § § § Clicking on the Print Preview button Selecting the Print Preview option from the File menu Pressing CTRL + P Keyboard Shortcuts GAGEtrak includes several keyboard shortcuts to make accessing import functions quick and easy. Shortcuts include: CTRL + N CTRL + O CTRL + S CTRL + P CTRL + Z CTRL + X CTRL + C CTRL + V Create a new report Open an existing report save the current report print preview the current report undo the last action cut the currently selected object from the canvas copy the currently selected object on the canvas paste whatever is in the Windows clipboard onto the canvas GAGEtrak Custom Reports Manual Manual Conventions This manual uses some conventions for you to quickly and better understand GAGEtrak. Bold Screen Captures Words, terms, and menu items throughout the manual are bold to draw attention. If something is bold, it is most likely important. Screen captures are meant to illustrate functionality, not specific report types or report content. Descriptions of screen captures flow below the screen capture caption 5 GAGEtrak Custom Reports Manual 6 Before You Get Started Properly planning your report before you start designing will save you considerable time in developing a report that satisfies your needs. Some of the items that you should document before designing include: § Purpose/Title—what is the overall purpose/title of the report? Clarify the function of the report; this can be easily obtained by defining a descriptive report title; additional descriptive title information could include the company name. § Readers—who is going to read the report? Is the report going to be distributed to sales reps, purchasing agents, or to technicians? Each of the users of the report has different interests, it is important to plan the report so it includes the information each of the users is looking for. § Header Information—additional identifying information in conjunction to the title of the report could include current date, the range of data covered, and page number. § Footer Information—what identifying information do you want to appear at the bottom of each page (report name/title, the word “Confidential,” etc.)? § Report Body—what specific data do you want to appear in the body of the report? All information included in the body of the report should fulfill the Purpose/Title stated for the report. It should also contain the data required by the readers identified. § Body Data Sources—where is the data coming from? Asking this question requires you to determine whether you will be putting data directly into the report (headings, text blocks, etc.) or if you will be drawing it from data fields that require you to look at the available tables. § Data Types in the Body—what fields contain the data: number, text, etc.? It is very important that you know the data type for all data you will be using in your report. Functions and operators work with specific types of data, so this is especially important for data fields that will be calculated. Developing a Prototype on Paper In addition to planning a report by answering the questions posed above, we also recommend that you sketch out how your report will look. Creating a rough design of the report on paper will help you create a look for each page. This type of planning will help you identify a balanced way of positioning the various elements before working with the graphics tool. Below are some suggested guidelines you should consider when designing your prototype: § Determine the paper size and layout orientation of the paper that you will be using for the report. § Position your title and header information using boxes or lines to represent report elements. § Position your footer information. § Determine the information you intend to include in the body of the report like labels, and fields (do not forget to include appropriate spacing). § Determine additional information like group values, totals, and highlighted areas. § Review your report for appearance and balance, and make any changes as needed. GAGEtrak Custom Reports Manual 7 Chapter 1: Creating a New Report GAGEtrak 6 provides you with the convenience of customizing your reports, to satisfy all of your requirements. You can create new reports or edit existing reports. GAGEtrak 6 also allows you to import reports from compatible databases, or even export reports. You can also delete reports that are no longer in use. The Report Editor design environment describes how to add and modify controls in your report. It includes detailed descriptions of Report Editor user interface elements, including menus and toolbar items and preference settings. In addition, you will learn about some basic operations while using the Report Editor, such as selecting and moving, formatting and aligning controls in your report. Note: For complex custom report design users must have knowledge of basic VB Scripting and of Data Dynamic Objects, variables, and report events in order to successfully program with the Report Editor. For more information, see Chapter 4: Creating Advanced Reports, beginning on page 82. Accessing the GAGEtrak Custom Reports Utility The GAGEtrak Custom Reports Utility is accessible by selecting Custom Reports from the Setup menu. This will call the Custom Reports window. The content of the custom report window is divided into three tabs: Create/Edit Report; Delete Report; and Import/Export Report. There are two types of new reports you can create: § A blank, new report—created by clicking on the Create New Report button in the Create/Edit tab, or § A report based on a standard report following pre-determined settings—created by selecting an existing report and clicking on the Edit Selected Report button. GAGEtrak Custom Reports Manual Creating a New, Blank Report Clicking on the Create New Report button will invoke the Select Report Template menu. This window provides quick access to the built-in report templates upon which you can base your new report. The GAGEtrak Custom Reports Utility offers you the following templates: Template Name Blank Report Standard Report Custom Label Pre-Defined Labels Label Wizard Description Use this template to create a report from scratch. You have to setup everything from data source to page formatting and records grouping. This template is set for standard 8.5” wide paper, letter or legal. You must select paper length from Printer Settings. This report includes a report header that can accommodate an optional company logo, heading and sub-heading label; page header with default report title, current date and page numbers; area to put details of reports; page footer with a default report control; and a report footer area. The size of the label will depend on the default size of the printer that you are using. Labels do not include headers and footers, which are standard in other report types. There are six label templates to choose from: ¼”, ⅜”, ½”, ¾”, 1”, and 1½” labels. These templates are designed for use with Brother label printers and come with pre-defined lengths. However, you can modify the length depending on your need. This allows you to customize a label following a series of instruction that allows you to specify a printer, the label size, and the dataset and field/s that will be used. The fields selected are then automatically placed at a pre-defined location in your label, which you can move and modify on the canvas later. Note: If you have a label printer, using the most common label formats will fast track your label design. You may also use the Label Wizard to develop new label designs quickly. To create a new, blank report, select the Blank Report button from the floating toolbar menu. This will open the Report Editor window, which is similar to the following: 8 GAGEtrak Custom Reports Manual Note: When you create a New Blank Report, GAGEtrak Custom Reports Utility automatically adds an embedded subreport to the canvas. In order to utilize this subreport, you must edit the subreport links as described in Embedding Subreports on page 77. The Blank Report Canvas The Report Editor is divided into a number of critical information areas: Frame Title Report Header (optional) Page Header Group Header (optional) Detail Subreports (optional) Report Footer Page Footer Report Fields Property Toolbox (optional) Description This section appears only once in a report – on the very first page. This section is normally used for company header and report title. The illustration above includes a company logo, company name, division name and report title. The section appears in each and every page of your report document. The usual contents of this section would include the heading for each field of your report. It is a good idea to include the report date and sometimes even page number in this section so you know which pages go together as well as their arrangement. If the data can be organized based on a common field, create a group header to hold the values of the common field. This is called data grouping. For example, creating a report of gage calibration schedules, you can group the report on gage IDs. For more details, see Grouping Your Data on page 15. This section includes data fields – the detail of your report. If you have subreports they are also normally included in this section. Subreports can be contained within the detail section or any of the group sections. Subreports are linked using a common field – if the field appears in the details section, subreports can be included in the same section, or any other section where the field may be. This section appears only on the last page of your report, after the last record. The example above also includes the total number of records printed for the report. Page Footers come in pairs with Page Headers. They appear at the bottom of every report page. The page footer normally includes page numbers and sometimes sub-totals of the value fields in your report. If you have established a database connection, all available fields will appear in this frame. You can then select any field and drag it to the designer canvas on the right. This frame lists the properties of the object/control currently selected in the Explorer frame. The properties displayed vary depending on the object selected. See Appendix A: Object/Control Properties Definitions, beginning on page 128, for a detailed discussion of the different properties of controls/objects of Report Editor. 9 GAGEtrak Custom Reports Manual 10 The following screenshot highlights the frequently used elements of the Report Editor. Descriptions of highlighted buttons are extensively discussed on separate sections. For more information about the other parts of the GAGEtrak Custom Reports Utility interface, see How Is It Organized? on page 1 and Navigating GAGEtrak Custom Reports Utility on page 1. The Report Data Source Before you can design and build your report, you need to set the data source. The fields in the data source will define the fields you can put into your report. Opening a Data Source There are two ways of opening the Data Source Wizard: 1. Select Set SQL Source from the Tools menu. 2. Activate the Set SQL Source icon . Both methods will open the SQL Source Wizard. When creating a new report, the New SQL Source option is already selected. Click on the OK button to continue. The Select Query Type window will then appear. GAGEtrak Custom Reports Manual 11 You can select one from three types of queries: Simple Query Advanced Query Direct-SQL Query The options on the dropdown menu are automatically determined and are the names of the tables in your data source. Select the table that you want to use (in this case, Authorized_Persons). Once you have selected a table, this table will automatically populate with the fields from that table. Recommended for those who wish to enter their own SQL statement. The first two options use a query wizard to guide you through the process. For the third type, knowledge of how to create SQL commands and corresponding syntax is necessary. Depending on the type of Data Source you want to create, the report will retrieve data from one table or from multiple tables. Select the Query type to use by selecting the corresponding radio button and click the Next button to continue. The proceeding discussion is about Simple Query. For more information about Advanced Query and Direct SQL Queries, see Chapter 4: Creating Advanced Reports, beginning on page 82. Simple Query If you only have one data source—that is, only one table to use for your report—then the Simple Query is the best choice. After you have selected the Simple Query Type and clicked the Next button, the Select Report Fields window will appear. A Simple Query is based on the following: Tables Available Fields The options on the dropdown menu are automatically determined and are the names of the tables in your data source. Select the table that you want to use (in this case, Authorized_Persons). Once you have selected a table, this table will automatically populate with the fields from that table. To select specific fields from the table you have selected, click on the field you want to use by selecting it and clicking the > button. The selected field will then be enumerated on the Selected Fields box. You can also move all of the fields by clicking the >> button. GAGEtrak Custom Reports Manual 12 To remove field/s from the Selected Fields box, select field/s and click the appropriate buttons ( < button to remove a single field; << button to remove all of the fields). The removed field will be enumerated again in the Available Fields box. When you have added all of the fields and are satisfied, click on the Next button to continue. The Set Sort Orders window appears. The Set Sort Orders window allows you to specify which field or fields that will be sorted and the order on which the fields will be sorted. To select a specific field, choose the > button. You may use the >> button if you want to sort all fields. You may deselect a field from the Selected Fields box, by using the < button. If you wish to select all, use the << button. Select the fields you want to sort. This is the same process that you followed when you selected which fields you wanted to include on your report. Select from the Set Order drop-down menu, the order on which the selected fields will be sorted. Ascending, to arrange starting from A going to Z; Descending, from Z to A. The default option is Ascending. Click the Next button once the desired sort order is set. This will bring up the Finish window. GAGEtrak Custom Reports Manual 13 Note: Setting a sort order is not required to conduct a Simple Query. If you do add fields to the Select Fields box but do not select a Sort Order, the system will sort the selected field/s following the default (Ascending) option. The Finish window displays the completed SQL Statement based upon the data table, fields, and sort order that you specified. This window allows you to modify the SQL Statement by making changes directly in the box. When you are satisfied with the SQL Statement, click the Finish button to close the Simple Query Wizard and return to the Canvas. Note: It is not recommended that you modify the SQL statement unless you are an advanced user. When you click the Finish button, you will be returned to the main canvas where you can now access the fields you included in your query into your report. Each of the fields that you included in your query is available from the Fields Information box. Simply click on a field and drag it onto your canvas to add it to the report. For more information about adding fields to a report see Adding Fields, on page 14. Creating Your Layout After you have provided a data source for your report, you can start creating your layout. Creating a layout involves a number of elements: Adding Fields Deleting Objects GAGEtrak Custom Reports Manual Grouping data Creating Custom Fields Checkboxes Adding Other Elements Date/Time Page Numbers Labels Bar Codes Shapes Images RTF OLE objects 14 Creating a Header and Footer Modifying the Canvas Aligning elements Borders Frames Output Page Setup Printer Setup Settings Grid Settings Styles Header and Footer Adding Fields Fields are easily added to your report by dragging them from the Fields Information box to the report canvas. You may click one or more of the available fields in the Field Information box (hold down either the SHIFT key or CTRL key while selecting each field using the mouse). Then drag the fields onto the report canvas. For each field that you have selected, a Label and Field will be created. For more information about formatting labels, fields, and text, see Styles (Creating Your Layout), on page 29. You can select multiple elements and change common properties such as font all at once. To do this, either hold the left-button of the mouse and drag the cursor while holding the left mouse button encompassing all elements, or simply hold the CTRL button while selecting on the items you want to include in your selection. In addition to adding fields that are automatically presented from the data source, you can also add Field button. When you click the Field button, the cursor will become a custom fields by clicking the crosshair that you can use to add your field to the canvas. To add a field, 1. Click the crosshair cursor in the section of the report canvas where you want to place the field. 2. While holding the right-button of your mouse, drag the cursor until the field is set on desired size (you may also resize the field after you have placed it on the canvas). 3. Release the mouse button. GAGEtrak Custom Reports Manual 15 Once you have created the new field, the GAGEtrak Custom Reports Utility will automatically create a corresponding Label. You can modify the properties of either the label or the field by clicking on the item and changing values in the Property Toolbox. Grouping Data Sometimes, you may need to Group Data to create a special section of your report (either a header or footer) where you can put fields that need to be separated from the rest of the report. For example, in creating a report on Calibration History of Gages, a group header would contain the Gage ID number and the rows beneath would enumerate the past calibrations (including the name of personnel who performed each calibration and the date when each calibration was done) for each gage. The rest of the report might include specific information about that equipment. There are two ways to group data: 1. Bring up the context-sensitive menu by right-clicking anywhere in the designer canvas. Select the Group Header/Footer option from the Insert submenu. 2. Select the Insert Report Header/Footer option from the Insert menu. GAGEtrak Custom Reports Manual 16 Both of these methods will add a Report Header and Report Footer to the canvas. You can modify the properties of the header and footer in the Property Toolbox by clicking in the section header of each section. Properties are slightly different for header and footer sections. Header properties include: Properties (name) BackColor BackStyle CanGrow CanShrink Height Visible Description The name of the Header. The background color of the Header. Choose Normal or Transparent from the drop-down menu. Select True from the drop-down menu to enable the Header to grow based from the type of data that is included. Select True from the drop-down menu to enable the Header to shrink based from the type of data that is included. The height of the Header in twips. Select True to make the Header visible in the report. Footer properties include Properties (name) BackColor BackStyl CanGrow CanShrink Height Visible PrintatBottom KeepTogether, Description The name of the Footer. The background color of the Footer. Choose Normal or Transparent from the drop-down menu. Select True from the drop-down menu to enable the Footer to grow based from the type of data that is included. Select True from the drop-down menu to enable the Footer to shrink based from the type of data that is included. The height of the Footer in twips. Select True to make the Footer visible in the report Select True to always print the Footer at the bottom of the report Only available when you are editing a footer in an existing report. GAGEtrak Custom Reports Manual Properties NewPage, and PrintatBottom 17 Description § KeepTogether – determines whether a section should print in its entirety on the same page. § NewPage - determines whether the Report Editor should insert a page-break before and/or after printing the section. § PrintatBottom – sets/returns if group footer section is moved to bottom of page. Note: It is advisable to change the group header and corresponding name of the group footer to the name of the field on which you grouped. This change will be reflected in the header and footer names on the designer canvas. You can add as many groups as you wish. When you add a field to a Header or Footer, make sure that you include the field defining the group. The information on the fields that you put in this section will only be of the first record for that particular group. Adding Checkboxes Checkboxes are especially useful in gathering responses (i.e., yes or no). To add a checkbox to your canvas: 1. 2. 3. Click on the Checkbox button . The cursor will then become a crosshair. Point the crosshair on portion of the canvas where you want to place your checkbox. Click the left-button of the mouse. Hold and drag until desired size of the checkbox is achieved. Release the button, and observe that the checkbox is added (you may also resize the field after you have placed it on the canvas). Note: This does not define the actual size of the checkbox, just the size of the checkbox label area. Like any other field or element on the canvas, you can change the checkbox properties by selecting it (indicated by the 8 black squares known as resize handles around the label box) and modifying the property values in the Property Toolbox. For more information about the properties you can set for labels, see the Properties section on page 26. Note: A checkbox relates to a data source element (by selecting a datafield value for it in the Property Toolbox). Adding Other Elements Besides fields, there are other elements that you can also add to your report; these include: Date/Time Field, Page Numbers, Labels, Bar codes, Shapes, Images, Rich Text Files, and OLE objects Date/Time Field The Date/Time Field Element will insert a current date and time stamp field into your report. There are two ways to add a Date/Time Field Element: 1. Select the Insert Date/Time option from the Insert menu. 2. Click on the Insert Date button in the Format floating toolbar. Both of these methods will invoke the Date and Time window. GAGEtrak Custom Reports Manual 18 You may set date and the time depending on the desired formats: Checkboxes Include Date Include Time Description Select this checkbox to include the date as part of your Date/Time Field element. Checking this box will enable one of the following options: § {Long Date} — the default option registers the long date format (includes the day, the name and the day of the month, and the year). It will display the current date from your computer. § {Abbreviate Date} — the second option registers the date in an abbreviated format. It will also display the current date from your computer. § {Short Date} — the final option registers the date in a short format. It will also display the current date from your computer. Select this checkbox to include the time as part of your Date/Time Field element. Checking this box will enable one of the following the options below: § {Long Time} — the first option registers the exact time up to the last whole second. It will display the current time from your computer. § {Short Time}—the second option registers the exact time (up to the last whole minute. It will display the current time from your computer. § {Military Time}—the final option registers the time (military style) exact up to the last minute. It will display the current time from your computer. When you are satisfied, click the OK button to finish and add the configured Date/Time element to your canvas. Note: The date and time automatically update to the current date and time during the printing of the report. Although GAGEtrak Custom Reports Utility places the Date/Time Field Element in a default location, you can drag it to wherever you want on the canvas as you would any other field or label. Page Numbers The Page Numbers Field element will insert the current page onto your report. There are two ways to add page numbers: 1. Select the Insert Page Numbers option from the Insert menu. 2. Click on the Insert Page Number button from the Format floating toolbar. Both methods will invoke the Page Numbers window. GAGEtrak Custom Reports Manual 19 You may set date and the time depending on the desired formats: Radio-buttons Description Format Determines the format of the page numbers. § Page N — select this option to just display the page number (i.e., Page 1). § Page N of M — select this option to display the current page number (N) with respect to the total number of pages (M), (i.e., page 1 of 10). Determines the position of the page numbers. § Top of Page (Header) — select this option to register the Page Number Field Element in the header of your report. § Bottom of Page (Footer) — select this option to register the Page Number Field Element in the footer of your report. Use the drop-down menu to select where the Page Number Field Element should be aligned. § Left — on the left side of the page. § Center — in the center of the page. § Right — on the right side of the page. Position Alignment Note: Default section for insertion of Page Numbers is in the PageHeader. Labels Labels can serve several purposes: identify a field, identify sections of a report, and identify group of information. GAGEtrak Custom Reports Utility automatically creates a label for each field that you add to the canvas. To add a label to your canvas, 1. 2. 3. 4. Click the Label button in the main floating toolbar. The cursor then becomes a crosshair. Point the crosshair on portion of the canvas where you want to place your label. Click the left-button of the mouse. Hold and drag until desired size of the label is achieved. Release the button, and observe that the label is added (you may also resize the label after you have placed it on the canvas). Like any other field or element on the canvas, you may change the label properties by activating it (indicated by the 8 black squares connected by dashed line, known as resize handles), and modifying the appropriate property values in the Property Toolbox. For more information about the properties you can set for labels, see Appendix A: Object/Control Properties Definitions, beginning on page 128. GAGEtrak Custom Reports Manual 20 You can see what your label will look like printed by selecting the Print Preview button from the main button bar, or by clicking the Preview tab above the information boxes. For more information about printing your report, see Output, on page 27. Bar Codes Bar codes are easier to create than ever with the GAGEtrak Custom Reports Utility. You can do this by simply clicking on the Bar Code button and dragging an area in the Details portion of (or any section in) the Report Canvas where you wish to place your bar code. You may either Set or Build an SQL source and linked it to the bar code, which you can easily set in the DataField of the Property Toolbox similar to the field that is used to link the master report. To add a bar code to your canvas, 1. 2. 3. 4. 5. Click the Bar Code button in the main floating toolbar. The cursor then becomes a crosshair. Point the crosshair on portion of the canvas where you want to place your bar code. Click the left-button of the mouse. Hold and drag until desired size of the bar code is achieved. Release the button, and observe that the bar code is added (you may also resize the bar code after you have placed it on the canvas). Link the bar code to a specific field. Select the specific field from the DataField property value dropdown list (of the Property Toolbox). Access preview tab to view bar code in print form. Like any other field or element on the canvas, you may change the label properties by activating it (indicated by the 8 black squares connected by dashed line, known as resize handles), and modifying the appropriate property values in the Property Toolbox. For more information about the properties you can set for labels, see Appendix A: Object/Control Properties Definitions beginning on page 128. GAGEtrak Custom Reports Manual 21 Note: There are two key properties for bar code objects—BarWidth and EnableCheckSum. It is recommended that you set the BarWidth property to 2 inches because the resolution of some bar code printers is not fine enough to provide adequate space between bars of the bar code (at less than a 2-inch setting), making for unreadable bar codes. If the EnableCheckSum field is set to True, some printers will fail to print the bar code. You can print your bar codes to a label printer by setting the page and printer properties accordingly. To see what your bar code will look prior to printing, select the Print Preview button from the main floating button toolbar or clicking on the Preview tab above the information boxes. For more information about printing your report, see Output (Modifying Canvas), on page 27. Lines and Shapes The GAGEtrak Custom Reports Utility allows the inclusion of two types of geometric figures — lines and shapes — on your report canvas. Lines and shapes are especially useful in defining your report canvas by separating fields, labels, and other sections of a report. Both geometric figures are added on the canvas following a similar method. To add a line or rectangle, 1. 2. 3. 4. Click the Lines button or the Shape button in the main floating toolbar. The cursor then becomes a crosshair. Point the crosshair on portion of the canvas where you want to place your line or shape. Click the left-button of the mouse. Hold and drag until desired length of line or size of shape is achieved. Release the button, and observe that the line or shape is added (you may also resize the line or the shape after you have placed it on the canvas). Like any other field or element on the canvas, you can change the line or shape properties by selecting it and modifying the corresponding property values in the Property Toolbox. Note: Although the default shape is a rectangle, GAGEtrak Custom Reports Utility also supports two other shapes—a rectangle with rounded corners and an ellipse. To change the shape (from the default), access the Shape Property Value dropdown menu from the Property Toolbox and select desired shape. GAGEtrak Custom Reports Manual 22 Images The GAGEtrak Custom Reports Utility also allows you to place image files (such as logos, graphs, etc) on your report. To add an image, you first need to add an Image box on your canvas, before specifying the image that you want. To add an image box, 1. 2. 3. 4. Click the Image button in the main floating toolbar. The cursor then becomes a crosshair. Point the crosshair on portion of the canvas where you want to place your image. Click the left-button of the mouse. Hold and drag until desired size of the image is achieved. Release the button, and observe that the image is added (you may also resize the image after you have placed it on the canvas). To specify an image, 1. Make sure that the image is activated so you can access its property values in the Property Toolbox. Access the Picture property value. 2. Click Browse (…) button that corresponds to Picture property value; the Open window appears. 3. Locate and specify the image file. Note that the GAGEtrak Custom Reports Utility supports the following types: Bitmaps (.bmp and .dip); Icons (.ico); Cursors (.cur); JPEG (.jpg); and GIF (.gif). GAGEtrak Custom Reports Manual 4. 23 Click the Open button afterwards. Observe the image placed onto the image box. Note: The GAGEtrak Custom Reports Utility denies the resizing of the image (so it can fit the image box), but instead allows the resizing of the image box. When you’ve specified the image, it will be placed as it is (size will not vary) directly into the middle of the Image Box. In most cases, you will need to resize the image box to fit your image. RTF The GAGEtrak Custom Reports Utility supports canvas objects formatted as Rich Text Format—a universal format type (read by all word processors) that supports tables and text formatting, among others. This is a great box if you want to cut-and-paste something from a word processor (like Microsoft Word) into your report without having to re-format it. To add an RTF field to your canvas, 1. 2. 3. 4. 5. Click the RTF button in the main floating toolbar. The cursor then becomes a crosshair. Point the crosshair on portion of the canvas where you want to place your bar code. Click the left-button of the mouse. Hold and drag until desired size of the bar code is achieved. Release the button, and observe that the bar code is added (you may also resize the bar code after you have placed it on the canvas). Link the bar code to a specific field. Select a specific field (that contains the rtf file) in the DataField property value dropdown list (of the Property Toolbox). Access preview tab to view .rtf file in print form. GAGEtrak Custom Reports Manual 24 Note: Like any other field or element on the canvas, you can change the RTF area properties by selecting it (indicated by the 8 black squares known as resize handles around the label box) and modifying the property values in the Property Toolbox. OLE OLE (Object Linking and Embedding) is a feature within MS Windows that allows you to insert files into MS Office documents. Because GAGEtrak is based from MS Access, it supports this feature. OLE accommodates original documents (whether images, spreadsheets, or word-processing files) into the report, without having to re-type, or cut-and-paste. For example, you may want your report to include a standard agreement on the last page, and that this standard agreement exists as a MS Word file. You could easily link and embed this standard agreement to your report by linking and embedding it from the report canvas. Printing is also easy; you can easily print the whole report–including the objects linked and embedded into the report—with just one command. Furthermore, when you modified the standard agreement, all future reports would print the updated file. When you edit an OLE object that you have added to your report, GAGEtrak will open the object in the application that created it. Thus, to edit an MS Word OLE object, GAGEtrak will open Microsoft Word within the Custom Reports Utility. To add an OLE Object to your report, 1. First, add the OLE box to your report. 2. Then, specify the Microsoft document file that needs to be linked and embedded in the OLE box. To add an OLE box to your report: 1. 2. 3. 4. Click the OLE button in the main floating toolbar. The cursor then becomes a crosshair. Point the crosshair on portion of the canvas where you want to place your object. Click the left-button of the mouse. Hold and drag until desired size of the object is achieved. Release the button; the Insert Object window appears. GAGEtrak Custom Reports Manual 25 You can either create a new OLE object or link-and-embed an existing file. To create a new OLE object, 1. Click the Create New button radio. 2. Select the application from the Object Type menu list. 3. Click OK. 4. The application will open within GAGEtrak Custom Reports Utility. Create the document. 5. When finished, click the Report Canvas. Observe the OLE object placed on the report. To link and embed an existing object (file), 1. Click the Create From File button radio. 2. Enter the path of the object in the File field. Or you may click the Browse button, and map and locate the file. 3. Click OK. 4. Observe the file embedded into the report. Click the Report Canvas. You may resize the OLE box using the resize handles. Like any other field or element on the canvas, you can change the OLE box properties by activating it and modifying the property values in the Property Toolbox. Note: When you select the Create New option, the Microsoft Windows OLE functionality will also save the file that you’ve created in GAGEtrak Custom Reports Utility on your hard drive. GAGEtrak Custom Reports Manual 26 Deleting Objects To delete an object, simply activate (click) it and press the DELETE key; right away, the object is expunged. Note: If you remove a field, its label is not removed automatically. You need to delete it separately. Modifying the Canvas The report canvas represents the printable area of your report. Although you can drag and drop as many fields from the Fields Information box to the report canvas, there are times where you may need to enlarge the canvas sections (such as Details, Footers, or Headers) in order to accommodate more fields. There are two ways to modify the size of the sections of the Report Canvas: 1. Click on the Section Resize button next to the name of the section that you want to change and hold the mouse button. Drag the Section Resize button up or down to change the size of the section. 2. Click on the name of the section that you want to change. This will list its properties in the Property Toolbox. Click on the value for Height and reset. Note: When changing the size of a section using the Height value in the Property Toolbox, the unit of measurement is the twip. There are 20 twips per printer’s point, or 1440 per Inch. TWIP By default, all movement, sizing, and graphical-drawing statements are set in terms of a unit called twip. A twip is 1/20 of a printer’s point; 1,440 twips equal an inch, and 567 twips equal a centimeter. These measurements designate the size of an object when printed. Actual physical distances on the screen vary according to your monitor’s size and resolution. Properties Each section on the canvas has properties that you can modify—header, details, footer, etc. You can see these properties in the Property Toolbox by activating (clicking) on any part of the canvas area (in the section) or the section title. The Property Toolbox is divided into two columns: Columns Property Name Property Value Description Enumerated on the left column and registers the properties of selected object. Enumerated on the right column and indicates the property values of the selected object. Some properties have dropdown list (i.e., ColumnDirection under the object, Detail; you may access the dropdown list by clicking the rightmost portion of a particular field value. You may also change the property value if necessary. By default, the Property Name column is sorted alphabetically (indicated by the Sort Descending button). You can also sort the property values by major categories by clicking the Sort by Category button. GAGEtrak Custom Reports Manual 27 Output When designing your report, how it will look when printed is almost as important as what data it will show when finished. GAGEtrak Custom Reports Utility allows you to set and modify several aspects of your report; these are: Page Setup, and Printer Settings. Both are accessible in the Report Settings window, which can be invoked by selecting the Printer Settings option from the File menu or activating the Printer Setup button in the floating toolbar. Page Setup You can modify the Page Setup by clicking the Page Setup button from the Report Settings window. Note: Converting from Inches or Centimeters to Twips INCHES Margin = 1440 x n CENTIMETERS Margin = 567 x n Where n is your desired margin in inches or centimeters The margin is the nonprintable area on the fringe of the main body of your report. By default, the parameter margins are set to 1440 twips (1 inch). To change the margins you may either manually enter the desired margins on the corresponding fields, or you may click the Up Arrow or Down Arrow buttons of the margin you want to change. Clicking the Up Arrow will add 360 twips (¼ inches); the Down Arrow will subtract 360 twips (¼ inches). GAGEtrak Custom Reports Manual 28 The gutter, on the other hand, serves as a buffer to your inside margin width and are especially useful in increasing the nonprintable area of your document (such when you bind your report using a ring binder). Thus, if you bind your report using a ring binder, you may want to add a gutter of ¼” to ½” to accommodate for the holes. To change the gutter, you may either manually enter the desired gutter width on the corresponding fields, or you may click the Up Arrow or Down Arrow buttons that correspond to the Gutter field. Clicking the Up Arrow will increase the gutter width to 360 twips (¼ inches); the Down Arrow, decrease 360 twips (¼ inches). Finally, you can print reports on both sides of a page and still preserve the layout of the page by selecting the Mirror Margins checkbox. Checking this box automatically sets your margins in such that the inside margins of facing pages are the same, as well as the outside margins, just as if they are reflected in a mirror. When you check the Mirror Margins checkbox, the margin display changes from a single right-hand page to two facing pages with mirrored margins. Printer Settings You can modify the Printer Settings by clicking the Page Setup button from the Report Settings window. The Printer Settings window includes settings to determine how your printer will print the report (based upon the page setup). The GAGEtrak Custom Reports Utility allows you to either specify settings of your printer or use the application’s default printer settings. Element Paper Size Width Height Orientation Collate Duplex PaperBin Description This drop-down menu shows the paper sizes your default printer can handle. It is best to view your selection and set this option before you create a report to ensure that your report falls within the boundaries of your page setup. Most printers have default margins or nonprintable edges. Consult your printer manual to determine these settings. Width is specified in twips. Divide this value by 1440 to convert to inches; divide by 567 to convert to centimeters. Height is specified in twips. Divide this value by 1440 to convert to inches; divide by 567 to convert to centimeters. If you select Printer Default, check this setting in your Printer Control Panel. The other settings are Portrait and Landscape. In portrait orientation, the page is oriented vertically; in landscape it is oriented horizontally. When you change these settings, the page preview icon will change to give you a visual representation of the result. Select Collate when you are printing several copies of a multi-page report to print each report sequentially. When Don’t Collate is selected, all copies of page 1 will be printed, then all copies of page 2 will be printed, and so on. If your printer offers duplex printing, you can choose this option to print automatically on both sides of the paper. Not all documents need to be printed in this manner; it is only activated when printing reports. If your printer several paper bins, you can use this option to select a specific paper bin to be used. You might use this option to print using paper of size other than the GAGEtrak Custom Reports Manual 29 default, or to print on paper with letterhead instead of the usual blank paper. Grid Settings You can modify the Grid Settings by clicking the Grid Settings button from the Report Settings window. The Canvas Grid—comprised by coplanar points that are evenly distributed on the canvas—is intended to guide you in the design and layout of your report. The grid will not appear in your printed report. By default, there are 16 collinear grid points on every inch (horizontally and vertically) of the printable area of the Report Canvas. You may increase the number of grid points horizontally by modifying the Grid columns field and/or vertically by changing the Grid rows field. You may either directly enter the desired number of grid columns and rows, or use the corresponding Up Arrow (to increase) and Down Arrow (to decrease) buttons. Element Show Grid Align Contents to Grid Grid Columns Grid Rows Ruler Units Description Check this box to show the grid. By default, this box is checked. Check this box to automatically align and snap report items to the grid. This makes moving and aligning items easier. The number of collinear grid points in one horizontal ruler unit of a printable part of the Report Canvas. The number of collinear grid points in one vertical ruler unit of a printable part of the Report Canvas. Define a ruler unit to be in Inches or Centimeters. Note: Sometimes you may want to uncheck the Show Grid option to position elements closer together than your grid will allow. Do not forget to recheck this option if you want the elements on the designer canvas to snap to the grid. If you change your grid unit to centimeters, you may want to reduce the number of dots per ruler unit to 10, better yet 5 to keep your canvas from being overcrowded with grid points. Styles You can set the styles (fonts, headings, etc.) of your report by accessing Styles from the Report Settings window. GAGEtrak Custom Reports Manual GAGEtrak Custom Reports Utility comes with five pre-defined styles: Normal, Heading 1, Heading 2, Heading 3, and Heading 4. Aside from these, you can also create and define new styles. If you want to add a new style, 1. Click the New button. The Create New Style window appears. 2. 3. 4. 5. Enter the name of the new style on the Name field. Select a pre-defined style as basis for the new style from the Base Style dropdown menu. Click the OK button. The new style will be added, and will initially carry the elements of the Base Style. You may modify these elements (font type and decoration, color, alignment, etc.) by selecting the appropriate option from the dropdown menu of each of the following elements: Style Elements FontName FontSize FontName FontSize Bold StrikeThrough BackColor ForeColor Horizontal Alignment Vertical Alignment Description Use the dropdown list to select a font. Use the dropdown list to select a font size. Select True from the dropdown list to set the text in bold. Select True from the dropdown list to set the text in Italics. Select True from the dropdown list to underline the text. Select True from the drop-down menu to StrikeThrough the text. Click the rightmost portion of the field to pop the color options; from these you can select the back color. Click the rightmost portion of the field to pop the color options; from these you can select the fore color. Select from the dropdown list on how you wish to horizontally align the elements of the report. Options are Left, Center, and Right. Select from the dropdown list on how you wish to vertically align the elements of the report. Options are Left, Center, and Right. 30 GAGEtrak Custom Reports Manual To apply a text style to an element in the designer canvas, activate (select) it, and then choose the desired style from the leftmost dropdown menu of the main floating toolbar (which is immediately above the ruler) on the Design tab. Working with Canvas Objects Every object placed on the canvas can be modified and formatted in several ways: Alignment, Spacing, Borders, Frames, Sizing, and Properties. Aligning Objects Multiple objects can be aligned both horizontally and vertically. To align objects, 1. Select the objects you want to align by activating (clicking) each while holding the CTRL key. 2. Specify the alignment type through any of the following: § Select the desired alignment type from the Align submenu of the Format menu. § Click the appropriate button from the floating toolbar. § Right-click to access the context-sensitive menu and select the appropriate option from the Align submenu. 31 GAGEtrak Custom Reports Manual 32 Moving Objects Objects can be easily moved around the canvas and between sections. To move an object within a section, simply click on it, hold down the mouse button and drag to where you want the object. To move an object between sections, 1. Select (click on) the object (or hold the CTRL key while selecting multiple objects). 2. Select Cut from the Edit menu or press X while holding the CTRL key; the object(s) will disappear. 3. Click on the section header of the section where you want to move the object(s). Then select Paste from the Edit menu or press CTRL+P. Observe the object appears. Spacing Objects Spaces between objects can be set based on six pre-defined options. To define space between objects, 1. Select the objects you want to align by activating (clicking) each while holding the CTRL button. 2. Specify the alignment type through any of the following: § Select the desired alignment type from the Align submenu of the Format menu. § Click the appropriate icon from the floating toolbar. Icons Options Increase horizontal space Decrease horizontal space Make horizontal space equal Increase vertical space Decrease vertical space Make vertical space equal § Right-click to access the context-sensitive menu and select the appropriate option from the Align submenu. Borders Each object on the canvas can have a border. To modify the border of an object, 1. Activate the object and right-click the mouse to bring up the context-sensitive menu. GAGEtrak Custom Reports Manual 2. 3. 4. Select the Format Border. This will bring up the Format Border window. Define the color of your border by choosing the appropriate button from the dropdown menu. Define the border by selecting the appropriate button from the Presets options. GAGEtrak Custom Reports Utility will illustrate the border design in the Preview window. 5. Define the type of line for the border by selecting the appropriate button from the Line Style options. 33 GAGEtrak Custom Reports Manual 6. Click the Shadow checkbox to render shadow effect on the object; observe the effect rendered on the Preview image. Click Apply, and then OK; the Object Properties window disappears. Observe the border definitions are rendered to the object. Frames The Frame object is similar to the object Table of MS Word. The frame control makes it easier to set up tables and corrects problems with controls and sections related to static obje cts. To add a frame to the report canvas, 1. 2. 3. Click on the Frame button in the main floating toolbar. The cursor then becomes a crosshair. Point the crosshair on portion of the canvas where you want to place your object. Click the left-button of the mouse. Hold and drag until desired size of the frame is achieved. Release button. 34 GAGEtrak Custom Reports Manual 35 Each frame is composed of sequentially numbered panes (the pane number is indicated in the lowerleft corner of the pane). Each pane can be split horizontally or vertically. When you split a pane, the new pane number will follow the pane number of the pane that was split; thus, if you split pane0, you will then have pane0 and pane1, and consequently if you split pane5, pane6 will be added. There are two ways to split a pane: 1. 2. Click the Horizontal Split icon or the Vertical Split icon in the pane (located in the upper-left corner of the pane). Activate the pane, and bring the case-sensitive right-click menu, from which you select Split Horizontally or Split Vertically. You may undo a split by clicking the Delete Pane icon on the pane, or by selecting Delete Pane from the case-sensitive right-click menu. You may also set the border for the entire frame or a pane. You can do this by first activating the frame or the pane, and then select Format Border (for frame) or Format Pane Border (for pane) from the case-sensitive right-click menu. The Format Border or Pane Properties window appears. Define border properties following the instructions outlined in Borders on page 32. GAGEtrak Custom Reports Manual 36 You can also set the properties of the entire frame object and individual panes using the Property Toolbox. Note: The frame control has a CloseBorder property to indicate whether or not a line should print at the bottom of the page if a section spans across multiple pages. Page Break Page breaks are convenient ways to split your report for printing. You can insert a page break wherever on the report canvas. To insert a page break, 1. 2. 3. Click the PageBreak button in the main floating toolbar. The cursor then becomes a crosshair. Point the crosshair on portion of the canvas where you want to insert a page break. Click the left-button of the mouse. Hold, drag, and release button. Observe a black line besides the ruler; this represents the page break. Verify that a new page is added by accessing the Preview tab. You may also set the properties of the page break by accessing the Property Toolbox. Active X Active X controls are advance, “interactive” features that provide you the ability to include buttons and objects on your report, which accomplish certain events such as launching a pop-up window with additional data, a calendar for selecting dates, or generating a graph based from an identified data. The ActiveX controls that will be made available by Report Editor will depend upon the applications installed on your computer. For example, if you have Microsoft Office installed, dozens of ActiveX controls will become available. To add an ActiveX control, 1. Click the ActiveX button window appears. in the main floating toolbar. The Insertable ActiveX Components GAGEtrak Custom Reports Manual 2. 3. 4. 5. 37 Select the control that you want to add. Click OK. The window then disappears. The cursor becomes a crosshair. Point the crosshair on portion of the canvas where you want to place your ActiveX object. Click the left-button of the mouse. Hold and drag until desired size is achieved. Release button. Observe the Active X object added. You may resize the object by using the resize handles. Simply select the control you want to add to your canvas by clicking on it and then select the OK button. This will return you to the main canvas where you will need to place the control. You may also modify its properties in the Property Toolbox. Using the ActiveX controls available on your operating system can require a considerable amount of technical expertise. For extensive discussion on utilizing ActiveX controls (and respective properties needed), please see Appendix C: References, beginning on page 166. Sizing You can also define the sizes of objects based on six pre-defined options. To do so, 1. Select the objects by activating (clicking) each while holding the CTRL button. 2. Specify the alignment type through any of the following: § Select the desired option from the Size submenu of the Format menu. Options include Same Width, Same Height, and Both. § Right-click to access the context-sensitive menu and select the appropriate option from the Size submenu. Options include: Make same width, Make same height, and Make same size. GAGEtrak Custom Reports Manual 38 Note: When setting the sizes of two or more objects, GAGEtrak Custom Reports Utility will follow the size of the object with solid black squares. Saving Reports GAGEtrak Custom Reports Utility has two types of Save functions: Save and Save As. Save The Save function is used for saving reports for the first time, and updating changes to reports. To save, § § in the main floating toolbar, or Click the Save button Select the Save option from the File menu. Note: If you are saving changes to an existing report and select this option, you will not be provided with input options. GAGEtrak will save the report “behind the scenes.” Save As The Save As function is used for saving a new report based from a template; and saving an existing report under a different name, to preserve the original report. To use this function, select Save as option from the File menu, or click the Save As button Report window. from the floating toolbar. This option will bring up the Save Provide the name of the report in the Report Name field. Then access the Save In dropdown list, and select a group from which you will add the new report. Click Save. Using a Template GAGEtrak Custom Reports Utility includes several readily available templates from which you can base a new report. To access the available template list, select File|Open. You can also do the same if you click the Open Report Definition File button . The Report Designer window then appears. To open a template, simply double-click on the Report Name of the chosen template, or highlight (click) on the chosen report and click Open. GAGEtrak Custom Reports Manual 39 The Report Designer window then disappears, and you will be reverted to the Report Editor. Building a report based on a template is identical to building a new report. You need to: § Define a SQL Data Source—see Report Data Source on page 10 for more information about connecting a data source to a report. § Add fields, objects, etc.—see Working with Canvas Objects on page 31 for more information about building a report. § Modify the canvas to serve your exact needs—see the Creating Your Layout section on page 13 for more information about working with the canvas layout. For more information about working with report objects, see Creating a New, Blank Report on page 8. GAGEtrak Custom Reports Manual 40 Chapter 2: Modifying an Existing Report There will be several instances where you will want to modify an existing report—whether update a report that you have previously made, or create a new report from an existing GAGEtrak report template. Open an Existing Report To open an existing GAGEtrak report, access Setup | Custom Reports from the main menu. The Custom Reports window appears: Select (click) the report — maybe a GAGEtrak report template or a report that you have previously made — and click the Edit Selected Report button. The Report Editor window then disappears; observe that the layout of the selected report appears on the report canvas. GAGEtrak Custom Reports Manual Once the report is open, you can modify or update the layout by using the basic and advanced tools/functions of GAGEtrak Custom Reports Utility. The Blank Report Canvas The Report Editor is divided into a number of critical information areas: Frame Title Report Header (optional) Page Header Group Header (optional) Detail Subreports (optional) Report Footer Page Footer Report Fields Description This section appears only once in a report – on the very first page. This section is normally used for company header and report title. The illustration above includes a company logo, company name, division name and report title. The section appears in each and every page of your report document. The usual contents of this section would include the heading for each field of your report. It is a good idea to include the report date and sometimes even page number in this section so you know which pages go together as well as their arrangement. If the data can be organized based on a common field, create a group header to hold the values of the common field. This is called data grouping. For example, creating a report of gage calibration schedules, you can group the report on gage IDs. For more details, see Grouping Your Data on page 45. This section includes data fields – the detail of your report. If you have subreports they are also normally included in this section. Subreports can be contained within the detail section or any of the group sections. Subreports are linked using a common field – if the field appears in the details section, subreports can be included in the same section, or any other section where the field may be. This section appears only on the last page of your report, after the last record. The example above also includes the total number of records printed for the report. Page Footers come in pairs with Page Headers. They appear at the bottom of every report page. The page footer normally includes page numbers and sometimes sub-totals of the value fields in your report. If you have established a database connection, all available fields will appear in this frame. You can then select any field and drag it to the designer canvas on the right. 41 GAGEtrak Custom Reports Manual Frame Title Property Toolbox (optional) Description This frame lists the properties of the object/control currently selected in the Explorer frame. The properties displayed vary depending on the object selected. See Appendix A: Object/Control Properties Definitions, beginning on page 128, for a detailed discussion of the different properties of controls/objects of Report Editor. The following screenshot highlights the frequently used elements of the Report Editor. Descriptions of highlighted buttons are extensively discussed on separate sections. For more information about the other parts of the GAGEtrak Custom Reports Utility interface, see How Is It Organized? on page 1 and Navigating GAGEtrak Custom Reports Utility on page 1. The Report Data Source When working with existing reports, you may need to modify or replace the data source. Opening a Data Source There are two ways to open the Data Source Wizard: 1. Select the Set SQL Source option from the Tools menu, or 2. Click on the Set SQL Source button. Both methods will bring the SQL Source Wizard. 42 GAGEtrak Custom Reports Manual 43 When modifying an existing report, GAGEtrak Custom Reports Utility presents you with more options for the data source setup: New SQL Source Edit Current SQL Source Delete Current SQL Source Create a new SQL Source. Previously discussed in Chapter 1 (see page 10). Edit the current SQL Source of the report. Delete the current SQL Source of the report (this will require you to assign a new SQL Source). Any of these options will bring the SQL Builder window. If you select to edit the existing SQL source, a window similar to the following will appear: You may edit the current SQL statement, and click Finish when done. Note: You are discouraged from editing the existing SQL Source unless you are proficient with the SQL Language. If you chose to delete the current SQL source, GAGEtrak Custom Reports Utility will prompt you with a confirmation dialog box: To confirm action, select Yes; to cancel, choose No. The dialogue box then disappears; and you will be reverted to the report Editor. And if you’ve deleted the current SQL source, you will be asked to add a new SQL source as described on page 10. GAGEtrak Custom Reports Manual 44 Working on the Layout After you have provided a data source for your report, you can start creating your layout. Creating a layout involves a number of elements: Adding Fields Grouping data Creating Custom Fields Checkboxes Adding Other Elements Date/Time Page Numbers Labels Bar Codes Shapes Images RTF OLE objects Deleting Objects Creating a Header and Footer Modifying the Canvas Aligning elements Borders Frames Output Page Setup Printer Setup Settings Grid Settings Styles Header and Footer Adding Fields Fields are easily added to your report by dragging them from the Fields Information box to the report canvas. You may click one or more of the available fields in the Field Information box (hold down either the SHIFT key or CTRL key while selecting each field using the mouse). Then drag the fields onto the report canvas. For each field that you have selected, a Label and Field will be created. For more information about formatting labels, fields, and text, see Styles (Working on the Layout), on page 59. You can select multiple elements and change common properties such as font all at once. To do this, either hold the left-button of the mouse and drag the cursor while holding the left mouse button encompassing all elements, or simply hold the CTRL button while selecting on the items you want to include in your selection. In addition to adding fields that are automatically presented from the data source, you can also add Field button. When you click the Field button, the cursor will become a custom fields by clicking the crosshair that you can use to add your field to the canvas. To add a field, 1. Click the crosshair cursor in the section of the report canvas where you want to place the field. GAGEtrak Custom Reports Manual 2. 3. 45 While holding the right-button of your mouse, drag the cursor until the field is set on desired size (you may also resize the field after you have placed it on the canvas). Release the mouse button. Once you have created the new field, the GAGEtrak Custom Reports Utility will automatically create a corresponding Label. You can modify the properties of either the label or the field by clicking on the item and changing values in the Property Toolbox. Grouping Data Sometimes, you may need to Group Data to create a special section of your report (either a header or footer) where you can put fields that need to be separated from the rest of the report. For example, in creating a report on Calibration History of Gages, a group header would contain the Gage ID number and the rows beneath would enumerate the past calibrations (including the name of personnel who performed each calibration and the date when each calibration was done) for each gage. The rest of the report might include specific information about that equipment. There are two ways to group data: 1. Bring up the context-sensitive menu by right-clicking anywhere in the designer canvas. Select the Group Header/Footer option from the Insert submenu. 2. Select the Insert Report Header/Footer option from the Insert menu. GAGEtrak Custom Reports Manual 46 Both of these methods will add a Report Header and Report Footer to the canvas. You can modify the properties of the header and footer in the Property Toolbox by clicking in the section header of each section. Properties are slightly different for header and footer sections. Header properties include: Properties (name) BackColor BackStyle CanGrow CanShrink Height Visible Description The name of the Header. The background color of the Header. Choose Normal or Transparent from the drop-down menu. Select True from the drop-down menu to enable the Header to grow based from the type of data that is included. Select True from the drop-down menu to enable the Header to shrink based from the type of data that is included. The height of the Header in twips. Select True to make the Header visible in the report. Footer properties include Properties (name) BackColor BackStyl CanGrow CanShrink Height Visible PrintatBottom KeepTogether, Description The name of the Footer. The background color of the Footer. Choose Normal or Transparent from the drop-down menu. Select True from the drop-down menu to enable the Footer to grow based from the type of data that is included. Select True from the drop-down menu to enable the Footer to shrink based from the type of data that is included. The height of the Footer in twips. Select True to make the Footer visible in the report Select True to always print the Footer at the bottom of the report Only available when you are editing a footer in an existing report. GAGEtrak Custom Reports Manual Properties NewPage, and PrintatBottom 47 Description § KeepTogether – determines whether a section should print in its entirety on the same page. § NewPage - determines whether the Report Editor should insert a page-break before and/or after printing the section. § PrintatBottom – sets/returns if group footer section is moved to bottom of page. Note: It is advisable to change the group header and corresponding name of the group footer to the name of the field on which you grouped. This change will be reflected in the header and footer names on the designer canvas. You can add as many groups as you wish. When you add a field to a Header or Footer, make sure that you include the field defining the group. The information on the fields that you put in this section will only be of the first record for that particular group. Adding Checkboxes Checkboxes are especially useful in gathering responses (i.e., yes or no). To add a checkbox to your canvas: 1. 2. 3. Click on the Checkbox button . The cursor will then become a crosshair. Point the crosshair on portion of the canvas where you want to place your checkbox. Click the left-button of the mouse. Hold and drag until desired size of the checkbox is achieved. Release the button, and observe that the checkbox is added (you may also resize the field after you have placed it on the canvas). Note: This does not define the actual size of the checkbox, just the size of the checkbox label area. Like any other field or element on the canvas, you can change the checkbox properties by selecting it (indicated by the 8 black squares known as resize handles around the label box) and modifying the property values in the Property Toolbox. For more information about the properties you can set for labels, see Properties (Modifying Canvas), on page 56. Note: A checkbox relates to a data source element (by selecting a datafield value for it in the Property Toolbox). Adding Other Elements Besides fields, there are other elements that you can also add to your report; these include: Date/Time Field, Page Numbers, Labels, Bar codes, Shapes, Images, Rich Text Files, and OLE objects Date/Time Field The Date/Time Field Element will insert a current date and time stamp field into your report. There are two ways to add a Date/Time Field Element: 1. Select the Insert Date/Time option from the Insert menu. 2. Click on the Insert Date button in the Format floating toolbar. Both of these methods will invoke the Date and Time window. GAGEtrak Custom Reports Manual 48 You may set date and the time depending on the desired formats: Checkboxes Include Date Include Time Description Select this checkbox to include the date as part of your Date/Time Field element. Checking this box will enable one of the following options: § {Long Date} — the default option registers the long date format (includes the day, the name and the day of the month, and the year). It will display the current date from your computer. § {Abbreviate Date} — the second option registers the date in an abbreviated format. It will also display the current date from your computer. § {Short Date} — the final option registers the date in a short format. It will also display the current date from your computer. Select this checkbox to include the time as part of your Date/Time Field element. Checking this box will enable one of the following the options below: § {Long Time} — the first option registers the exact time up to the last whole second. It will display the current time from your computer. § {Short Time}—the second option registers the exact time (up to the last whole minute. It will display the current time from your computer. § {Military Time}—the final option registers the time (military style) exact up to the last minute. It will display the current time from your computer. When you are satisfied, click the OK button to finish and add the configured Date/Time element to your canvas. Note: The date and time automatically update to the current date and time during the printing of the report. Although GAGEtrak Custom Reports Utility places the Date/Time Field Element in a default location, you can drag it to wherever you want on the canvas as you would any other field or label. Page Numbers The Page Numbers Field element will insert the current page onto your report. There are two ways to add page numbers: 1. Select the Insert Page Numbers option from the Insert menu. 2. Click on the Insert Page Number button from the Format floating toolbar. Both methods will invoke the Page Numbers window. GAGEtrak Custom Reports Manual 49 You may set date and the time depending on the desired formats: Radio-buttons Description Format Determines the format of the page numbers. § Page N — select this option to just display the page number (i.e., Page 1). § Page N of M — select this option to display the current page number (N) with respect to the total number of pages (M), (i.e., page 1 of 10). Determines the position of the page numbers. § Top of Page (Header) — select this option to register the Page Number Field Element in the header of your report. § Bottom of Page (Footer) — select this option to register the Page Number Field Element in the footer of your report. Use the drop-down menu to select where the Page Number Field Element should be aligned. § Left — on the left side of the page. § Center — in the center of the page. § Right — on the right side of the page. Position Alignment Note: Default section for insertion of Page Numbers is in the PageHeader. Labels Labels can serve several purposes: identify a field, identify sections of a report, and identify group of information. GAGEtrak Custom Reports Utility automatically creates a label for each field that you add to the canvas. To add a label to your canvas, 1. 2. 3. 4. Click the Label button in the main floating toolbar. The cursor then becomes a crosshair. Point the crosshair on portion of the canvas where you want to place your label. Click the left-button of the mouse. Hold and drag until desired size of the label is achieved. Release the button, and observe that the label is added (you may also resize the label after you have placed it on the canvas). Like any other field or element on the canvas, you may change the label properties by activating it (indicated by the 8 black squares connected by dashed line, known as resize handles), and modifying the appropriate property values in the Property Toolbox. For more information about the properties you can set for labels, see Appendix A: Object/Control Properties Definitions, beginning on page 128. GAGEtrak Custom Reports Manual 50 You can see what your label will look like printed by selecting the Print Preview button from the main button bar, or by clicking the Preview tab above the information boxes. For more information about printing your report, see Output, on page 57. Bar Codes Bar codes are easier to create than ever with the GAGEtrak Custom Reports Utility. You can do this by simply clicking on the Bar Code button and dragging an area in the Details portion of (or any section in) the Report Canvas where you wish to place your bar code. You may either Set or Build an SQL source and linked it to the bar code, which you can easily set in the DataField of the Property Toolbox similar to the field that is used to link the master report. To add a bar code to your canvas, 1. 2. 3. 4. 5. Click the Bar Code button in the main floating toolbar. The cursor then becomes a crosshair. Point the crosshair on portion of the canvas where you want to place your bar code. Click the left-button of the mouse. Hold and drag until desired size of the bar code is achieved. Release the button, and observe that the bar code is added (you may also resize the bar code after you have placed it on the canvas). Link the bar code to a specific field. Select the specific field from the DataField property value dropdown list (of the Property Toolbox). Access preview tab to view bar code in print form. Like any other field or element on the canvas, you may change the label properties by activating it (indicated by the 8 black squares connected by dashed line, known as resize handles), and modifying the appropriate property values in the Property Toolbox. For more information about the properties you can set for labels, see Appendix A: Object/Control Properties Definitions beginning on page 128. GAGEtrak Custom Reports Manual 51 Note: There are two key properties for bar code objects—BarWidth and EnableCheckSum. It is recommended that you set the BarWidth property to 2 inches because the resolution of some bar code printers is not fine enough to provide adequate space between bars of the bar code (at less than a 2-inch setting), making for unreadable bar codes. If the EnableCheckSum field is set to True, some printers will fail to print the bar code. You can print your bar codes to a label printer by setting the page and printer properties accordingly. To see what your bar code will look prior to printing, select the Print Preview button from the main floating button toolbar or clicking on the Preview tab above the information boxes. For more information about printing your report, see Output, on page 57. Lines and Shapes The GAGEtrak Custom Reports Utility allows the inclusion of two types of geometric figures — lines and shapes — on your report canvas. Lines and shapes are especially useful in defining your report canvas by separating fields, labels, and other sections of a report. Both geometric figures are added on the canvas following a similar method. To add a line or rectangle, 1. 2. 3. 4. Click the Lines button or the Shape button in the main floating toolbar. The cursor then becomes a crosshair. Point the crosshair on portion of the canvas where you want to place your line or shape. Click the left-button of the mouse. Hold and drag until desired length of line or size of shape is achieved. Release the button, and observe that the line or shape is added (you may also resize the line or the shape after you have placed it on the canvas). Like any other field or element on the canvas, you can change the line or shape properties by selecting it and modifying the corresponding property values in the Property Toolbox. Note: Although the default shape is a rectangle, GAGEtrak Custom Reports Utility also supports two other shapes—a rectangle with rounded corners and an ellipse. To change the shape (from the default), access the Shape Property Value dropdown menu from the Property Toolbox and select desired shape. GAGEtrak Custom Reports Manual 52 Images The GAGEtrak Custom Reports Utility also allows you to place image files (such as logos, graphs, etc) on your report. To add an image, you first need to add an Image box on your canvas, before specifying the image that you want. To add an image box, 1. 2. 3. 4. Click the Image button in the main floating toolbar. The cursor then becomes a crosshair. Point the crosshair on portion of the canvas where you want to place your image. Click the left-button of the mouse. Hold and drag until desired size of the image is achieved. Release the button, and observe that the image is added (you may also resize the image after you have placed it on the canvas). To specify an image, 1. Make sure that the image is activated so you can access its property values in the Property Toolbox. Access the Picture property value. 2. Click Browse (…) button that corresponds to Picture property value; the Open window appears. 3. Locate and specify the image file. Note that the GAGEtrak Custom Reports Utility supports the following types: Bitmaps (.bmp and .dip); Icons (.ico); Cursors (.cur); JPEG (.jpg); and GIF (.gif). GAGEtrak Custom Reports Manual 4. 53 Click the Open button afterwards. Observe the image placed onto the image box. Note: The GAGEtrak Custom Reports Utility denies the resizing of the image (so it can fit the image box), but instead allows the resizing of the image box. When you’ve specified the image, it will be placed as it is (size will not vary) directly into the middle of the Image Box. In most cases, you will need to resize the image box to fit your image. RTF The GAGEtrak Custom Reports Utility supports canvas objects formatted as Rich Text Format—a universal format type (read by all word processors) that supports tables and text formatting, among others. This is a great box if you want to cut-and-paste something from a word processor (like Microsoft Word) into your report without having to re-format it. To add an RTF field to your canvas, 1. 2. 3. 4. 5. Click the RTF button in the main floating toolbar. The cursor then becomes a crosshair. Point the crosshair on portion of the canvas where you want to place your bar code. Click the left-button of the mouse. Hold and drag until desired size of the bar code is achieved. Release the button, and observe that the bar code is added (you may also resize the bar code after you have placed it on the canvas). Link the bar code to a specific field. Select a specific field (that contains the rtf file) in the DataField property value dropdown list (of the Property Toolbox). Access preview tab to view .rtf file in print form. GAGEtrak Custom Reports Manual 54 Note: Like any other field or element on the canvas, you can change the RTF area properties by selecting it (indicated by the 8 black squares known as resize handles around the label box) and modifying the property values in the Property Toolbox. OLE OLE (Object Linking and Embedding) is a feature within MS Windows that allows you to insert files into MS Office documents. Because GAGEtrak is based from MS Access, it supports this feature. OLE accommodates original documents (whether images, spreadsheets, or word-processing files) into the report, without having to re-type, or cut-and-paste. For example, you may want your report to include a standard agreement on the last page, and that this standard agreement exists as a MS Word file. You could easily link and embed this standard agreement to your report by linking and embedding it from the report canvas. Printing is also easy; you can easily print the whole report–including the objects linked and embedded into the report—with just one command. Furthermore, when you modified the standard agreement, all future reports would print the updated file. When you edit an OLE object that you have added to your report, GAGEtrak will open the object in the application that created it. Thus, to edit an MS Word OLE object, GAGEtrak will open Microsoft Word within the Custom Reports Utility. To add an OLE Object to your report, 1. First, add the OLE box to your report. 2. Then, specify the Microsoft document file that needs to be linked and embedded in the OLE box. To add an OLE box to your report: 1. 2. 3. 4. Click the OLE button in the main floating toolbar. The cursor then becomes a crosshair. Point the crosshair on portion of the canvas where you want to place your object. Click the left-button of the mouse. Hold and drag until desired size of the object is achieved. Release the button; the Insert Object window appears. GAGEtrak Custom Reports Manual 55 You can either create a new OLE object or link-and-embed an existing file. To create a new OLE object, 1. Click the Create New button radio. 2. Select the application from the Object Type menu list. 3. Click OK. 4. The application will open within GAGEtrak Custom Reports Utility. Create the document. 5. When finished, click the Report Canvas. Observe the OLE object placed on the report. To link and embed an existing object (file), 1. Click the Create From File button radio. 2. Enter the path of the object in the File field. Or you may click the Browse button, and map and locate the file. 3. Click OK. 4. Observe the file embedded into the report. Click the Report Canvas. You may resize the OLE box using the resize handles. Like any other field or element on the canvas, you can change the OLE box properties by activating it and modifying the property values in the Property Toolbox. Note: When you select the Create New option, the Microsoft Windows OLE functionality will also save the file that you’ve created in GAGEtrak Custom Reports Utility on your hard drive. GAGEtrak Custom Reports Manual 56 Deleting Objects To delete an object, simply activate (click) it and press the DELETE key; right away, the object is expunged. Note: If you remove a field, its label is not removed automatically. You need to delete it separately. Modifying the Canvas The report canvas represents the printable area of your report. Although you can drag and drop as many fields from the Fields Information box to the report canvas, there are times where you may need to enlarge the canvas sections (such as Details, Footers, or Headers) in order to accommodate more fields. There are two ways to modify the size of the sections of the Report Canvas: 1. Click on the Section Resize button next to the name of the section that you want to change and hold the mouse button. Drag the Section Resize button up or down to change the size of the section. 2. Click on the name of the section that you want to change. This will list its properties in the Property Toolbox. Click on the value for Height and reset. Note: When changing the size of a section using the Height value in the Property Toolbox, the unit of measurement is the twip. There are 20 twips per printer’s point, or 1440 per Inch. TWIP By default, all movement, sizing, and graphical-drawing statements are set in terms of a unit called twip. A twip is 1/20 of a printer’s point; 1,440 twips equal an inch, and 567 twips equal a centimeter. These measurements designate the size of an object when printed. Actual physical distances on the screen vary according to your monitor’s size and resolution. Properties Each section on the canvas has properties that you can modify—header, details, footer, etc. You can see these properties in the Property Toolbox by activating (clicking) on any part of the canvas area (in the section) or the section title. The Property Toolbox is divided into two columns: Columns Property Name Property Value Description Enumerated on the left column and registers the properties of selected object. Enumerated on the right column and indicates the property values of the selected object. Some properties have dropdown list (i.e., ColumnDirection under the object, Detail; you may access the dropdown list by clicking the rightmost portion of a particular field value. You may also change the property value if necessary. By default, the Property Name column is sorted alphabetically (indicated by the Sort Descending button). You can also sort the property values by major categories by clicking the Sort by Category button. GAGEtrak Custom Reports Manual 57 Output When designing your report, how it will look when printed is almost as important as what data it will show when finished. GAGEtrak Custom Reports Utility allows you to set and modify several aspects of your report; these are: Page Setup, and Printer Settings. Both are accessible in the Report Settings window, which can be invoked by selecting the Printer Settings option from the File menu or activating the Printer Setup button in the floating toolbar. Page Setup You can modify the Page Setup by clicking the Page Setup button from the Report Settings window. Note: Converting from Inches or Centimeters to Twips INCHES Margin = 1440 x n CENTIMETERS Margin = 567 x n Where n is your desired margin in inches or centimeters The margin is the nonprintable area on the fringe of the main body of your report. By default, the parameter margins are set to 1440 twips (1 inch). To change the margins you may either manually enter the desired margins on the corresponding fields, or you may click the Up Arrow or Down Arrow buttons of the margin you want to change. Clicking the Up Arrow will add 360 twips (¼ inches); the Down Arrow will subtract 360 twips (¼ inches). GAGEtrak Custom Reports Manual 58 The gutter, on the other hand, serves as a buffer to your inside margin width and are especially useful in increasing the nonprintable area of your document (such when you bind your report using a ring binder). Thus, if you bind your report using a ring binder, you may want to add a gutter of ¼” to ½” to accommodate for the holes. To change the gutter, you may either manually enter the desired gutter width on the corresponding fields, or you may click the Up Arrow or Down Arrow buttons that correspond to the Gutter field. Clicking the Up Arrow will increase the gutter width to 360 twips (¼ inches); the Down Arrow, decrease 360 twips (¼ inches). Finally, you can print reports on both sides of a page and still preserve the layout of the page by selecting the Mirror Margins checkbox. Checking this box automatically sets your margins in such that the inside margins of facing pages are the same, as well as the outside margins, just as if they are reflected in a mirror. When you check the Mirror Margins checkbox, the margin display changes from a single right-hand page to two facing pages with mirrored margins. Printer Settings You can modify the Printer Settings by clicking the Page Setup button from the Report Settings window. The Printer Settings window includes settings to determine how your printer will print the report (based upon the page setup). The GAGEtrak Custom Reports Utility allows you to either specify settings of your printer or use the application’s default printer settings. Element Paper Size Width Height Orientation Collate Duplex PaperBin Description This drop-down menu shows the paper sizes your default printer can handle. It is best to view your selection and set this option before you create a report to ensure that your report falls within the boundaries of your page setup. Most printers have default margins or nonprintable edges. Consult your printer manual to determine these settings. Width is specified in twips. Divide this value by 1440 to convert to inches; divide by 567 to convert to centimeters. Height is specified in twips. Divide this value by 1440 to convert to inches; divide by 567 to convert to centimeters. If you select Printer Default, check this setting in your Printer Control Panel. The other settings are Portrait and Landscape. In portrait orientation, the page is oriented vertically; in landscape it is oriented horizontally. When you change these settings, the page preview icon will change to give you a visual representation of the result. Select Collate when you are printing several copies of a multi-page report to print each report sequentially. When Don’t Collate is selected, all copies of page 1 will be printed, then all copies of page 2 will be printed, and so on. If your printer offers duplex printing, you can choose this option to print automatically on both sides of the paper. Not all documents need to be printed in this manner; it is only activated when printing reports. If your printer several paper bins, you can use this option to select a specific paper bin to be used. You might use this option to print using paper of size other than the GAGEtrak Custom Reports Manual 59 default, or to print on paper with letterhead instead of the usual blank paper. Grid Settings You can modify the Grid Settings by clicking the Grid Settings button from the Report Settings window. The Canvas Grid—comprised by coplanar points that are evenly distributed on the canvas—is intended to guide you in the design and layout of your report. The grid will not appear in your printed report. By default, there are 16 collinear grid points on every inch (horizontally and vertically) of the printable area of the Report Canvas. You may increase the number of grid points horizontally by modifying the Grid columns field and/or vertically by changing the Grid rows field. You may either directly enter the desired number of grid columns and rows, or use the corresponding Up Arrow (to increase) and Down Arrow (to decrease) buttons. Element Show Grid Align Contents to Grid Grid Columns Grid Rows Ruler Units Description Check this box to show the grid. By default, this box is checked. Check this box to automatically align and snap report items to the grid. This makes moving and aligning items easier. The number of collinear grid points in one horizontal ruler unit of a printable part of the Report Canvas. The number of collinear grid points in one vertical ruler unit of a printable part of the Report Canvas. Define a ruler unit to be in Inches or Centimeters. Note: Sometimes you may want to uncheck the Show Grid option to position elements closer together than your grid will allow. Do not forget to recheck this option if you want the elements on the designer canvas to snap to the grid. If you change your grid unit to centimeters, you may want to reduce the number of dots per ruler unit to 10, better yet 5 to keep your canvas from being overcrowded with grid points. Styles You can set the styles (fonts, headings, etc.) of your report by accessing Styles from the Report Settings window. GAGEtrak Custom Reports Manual GAGEtrak Custom Reports Utility comes with five pre-defined styles: Normal, Heading 1, Heading 2, Heading 3, and Heading 4. Aside from these, you can also create and define new styles. If you want to add a new style, 6. Click the New button. The Create New Style window appears. 7. 8. 9. 10. Enter the name of the new style on the Name field. Select a pre-defined style as basis for the new style from the Base Style dropdown menu. Click the OK button. The new style will be added, and will initially carry the elements of the Base Style. You may modify these elements (font type and decoration, color, alignment, etc.) by selecting the appropriate option from the dropdown menu of each of the following elements: Style Elements FontName FontSize FontName FontSize Bold StrikeThrough BackColor ForeColor Horizontal Alignment Vertical Alignment Description Use the dropdown list to select a font. Use the dropdown list to select a font size. Select True from the dropdown list to set the text in bold. Select True from the dropdown list to set the text in Italics. Select True from the dropdown list to underline the text. Select True from the drop-down menu to StrikeThrough the text. Click the rightmost portion of the field to pop the color options; from these you can select the back color. Click the rightmost portion of the field to pop the color options; from these you can select the fore color. Select from the dropdown list on how you wish to horizontally align the elements of the report. Options are Left, Center, and Right. Select from the dropdown list on how you wish to vertically align the elements of the report. Options are Left, Center, and Right. 60 GAGEtrak Custom Reports Manual To apply a text style to an element in the designer canvas, activate (select) it, and then choose the desired style from the leftmost dropdown menu of the main floating toolbar (which is immediately above the ruler) on the Design tab. Modifying Canvas Objects Every object placed on the canvas can be modified and formatted in several ways: Alignment, Spacing, Borders, Frames, Sizing, and Properties. Aligning Objects Multiple objects can be aligned both horizontally and vertically. To align objects, 4. Select the objects you want to align by activating (clicking) each while holding the CTRL key. 5. Specify the alignment type through any of the following: § Select the desired alignment type from the Align submenu of the Format menu. § Click the appropriate button from the floating toolbar. § Right-click to access the context-sensitive menu and select the appropriate option from the Align submenu. 61 GAGEtrak Custom Reports Manual 62 Moving Objects Objects can be easily moved around the canvas and between sections. To move an object within a section, simply click on it, hold down the mouse button and drag to where you want the object. To move an object between sections, 4. Select (click on) the object (or hold the CTRL key while selecting multiple objects). 5. Select Cut from the Edit menu or press X while holding the CTRL key; the object(s) will disappear. 6. Click on the section header of the section where you want to move the object(s). Then select Paste from the Edit menu or press CTRL+P. Observe the object appears. Spacing Objects Spaces between objects can be set based on six pre-defined options. To define space between objects, 3. Select the objects you want to align by activating (clicking) each while holding the CTRL button. 4. Specify the alignment type through any of the following: § Select the desired alignment type from the Align submenu of the Format menu. § Click the appropriate icon from the floating toolbar. Icons Options Increase horizontal space Decrease horizontal space Make horizontal space equal Increase vertical space Decrease vertical space Make vertical space equal § Right-click to access the context-sensitive menu and select the appropriate option from the Align submenu. Borders Each object on the canvas can have a border. To modify the border of an object, 7. Activate the object and right-click the mouse to bring up the context-sensitive menu. GAGEtrak Custom Reports Manual 8. Select the Format Border. This will bring up the Format Border window. 9. Define the color of your border by choosing the appropriate button from the dropdown menu. 10. Define the border by selecting the appropriate button from the Presets options. GAGEtrak Custom Reports Utility will illustrate the border design in the Preview window. 11. Define the type of line for the border by selecting the appropriate button from the Line Style options. 63 GAGEtrak Custom Reports Manual 12. Click the Shadow checkbox to render shadow effect on the object; observe the effect rendered on the Preview image. Click Apply, and then OK; the Object Properties window disappears. Observe the border definitions are rendered to the object. Frames The Frame object is similar to the object Table of MS Word. The frame control makes it easier to set up tables and corrects problems with controls and sections related to static objects. To add a frame t o the report canvas, 3. 4. 6. Click on the Frame button in the main floating toolbar. The cursor then becomes a crosshair. Point the crosshair on portion of the canvas where you want to place your object. Click the left-button of the mouse. Hold and drag until desired size of the frame is achieved. Release button. 64 GAGEtrak Custom Reports Manual 65 Each frame is composed of sequentially numbered panes (the pane number is indicated in the lowerleft corner of the pane). Each pane can be split horizontally or vertically. When you split a pane, the new pane number will follow the pane number of the pane that was split; thus, if you split pane0, you will then have pane0 and pane1, and consequently if you split pane5, pane6 will be added. There are two ways to split a pane: 3. 4. Click the Horizontal Split icon or the Vertical Split icon in the pane (located in the upper-left corner of the pane). Activate the pane, and bring the case-sensitive right-click menu, from which you select Split Horizontally or Split Vertically. You may undo a split by clicking the Delete Pane icon on the pane, or by selecting Delete Pane from the case-sensitive right-click menu. You may also set the border for the entire frame or a pane. You can do this by first activating the frame or the pane, and then select Format Border (for frame) or Format Pane Border (for pane) from the case-sensitive right-click menu. The Format Border or Pane Properties window appears. Define border properties following the instructions outlined in Borders on page 62. GAGEtrak Custom Reports Manual 66 You can also set the properties of the entire frame object and individual panes using the Property Toolbox. Note: The frame control has a CloseBorder property to indicate whether or not a line should print at the bottom of the page if a section spans across multiple pages. Page Break Page breaks are convenient ways to split your report for printing. You can insert a page break wherever on the report canvas. To insert a page break, 1. 2. 3. Click the PageBreak button in the main floating toolbar. The cursor then becomes a crosshair. Point the crosshair on portion of the canvas where you want to insert a page break. Click the left-button of the mouse. Hold, drag, and release button. Observe a black line besides the ruler; this represents the page break. Verify that a new page is added by accessing the Preview tab. You may also set the properties of the page break by accessing the Property Toolbox. Active X Active X controls are advance, “interactive” features that provide you the ability to include buttons and objects on your report, which accomplish certain events such as launching a pop-up window with additional data, a calendar for selecting dates, or generating a graph based from an identified data. The ActiveX controls that will be made available by Report Editor will depend upon the applications installed on your computer. For example, if you have Microsoft Office installed, dozens of ActiveX controls will become available. To add an ActiveX control, 1. Click the ActiveX button window appears. in the main floating toolbar. The Insertable ActiveX Components GAGEtrak Custom Reports Manual 2. 3. 4. 5. 67 Select the control that you want to add. Click OK. The window then disappears. The cursor becomes a crosshair. Point the crosshair on portion of the canvas where you want to place your ActiveX object. Click the left-button of the mouse. Hold and drag until desired size is achieved. Release button. Observe the Active X object added. You may resize the object by using the resize handles. Simply select the control you want to add to your canvas by clicking on it and then select the OK button. This will return you to the main canvas where you will need to place the control. You may also modify its properties in the Property Toolbox. Using the ActiveX controls available on your operating system can require a considerable amount of technical expertise. For extensive discussion on utilizing ActiveX controls (and respective properties needed), please see Appendix C: References, beginning on page 166. Sizing You can also define the sizes of objects based on six pre-defined options. To do so, 1. Select the objects by activating (clicking) each while holding the CTRL button. 2. Specify the alignment type through any of the following: § Select the desired option from the Size submenu of the Format menu. Options include Same Width, Same Height, and Both. § Right-click to access the context-sensitive menu and select the appropriate option from the Size submenu. Options include: Make same width, Make same height, and Make same size. GAGEtrak Custom Reports Manual 68 Note: When setting the sizes of two or more objects, GAGEtrak Custom Reports Utility will follow the size of the object with solid black squares. Saving Reports GAGEtrak Custom Reports Utility has two types of Save functions: Save and Save As. Save The Save function is used for saving reports for the first time, and updating changes to reports. To save, § § in the main floating toolbar, or Click the Save button Select the Save option from the File menu. Note: If you are saving changes to an existing report and select this option, you will not be provided with input options. GAGEtrak will save the report “behind the scenes.” Save As The Save As function is used for saving a new report based from a template; and saving an existing report under a different name, to preserve the original report. To use this function, select Save as option from the File menu, or click the Save As button Report window. from the floating toolbar. This option will bring up the Save Provide the name of the report in the Report Name field. Then access the Save In dropdown list, and select a group from which you will add the new report. Click Save. GAGEtrak Custom Reports Manual Chapter 3: Building Subreports A subreport is a report within a report; each subreport pertains to a record in the main report). Adding a subreport is a convenient way of including details into your report, which normally cannot be accommodated by the SQL Statement of a regular report. A great deal of planning is necessary in building reports, especially when including subreports. Sometimes you can include the data in your master data source (SQL Query) and just create sub-groups for this data. However, when your report format requires extensive details, as with the example on the left, subreports can be designed separately and then linked onto your main report. Subreport of procedures attached to each equipment record. Link fields are very critical. Fields must be of the same type– requiring the same name but not necessarily same content. However, here we have assigned the same name for fields with same type of data. Also, primary key fields (common fields with unique values, which are used to link tables) must have the same type of content. Subreports are designed in a separate design canvas and then linked into the main report document through the embedded subreport object (for more information about this object, see Chapter 4: Creating Advanced Reports on page 82). You must make sure that it contains a least one field that is common with the table you are linking it to (contents and type). There are two key advantages to using subreports: 69 GAGEtrak Custom Reports Manual Re-useable Automatic Updating Subreports are individual reports within GAGEtrak, accessible like any other report. Because of this, they can be re-used as subreports, as many times needed. A subreport is a link to an external report in GAGEtrak. When you make a change to a subreport (that is already embedded into 1 or more other reports), the changes are automatically reflected in any reports onto which it is embedded. Copying Fields When creating custom reports it is important to have the report fields and labels correspond with what is documented in the database as valid fields and labels. The steps listed below will walk you through a way of doing this that will make your custom report development easier to design. 1. Select Gage Entry from GAGEtrak’s Main Records menu. Note: Depending on the type of custom report depends on what information will be reported. For example, in this case Equipment Entry was opened because we will be creating a report related to Equipment. If a custom report were being developed to report information on Work Orders, then access Work Orders | Edit Work Orders for information. The names of the labels and fields will vary depending on which form the report is based on. 2. The Gage Entry window appears. Access Information tab. 3. Point cursor on Gage ID field name and double click to bring out the Set Label Text form. 4. Scroll down, and seek the Label Text that matches the Field Name, in this case Gage ID and Equip S/N. 70 GAGEtrak Custom Reports Manual 5. 6. 7. 8. Point and highlight the Field Name that corresponds to the Label Text of interest. Right-click to release the context-sensitive menu. Select Copy. Temporarily minimize the GAGEtrak window, and start an MS Notepad session, or any text editor, and paste the field names. Also copy the Field Name that corresponds to the Label Text of interest. Restore GAGEtrak window, and select the Cancel button on the Set Label Text form. The said form then disappears, and you will be reverted to the Gage Entry window. Close the Gage Entry to revert to the Main Records menu. Creating a Subreport Creating a subreport is similar to building a new blank report: 1. You are first required to prepare a new, blank report. 2. Remove Page Header (consequently, also the Page Footer) 3. Create a Group Heading. 4. Attach a data source to the blank report. Selecting a New, Blank Report Clicking on the Create New Report button will invoke the Select Report Template menu. 71 GAGEtrak Custom Reports Manual 72 This window provides quick access to the built-in report templates upon which you can base your new report. The GAGEtrak Custom Reports Utility offers you the following templates: Template Name Blank Report Standard Report Custom Label Pre-Defined Labels Label Wizard Description Use this template to create a report from scratch. You have to setup everything from data source to page formatting and records grouping. This template is set for standard 8.5” wide paper, letter or legal. You must select paper length from Printer Settings. This report includes a report header that can accommodate an optional company logo, heading and sub-heading label; page header with default report title, current date and page numbers; area to put details of reports; page footer with a default report control; and a report footer area. The size of the label will depend on the default size of the printer that you are using. Labels do not include headers and footers, which are standard in other report types. There are six label templates to choose from: ¼”, ⅜”, ½”, ¾”, 1”, and 1½” labels. These templates are designed for use with Brother label printers and come with pre-defined lengths. However, you can modify the length depending on your need. This allows you to customize a label following a series of instruction that allows you to specify a printer, the label size, and the dataset and field/s that will be used. The fields selected are then automatically placed at a pre-defined location in your label, which you can move and modify on the canvas later. Note: If you have a label printer, using the most common label formats will fast track your label design. You may also use the Label Wizard to develop new label designs quickly. from the floating toolbar menu. This To create a new, blank report, select the Blank Report button will open the Report Editor canvas, which is similar to the following: The Blank Report—Use this template to create a new report from scratch. You need to set up everything from the data source to page formatting and records grouping. Note: When you create a New Blank Report, GAGEtrak Custom Reports Utility automatically adds an embedded subreport to the canvas. In order to utilize this subreport, you must edit the subreport links as described in the section Embedding Subreports on page 77. After the report has been created, subreports need the following changes: 1. Remove Page Header — Remove the Page Header as this is not needed because it will already appear on the main report. There are two ways to delete the page header: GAGEtrak Custom Reports Manual § § 73 Click the Page Header bar (turns blue from gray), and select Delete Section from the Insert drop-down menu. Click the Page Header bar (turns blue from gray), and right click to call the contextsensitive menu; select Delete Section. Note: Only the Details section will remain; this is where the fields of the contents of the report will go. 2. Create a Group Heading — Create a group heading to reflect the contents of a subreport. The data field that you will use for this heading should be the field that you will link with the master report. It is not necessary to reflect the content of the data field in the heading, but you must make sure to set the DataField in the Property ToolBox the same as the field linked to the master report. You may also add more groups to this subreport, but you have to make sure that the topmost group contains the field linked to the report. Note: A group heading is not required for a subreport. You simply need to rename the detail title to reflect the contents of the subreport. Setting the Report Data Source Before you can design and build your report, you need to set the data source. The fields in the data source will define the fields you can put into your report. Opening a Data Source There are two ways of opening the Data Source Wizard: 1. Select Set SQL Source from the Tools menu. 2. Activate the Set SQL Source icon . Both methods will open the SQL Source Wizard. When creating a new report, the New SQL Source option is already selected. Click on the OK button to continue. The Select Query Type window will then appear. GAGEtrak Custom Reports Manual 74 You can select one from three types of queries: Simple Query Advanced Query Direct-SQL Query The options on the dropdown menu are automatically determined and are the names of the tables in your data source. Select the table that you want to use (in this case, Authorized_Persons). Once you have selected a table, this table will automatically populate with the fields from that table. Recommended for those who wish to enter their own SQL statement. The first two options use a query wizard to guide you through the process. For the third type, knowledge of how to create SQL commands and corresponding syntax is necessary. Depending on the type of Data Source you want to create, the report will retrieve data from one table or from multiple tables. Select the Query type to use by selecting the corresponding radio button and click the Next button to continue. The proceeding discussion is about Simple Query. For more information about Advanced Query and Direct SQL Queries, see Chapter 4: Creating Advanced Reports, beginning on page 82. Simple Query If you only have one data source—that is, only one table to use for your report—then the Simple Query is the best choice. After you have selected the Simple Query Type and clicked the Next button, the Select Report Fields window will appear. A Simple Query is based on the following: Tables Available Fields The options on the dropdown menu are automatically determined and are the names of the tables in your data source. Select the table that you want to use (in this case, Authorized_Persons). Once you have selected a table, this table will automatically populate with the fields from that table. GAGEtrak Custom Reports Manual 75 To select specific fields from the table you have selected, click on the field you want to use by selecting it and clicking the > button. The selected field will then be enumerated on the Selected Fields box. You can also move all of the fields by clicking the >> button. To remove field/s from the Selected Fields box, select field/s and click the appropriate buttons ( < button to remove a single field; << button to remove all of the fields). The removed field will be enumerated again in the Available Fields box. When you have added all of the fields and are satisfied, click on the Next button to continue. The Set Sort Orders window appears. The Set Sort Orders window allows you to specify which field or fields that will be sorted and the order on which the fields will be sorted. To select a specific field, choose the > button. You may use the >> button if you want to sort all fields. You may deselect a field from the Selected Fields box, by using the < button. If you wish to select all, use the << button. Select the fields you want to sort. This is the same process that you followed when you selected which fields you wanted to include on your report. Select from the Set Order drop-down menu, the order on which the selected fields will be sorted. Ascending, to arrange starting from A going to Z; Descending, from Z to A. The default option is Ascending. Click the Next button once the desired sort order is set. This will bring up the Finish window. GAGEtrak Custom Reports Manual 76 Note: Setting a sort order is not required to conduct a Simple Query. If you do add fields to the Select Fields box but do not select a Sort Order, the system will sort the selected field/s following the default (Ascending) option. The Finish window displays the completed SQL Statement based upon the data table, fields, and sort order that you specified. This window allows you to modify the SQL Statement by making changes directly in the box. When you are satisfied with the SQL Statement, click the Finish button to close the Simple Query Wizard and return to the Canvas. Note: It is not recommended that you modify the SQL statement unless you are an advanced user. When you click the Finish button, you will be returned to the main canvas where you can now access the fields you included in your query into your report. Saving Subreports There are two types of save functions available in the Report Designer: Save and Save as. Save The Save function is used for saving reports for the first time, and updating changes to reports. To save, § § Click the Save button in the main floating toolbar, or Select the Save option from the File menu. Note: If you are saving changes to an existing report and select this option, you will not be provided with input options. GAGEtrak will save the report “behind the scenes.” Save As The Save As function is used for saving a new report based from a template; and saving an existing report under a different name, to preserve the original report. To use this function, select Save as option from the File menu, or click the Save As button Report window. from the floating toolbar. This option will bring up the Save Provide the name of the report in the Report Name field. Then access the Save In dropdown list, and select a group from which you will add the new report. Click Save. GAGEtrak Custom Reports Manual 77 Note: Subreports can only be accessed from the GAGEtrak Custom Reports Utility, unlike Reports, which are also available when you accessed the Reports button from GAGEtrak’s Main Menu. It is therefore recommended that subreports must be saved with a “predictable key word” on file names to distinguish “Subreports” from “Reports.” Remember that “Subreports” do not have page headers unlike “Reports”. Adding a Subreport Adding a subreport onto a report canvas involves two steps: § Embedding the Subreport § Setting Subreport Properties Embedding Subreports Embedding a subreport is the process of placing a subreport onto the canvas and linking it to an external report. A Subreport container is needed on the canvas of the “Main Report.” The Subreport container will be then linked to an external report. To create a subreport container, 1. 2. 3. Click the Subreport button on the main floating toolbar. The cursor becomes a crosshair. Point the crosshair on the portion of the canvas where you want to place the subreport. Click the left-button of the mouse. Hold and drag until desired size is achieved. Release button. Observe the subreport container is added. When adding the subreport container, it is good to keep the rectangle height to a minimum. GAGEtrak automatically adjust the height of subreports when displayed and printed, but you will need to adjust the width to display fully the entire subreport. Setting SubReport Properties Once a subreport container has been added to the report, you can then link an external report, which will become the subreport. To link an external report, 1. Customize the properties of the subreport using the Subreport Custom Properties form, which you can call by any of the following: § § Click on the Edit Subreports Links button from the main floating toolbar. Select the Edit Subreports Links from the Tools menu. GAGEtrak Custom Reports Manual 2. 78 The Subreport Custom Properties form allows you to specify the report source, and set criteria necessary to connect to an external report. The first step is to define a report source. From the Report Source drop-down list, select the report that will become the subreport. Note: After selecting the report source, GAGEtrak Custom Reports utility automatically updates the subreport data source, which is based from the Source SQL Statement of the report (which is now the subreport). The SQL field is non-editable, and is provided so you can view the tables and fields that are used in the subreport. 3. Set the link filter to display only the appropriate fields in the subreport. A. You can specify the field, by first selecting it from the Sub-Report Fields dropdown list. You may not specify the name of the table from which the field belongs as long as that field is unique only to one table. GAGEtrak Custom Reports Manual 79 B. Select the operator that will be used in comparing the field to a value. C. Specify the filters. There are three types: Value; Field; and External Criteria. To use Field and External Criteria, select corresponding checkboxes. The External Criteria option allows you to select a field that exists both in the main report nad the subreport; this advance filter only displays in the SQL of the main report. D. Click the Add button to create the criterion as subreport link filter. You can repeat the steps to add additional criterion. E. You can also add other criterion for link filter. You can even change the relationship between criteria to “OR” instead of “AND.” Just make sure to click the OR button before adding a new criterion. GAGEtrak Custom Reports Manual 80 Note: You can remove a criterion that was previously added as link filter by clicking criterion and then the Remove button. To erase all criteria, click the Clear button. 4. Select the OK button to save the custom properties of the subreport. You may select the Cancel button to discard modifications, and to exit the Subreport Custom Properties form. Edit Embedded Subreports You may also need to edit a subreport that is already embedded. Because a subreport is a GAGEtrak report in itself, you can also edit it following the techniques discussed in Creating Your Layout on page 13 and in Working with Canvas Objects on page 26. GAGEtrak recognizes that it will be inconvenient to exit the report (main) and open another report (subreport) just to edit the subreport. Because of this, GAGEtrak was designed to have built-in functionality that allows you to edit the subreport without having to close the [main] report. Editing the Subreport object To edit the subreport object, click the subreport object, and then call the Subreport Custom Properties form though any of the following: 1. 2. Click on the Edit Subreports Links button from the main floating toolbar. Select the Edit Subreports Links from the Tools menu. To edit using the subreport filter criterion, follow the instruction discussed in Setting SubReport Properties on page 77. Editing the Subreport To start editing the subreport, click the subreport object and do any of the following: 1. Click on the Edit Subreport button in the main floating toolbar, or 2. Select the Edit Subreport option from the Tools menu. Both options will open the subreport in the main design window. Observe that GAGEtrak creates two new tabs: Subreport Design and Subreport Preview. Both of these tabs work similar to the Design and Preview tabs. GAGEtrak will allow you the same functionality for editing a normal report, such as: § Creating Data Groups (for a review, go to page 15). § Adding fields and objects to the report canvas (for a review, go to page 14). § Modifying canvas objects and properties (for a review, go to page 61). GAGEtrak Custom Reports Manual § 81 For more information on how you can customize your report canvas, see Modifying the Canvas on page 26. If you access the subreport to view its contents and do not make changes, you can select the Design tab to return to the main report. If you accessed the subreport and you’ve edited its contents, you need to save the subreport prior to accessing the Main Report’s Design tab. GAGEtrak Custom Reports Manual 82 Chapter 4: Creating Advanced Reports GAGEtrak supports a number of advanced features to create more dynamic, flexible reports. The level of expertise required to utilize these features is generally high—from basic knowledge of formulating Visual Basic scripts to building SQL statements. You must also have knowledge on how Data Dynamics Objects, Variables and Report Events work in order to begin programming with the Report Editor. Some reports may require runtime calculations on fields, passing the value of a field to another element, and so on. Due to some functional flexibility requirements of some of the built-in reports, you may need to do “miniprogramming” to accomplish non-trivial tasks on complex reports. Architectural Overview Before you start utilizing GAGEtrak’s advanced reporting features, you need to understand how a report is structured and the dynamic controls and events that make up the sections of the report. To understand the architecture of a GAGEtrak report, you need to know about three core components: § Report Sections § Section Events § Report Processing Report Sections A report section contains a group of controls that are processed and printed at the same time as a single unit. The section types are as follows: § § Report Header Page Header GAGEtrak Custom Reports Manual § § § § § 83 Group Header Detail Group Footer Page Footer Report Footer Report Header A report can have only one report header section, which appears at the beginning of the report. It is generally used to print a report title, a summary table, a chart, or any information that needs to appear only once at the beginning of the report. Page Header A report has a page header section that appears at the top of each page. It is the first section that prints on a page except when it contains a report header section (as in front pages of most reports). The page header section is used to print column headers, page numbers, a page title, or any information that needs to appear at the top of each page. Group Header/Group Footer A report can consist of single or multiple (nested) groups, with each group having its own header and footer sections. The Goup Header section(s) are inserted and printed immediately prior the Details section; Group Footer Section(s), after the Details section. The number of Group Header/Footer sections depends on how the report data is grouped. The Report Editor starts a new group (Header, Detail, and Footer) when the data value for the field changes. Details A report can only contain one Details section, which is the body of the report. Subreports are con tained usually within the detail section, or sometimes in any of the group sections. For more information about creating subreports, see Chapter 3: Building Subreports, beginning on page 69. Page Footer A report can only have a single page footer section, which appears at the bottom of each page. It is used to print page totals, page numbers, or any other information that needs to appear at the bottom of each page. Report Footer A report can only have a single report footer section, which appears at the end of the report. A Report Footer may usually contain a summary of the report, summary of statistics (such as grand totals for sales reports), or any other information that can only appear at the end of the report. Events Reports are composed of several events, from which you can add scripts to create more powerful and robust output. These events are broken into two main categories: Active Report Individual Sections This is the entire report, and supports the following events: § OnReportStart § OnReportEnd § OnPageStart § OnPageEnd § OnHyperLink § OnDataInitialize § OnFetchData § OnNoData § OnPrintProgress § OnError The background color of the Footer. § Format § BeforePrint § On GAGEtrak Custom Reports Manual 84 Active report The following events are supported by an active report: OnReportStart This event fires immediately when a report runs. It fires only once, and is the first event to fire at report runtime. OnReportEnd This event fires immediately when a report ends. It fires only once, and is the last event to fire at report runtime. OnPageStart This event fires before a report starts to process a page. OnPageEnd This event fires after a report has processed a page. OnHyperLink Fires when a hyperlink on a report is clicked. The event can be used to redirect the hyperlink or to prevent a hyperlink from activating. OnDataInitialize This event is fired before OnReportStart add custom fields to report fields collection. Custom fields can be added to a bound report (one that uses a data control to connect and retrieve records) or an unbound report (one that does not depend on a data control to get its records). In a bound report, the recordset is opened and the recordset fields are added to the custom Fields collection then the DataInitialize event is fired so that a new custom field is added. OnFetchData This event is fired whenever a new record is processed. Usually, this event is used to set the values of custom fields that were added in the OnDataInitialize event. OnNoData This event fires when the report does not return any records. OnPrintProgress This event is fired after each page is printed during a print job. OnError This event is fired as a result of an internal error in the report. Note: If you do not code an event procedure for the Error event, the built-in ActiveReports display message will display the error message. Section Events There are three events for each section, regardless of the sections’ type of content: Format, BeforePrint, and AfterPrint. Because there are many possible report designs, the event triggering sequence of your report must be dynamic in order to satisfy individual report demands. Format This event is triggered after the data is loaded and bounded to the controls contained in a section, but before the section is rendered to the canvas. The format event is the only event where the section's height may be changed. This section is used to set or change the properties of any controls, or load subreport controls wit h subreports. If the CanGrow or CanShrink property of any control contained within a section (or the section itself) is set to true, all of the growing and shrinking of controls contained in this section, and the section itself, takes GAGEtrak Custom Reports Manual 85 place in this event. Because of this, information about a control or section's height cannot be obtained in this event. BeforePrint This event is triggered before a section is rendered to the canvas. The growing and shrinking properties of a section, and all controls contained in a section, will transpire before this event is triggered. Use this section to resize any controls. Since all controls and section resizing take place before this event is triggered, BeforePrint is used to set an accurate height of the section or any control contained. You may resize any control in this event but you cannot resize the section itself. AfterPrint This event is triggered after the section is rendered to the canvas. When you are placing code in the section events, you are likely to place your code in the Format or BeforePrint events. The AfterPrint event is still useful for drawing on the canvas after text has already been placed on the canvas. Report Processing The speed in processing and generating output is achieved from intelligent, multi-threaded, single-pass processing. The program will process and render each page as soon as the page is ready. If the program is not able to fully render a page, such as when some of its data elements remain unknown, or when its layout is not final, the page is cached until the data becomes available. Summary fields and KeepTogether constraints are the two common reasons on why a page is not immediately displayed. The summary field is not completed until all the data needed for calculation is read from the data source. When a summary field such as a grand total is placed ahead of its completion level (such when it is placed in the report header), the report header section and subsequent sections will be delayed until all data (relevant to the report header) are read. Scripts Scripts are very useful for posting data that can be calculated from other existing fields. For example, if you create a field that displays the total of the values of a certain group of fields, conventional processing will require tables to be updated for totals whenever reports are generated. Aside from the fact that this takes up space, recalculation may sometimes be even missed, and reports left with non-updated values. Also, there could be a number of different calculations for value fields that do not need to have results stored in the actual table. Such when a field calculated depend from several combinations of fields; thus you will be creating several extra fields. Scripts get rid of these inconveniences, and hasten the processing of output. In addition to scripts, GAGEtrak includes a table for report controls, which lists Control IDs, Report Names, and Control Names. This enables GAGEtrak Custom Reports Utilitys to automatically add labels by tagging controls to Control IDs and displaying the corresponding report or control name. This enhances uniformity in labels and automatic updates of labels. SQL statements in scripts link these labels to your reports. For example, if your company needs to comply with ISO 9000 or QS 9000 document identification and control requirements, you can identify each report with a unique document control number. To identify each report with a unique document control number, select Report Control ID Entry from the Setup menu. This will bring up the Report Control ID Entry window. The reports are listed alphabetically and the name is automatically input into the Report Name field. Navigate from report to report by using the navigation buttons. Enter or edit the existing control text for each report. Modify or Enter the Control ID Number. Close the window to revert back to the Setup menu. GAGEtrak Custom Reports Manual 86 Tip: If your company does not require a form number on reports, use this area for your company’s address and telephone numbers. Script Location There are several locations in the GAGEtrak design window where you can insert and view scripts. These include: § The Tag value in the Property Toolbox for the section or object currently selected § The Script Editor window (only used for document-based scripts such as Footer, Header, Detail, etc.) Adding Scripts If you are proficient with VB Script, adding scripts to your report is easy. There are three report elements for which you can add a script: § The Active Report § A Report Section § An Object Adding a Script to the Active Report To add a script to the Active Report, click the View Scripts button up the Script Editor window. in the floating toolbar; this will bring GAGEtrak Custom Reports Manual Object Events 87 Use the drop-down menu to select a section of the report where you want to add a new script (i.e., Details). The Object field indicates the section of the report that you are editing for a script. Use the drop-down menu to select and add an event for the active section of the report. This will open the event’s code into the main window, where you can modify the code using standard VB Script conventions. Adding Scripts to a Section To add a script to a section, click on the the Script Editor window. View Scripts button in the format button bar. This will bring up GAGEtrak Custom Reports Manual 88 Use the drop-down menu to select a section of the report where you want to add a new script (i.e., Details). Use the drop-down menu to select and add an event for the active section of the report. This will open the event’s code into the main window, where you can modify the code using standard VB Script conventions. Object Events Note: You may invoke the Edit Script command from any section of the Active Report. In such, you do not need to select an Object, you can as well add and edit a script directly. Adding Scripts to Objects Adding script to an object is accomplished through the Tag value in the Property Toolbox. To add a script to an object, activate it (object’s name will be reflected on the Property Toolbox), and enter the script on the Tag property value. For more information about Tag value syntax, see the Dynamic Controls section on page 89. Working with Scripts Although GAGEtrak supports Visual Basic Script conventions, all scripts must adhere to specific syntax in order to interact with GAGEtrak application and the report object. Script Syntax All scripts within the Script Editor (those scripts that deal with report sections, not objects on the report) must adhere to specific script syntax. For example: rpt.Sections("name of section").Controls("name of control") The "rpt" must be used with all calls relating back to the report. It functions in the same way as using the keyword "me" in Visual Basic. If the script references a control, a public variable, or a public property, "rpt" must be used. GAGEtrak Custom Reports Manual 89 Sample Script Below is a sample script that was added to the group header section of the active Report using the Script Editor window. Sub OnFormat If rpt.Sections("GroupHeader4").Controls("fldCompleted").Text rpt.Sections("GroupHeader4").Controls("fldCompleted").Text Else rpt.Sections("GroupHeader4").Controls("fldCompleted").Text End If If rpt.Sections("GroupHeader4").Controls("fldEmergency").Text rpt.Sections("GroupHeader4").Controls("fldEmergency").Text Else rpt.Sections("GroupHeader4").Controls("fldEmergency").Text End If End Sub = "-1" Then = "Yes" = "No" = "-1" Then = "Yes" = "No" This script places values in the different controls found in the particular section by assigning text values to the Text property of the fields. Text and captions are assigned to controls in the various sections for display when printing. Also, some controls may need to be placed in the report as controls containing field values or a GAGEtrak Custom Reports Utility-assigned value that can be used as reference for calculations, but do not need to be shown in the print output. For example, to display the city and state using the standard “City Name, and State” as displayed on a letter, knowing that a city name can be long, you leave plenty of space for the city name to be displayed before you have the comma and the state name, i.e., Scottsdale, Arizona. But if the city name is short, then the extra space will make the letter look odd, for example, Mesa , Arizona. In order to fix this, you would hide both the fields for the city and the state, and create a field labeled CityState. In the script for that section, you would set the text of CityState to be City & “, “ & State. So the CityState field will show: Scottsdale, Arizona Mesa, Arizona Note: There are several advance scripting features and options that go beyond the scope of this manual. Saving Scripts When your report is saved, any script that you have added (to the Tag value or through the Script Editor) will become part of the file. Since the code needed for the report is included in the file, the script can easily be loaded, ran, and then either displayed using the Viewer Control or exported at a later time. Dynamic Controls Modifying the Tag Property is one way of making a control dynamic, i.e. get its value at run time. Tag scripts supersede any script created for the section that contains the control. The syntax for the Tag Property is: SPECIALFIELD - Select “Name of Field to Get Value From” From “Name of Table” Where “Filter Expression”. Note: “SPECIALFIELD – “ is an essential part of the syntax recognized by GAGEtrak Custom Reports Utility. There is a space between “SPECIALFIELD” and the “-“, and another space after the “-“, before the SQL statement. You can make your SQL statement as complicated as you like, but it will only return the value of the first field after the keyword “Select”. GAGEtrak Custom Reports Manual 90 GAGEtrak Custom Reports Manual 91 For example: SPECIALFIELD - Select ControlText From RepControl Where ControlID=12 The above example selects a “value (ControlText)” found in the “RepControl” table, where the “ControlID=12”. GAGEtrak includes a table of all report controls assigning an ID to each. This enhances uniformity in building reports. The above example returns a value of: Calibration Work Order. The report control table is included in the database and is referred to as RepControl. Shown below is the Calibration Work Order report with control made dynamic on the Tag property value: Preview the print output of Calibration Work Order report. Observe that the object Default Report Control displays Gage Calibration Work Order, a value from the “Report Control” table based on the value of the “Control ID”. GAGEtrak Custom Reports Manual 92 Note: By default, output formats are defined in Windows Regional Options found in the Control Panel. If you wish to override these default settings with your own formatting, place FORMAT_OVERRIDE in the TAG property, and specify your desired format in the OutputFormat property found in the Property Toolbox. Hiding Controls Hiding controls allows you to hide objects that do not need to be part of an output report. For example, you may have controls that are only used as a part of a script to calculate a total (a related scenar io is described in Adding Scripts on page 86); thus, you would not want the objects that were part of the calculation visible. Hiding a control is also an ideal technique in testing a report’s functionality—you do not need to delete the control, just hide it while you are testing the report. There are several ways to hide controls at print time: 1. Hide the section by setting the Height or Width value to “0” or the Visible Property to “false”. 2. Set the Visible Property of the control within a section to “false.” This is ideal if the control is within a section that you cannot hide (i.e., it has other controls on it that need to be printed). Additional Functions and Procedure Created for GAGEtr ak 6 Aside from the regular VB functions, GAGEtrak 6 Custom Reports Utility also comes with four specialized functions. These are global in nature – meaning, they can be used in any part of a script. These functionalities are designed to extend the capabilities of built-in functions for scripting. Also, some functions, like regional settings for date and time, work only on bounded fields. The following function executes vboSpec.GetSQLResultSet(SQLStatement,sReturnField) The following function executes the [SQLStatement] and gets the value for the [sReturnField], i.e. Sub OnFormat rpt.Sections("PageFooter").Controls("lblRepControl").Caption = vboSpec.GetSQLResultSet("Select ControlText From RepControl Where ControlID=69"," ") End Sub In the above sample script, the caption for the report footer is generated and assigns the value returned by the function vboSpec.GetSQLResultSet, after executing the SQL statement at runtime. The following functions ensure values conform to the systems regional settings. Some built-in controls have been found to be very inconsistent in this area that necessitated the creation of the following functions: GAGEtrak Custom Reports Manual § § § 93 vboFormat.FormatCurrencyValue(vValue) (Function) - Returns a string expression formatted as a currency string value, formatting [vValue] using the system's regional settings. vboFormat.FormatDateTimeValue(vValue) (Function) - Returns a string expression formatted as a Date string value, formatting [vValue] using the system's regional settings. vboFormat.FormatNumberValue(vValue) (Function) - Returns a string expression formatted as a Numeric value, formatting [vValue] using the system's regional settings. Control Errors If you’ve deleted a control, a script warning dialog box will appear warning you that the selected control has an underlying code. The dialogue will also list the sections where this code can be located. Grouping Data Data grouping is a method to organize a report containing records with common field data. The group header would contain the common field data and the details section between group headings would contain information on that common group data field. For a review on Grouping Data, revert back to page 15. Subreports A subreport is a report within a report. Subreports are separate reports (created individually) that are embedded into the main report. Subreports can be used in as many reports as you want and because they are separate reports; changes and updates are automatically reflected in reports from which subreports are embedded. GAGEtrak Custom Reports Utility allows you to embed subreports and edit embedded subreports. Copying Fields When creating custom reports it is important to have the report fields and labels correspond with what is documented in the database as valid fields and labels. The steps listed below will walk you through a way of doing this that will make your custom report development easier to design. 1. Select Gage Entry from GAGEtrak’s Main Records menu. GAGEtrak Custom Reports Manual Note: Depending on the type of custom report depends on what information will be reported. For example, in this case Equipment Entry was opened because we will be creating a report related to Equipment. If a custom report were being developed to report information on Work Orders, then access Work Orders | Edit Work Orders for information. The names of the labels and fields will vary depending on which form the report is based on. 2. The Gage Entry window appears. Access Information tab. 3. Point cursor on Gage ID field name and double click to bring out the Set Label Text form. 4. Scroll down, and seek the Label Text that matches the Field Name, in this case Gage ID and Equip S/N. 94 GAGEtrak Custom Reports Manual 5. 6. 7. 8. 95 Point and highlight the Field Name that corresponds to the Label Text of interest. Right-click to release the context-sensitive menu. Select Copy. Temporarily minimize the GAGEtrak window, and start an MS Notepad session, or any text editor, and paste the field names. Also copy the Field Name that corresponds to the Label Text of interest. Restore GAGEtrak window, and select the Cancel button on the Set Label Text form. The said form then disappears, and you will be reverted to the Gage Entry window. Close the Gage Entry to revert to the Main Records menu. Embedding Subreports Embedding a subreport is the process of placing a subreport onto the canvas and linking it to an external report. A Subreport container is needed on the canvas of the “Main Report.” The Subreport container will be then linked to an external report. To create a subreport container, 1. 2. 3. Click the Subreport button on the main floating toolbar. The cursor becomes a crosshair. Point the crosshair on the portion of the canvas where you want to place the subreport. Click the left-button of the mouse. Hold and drag until desired size is achieved. Release button. Observe the subreport container is added. GAGEtrak Custom Reports Manual 96 When adding the subreport container, it is good to keep the rectangle height to a minimum. GAGEtrak automatically adjust the height of subreports when displayed and printed, but you will need to adjust the width to display fully the entire subreport. Setting SubReport Properties Once a subreport container has been added to the report, you can then link an external report, which will become the subreport. To link an external report, 1. Customize the properties of the subreport using the Subreport Custom Properties form, which you can call by any of the following: § § 2. Click on the Edit Subreports Links button from the main floating toolbar. Select the Edit Subreports Links from the Tools menu. The Subreport Custom Properties form allows you to specify the report source, and set criteria necessary to connect to an external report. The first step is to define a report source. From the Report Source drop-down list, select the report that will become the subreport. GAGEtrak Custom Reports Manual 97 Note: After selecting the report source, GAGEtrak Custom Reports utility automatically updates the subreport data source, which is based from the Source SQL Statement of the report (which is now the subreport). The SQL field is non-editable, and is provided so you can view the tables and fields that are used in the subreport. 3. Set the link filter to display only the appropriate fields in the subreport. A. You can specify the field, by first selecting it from the SubReport Fields dropdown list. You may not specify the name of the table from which the field belongs as long as that field is unique only to one table. B. Select the operator that will be used in comparing the field to a value. GAGEtrak Custom Reports Manual 98 B. Select the operator that will be used in comparing the field to a value. C. Specify the filters. There are three types: Value; Field; and External Criteria. To use Field and External Criteria, select corresponding check-boxes. The External Criteria option allows you to select a field that exists both in the main report nad the subreport; this advance filter only displays in the SQL of the main report. D. Click the Add button to create the criterion as subreport link filter. You can repeat the steps to add additional criterion. E. You can also add other criterion for link filter. You can even change the relationship between criteria to “OR” instead of “AND.” Just make sure to click the OR button before adding a new criterion. Note: You can remove a criterion that was previously added as link filter by clicking criterion and then the Remove button. To erase all criteria, click the Clear button. GAGEtrak Custom Reports Manual 4. 99 Select the OK button to save the custom properties of the subreport. You may select the Cancel button to discard modifications, and to exit the Subreport Custom Properties form. Edit Embedded Subreports You may also need to edit a subreport that is already embedded. Because a subreport is a GAGEtrak report in itself, you can also edit it following the techniques discussed in Creating Your Layout on page 13 and in Working with Canvas Objects on page 31. GAGEtrak recognizes that it will be inconvenient to exit the report (main) and open another report (subreport) just to edit the subreport. Because of this, GAGEtrak was designed to have built-in functionality that allows you to edit the subreport without having to close the [main] report. Editing the Subreport object To edit the subreport object, click the subreport object, and then call the Subreport Custom Properties form though any of the following: 1. 2. Click on the Edit Subreports Links button from the main floating toolbar. Select the Edit Subreports Links from the Tools menu. To edit using the subreport filter criterion, follow the instruction discussed in Setting SubReport Properties on page 96. Editing the Subreport To start editing the subreport, click the subreport object and do any of the following: 1. Click on the Edit Subreport button in the main floating toolbar, or 2. Select the Edit Subreport option from the Tools menu. Both options will open the subreport in the main design window. Observe that GAGEtrak creates two new tabs: Subreport Design and Subreport Preview. Both of these tabs work similar to the Design and Preview tabs. GAGEtrak will allow you the same functionality for editing a normal report, such as: § Creating Data Groups (for a review, go to page 15). § Adding fields and objects to the report canvas (for a review, go to page 14). § Modifying canvas objects and properties (for a review, go to page 61). GAGEtrak Custom Reports Manual 100 § For more information on how you can customize your report canvas, see Modifying the Canvas on page 26. If you access the subreport to view its contents and do not make changes, you can select the Design tab to return to the main report. If you accessed the subreport and you’ve edited its contents, you need to save the subreport prior to accessing the Main Report’s Design tab. Multiple Data Sources The GAGEtrak Custom Reports Utility supports two types of advanced queries, which give you flexible access on data required by your reports. These query types are Advanced Query and Direct-SQL Query. Simple Query type is discussed extensively beginning in page 11. Advanced Query An Advanced Query is suitable for reports that use multiple datatables. You will be able to use the fields from different tables that you select, which in turn are connected by links that you will create or specify. It is, however, very important that you know the structure of your tables and the types of the fields that are in these tables. You can link two tables using a field similar to both tables. To create an Advanced Query, bring out the SQL Builder Window (discussed in page 42). From the options provided, select the radio button that corresponds to Advanced Query, and click on Next. Note: It is very important that you know the structure of your tables and the types of the fields in these tables. You cannot create links using two different kinds of fields (e.g., a text field displaying the Gage ID number cannot be linked to a date field showing the Maintenance Date). These linked fields should be common to both tables. GAGEtrak Custom Reports Manual 101 Selecting Tables and Fields The first thing you need to do in building an advanced query is to select the tables and fields; this is similar to the process to creating a Simple Query (page 11), but with some marked differences. A. Select a table from Tables drop-down list. The available fields will be automatically updated on the Available Fields window. B. Select specific fields from the table selected, and click the > button. The selected field will then be enumerated on the Selected Fields box. You can also move all of the fields by clicking the >> button. C. Select a second table. You can do this by either selecting the table from the list of tables and/or by typing the table name directly into Tables field. Typing over the first table name will not overwrite any predefined table names. Each time fields are added, they will have a prefix of the table name followed by a period then the field name. D. Select specific fields from the table selected, and click the > button. The selected field will then be enumerated on the Selected Fields box. You can also move all of the fields by clicking the >> button. Click the Next button. You will then be asked to define tables link. GAGEtrak Custom Reports Manual 102 Note: Fields that you will use to link your tables do not need to be included in the Selected Fields list. We do suggest that you link fields coming from the table where all the records are to be included in the report. For example, you have a table of gage records, which does not include details of each piece of gage, and another table listing the details for all the equipment. For a certain period of time, not all equipment records are to be included in the filtered table. If you want a report that will include all the filtered equipment with its corresponding descriptions, you will need to link to both tables, for instance, link to the Gage_ID field. In this case, not all descriptions will be used. Establishing Table Links After selecting your report fields from different tables, GAGEtrak will now ask you to establish the link or links between the tables to keep information on a specific record together. Define these links by specifying the tables and the fields that will be linked and the type of link to use. A. Access the dropdown list for Table1 field, and select the name of the first table that you want to link. B. Access the dropdown list for Table2 field, and select the name of the second table that you want to link. GAGEtrak Custom Reports Manual 103 C. You link two tables at a time through their common field. It is not necessary that the fields have the same name, but they should be of the same type. Go to the Table1 Linked Field, access the drop-down list, and select the field common to both. D. Go to the Table2 Linked Field, access the drop-down list, and select the common field. E. You link two tables at a time through their common field. Click the Browse (…) button; the Join Properties form appears. Define the relationship of the two fields. GAGEtrak Custom Reports Utility defines three types of relationship for linked tables. You can select which type of relationship will apply to the tables that you are linking from the Join Properties form, which appears when you click the Browse (…) button of the Relationship field. GAGEtrak Custom Reports Manual 104 Option 1 (Inner Join) Option 2 (Left Outer Join) Option 3 (Right Outer Join) Joins two tables and includes only rows where the joined fields from both tables are equal. Begins with the inner join of the two tables, using matching columns in the normal way. For each row of the first table that is not matched by any row in the second table, add one row to the query results, using the values of the columns in the first table, and assuming a NULL value for all columns of the second table. The resulting table is the outer join of the two tables. The Left Outer Join thus includes NULL-extended copies of the unmatched rows from the first (left) table but does not include the unmatched rows of the second (right) table. Begins with the inner join of the two tables, using matching columns in the normal way. For each row of the second table that is not matched by any row in the first table, add one row to the query results, using the values of the columns in the second table, and assuming a NULL value for all columns of the first table. The resulting table is the outer join of the two tables. The Right Outer Join thus includes NULL-extended copies of the unmatched rows from the second (right) table but does not include the unmatched rows of the first (left) table. Click on the Next button to set sort orders. Note: You can set multiple relationships by going to the next row in the Define Table Links window. To continue, though, the cursor must be in a completed row. SQL statements contain many advanced features and possibilities that go beyond the scope of this manual. Setting Data Sort Order To set the order or arrangement of data in your report, you have to specify which table and what field will determine this order. You are not limited to one table and one field, since you are dealing with multiple tables. Select the table from which you will base the sorting order from the Tables drop-down list. Select the fields you want to sort. This is the same process that you followed when you selected which fields you wanted to include on your report. Select from the Set Order drop-down menu, the order on which the selected fields will be sorted. Ascending, to arrange starting from A going to Z; Descending, from Z to A. The default option is Ascending. GAGEtrak Custom Reports Manual 105 Note: You can choose not to apply any particular order to the records within the Selected Fields list box; if you do not, your report will display them as they appear in your original records. Click the Next button once the desired sort order is set. This will bring up the Summary of the SQL statement. You can modify the SQL statement output by making changes directly. Click the Finish button when done. You will be returned to the canvas where all of the fields selected using the Query Builder become available. GAGEtrak Custom Reports Manual 106 The field names will be listed in the order selected, i.e. if you select the Authorized_Persons table and the Gage_Master table when developing the SQL statement the first Gage_ID that will be visible in the Fields list will be that from Authorized_Persons table and the second Gage_ID field will be that from the Gage_Master table. Note: It is not recommended that you modify the SQL Statement unless you are proficient with the SQL language. Direct-SQL Query The Direct SQL query allows the advanced user to enter a free-form SQL statement into the SQL Builder window. In choosing this type of query, it is assumed that you are very proficient with the syntax on creating SQL statements. Choose the Direct-SQL Query option from the SQL Builder window. This will bring up the Direct-SQL Query window. To create your SQL statement, simply enter statement, following the right syntax, into the box. Click the Finish button when statement is done. SQL Query Syntax SQL queries operate according to a standard syntax—a way to organize and present the components of a request to the database. GAGEtrak Custom Reports Utility uses standard SQL syntax that is compliant with the Microsoft Jet database engine—a database management system that stores and retrieves data in user and system databases. You can think of the Microsoft Jet database engine as a data manager component with which other data access systems, such as Microsoft Access and Visual Basic, are built. The syntax template below explains the standard conventions used by GAGEtrak Custom Reports Utility and the Microsoft Jet Database engine: GAGEtrak Custom Reports Manual 107 SELECT [predicate] { * | table.* | [table.]field1 [AS alias1] [, [table.]field2 [AS alias2] [, ...]]} FROM tableexpression [, ...] [IN externaldatabase] [WHERE... ] [GROUP BY... ] [HAVING... ] [ORDER BY... ] [WITH OWNERACCESS OPTION] The following explains each italicized part of the sample syntax: Predicate Use the predicate to restrict the number of records returned; Useable predicates: ALL, DISTINCT, DISTINCTROW, or TOP; if none is specified, the default is ALL. * Table Field1, field2 Alias1, alias2 tableexpression externaldatabase Specifies that all fields from the specified table or tables are selected. The name of the table containing the fields from which records are selected. The names of the fields containing the data you want to retrieve. If you include more than one, fields are retrieved in the order listed. The names used as column headers instead of the original column names in the table. The name of the table or tables containing the data you want to retrieve. The name of the database containing the tables in tableexpression, if they are not in the current database. To perform this operation, the Microsoft Jet database engine searches the specified table or tables, extracts the chosen columns, selects rows that meet the criterion, and sorts or groups the resulting rows into the order specified. The minimum syntax for a SELECT statement is: SELECT fields FROM table You can use an asterisk (*) to select all fields in a table. The following example selects all of the fields in the Suppliers table: SELECT * FROM Suppliers; If a field name is included in more than one table in the FROM clause, precede it with the table name and the dot (.) operator. In the following example, the Department field is in both the Employees table and the Supervisors table. The SQL statement selects departments from the Employees table and supervisor names from the Supervisors table: SELECT Employees.Department, Supervisors.SupvName FROM Employees INNER JOIN Supervisors WHERE Employees.Department = Supervisors.Department; For more information on programming SQL Statements, see Appendix C: References, beginning on page 166. GAGEtrak Custom Reports Manual 108 Chapter 5: Report Maintenance GAGEtrak Custom Reports Utility includes several built-in features, which allow you to maintain, share, and store your reports. These include: § § § § Saving reports Restoring reports Import/export reports Data Transfer Utility Saving Reports As discussed earlier on, GAGEtrak Custom Reports Utility has two types of save functions: Save and Save as. The Save function is used for saving reports for the first time, and saving updates to reports. The Save As function, on the other hand, is used for saving a new report based from a GAGEtrak report template, and saving a copy of an existing report using a different file name. Save The Save function is used for saving reports for the first time, and updating changes to reports. To save, § § Click the Save button in the main floating toolbar, or Select the Save option from the File menu. Note: If you are saving changes to an existing report and select this option, you will not be provided with input options. GAGEtrak will save the report “behind the scenes.” Save As The Save As function is used for saving a new report based from a template; and saving an existing report under a different name, to preserve the original report. To use this function, select Save as option from the File menu, or click the Save As button Report window. from the floating toolbar. This option will bring up the Save Provide the name of the report in the Report Name field. Then access the Save In dropdown list, and select a group from which you will add the new report. Click Save. Note: Subreports can only be accessed from the GAGEtrak Custom Reports Utility, unlike Reports, which are also available when you accessed the Reports button from GAGEtrak’s Main Menu. It is therefore recommended that subreports must be saved with a “predictable key word” on file names to distinguish “Subreports” from “Reports.” Remember that “Subreports” do not have page headers unlike “Reports”. Restoring Reports/Labels There may be times when you are making changes to an existing report and/or label and realize that you have unwittingly made a mistake in your design. Rather than closing the report and/or label without saving GAGEtrak Custom Reports Manual 109 changes, you simply invoke GAGEtrak Custom Reports Utility to discard any changes and restore the report and/or label (from the database) to its original state. There are two ways to restore a report and/or label: 1. Click on the Restore button in the main floating toolbar. 2. Select the Restore option from the Tools menu. Both options will bring up the Restore confirmation dialog box. Select Yes to restore or No to cancel. This action cannot be undone. If you select Yes, the report is restored to its original configuration, and GAGEtrak Custom Reports Utility will then inform you on the success of the action. Click OK to acknowledge. Note: The Restore command can be used for a report if the user saves the report, exits, and returns to the disorganized report. Deleting Reports To maintain an orderly report database, it is necessary to delete unnecessary reports. To delete a report, access the Delete Report tab of the Custom Reports window. GAGEtrak Custom Reports Manual 110 Select (click) the report/s that you want to delete from the list of available reports, and click the Delete Report button. GAGEtrak Custom Reports Utility will then prompt you to confirm action. Select Yes button to continue action, or No to cancel. This action cannot be undone. Import/Export Reports Sharing custom reports is beneficial in standardizing your organization’s operating and information reporting procedures. GAGEtrak Custom Reports Utility allows you to easily share (import and export) custom reports by encrypting report files in a proprietary .RPT format. Importing/exporting reports from others in your organization, affiliates, or distributors is easily accomplished when you access GAGEtrak Custom Reports Utility’s Import/Export tab. GAGEtrak Custom Reports Manual 111 Exporting Reports To export a report, 1. Map the directory of your hard drive and specify the folder to which you want to export reports. 2. Select the reports you want to export from the Current Reports Table window. You can select several reports by holding the CTRL key when choosing (clicking) reports. 3. Click Export button. GAGEtrak Custom Reports Utility will inform you through a dialogue box on the success of the action. Observe the files that you’ve just exported registered in bottom-right window. Note: Reports with subreport(s) that are being exported will export both the main report and the linked subreport(s). If multiple reports are being exported, a final dialog box will appear stating the [number] of report(s) successfully exported. Remember, reports exported onto your hard drive need to have an .RPT file extension or the importing process will not recognize them. Exporting to an Existing File To export to an existing file, select the destination file before clicking the Export button. You cannot export multiple reports to a single file, and since you are exporting to an existing file you will be overwriting that file. Importing Reports To import a file, 1. Access (by mapping the directory and specifying the) folder from where the reports that you wish to import are stored. 2. Identify the folders that you wish to import. You can select several reports by holding the CTRL key when choosing (clicking) reports. 3. Click Import button. Observe the imported files registered in the Current Reports Table field. GAGEtrak will prompt you with a dialogue stating the number of files successfully imported by GAGEtrak Customs Report Utility. GAGEtrak Custom Reports Manual 112 4. If a report that you are trying to import already exist in GAGEtrak, you will be asked on whether you would like GAGEtrak to overwrite the existing database or not. Select Yes to overwrite; No, to cancel. Note: Reports imported into the database need to have an .RPT file extension or they will not be recognized by the database. Data Transfer Utility (DTU) Periodically, new reports are added to GAGEtrak Custom Reports Utility, and/or enhancements may have been done to existing report(s). In the event that a new version of GAGEtrak is released, it is recommended that you run the DTU in order to access the most recent reports. When an update is applied, updated files replace the original files that are currently installed in the program. In order to keep your data safe from upgrade "overwrites," updates ignore the target database so your essential information is not overwritten or affected. This includes custom reports you have created and stored in the target database. To update GAGEtrak, run the Data Transfer Utility found in the Windows GAGEtrak program group found in the Windows Start menu (Programs|GAGEtrak|Data Transfer Utility). This will open the Data Transfer Utility Wizard. The Data Transfer Utility Wizard has three options: Run Scripts Transfer Data Update/Add Reports This option is for users who have opted to use Oracle or MSSQL to store their data. When the Run Scripts utility is run, the utility will run the scripts needed to build the tables. This option is used to transfer data from older versions of our software to upgraded versions; e.g., GAGEtrak 6.0 to GAGEtrak 6.1 This option is used to update older versions of reports and/or add new reports GAGEtrak Custom Reports Manual 113 Run Scripts To run the Scripts utility, select the Run Scripts option and click the Next button. This will open the Script Running Utility window. The Script Running Utility features a number of fields that you must complete in order to use this utility Script Path; Browse Data File Name Log File Name (MS SQL only) Administrator User ID and Password Server (MS SQL only) Service Name (Oracle only) This field contains the location of the “Scripts” file for the current workstation. It defaults to the same path that the DTU is in for the current workstation. If this path is incorrect, a message will appear in the Run Scripts screen similar to the one shown above. Click Browse to find the directory where the Scripts file is located. Enter the name and server location of the GAGEtrak data file. The letter for the drive must be its physical drive letter, not a mapped letter. For example, if your server has a physical drive (D) that’s mapped to as a different letter (F), enter D followed by the rest of the path. MS SQL users should enter the name and server location of the log file. We recommend that you use the same path as for the data file (again, using the drive letter of the physical drive). Enter the user name and password of your database administrator MS SQL users must enter the server name in this field. For example, if the server name is “Company_NT”, enter that name in this field. Oracle users must enter the name of the service that the database will be installed on; you create this name when you configure Oracle on the server. When you have finished specifying the script information, you can click one of the buttons to continue: Run Test Connection Cancel Click this button to run the scripts when you’ve entered all of the necessary information. Click this button to ensure that you’re connected to the correct path before you run the scripts. Click this to return to the main DTU screen. You can begin transferring data when you are done running the scripts. Next, you will see several sets of instructions for running the Data Transfer Utility. Please consult the section that corresponds to your old version number. Update/Add Reports To update, select the Update/Add Reports option and click the Next button. This will bring up the Transfer Report Data window. GAGEtrak Custom Reports Manual 114 Identify the Destination Connection Information by accessing the Browse (…) button to set the parameters for the update. Click the Browse button to search your hard drive for the new GAGEtrak database. The file selected should have an .mdb file name extension. You can also select other sources from which to update your GAGEtrak database. These include: Use ODBC Check this box to use a Microsoft ODBC data source. Selecting this check box will disable the Database Field and enable the fields below. § Database Name—specify a name of the database. This must be the same name as specified in your operating system as an ODBC data source. This field is required § User ID—enter the User ID that is required to access this ODBC data source. This field is required § Password—enter the password that is required to access this ODBC data source. This field is required. § Driver—use the drop-down menu to select an ODBC driver. The type of driver you will use is dependent upon the type of data source (i.e., Microsoft Access file, Microsoft ODBC for Oracle, etc.). This field is required. § Server—enter the ODBC server name. This field is required. § Service Name—a string that a server application responds to when a client attempts to establish a conversation with the server § Prefetch Count—if the database engine supports this, this property sets the number of result set rows to be prefetched when executing a query, the purpose of which is to minimize server round trips and maximize the performance of applications. § Translation option—value controlling translation functionality (value of which depends on the database engine being used), which is specific to the translation DLL being used. The translation DLL contains the required GAGEtrak Custom Reports Manual 115 Use DSN File DSN functions that the driver loads and uses to perform tasks such as character-set translation. § Translation Library Name—this is the name of the translation DLL to be used in the Translation Option property. Check this box to use a Data Source Name. Selecting this checkbox will disable the Database field and enable the fields below. § DSN—use the drop-down box to select a Data Source Name that is currently available. This field is required. § no others show up check this box to use a file Data Source Name. Selecting this checkbox will disable the Database Field and enable the fields below. § File DSN—type a location for the file Data Source Name or click the Browse button to locate it on your hard drive or the network. This field is required. § No others show up Note: If you are unsure of any of these settings, please consult your GAGEtrak administrator. When you have located your database, click the Test button to ensure connectivity. Upon successful connection, click the OK button to close the dialog box, and the OK button to close the Open Database window. Once located and loaded, GAGEtrak will scan the new database and compare it against the existing reports in the current database. You can take an action for each report available for updating, these actions are: Overwrite Save As Skip Overwrite the existing report with the new report. Saves the current report with a new name. Does not update the current report. Note: If you have not modified any reports in the past, click Transfer Data to have the updated versions of the reports transferred to your database. If you have modified certain it’s imperative top locate them and select Skip, or if you have modified certain reports and would like to replace them with the updated report then select Overwrite on the Action drop-down to the right. Additionally if you would like to save the updated report with a new report name you can do this by selecting Save As from the Action drop-down and providing a New Report Name in the field to the right of the report being renamed. If all of the versions match from left to right then you need not run the DTU. The DTU will not overwrite new reports that have been created by the user. If you are unsure about whether this utility should be run, please contact Technical Support for assistance on running the report DTU. GAGEtrak Custom Reports Manual 116 Chapter 6: Labels GAGEtrak Custom Reports Utility provides an integrated and automatic way to create labels from a data source. This functionality is divided into three main features: Building a Label from a Predefined Template, Customizing the Design of a Predefined Label, and Using the Label Wizard. Note: To print labels from GAGEtrak, you must have the GAGEtrak Maintenance Label Printer. Building a Label from a Predefined Template You can build a label from a predefined GAGEtrak template. To access the label functionality of GAGEtrak Customs Report Utility, you first need to access the Custom Reports window. Click the Create New Report button. This will bring up the Select Report Template window. GAGEtrak Custom Reports Manual 117 Select from the available pre-defined templates, and click the OK button. Options include: Custom Label Pre-Defined Labels Label Wizard The size of the label will depend on the default size of the printer that you are using. Labels do not include headers and footers, which are standard in other report types. There are six label templates to choose from: ¼”, ⅜”, ½”, ¾”, 1”, and 1½” labels. These templates are designed for use with Brother label printers and come with pre-defined lengths. However, you can modify the length depending on your need. This allows you to customize a label following a series of instruction that allows you to specify a printer, the label size, and the dataset and field/s that will be used. The fields selected are then automatically placed at a pre-defined location in your label, which you can move and modify on the canvas later. Label Templates GAGEtrak Custom Reports Utility comes with several templates: ¼”, ⅜”, ½”, ¾”, 1”, and 1½” labels. To select a template, you may either double-click a template that you wish to use or select (click) a template followed by the OK button. The label will open in the Report Editor window. Designing a label is similar to building any other type of report; you must select a Data Source (see discussion on page 10), and Add Report Objects (see discussion beginning on page 13). Custom Label To build a custom label, you mar either double-click the Custom Label icon or click the Custom Label icon followed by the OK button. When you select this option you will first be prompted to set up a printer. The Print Setup Window is a standard Windows Printer Dialogue that appears when configuring printers with other Windows-based applications. Before you can continue to build your custom label, you must specify the label printer and the size of the label you intend to print. If your default printer is not a label printer, but still want to use it anyway, a dialogue box will appear soliciting your approval on whether you wish to continue using that printer or not. Select Yes to continue, or No to cancel. The program will attempt to set the canvas to the smallest possible area your chosen printer can handle. You may be presented with an error message similar to the one above; simply click Yes, and the report editor canvas will appear for you to continue designing your label. You can ignore such message because GAGEtrak Custom Reports Utility is simply telling you that it does not have a proper label size to use. GAGEtrak Custom Reports Manual 118 You will notice that the report editor canvas only contains a Detail section because a label does not require all the other sections of a report. Create your label just like building any other type of report (for an extensive discussion on building a report, refer to Opening a Data Source on page 10, Creating Your Layout on page 13, and Working with Canvas Objects on page 31). Label Wizard The Label Wizard will assist you in building labels, using a guided step-by-step approach. All along the wizard will ask you to select the following: label printer (from the list of available printers); label size; table to be used; and the fields that will be included in your label. To invoke the Label Designer Wizard, you may either double-click on the Label Wizard icon or select (click) the Label Wizard icon before you click the OK button. The Label Wizard appears as follows: The Label Designer Wizard will ask you to identify a label printer. Select the label printer from the list (this is a list of the available local and network printers), and click the Next button. The Label wizard will now ask you to set the label size. GAGEtrak Custom Reports Manual 119 Select a page size from the list. The Width and Height fields (that specifies the measurements of a label) will be automatically filled. You can also manually specify the Width and Height settings by choosing Custom. Click the Next button to continue. Label Designer Wizard will now ask you to identify the tables you want in your query. You can specify any table that is available in GAGEtrak. Select from the list of tables in the Database Tables, and click the > button. Observe the selected table/s registered in the Selected Tables window. You can select multiple tables by clicking (highlighting) each while holding the CTRL key. You may select all table by clicking >> button. When you have specified the tables, click the Next button; the Label Designer Wizard will now ask you the fields you want in your query. Note: When multiple tables are selected there are no established links, so verify that both tables have records in them that match or have at least one common field. Select from the list of fields in the Available Fields for a particular table (identified in the Selected Tables drop-down menu), and click the > button. Observe the selected fields registered in the Selected Fields portion; notice that selected fields carry the name of the table from which the said fields belong. You GAGEtrak Custom Reports Manual 120 can select multiple tables by clicking (highlighting) each while holding the CTRL key. You can also select fields that belong from other tables selected for query. You may select all fields by clicking >> button. Click Finish to generate label. You can also modify the canvass layout (for a review, see Working with Canvas Objects beginning in page 31). Much like a blank report canvas, you can move objects and resize the canvas area when needed. For example you can increase the size of the detail canvas by changing its Height value, or simply click on an edge of the label and drag it to whatever size you desire. Just remember the original Height value so that you can always resize the label to its original size. Note: Sometimes, the height of the Detail section is greater than the label height set for your label printer. Remember that the height value is in twips, and 1 inch is equal to 1440 twips. Therefore, a 6mm label—about ¼”—would be approximately 340 twips. Installing Label Printer Labels are printed using Brother P-Touch Label Printer Series. Earlier versions include PT-9200 and PT2500. The current version, PT-9500, is now available in the market. The following discussion will explain how to install PT-9500 in your system. To install P-Touch 9500, 1. Load the Installation CD onto your CD-ROM. The system processes, and after a while the Brother Setup window appears. GAGEtrak Custom Reports Manual 121 2. Choose the button corresponding to Basic Setup; the following window then appears: 3. You may choose any of the three options given, but it is highly advised that you select P-touch Editor. The Brother Setup window will disappear. The system will then process and release the Install Shield wizard (the process will take some time). 4. InstallShield Wizard will welcome you to the installation process. To continue, select Next button. GAGEtrak Custom Reports Manual 122 5. The InstallShield Wizard will then ask you to read the License Agreement. To read the rest of the document, press the PAGE DOWN key. 6. To concur with the license agreement and continue the installation process, select Yes. InstallShield Wizard will then ask you to supply Customer Information. Enter appropriate details on User Name and Company Name fields. 7. Select on how you want to install the application. You may opt to install the Brother P-touch Editor Version 4.0 for anyone who uses the computer, or only to yourself, by clicking the corresponding radio-button. Click Next, afterwards. InstallShield Wizard will then ask you to choose a destination location. GAGEtrak Custom Reports Manual 123 8. Click the Browse button, and expect the Choose Folder window to appear. Map the system directory and specify the folder on which you want to save the application. By default, InstallShield Wizard will suggest that the application be installed in the following location: C:\Program Files\Brother\Ptedit40\ 9. Click OK button; the Choose Folder window disappears. You will be reverted to the InstallShield Wizard. Click the Next button to continue. 10. InstallShield will now ask you to select the Setup type to install. It is advised that you choose Typical. GAGEtrak Custom Reports Manual 124 11. Click Next. InstallShiel Wizard will automatically add shortcut to any of the following: Desktop, Startup Menu, and Quick Launch Bar. Choose by clicking appropriate field box. Defaults are Desktop and Quick Launch Bar. 12. Click Next button. InstallShield Wizard will let you review the settings. If you want to change any setting, click the Back button, and change accordingly. If not, select Next. 13. You will be asked if you are ready to install printer driver. Choose by clicking the appropriate radio-button. Click Next to continue. GAGEtrak Custom Reports Manual 125 14. Driver Setup window appears. Read instructions before clicking the Next button 15. Install ShieldWizard will prepare setup of printer. Wait for the next instruction to appear. 16. You will be asked to connect printer. 17. Connect printer, turn it ON, and wait for the following message to appear: GAGEtrak Custom Reports Manual 126 18. Click Finish. InstallShield Wizard will then install application. Once done, you will be asked whether you want to display software registration page or not. Choose by clicking the appropriate radio-button. Click Next afterwards. 19. InstallShield Wizard will inform you that the installation process is done. Click the Finish button. GAGEtrak Custom Reports Manual 127 Report Definition You can also create a new label by clicking the New Report Definition button custom report. while working on a GAGEtrak Customs Report Utility will open the Select Report Template window. This will allow you to start creating a new label. Observe the design canvas size modified. Appendix A: Object/Control Properties Definitions (Name) – Name of control. Applies to: Report Header/Footer, Page Header/Footer, Group Header/Footers, Subreports, Labels, and Data Fields Alignment Applies to: Data Fields, Labels, and Checkboxes § Labels, Fields and Checkbox - Alignment property determines where the caption should be printed relative to the left, center and right edges of the label area. Data Type - TextAlignment Settings Value 0 1 2 Mnemonic ddTXLeft ddTXRight ddTXCenter Description Aligns the text to the left side of the object area. Aligns the text to the right side of the object area. Center the text horizontally within the object area. AllowSplitters – Sets/returns whether to allow splitting of data across pages. Applies To: Active Report Data Type - Boolean Angle – Angle property sets or returns the angle (slope) of the printed value (1 = 1/10 degree). Applies To: Label Data Type - Integer BackColor – Sets or returns the background color of a section. The setting will be reflected when the BackStyle property is set to ddBKNormal. Applies To: Report Header/Footer, Page Header/Footer, Group Header/Footer, Details, Label, Data Field, and Checkbox Data Type - OLE_COLOR BackStyle – Sets or returns whether the section has a transparent or normal background. Applies To: Report Header/Footer, Page Header/Footer, Group Header/Footer, Details, Label, Data Field, and Checkbox Data Type - BackStyle GAGEtrak Custom Reports Manual 129 Settings Value 0 1 Mnemonic DdBKTransparent DdBKNormal Description Transparent opaque background, the objects behind the object show through the object. Normal, the object hides all controls behind it. Caption – Defines the label text. Applies To: Labels, and Checkbox § Checkbox and DDTools - Sets or returns caption string of the tool, command button or § checkbox. Labels - Sets or returns the text string to be printed. Data Type - String CaptionPosition – Sets/Returns caption position on bar code. Applies To: Bar Code Data Type – Integer Settings Value 0 1 2 Mnemonic DdbcCaptionNone ddbcCaptionAbove ddbcCaptionBelow Description No bar code caption. The caption for the bar code will be above the bar code. The caption for the bar code will be below the bar code. CanGrow – Determines whether the section height will be expanded if any of its contained controls grows beyond its area. If this property is set to False, the section contents will be clipped to the height of the section. Applies To: Page Header/Footer, Group Header/Footer, Detail, Subreports, and Data Fields Data Type – Boolean CanShrink – Determines whether the section height will be adjusted to fit its contents. When this property is set to False, the section will not shrink beyond the minimum value defined by its Height property. Applies To: Page Header/Footer, Group Header/Footer, Detail, Subreports, and Data Fields Data Type – Boolean § Fields - This property determines whether Report Editor should decrease the height of the control based on the value of the field. When set to False, the field will take the exact area defined by its preset coordinates. When set to True, Report Editor will decrease the height of the field to exactly fit the contents and shift the control below it upward to account for the decrease in height. ClassName – Sets/returns CSS class name from style sheet. Applies To: Label, Data Field, and Checkbox Data Type - String ColumnCount - This property sets or returns the number of newspaper columns in the report. This property can be used to print labels or phonebook style listings. The width of each column equals the PrintWidth of the report divided by the number of columns. ColumnCount applies to Detail sections only. You can use the ColumnLayout property to force associated group headers and footers to follow the same column format as their detail section. Applies To: Detail Data Type - Integer ColumnDirection - This property determines how Report Editor should print the detail section in a multicolumn report. Applies To: Detail Data Type - ColumnDirections GAGEtrak Custom Reports Manual 130 Settings Value 0 Mnemonic ddCDDownAcross 1 ddCDAcrossDown Description Print each section down each column followed by the next column to its right. Print sections right across the first row followed by the second row and so on. ColumnLayout – Sets/returns whether header/footer sections are printed inside the columns. Applies To: Group Header/Footer ColumnSpacing – Sets/returns space between columns in multi-column report. Data Type - Integer Data Field § Field - Data Field defines the source of data for the control. When the Data Source and Data Field properties are set to a valid field name in the data source, Report Editor binds the field’s data from each record. Then it loads the field value into the DataValue property and formats it into the Text property based on the OutputFormat property. Then it fires a Format event for the section. Data Type – String § Section - Data Field applies to GroupHeader sections; it defines the binding field for a group within the detail body. This value is set to the name of any field in the Data Source or the name of a custom field added into the Fields collection. When this property is set, Report Editor will create a new group each time the value of the bound field changes in the detail data records. Note: Report Editor will not sort the data automatically. The data source should be sorted to reflect the desired grouping of detail records. Applies to: Group Header, Subreport, Data Field, and Checkbox Data Type - String DocumentName – Sets/returns the document name of the report. The document name string appears in the print spooler to identify the printing report. Applies To: ActiveReport Data Type - String EnableCheckSum – Sets/returns if checksum is used when bar code is rendered. Applies To: Bar Code Font – To format the text of a label or a field control, click on the Ellipse button (…) of the Font property in Visual Basic’s property window. You can set the typeface name, size and other font settings from the standard Font dialog box. In addition, you can use the Format toolbar button and combo-boxes to set those properties for any selected control or controls. Apples To: Label, Data Field, and Checkbox Data Type - StdFont ForeColor – Sets/returns the foreground color used by the canvas drawing methods. Apples To: Label, Data Field, and Checkbox Data Type - OLE_COLOR Height – Sets/returns the height of the section in twips. Applies To: Page Header/Footer, Group Header/Footer, Details, Subreport, Label, Data Field, and Checkbox Data Type - Single HyperLink – Identifies the hyperlink text of the clicked field. Applies To: Label, and Data Field Data Type - string KeepTogether -Determines whether a section should print in its entirety on the same page. When you set this property to True, the section will print on the same page without any page breaks. A False setting allows the section to be split across two or more pages. Applies To: Group Header/Footer, Detail Data Type - Boolean GAGEtrak Custom Reports Manual 131 Left – Sets/returns the space between the left edge of the physical page and the left edge of the control/object. Applies To: Subreports, Label, Data Field, and Checkbox Data Type - Single Default Value - 1440 twips = 1 inch. MaxPages – Sets/returns the maximum number of pages to be processed by Report Editor. Report Editor will stop once the number of pages reaches this value. You can use this value to limit the number of output pages when running reports and distributing the results over a slow connection. Applies To: ActiveReport Data Type - Long MultiLine – Determines whether the RichEdit prints multiple lines or single line. When set to False the control is limited to single lines. Applies To: Label, and Data Field Data Type - Boolean NewColumn - Determines whether Report Editor should insert a column-break before and/or after printing the section. Applies To: Group Header/Footer, and Detail Data Type - NewPageConstants Settings Value 0 1 2 3 Mnemonic DdNPNone DdNPBefore DdNPAfter ddNPBeforeAfter Description No page-break before the section. Start printing the section on a new page. Start a new page after printing the section. Start printing the section on a new page and start a new page after printing it. NewPage – Determines whether Report Editor should insert a page-break before and/or after printing the section. Applies To: Group Header/Footer, and Detail Data Type – NewPageConstants Settings Value 0 1 2 3 Mnemonic DdNPNone DdNPBefore DdNPAfter DdNPBeforeAfter Description No page-break before the section. Start printing the section on a new page. Start a new page after printing the section. Start printing the section on a new page and start a new page after printing it. OutputFormat – GAGEtrak Custom Reports Utility provides an easy to use Number Format dialog box. You can use this dialog to set the OutputFormat property of field controls to a valid formatting mask. To access this dialog, click on the ellipse (…) button of the OutputFormat property in Visual Basic’s property window. Applies To: Data Field Note: Currency format is determined by the language set in the system Control Panel | Regional Options settings in your systems. Depending on the language and the format placed in the OnFormat property in GAGEtrak Custom Reports Manual 132 the Property Toolbox the system will place that currency symbol in the defined format on the report at run-time, i.e. OnFormat = $#,##0.00. PrintAtBottom – Sets/returns if group footer section is moved to bottom of page. Applies To: Group Footer Data Type - Boolean PrintWidth – Sets/returns the width of the report page in twips (1440 twips = 1 inch). Applies To: ActiveReport Data Type - Single Default Value - 1440 twips = 1 inch. ReportName – Sets/returns the name of the linked report object. Applies To: Subreports Data Type - String Style – Sets/returns style string of object. Applies To: Data Fields, and Checkbox Data Type - string SummaryDistinctField – Sets/returns the name of the field used in a distinct summary function. The summary function will process Data Field values based on the distinct value of this field. Note: This property is used only when the SummaryFunc value is one of Distinct Summary Functions Applies To: Data Field Data Type - String SummaryFunc - Sets the type of the summary function used to process the Data Field values. You can use this function to create sub totals, grand totals and other summary values. Data Type - SummaryFunctions Settings Value 0 Mnemonic DdSFSum 1 DdSFAvg 2 DdSFCount 3 DdSFMin 4 DdSFMax 5 DdSFVar 6 DdSFVarP 7 DdSFStdDev 8 DdSFStdDevP 9 DdSFDSum 10 DdSFDAvg 11 DdSFDCount 12 DdSFDVar 13 DdSFDVarP Description Calculates the total of all values within the specified summary region (group, page report). Calculates the average of all values within the specified summary region (group, page or report). Calculates the count of all values within the specified summary region (group, page or report). Calculates the minimum of all values within the specified summary region (group, page or report). Calculates the maximum of all values within the specified summary region (group, page or report). Calculates the variance of all values within the specified summary region (group, page or report). Calculates the population variance of all values within the specified summary region (group, page or report). Calculates the standard deviation of all values within the specified summary region (group, page or report). Calculates the population standard deviation of all values within the specified summary region (group, page or report). Calculates the total based on the distinct values of another field within the specified summary region (group, page or report). Calculates the average based on the distinct values of another field within the specified summary region (group, page or report). Calculates the distinct count based on the distinct values of another field within the specified summary region (group, page or report). Calculates the variance based on the distinct values of another field within the specified summary region (group, page or report). Calculates the population distinct variance based on the distinct values of another field within the specified summary region (group, page or report). GAGEtrak Custom Reports Manual 133 Value 14 15 Mnemonic ddSFDStdDev ddSFDStdDevP Description Calculates the standard deviation based on the distinct values of another field within the specified summary region (group, page or report). Calculates the population standard deviation based on the distinct values of another field within the specified summary region (group, page or report). SummaryGroup – This property sets or returns the name of the group header section that will reset the summarized field value. For example, setting a sum of price for an order group header will reset the sum to zero for each order group. This property is valid when the SummaryType is set to 3-SubTotal. Note: You must select SummaryRunning | ddSRGroup if you use Summary Group. Applies To: Data Field Data Type - String SummaryRunning – This determines whether the summarized will be accumulated or reset for each level (detail, group or page). Setting this property ddSRGroup or ddSRAll will make Report Editor print a running summary of the field at the group or report level. Note: You must select a SummaryGroup if ddSRGroup is used. Applies To: Data Field Data Type - SummaryRunningType Settings Value 0 1 2 Mnemonic DdSRNone DdSRGroup DdSRAll Description Do not calculate a running summary. Calculates a running summary (each value is the sum of the current value and all preceding values) within the same group level. Calculates a running summary for all values. SummaryType – SummaryType determines the type of summarization on the field if any. Report Editor can summarize the field as a: 1. Sub total (group level; reset for each group) 2. Grand total (report level; do not reset until all records are processed) 3. Page total (page level; reset for each page) 4. Or a page count, which is the total number of pages printed. Note: If the summarized field is placed ahead of it summary level (for example, placing a page total in the page header or a report grand total in the report header); the containing section and the following sections will not be printed until the summary value is resolved –calculated. Applies To: Data Field Data Type - SummaryType Settings Value 0 1 Mnemonic DdSMNone ddSMGrandTotal 2 DdSMPageTotal 3 DdSMSubTotal 4 ddSMPageCount Description No summarization. Specifies a report level summary, evaluates the summary function for all records in the report. Specifies a page level summary, evaluates the summary function for all records on each page. Specifies a group level summary, evaluates the summary function for all records in each group level. Specifies a Page Count field. Text – Sets/returns the text string to be printed. Applies To: Data Field Data Type - String Tag – Sets/returns a user-defined value associated with the canvas object. You can use this property to store information about the page that you might want to retrieve later from the Pages collection. Applies To: Data Field, and Checkbox Data Type – Variant Note: Label tags are better left unchanged. They are set to “BUDDY@CONTROL FIELD:field name”. This is the “link” designed into the program to make sure Labels are properly associated with data fields. This is very important because Labels—and not fields--are used in creating the report filter. Field labels can be changed but not field names (Field names are changed by editing data table). GAGEtrak Custom Reports Manual 134 TOCEnabled – Enables/disables the table of contents tree. Applies To: ActiveReport Data Type - Boolean TOCVisible - Determines whether the viewer’s toolbar is displayed in the viewer window. Applies To: ActiveReport Data Type - Boolean ToolbarVisible - Determines whether the toolbar is displayed in the preview window. Applies To: ActiveReport Data Type - Boolean Top – Sets/returns the space between the top edge of the physical page and the top edge of the control/object. Applies To: ActiveReport Data Type - Single Default Value - 1440 twips = 1 inch. UnderlayNext – Determines whether the section should print underneath the following section. The following section will start printing starting from the top the top coordinate of the under-laid section instead of the bottom coordinate. Applies To: Group Headers Data Type – Boolean UserData – General purpose property. It is useful when custom information is needed in a report that can be manipulated at run-time. Applies To: ActiveReport Value – Sets/returns a value of true/false. Applies To: Checkbox VerticalAlignment – Sets/returns the vertical position of the text relative to the containing area. Applies To: Data Field Data Type - Integer Settings Value 0 1 2 Mnemonic DdTXTop ddTXMiddle ddTXBottom Description Aligns the text to the top of the object area. Centers the text vertically within the object area. Aligns the text to the bottom of the object area. Visible – Determines if the control/object is visible or printable. Applies To: Page Header/Footer, Group Header/Footer, Detail, Subreport, Data Field, and Checkbox Data Type - Boolean Watermark – Select an image to be used as watermark or background image for your canvas. This can be viewed in preview mode. Applies To: ActiveReport Data Type - Image WatermarkAlignment - Sets/returns the watermark alignment on the printed page. Applies To: ActiveReport Data Type - watermarkalignment Settings Value 0 1 2 3 4 Mnemonic ddPATopLeft ddPATopRight ddPACenter ddPAButtomLeft ddPAButtomRight Description Aligns to top left of margins Aligns to top right of margins Aligns to the center of the page Aligns image to bottom left hand side of page Aligns image to bottom right hand side of page WatermarkPrintOnPages – lets specific pages you want the watermark image on (set via the watermark property). The syntax can include a single page, page range or a combination of both, i.e. 1, 5-8, 9, 10-12. The watermark is an image loaded to the report's background, which can be positioned, sized or aligned. GAGEtrak Custom Reports Manual 135 You set the watermark on script by loading an image via LoadPicture (e.g., rpt.WaterMark = LoadPicture(App.Path & "\WaterMark.jpg")). Applies To: ActiveReport WatermarkSizeMode - Sets/returns the way the watermark will display on the printed page. Applies To: ActiveReport Data Type - watermarksizemode Settings Value 0 1 2 Mnemonic DdSMClip DdSMStretch DdSMZoom Description This will clip an image if it is larger that print area This will stretch an image to fit the print area This will zoom in or out of the image to let the image occupy the whole print area. Width – Sets/returns the space between the left and right edges of the control/object. Applies To: Subreport, Data Field, and Checkbox Data Type - Single Default Value - 1440 twips = 1 inch. WordWrap – Sets/returns word wrapping for control. Set to True to wrap the text to fit within the bounds of the specified coordinates. Set to false and text will be clipped if CanGrow is set to false and control will show only one line of text. Applies To: Data Field Appendix B: GAGEtrak Table Definitions The list of tables below is a list of tables used in GAGEtrak 6. Table Name – Analytic_RefValues Description – A list of values used for analytical studies. Associated From: Gage RR Studies Field List ID GRR_Results_ID Accepts LSRefVal1 LSRefVal2 LSRefVal3 USRefVal1 USRefVal2 USRefVal3 Datatype Long Integer Long Integer Long Integer Double Double Double Double Double Double Length 4 4 4 8 8 8 8 8 8 Table Name – Authorized_Persons Description – A list of all personnel authorized to accept/return gages Associated Form – AuthorizedGages, Auth_Persons Field List Auth_ID Name Note Equip_ID Datatype Long Integer Field Text Field Memo Field Text Field Length 4 100 0 50 Table Name – Auto_Email_Header Description – A list of events that trigger automatic sending of e-mail Associated Form – Auto Emailer Field List Email_ID Email_Event Send_List Send_Requester Email_text After_Body Send_AuthUser Datatype Long Integer Field Text Field Long Integer Field Long Integer Field Memo Field Long Integer Long Integer Length 4 100 4 4 0 4 4 Table Name – Auto_Email_List Description – List email of a particular employee Associated Form – Auto Email List Entry Field List Email_ID Employee_ID Table Name – Bookmarks Datatype Long Integer Field Text Field Length 4 50 GAGEtrak Custom Reports Manual 137 Associated Form – frmBookmarks Field List Datatype UserID Bookmarks LastGages Text Memo Memo Length 50 0 0 Table Name – CalFormula_Links Description – Links gages with specific Calibration data. Field List Gage_ID Calibration_Date Calibration_Time Gage_Standard_ID Before_Formula After_Formula Datatype Text Date Date Text Double Double Length 50 8 8 50 8 8 Table Name – CalFormula_Values Description – Stores customized calibration formulas and value of variables Associated Form – R&R Studies Field List Gage_ID Calibration_Date Calibration_Time Gage_Standard_ID Col_Name Formula_Var Formula_ID Var_Value Datatype Text Date Date Text Text Text Double Double Length 50 8 8 50 50 50 8 8 Table Name – CalFreqTrack_Values Description – Logs history of Calibration Frequency entries Field List Gage_ID Calibration_Date Calibration_Time Old_Frequency New_Frequency UserName DateChange TimeChange Datatype Text Date Date Double Double Text Date Date Length 50 8 8 8 8 50 8 8 Table Name – Calib_Attachments Description – List path of document attached to a particular calibration record. Associated Form – CalibAttachmentsForm (Calibration Entry – Attachment tab) Field List ID Gage_ID Calibration_Date Calibration_Time AttachPath Description Datatype Long Integer Text Date Date Text Memo Length 4 50 8 8 255 0 Table Name – Calib_Defined Description – Contains user-defined fields for a particular calibration record. Associated Form – Calibration Entry – User Defined tab Field List Item Label_Text LabelFontWeight DftLabel_Text Datatype Text Text Long Integer Text Length 50 50 4 50 GAGEtrak Custom Reports Manual 138 Field List Field_Type Field_Attrib List_Source List_Table List_Field Datatype Text Text Memo Text Text Length 50 50 0 50 50 Data type Long Integer Text Memo Length 4 255 0 Table Name – CalibFormulas Description – Lists Calibration formulas. Associated From – CalibFormulas Field List ID Formula_Name Formula Table Name – Calibration_Header Description – Contains calibration information (including measurements and results) Associated From – CalHistory, Calibration Entry, SubKitHistory, Calibration Hours Graph, Edit Calibration Header, frmGage_Frequency_Adjusting_Interval, Gage Calibration Certificate Entry Field List Gage_ID Calibration_Date Calibration_Time Calibration_Type Calibration_By Department Results Action_Required Approved Findings Calibration_Cost AcctNo TotalUncert ResultCode CalDateUpdated CertNo Time_Required Repair_Cost Repair_Hours CalFrequency CalFrequency_UOM NextDue Temperature Humidity Pressure Other CalibType UserDef1 UserDef2 UserDef3 UserDef4 UserDef5 UserDef6 UserDef7 UserDef8 UserDef9 UserDef10 UserDef11 UserDef12 UserDef13 UserDef14 UserDef15 Data type Text Date Date Text Text Text Text Text Long Integer Memo Double Text Double Double Long Integer Text Double Double Double Double Text Date Text Text Text Text Text Text Text Text Text Text Text Text Text Text Text Text Text Text Text Text Length 50 8 8 50 50 50 50 50 4 0 8 50 8 8 4 50 8 8 8 8 50 8 50 50 50 50 50 50 50 50 50 50 50 50 50 50 50 50 50 50 50 50 GAGEtrak Custom Reports Manual 139 Field List UserDef16 UserDef17 UserDef18 UserDef19 UserDef20 SentToPDA CalDiscrepancy FloatFixed Description Gage_SN Est_Calibration_Cost Calibration_Hours Effective_DF Coverage_FactorK Bill_To Data type Text Text Text Text Text Long Integer Long Integer Long Integer Text Text Double Double Double Double Text Length 50 50 50 50 50 4 4 4 50 50 8 8 8 8 50 Table Name – Calibration_Header_Sig Description – Lists and links signature information for every calibration entry. Associated From – frmSubApprovedBy_Sig (Calibration Entry – Signature tab) frmSubCalibratedBy_Sig (Calibration Entry – Signature tab) Field List Signature_ID Gage_ID Calibration_Date Calibration_Time UserID Signature_Name Signature_Type Signature_Date Signature_Time Signature_On Data type Long Integer Text Date Date Text Text Long Integer Date Date Long Integer Length 4 50 8 8 150 50 4 8 8 4 Table Name – Calibration_Measurement Description – Contains information on calibration measurements for every calibration header. Associated From – Calibration Measurement SubForm (Calibration Entry – Measurements tab), Edit Calibration Measurement Field List Gage_ID Calibration_Date Calibration_Time Gage_Standard_ID CM_Before CM_After Minimum Nominal Maximum Uncert CM_Calibration_ID LimitUse Units CM_Type GM_Type Comments GT_Format StdDueDate StdLastDate Data type Text Date Date Text Double Double Double Double Double Double Text Long Integer Text Text Text Memo Text Date Date Table Name – Calibration_Procedure_Link Description – Links and lists calibration information for a particular gage. Associated From – Calibration Entry – Procedure tab Length 50 8 8 50 8 8 8 8 8 8 50 4 50 50 50 0 50 8 8 GAGEtrak Custom Reports Manual 140 Field List Gage_ID Calibration_Date Calibration_Time Procedure_Name Data type Text Date Date Text Length 50 8 8 50 Table Name – Calibration_Scans Description – Contains calibration scan records Associated From – frmSubCalibration_Scans (Calibration Entry – Scans tab) Field List Gage_ID Calibration_Date Calibration_Time File_Path Scan_Date Form_Description Data type Text Date Date Text Date Memo Length 50 8 8 255 8 0 Table Name – Calibration_Standards Description – Contains calibration standards information used in comparing calibration measurements. Associated From – Calibration Standard Entry (Calibration Entry – Measurements tab), Edit Calibration Standards, Find New Measurement PDA Records, Gage Accuracy, Gage Accuracy2, Gage Accuracy Print, Gage Accuracy Print2, IDSTDForm Field List Gage_ID Standard_ID Minimum Nominal Maximum Units CS_Type GT_Format GM_Type Comments CM_Calibration_ID Data type Text Text Double Double Double Text Text Text Text Memo Text Length 50 50 8 8 8 50 50 50 50 0 50 Table Name – CHArchive Description – Contains archived calibration records. Associated From – CHArchiveViewfrm Field List Gage_ID Calibration_Date Calibration_Time Calibration_Type Calibration_By Department Results Action_Required Approved Findings Calibration_Cost AcctNo TotalUncert ResultCode CalDateUpdated CertNo Time_Required Repair_Cost Repair_Hours CalFrequency CalFrequency_UOM NextDue Data type Text Date Date Text Text Text Text Text Long Integer Memo Double Text Double Double Long Integer Text Double Double Double Double Text Date Length 50 8 8 50 50 50 50 50 4 0 8 50 8 8 4 50 8 8 8 8 50 8 GAGEtrak Custom Reports Manual 141 Field List Temperature Humidity Pressure Other CalibType UserDef1 UserDef2 UserDef3 UserDef4 UserDef5 UserDef6 UserDef7 UserDef8 UserDef9 UserDef10 UserDef11 UserDef12 UserDef13 UserDef14 UserDef15 UserDef16 UserDef17 UserDef18 UserDef19 UserDef20 SentToPDA CalDiscrepancy FloatFixed Description Gage_SN Est_Calibration_Cost Calibration_Hours Effective_DF Coverage_FactorK Bill_To Data type Text Text Text Text Text Text Text Text Text Text Text Text Text Text Text Text Text Text Text Text Text Text Text Text Text Long Integer Long Integer Long Integer Text Text Double Double Double Double Text Length 50 50 50 50 50 50 50 50 50 50 50 50 50 50 50 50 50 50 50 50 50 50 50 50 50 4 4 4 50 50 8 8 8 8 50 Table Name – CheckBox Description – Program table, used for multiple choice list boxes Associated From – Multiple Field List FS_Type FS_Order FS_Value Text Description Data type Text Field Long Integer Field Text Field Text Field Text Field Length 50 4 50 50 100 Table Name – CMArchive Description – Archived calibration measurements records Associated From – CMArchiveViewfrm Field List Gage_ID Calibration_Date Calibration_Time Gage_Standard_ID CM_Before CM_After Minimum Nominal Maximum Uncert CM_Calibration_ID Data type Text Date Date Text Double Double Double Double Double Double Text Length 50 8 8 50 8 8 8 8 8 8 50 GAGEtrak Custom Reports Manual 142 Field List LimitUse Units CM_Type GM_Type Comments GT_Format StdDueDate StdLastDate Data type Long Integer Text Text Text Memo Text Date Date Length 4 50 50 50 0 50 8 8 Table Name – Customer_Adjustment_Factors Description – Not Used Associated From – Not Used Field List Adjust_ID Cust_ID Description Adj_Factors Data type Long Integer Text Text Double Length 4 50 50 8 Data type Text Double Length 50 8 Table Name – Degrees_Of_Freedom Description – Not Used Associated From – Not Used Field List Degrees_of_Freedom Df_Factor Table Name – Dist_Factor Description – Records Distribution Factor data used in calculating Uncertainty in Linearity Studies Associated From – Linearity Field List Distribution_Type Distribution_Factor Data type Text Double Length 50 8 Table Name – Events Description – List of events for a specific gage Associated From – Events Field List Event_ID Event Description Eaction Etrigger Data type Long Integer Text Memo Text Text Length 4 50 0 50 50 Table Name – ezs_SearchCriteria Description – Stored search criteria Associated From – Edit Search Criteria, ezs_zCriteria Field List SearchName Source CriteriaNumber CriteriaText Data type Text Field Text Field Long Integer Field Text Field Length 50 50 4 255 Data type Date/Time Field Text Field Text Field Text Field Text Field Length 8 50 100 100 100 Table Name – ezy_AuditLog Description – Audit log records Associated From – Audit Log Field List FS_DateTime FS_User Object Action DataKey GAGEtrak Custom Reports Manual 143 Field List ItemNumber Data type Long Integer Field Length 4 Table Name – ezy_AuditLogData Description – Specific pre- and post-edit audit data Associated From – AuditLog_Advanced, AuditLog_Basic, frmAuditLog_Detail Field List Item_Number Field_Name Old_Value New_Value Memo_Value Data type Long Integer Field Text Field Text Field Text Field Memo Field Length 4 100 255 255 0 Table Name – ezy_GroupCustomer Description – Specific pre and post edit audit data Associated From – Audit Log Field List GroupName Cust_ID OperatorStamp DateTimeStamp Data type Text Text Text Date Length 50 150 50 8 Data type Text Text Text Date Length 50 150 50 8 Table Name – ezy_GroupGroup Description – User Groups Associated From – Security and Users Field List GroupName Group_ID OperatorStamp DateTimeStamp Table Name – ezy_GroupPermissions Description – Group security rights and restrictions Associated From – Security Field List GroupName ObjectType ObjectName ControlTypeName ControlName Description ControlDescription Permission OperatorStamp DateTimeStamp Data type Text Field Long Integer Field Text Field Text Field Text Field Text Field Text Field Text Field Text Field Date/Time Field Length 50 4 50 50 50 100 100 50 50 8 Data type Text Text Date Long Integer Length 50 50 8 4 Data type Text Field Length 50 Table Name – ezy_Groups Description – Security groups Associated From – Security Field List GroupName OperatorStamp DateTimeStamp GroupOnly Table Name – ezy_GroupUser Description – Security group user list Associated From – Security Field List GroupName GAGEtrak Custom Reports Manual 144 Field List UserID OperatorStamp DateTimeStamp Data type Text Field Text Field Date/Time Field Length 150 50 8 Data type Text Text Text Text Date Text Long Integer Length 150 150 50 50 8 50 4 Table Name – ezy_Users Description – Security user list Associated From – Security Field List UserID Password FullName OperatorStamp DateTimeStamp OpenForm StatusRules Table Name – Field_Labels Description – Custom field label information Associated From – Field Labels Field List Field_Name Label_Text Status_Bar_Text FontWeight DftLabel_Text DftStatus_Bar_Text Data type Text Field Text Field Text Field Long Integer Field Text Field Text Field Length 50 50 255 4 50 50 Table Name – Form_Captions Description – Lists names and captions of every form Associated From – Form Captions Field List Form_Name Form_Caption Data type Text Field Text Field Length 50 100 Table Name – Formula_Vars Description – Stores variables of customized calibration formulas Associated From – Formula_Vars subform Field List ID Formula_ID Formula_Var Var_Value Data type Long Integer Long Integer Text Double Length 4 4 255 8 Table Name – Gage_Attachments Description – Contains path and descriptions of attachments for a specific gage entry. Associated From – GageAttachmentsForm (Gage Entry – Attachments tab) Field List ID Gage_ID AttachPath Description Data type Long Integer Text Text Memo Length 4 50 255 0 Table Name – Gage_Events Description – Lists events and associated application for a particular gage emtry. Associated From – Gage Events SubForm (Gage Entry – Events tab) Field List Gage_ID Event_ID App_Path Data type Text Long Integer Text Length 50 4 255 GAGEtrak Custom Reports Manual 145 Field List App_Params Filter Data type Text Text Length 255 255 Table Name – Gage_Master Description – Lists attributes (non-key fields) of every gage entry. Associated From – Gage Master Entry, Staff Master Gage Issued, subKitGAGE, Calibration Cost Graph, Calibration Entry, Calibration Hours Graph, Current Cost Status by Type, Edit Gage Master, Edit Gage Procedure Links, Find New Measurement PDA Records, frmGage_Frequency_Adjusting_Interval, Gage Calibration Certificate Entry, Gage Master Print Form, Gage Master SubForm, IDREFForm, Kit Gages History, Part Master SubForm, TodaysEventSub, TodaysEventSub2 Field List Gage_ID Gage_SN Asset_No Model_No Manufacturer GM_Owner Description GM_Type Unit_of_Meas Standard_Group Drawing_No Drawing_Date Change_Level Change_Date Storage_Location Current_Location Service_Date Retirement_Date Calibrator Calibration_Frequency Calibration_Frequency_UOM CyclesPerDay Resolution Operating_Range Plus_Tolerance Minus_Tolerance Supplier_Code GM_Cost Purchase_Date Calibration_Hours Est_Calibration_Cost CalibSkipDirection Next_Due_Date Last_Calibration_Date Notes Status User_Defined RefStandard GM_Format Calibrated_By GM_Usage AdjPlanCode AdjCalFreq MaxAdjCalFreq RRFreq RRFreqUnits RRHours RRSkipDirection LastRR NextRR Data type Text Text Text Text Text Text Text Text Text Text Text Date Text Date Text Text Date Date Text Double Text Long Integer Text Text Text Text Text Double Date Double Double Long Integer Date Date Memo Text Text Long Integer Text Text Double Text Double Double Double Text Double Long Integer Date Date Length 50 50 50 50 50 50 50 50 50 50 50 8 50 8 50 50 8 8 50 8 50 4 50 50 50 50 50 8 8 8 8 4 8 8 0 50 50 4 50 50 8 50 8 8 8 50 8 4 8 8 GAGEtrak Custom Reports Manual 146 Field List RRResult LabelCode Uncert PriorCalDate Nist_No CustomerInfo CalLabelSize UseLeft UseUsed Calibration_Frequency_DOM UserDef1 UserDef2 UserDef3 UserDef4 UserDef5 UserDef6 UserDef7 UserDef8 UserDef9 UserDef10 UserDef11 UserDef12 UserDef13 UserDef14 UserDef15 UserDef16 UserDef17 UserDef18 UserDef19 UserDef20 RestrictIssue Min_CalFreq Max_CalFreq EstNext_Due_Date FloatFixed FloatFixedRR PrintIssueLabel Data type Text Text Double Date Text Text Text Double Double Text Text Text Text Text Text Text Text Text Text Text Text Text Text Text Text Text Text Text Text Text Long Integer Double Double Date Long Integer Long Integer Long Integer Length 50 50 8 8 50 255 50 8 8 50 50 50 50 50 50 50 50 50 50 50 50 50 50 50 50 50 50 50 50 50 4 8 8 8 4 4 4 Table Name – GAGE_Master_Schedule Description – Contains calibration schedule information for a particular gage. Associated From – Gage Entry – Schedule tab Field List Gage_ID Schedule_ID Calibrator Schedule_Frequency Schedule_Frequency_UOM Schedule_Hours ScheduleSkipDirection Next_Due_Date Last_Done_Date Notes AdjPlanCode AdjCalFreq MaxAdjCalFreq Gage_ID Data type Text Text Text Double Text Double Long Integer Date Date Memo Text Double Double Text Length 50 50 50 8 50 8 4 8 8 0 50 8 8 50 Table Name – GAGE_Reqs Description – Gage part and usage information Associated From – Part Master SubForm (Gage Entry – Parts) Field List Data type Length GAGEtrak Custom Reports Manual 147 Field List Part_No Gage_ID Step_No Dimension Method Freq Comments Data type Text Text Text Text Text Text Memo Length 50 50 50 50 50 50 0 Data type Text Text Text Long Integer Long Integer Long Integer Long Integer Long Integer Length 150 50 20 4 4 4 4 4 Data type Text Text Text Text Text Text Text Length 50 50 50 50 50 50 50 Table Name – GAGE_Status_Rules Description – Not Used Associated From – Not Used Field List UserID Status_ID Status AllowIssue AllowView Waiting RequireEntry EntryValue Table Name – Group_Gages Description – Not Used Associated From – Not Used Field List Gage_ID Group_ID Gage_SN Description GM_Type Unit_of_Meas New_Field Table Name – Group_Master Description – Lists attributes of a particular group Associated From – Security Field List Group_ID Description Group_Type Data type Text Text Text Length 50 50 50 Table Name – GRR_Results Description – Contains Gage R&R Studies Results Associated From – Risk Analysis, Stability Study, Edit GRR Results Header, Edit GRR Results Measurement, Gage RR ANOVA, Gage RR ANOVA Chart, Gage RR Anova Chart_MSA2, Gage RR Attribute, Gage RR Attribute Analytic, Gage RR Avg Chart, Gage RR Avg Chart_MSA2, Gage RR Comparison XY Chart, Gage RR Comparison XY Chart_MSA2, Gage RR Error Chart, Gage RR Error Chart_MSA2, Gage RR Form, Gage RR Form_MSA2, Gage RR Linearity, Gage RR Linearity Chart, Gage RR Linearity Chart A3, Gage RR NI Chart AP, Gage RR Part Appraiser Avg Chart, Gage RR Part Appraiser_MSA2, Gage RR Range Chart AP, Gage RR Range Chart AP_MSA2, Gage RR Repeatability Range Chart, Gage RR Repeatability Range Chart_MSA2, Gage RR Residual Plot Chart, Gage RR Run Chart, Gage RR Run Chart_MSA2, Gage RR Scatter Chart, Gage RR Scatter Chart MSA2, Gage RR Stability, Gage RR Stability Chart, Gage RR Stability Chart_MSA2, Gage RR Stability SubForm, Gage RR Stability_MSA2, Gage RR Whiskers Chart, Gage RR Whiskers Chart_MSA2, Gage RR XY Chart, Gage RR XY Chart_MSA2, StabilityHistogramChart, StabilityXBarRChart, StabilitySBarRChart, StabilityXMRChart Field List GRR_Results_ID Gage_ID Gage_Desc Part_No Part_Name Data type Long Integer Text Text Text Text Length 4 50 50 50 50 GAGEtrak Custom Reports Manual 148 Field List Characteristic Company_Part_No GRR_Results_Type Approved Completed GRR_Results_Date Trials Parts Ops USL LSL GRR GRR_PCT EV EVTOL_PCT EVTV_PCT AV AVTOL_PCT AVTV_PCT RR RRTOL_PCT RRTV_PCT PV PVTOL_PCT PVTV_PCT R_BAR UCL_R TV Comments C a11 a12 a13 a14 a15 a16 a17 a18 a19 a110 a21 a22 a23 a24 a25 a26 a27 a28 a29 a210 a31 a32 a33 a34 a35 a36 a37 a38 a39 a310 b11 b12 Data type Text Text Text Long Integer Long Integer Date Text Text Text Text Text Text Text Text Text Text Text Text Text Text Text Text Text Text Text Text Text Text Memo Long Integer Double Double Double Double Double Double Double Double Double Double Double Double Double Double Double Double Double Double Double Double Double Double Double Double Double Double Double Double Double Double Double Double Length 50 50 50 4 4 8 50 50 50 50 50 50 50 50 50 50 50 50 50 50 50 50 50 50 50 50 50 50 0 4 8 8 8 8 8 8 8 8 8 8 8 8 8 8 8 8 8 8 8 8 8 8 8 8 8 8 8 8 8 8 8 8 GAGEtrak Custom Reports Manual 149 Field List b13 b14 b15 b16 b17 b18 b19 b110 b21 b22 b23 b24 b25 b26 b27 b28 b29 b210 b31 b32 b33 b34 b35 b36 b37 b38 b39 b310 c11 c12 c13 c14 c15 c16 c17 c18 c19 c110 C21 C22 C23 C24 C25 C26 C27 C28 C29 C210 C31 C32 C33 C34 C35 C36 C37 C38 C39 C310 Name_a Name_b Name_c SixSigmaVar Data type Double Double Double Double Double Double Double Double Double Double Double Double Double Double Double Double Double Double Double Double Double Double Double Double Double Double Double Double Double Double Double Double Double Double Double Double Double Double Double Double Double Double Double Double Double Double Double Double Double Double Double Double Double Double Double Double Double Double Text Text Text Double Length 8 8 8 8 8 8 8 8 8 8 8 8 8 8 8 8 8 8 8 8 8 8 8 8 8 8 8 8 8 8 8 8 8 8 8 8 8 8 8 8 8 8 8 8 8 8 8 8 8 8 8 8 8 8 8 8 8 8 50 50 50 8 GAGEtrak Custom Reports Manual 150 Field List Ref1 Ref2 Ref3 Ref4 Ref5 Ref6 Ref7 Ref8 Ref9 Ref10 LinBias LinSlope LinFit LIN LINTOL_PCT LINPV_PCT ChartNo SubGroupNo NumbFormat PercFormat StdError Confidence InterceptCOE InterceptDF InterceptTSTAT InterceptTCRI SlopeCOE SlopeDF SlopeTSTAT SlopeTCRI Result UPL LOL HH HL LH LL StabType StabRes StabRef StabHistXBar StabHistSigma UseHistoric UseRange BiasOnly LinearityData MSA_Ver Gage_Resolution Data type Double Double Double Double Double Double Double Double Double Text Double Double Text Text Text Text Double Text Text Text Text Text Text Text Text Text Text Text Text Text Text Double Double Double Double Double Double Text Double Double Double Double Double Double Long Integer Memo Double Single Length 8 8 8 8 8 8 8 8 8 50 8 8 100 50 50 50 8 50 50 50 100 100 100 100 100 100 100 100 100 100 255 8 8 8 8 8 8 50 8 8 8 8 8 8 4 0 8 4 Table Name – Issue_Tracking Description – Contains issue-tracking records in relation to a particular gage master record. Associated From – Issue Tracking Entry, Edit Issue Tracking, Kit Gages History, PopUpIssue Field List GRR_Results_ID Gage_ID Gage_Desc Part_No Part_Name Characteristic Company_Part_No GRR_Results_Type Data type Long Integer Text Text Text Text Text Text Text Length 4 50 50 50 50 50 50 50 GAGEtrak Custom Reports Manual 151 Field List Approved Completed GRR_Results_Date Trials Parts Ops USL Data type Long Integer Long Integer Date Text Text Text Text Length 4 4 8 50 50 50 50 Table Name – Issue_Tracking_Archive Description – Archived issue-tracking records Associated From – CIArchiveViewfrm Field List Gage_ID Issue_Date Issue_Time Issued_To Issued_Dept Received_Date Received_Time Received_From Notes Return_Cycles Part_No Issue_Tracking_Type PO_No ExpReturnDate Kit_ID Data type Text Date Date Text Text Date Date Text Text Long Integer Text Text Text Date Text Length 50 8 8 50 50 8 8 50 50 4 50 50 50 8 50 Table Name – Kit_Issue_Tracking Description – Contains usage and issue records of a particular Kit. Associated From – Kit Issue, Kit Issue, Kit Return, Field List Kit_ID Issue_Date Issue_Time Issued_To Issued_Dept Received_Date Received_Time Received_From Notes Issue_Tracking_Type ExpReturnDate Data type Text Date Date Text Text Date Date Text Memo Text Date Length 50 8 8 50 50 8 8 50 0 50 8 Table Name – Kit_Master Description – Lists attributes (both primary and non-key fields) of every Kit. Associated From – Kit Entry, Kit Issue, Kit Return, Field List Kit_ID Kit_Description Kit_Storage_Location Kit_Current_Location Kit_Procedure Returned Data type Text Text Text Text Memo Long Integer Length 50 50 50 50 0 4 Table Name – KitGageLink Description – List identification and description of a particular Kit. Associated From – subKitGAGE Field List Kit_ID Data type Text Length 50 GAGEtrak Custom Reports Manual 152 Field List Kit_Description Data type Text Length 50 Table Name – KitGageTypeLink Description – List the type and number of gages belonging to a Kit. Associated From – KitRequiredGageTypes Field List Kit_ID GM_Type Quantity Data type Text Text Long Integer Length 50 50 4 Table Name – KitGageUseList Description – Records use of gages belonging to a particular Kit Associated From – Kit Entry Field List Kit_ID Gage_ID KitGageUseCheck KitGageUseMemo KitGageUseDesc Data type Text Text Long Integer Memo Text Length 50 50 4 0 50 Table Name – Label_Hdr Description – Contains attributes of every label type. Associated From – Labels Field List Label_Name Description Height Width FontSize Font Columns Field_Label Logo Company_Logo Logo_Align H_Company1 H_Company2 Text_Align Field_Align LT1_C1 LT2_C1 LT3_C1 LT4_C1 LT5_C1 LT6_C1 LT7_C1 LT8_C1 LF1_C1 LF2_C1 LF3_C1 LF4_C1 LF5_C1 LF6_C1 LF7_C1 LF8_C1 LT1_C2 LT2_C2 LT3_C2 LT4_C2 LT5_C2 Data type Text Text Text Text Text Text Text Long Integer Long Integer Long Binary Text Long Integer Long Integer Text Text Text Text Text Text Text Text Text Text Text Text Text Text Text Text Text Text Text Text Text Text Text Length 50 50 25 25 10 20 1 4 4 0 50 4 4 50 50 255 255 255 255 255 255 255 255 255 255 255 255 255 255 255 255 255 255 255 255 255 GAGEtrak Custom Reports Manual 153 Field List LT6_C2 LT7_C2 LT8_C2 LF1_C2 LF2_C2 LF3_C2 LF4_C2 LF5_C2 LF6_C2 LF7_C2 LF8_C2 Data type Text Text Text Text Text Text Text Text Text Text Text Length 255 255 255 255 255 255 255 255 255 255 255 Table Name – Letter Description – Service Request notification and update letters. Associated From – Edit Service Request Letter, Letter Entry Field List Letter_Type Date_Authored Authored_By FS_Body Data type Text Field Date/Time Field Text Field Memo Field Length 50 8 50 0 Data type Long Integer Long Integer Long Integer Long Integer Long Integer Long Integer Long Integer Long Integer Long Integer Long Integer Long Integer Length 4 4 4 4 4 4 4 4 4 4 4 Table Name – Man_Sequences Description – Internal program use Associated From – None Field List Key_Field GRR_Results_ID MDR_No ezs_SearchCriteria ezy_AuditLog TblFilters TblCriteria Authorized_Persons Bookmark_ID Event_ID Stability_ID Table Name – MDR Description – Contains related information of a particular service request. Associated From – MDR Entry (Service Request Entry), Edit Service Request, MDR Gages Field List MDR_No MDR_Date Requester Gage_ID Ins_Amt Letter_Type Service_Supplier Status Completion_Date Comments Data type Text Date Text Text Double Text Text Text Date Text Length 50 8 50 50 8 50 50 50 8 250 Table Name – MDR_Archive Description – Archived Service Request Field List MDR_No MDR_Date Requester Gage_ID Ins_Amt Data type Text Date Text Text Double Length 50 8 50 50 8 GAGEtrak Custom Reports Manual 154 Field List Letter_Type Service_Supplier Status Completion_Date Comments Data type Text Text Text Date Text Length 50 50 50 8 250 Table Name – MDR_Gages Description – Contains related information for a service request of a particular gage. Associated From – Service Request Entry Field List MDR_No Requester Gage_ID Ins_Amt Status Completion_Date Comments Next_Due_Date Data type Text Text Text Double Text Date Text Date Length 50 50 50 8 50 8 250 8 Table Name – MDR_Gages_Archive Description – Archived MDR_Gages Records Associated From – Service Request Entry Field List MDR_No Requester Gage_ID Ins_Amt Status Completion_Date Comments Next_Due_Date Data type Text Text Text Double Text Date Text Date Length 50 50 50 8 50 8 250 8 Table Name – Meas_Uncertainty Description – List necessary information for calculating uncertainty measurements. Associated From – Uncertainty Field List Gage_ID Calibration_Date Calibration_Time Uncert_Contributor Type Estimation Distribution_Type Distribution_Factor Degrees_Of_Freedom DF_Factor Data type Text Date Date Text Text Double Text Double Text Double Length 50 8 8 50 50 8 50 8 50 8 Table Name – Menu_Names Description – Lists names and identifications of every menu. Associated From – Form Menus Field List Menu_ID Default_Name Custom_Name Data type Long Integer Field Text Field Text Field Length 4 100 100 Table Name – MenuBarNames Description – File menu bar custom names Associated From – MenuBarNames, MenubarNamesSubMenu, MenuBarNamesSubSub Field List Data type Length GAGEtrak Custom Reports Manual 155 Field List MenuBarName MenuDefaultName MenuCustomName Data type Text Text Text Length 50 50 50 Table Name – MenuBarNamesSubMenu Description – File submenu custom names Associated From – Submenus Field List MenuBarName MenuDefaultName MBDefaultName MBCustomName Data type Text Text Text Text Length 50 50 50 50 Table Name – MenuBarNamesSubSub Description – File sub-submenu custom names Associated From – Sub-submenus Field List MenuBarName MenuDefaultName MBDefaultName SubMenuDefaultName SubMenuCustomName Data type Text Text Text Text Text Length 50 50 50 50 50 Data type Text Text Text Text Length 50 50 50 50 Table Name – NumberFormat Description – Number Format Associated From – NumberFormat Field List NumberField NumberLink NumberFormat LastNumber Table Name – Part_Master Description – Contains attributes of every part record. Associated From – Edit Part Record, Parts, Parts Master Entry, Parts Measured SubForm Field List Gage_ID Part_No Description Operation Drawing_No Drawing_Date Change_Level Change_Date Insp_Procedure User_Defined1 Data type Text Text Text Text Text Date Text Date Memo Text Length 50 50 50 50 50 8 50 8 0 50 Table Name – Part_Meas_With_Gage_Type Description – Relates parts measured with by a particular Kit. Associated From – Parts Measured SubForm Field List Kit_ID GM_Type Part_No Data type Text Text Text Length 50 50 50 Table Name – Procedure_Link Description – Procedure Link for a particular Gage Tasks Associated From – Calibration Entry Procedures, Gage Master Entry Procedures Field List Data type Length GAGEtrak Custom Reports Manual 156 Field List Gage_ID Procedure_Name Data type Text Text Length 50 50 Table Name – Procedures Description – Maintenance procedure information Associated From – Calibration Entry Procedures, Edit Procedures, Gage Master Entry Procedure SubForm, Procedure Entry Field List Procedure_Name Procedure_txt MediaPath Author_Name Rev_Number Rev_Date Data type Text Memo Text Text Text Date Length 50 0 255 50 50 8 Table Name – Procedures_OLE Description – Maintenance procedure file and image links Associated From – Calibration Entry Procedures, Gage Master Entry OLE SubForm, Gage Master Entry Procedure SubForm, Procedure Entry Field List Procedure_Name Procedure_OLE Data type Text Long Binary Length 50 0 Table Name – Program_Msg Description – Program messages custom form Associated From – Messages (Settings – Interface tab –Messages subtab), Reset Original Messages Field List Msg_ID Msg_Text Msg_Flags Msg_Title Msg_Desc Msg_User Msg_Misc Data type Long Integer Memo Long Integer Text Text Text Long Integer Length 4 0 4 100 250 50 4 Table Name – RepControl Description – Report control number information Associated From – ReportControlForm Field List ControlID ReportName ControlText Alignment User1 User2 User3 User4 User5 Data type Long Integer Text Text Text Text Text Text Text Text Length 4 100 75 50 20 20 20 20 20 Table Name – ResultCodes Description – Result Codes information Associated From – Edit Calibration Result Codes, x_ResultList Field List Result_Codes_ID ResultCode CodeValue Lookback Table Name – Risk_Analysis Description – Risk analysis information Data type Long Integer Text Double Text Length 4 50 8 50 GAGEtrak Custom Reports Manual 157 Associated From – Gage RR Atribute Risk Analysis Field List GRR_Results_ID RiskSeqNum A1 A2 A3 B1 B2 B3 C1 C2 C3 Decision RefValue Code AppSignal Data type Long Integer Long Integer Double Double Double Double Double Double Double Double Double Long Integer Double Text Text Length 4 4 8 8 8 8 8 8 8 8 8 4 8 50 50 Data type Text Long Integer Text Length 50 4 100 Table Name – RootCause Field List Cause Enabled Description Table Name – Settings Description – Program settings Associated From – Settings, frmGage_Frequency_Adjusting_Interval, Interface, Lock Catcher Form Field List Settings_ID Company_Name_1 Company_Name_2 Company_Address_1 Company_Address_2 Company_City Company_State Company_Zip Company_Contact Company_Phone Company_Fax Company_Logo Calibration_Cert_Statement OpenToolPalette ToolPaletteOrientation ToolPaletteLocation Skip_Sun Skip_Mon Skip_Tue Skip_Wed Skip_Thu Skip_Fri Skip_Sat AutoCalDue AutoRRDue DefaultFormat MaxUsers AutoAdjust PassFactor FailFactor SkipDirection ysnAuditTrail strAuditLocation Data type Long Integer Text Text Text Text Text Text Text Text Text Text Long Binary Memo Long Integer Long Integer Double Long Integer Long Integer Long Integer Long Integer Long Integer Long Integer Long Integer Long Integer Long Integer Text Double Long Integer Double Double Long Integer Long Integer Text Length 4 50 50 50 50 50 50 50 50 50 50 0 0 4 4 8 4 4 4 4 4 4 4 4 4 50 8 4 8 8 4 4 50 GAGEtrak Custom Reports Manual 158 Field List strAuditEditor StrSerialNo BGColor LineColor TitleColor HeadingColor DataColor FontNameHeadings FontNameData FontStyleHeadings FontStyleData LinesVisible PageNumbers AllowSaveReport ShowWideLogo BarCode Terminator CCNumberFormat CCLastNumber SRNumberFormat SRLastNumber LabelAction AuditPurge SecurityOn SecurityWarning LoginMethod MonthsAhead MonthsBehind RefreshRate GreenNumber BlueNumber YellowNumber RedNumber Flags ProgramVersion Electronic_Signature_Login ForceChangePassword ForceChangePasswordDays NoAllowLogin NoAllowLoginEmails PasswordMinimum LoginInactivityPeriod LastDateSetting Overwrite_Warning RestrictIssue SecurityRestrict LastDueEmail GIDLastNumber GIDNumberFormat Scanned_Image_Path ReliabilityTarget OOT_Rate_Target DesiredDispPrecision MinAllowInterval MaxAllowInterval ConfidenceLevel SCNumberFormat SCLastNumber FirstDayOfWeek PrintIssueLabel PagerPause DoNotArchiveUnsignedCalib Data type Text Text Long Integer Long Integer Long Integer Long Integer Long Integer Text Text Long Integer Long Integer Long Integer Long Integer Long Integer Long Integer Text Text Text Text Text Text Long Integer Long Integer Long Integer Long Integer Long Integer Long Integer Long Integer Long Integer Long Integer Long Integer Long Integer Long Integer Long Integer Double Long Integer Long Integer Long Integer Long Integer Memo Long Integer Long Integer Date Long Integer Long Integer Long Integer Date Text Text Text Double Double Long Integer Double Double Double Text Text Long Integer Long Integer Long Integer Boolean Length 15 50 4 4 4 4 4 15 15 4 4 4 4 4 4 50 50 50 50 50 50 4 4 4 4 4 4 4 4 4 4 4 4 4 8 4 4 4 4 0 4 4 8 4 4 4 8 50 50 255 8 8 4 8 8 8 50 50 4 4 4 1 GAGEtrak Custom Reports Manual 159 Field List DoNotArchiveUnapprovedCali b ProcControl Failure_Notice_Statement Data type Boolean Long Integer Memo Length 1 4 0 Table Name – Skip_Dates Description – Skip date information Associated From – Edit Skip Dates (Settings – Calendar tab) Field List Skip_Date Data type Date/Time Field Length 8 Table Name – Stability_Results Description – Lists Stability Study information Associated From – Stability Study SubForm Field List ResultID GRR_Results_ID GRR_Results_Date SubGroupNo ChartNo S1 S2 S3 S4 S5 S6 S7 S8 S9 S10 LinBias LinSlope LinFit MR Notes Appraiser MSA_Ver Data type Long Integer Long Integer Date Double Long Integer Double Double Double Double Double Double Double Double Double Double Double Double Double Double Memo Text Double Length 4 4 8 8 4 8 8 8 8 8 8 8 8 8 8 8 8 8 8 0 50 8 Table Name – Staff Description – Employee information Associated From – Staff Master, Auto Email List, Calibration Cost by Staff, Calibration Hours by Staff Graph Field List Employee_ID Social_Security EmpName YsnActive Job_Title CraftCode Date_Hired Date_In_Job Department Supervisor Phone_Ext Pager_No EmailName Address Address_2 City State ZIP_Code Data type Text Text Text Long Integer Text Text Date Date Text Text Text Text Text Text Text Text Text Text Length 50 50 50 4 50 50 8 8 50 50 50 50 50 50 50 50 50 50 GAGEtrak Custom Reports Manual 160 Field List Home_Phone WorkPhone DepartmentName Date_Of_Birth Education Industry_Experience Related_Experience Management_Experience Salary Comments SupervisorID SpouseName EmrgcyContactName EmrgcyContactPhone Seniority Shift Crew SkillLevel User1 User2 Staff_Photo Overwrite_Warning Data type Text Text Text Date Text Text Text Text Double Memo Long Integer Text Text Text Text Text Text Text Text Text Long Binary Long Integer Length 50 50 50 8 50 50 50 50 8 0 4 50 50 50 50 50 50 50 50 50 0 4 Table Name – Staff_User_List Description – Staff and security user cross reference table Associated From – Staff User List Field List UserID Employee_ID Data type Text Field Text Field Length 150 50 Table Name – Standard_Group Description – Contains attributes of a particular standard group. Associated From –Standard Group SubForm, Edit Standard Group Field List Standard_Group Standard_ID Minimum Nominal Maximum Units CS_Type GT_Format GM_Type Comments CM_Calibration_ID Data type Text Text Double Double Double Text Text Text Text Memo Text Length 50 50 8 8 8 50 50 50 50 0 50 Table Name – Standard_Header Description – Contains attributes of a particular standard. Associated From – Standard Header Field List Standard_Group Description Resolution Operating_Range Plus_Tolerance Minus_Tolerance FloatFixed Data type Text Text Text Text Text Text Long Integer Table Name – States Description – State/region/province information Length 50 50 50 50 50 50 4 GAGEtrak Custom Reports Manual 161 Associated From – States Field List StateCode State Data type Text Field Text Field Length 50 50 Table Name – Status Description – Gage status lookup Associated From –Status Form, Edit Status Field List Status_ID Status Data type Long Integer Field Text Field Length 4 50 Table Name – Supplier_Master Description – Supplier information Associated From – Supplier Master, Edit Supplier Records Field List Supplier_Code Supplier_Master_Name Salutation Contact Phone Fax Email Address City State Zip Country Last_Review Last_Rating Last_Received Last_Reject Enabled User1 User2 SupType Data type Text Text Text Text Text Text Text Text Text Text Text Text Date Date Date Date Long Integer Text Text Text Length 50 50 50 50 50 50 50 50 50 50 50 50 8 8 8 8 4 50 50 50 Table Name – Tab_Captions Description – Form tab custom caption names Associated From – Form Tabs Field List Form_Name Tab_Name Tab_Caption Data type Text Field Text Field Text Field Length 50 50 50 Data type Long Integer Field Long Integer Field Text Field Text Field Text Field Text Field Length 4 4 100 50 50 50 Data type Length Table Name – tblCriteria Description – Internal use Associated From – None Field List cr_ID cr_HeaderID cr_Field cr_Operator cr_Value cr_SortBy Table Name – tblDTUCount Description – Internal use Associated From – None Field List GAGEtrak Custom Reports Manual 162 Field List FromTableName FromCount ToTableName ToCount DTUVersion DTUDate Data type Text Long Integer Text Long Integer Text Date Length 255 4 255 4 50 8 Data type Long Integer Field Text Field Text Field Length 4 255 255 Data type Text Memo Memo Date Long Integer Text Text Long Integer Long Integer Text Long Integer Memo Long Integer Long Integer Text Text Text Date Text Length 100 0 0 8 4 255 100 4 4 50 4 0 4 4 50 50 50 8 100 Data type Long Integer Text Date Date Text Double Double Text Double Text Text Date Memo Text Text Length 4 50 8 8 50 8 8 250 8 50 50 8 0 50 50 Table Name – tblFilters Description – Internal use Associated From – None Field List fl_ID fl_Code fl_Title Table Name – tblReports Description – Internal use Associated From – None Field List ReportName Structure BaseSQL TimeCreated LabelMode PrinterDevice PresetConnection HardCoded TimeBase TimeField GroupID OriginalStructure RptVersion UpdateRpt Author Company Keywords Creation_Date ReportName Table Name – Training Description – Staff Training information Associated From – Training History Field List ItemNumber Employee_ID StartDate EndDate Description FS_Hours CEUs School Cost Status Certification CertExpDate Comments User1 User2 Table Name – UncertaintySetup Description – Stores data for uncertainty calculations GAGEtrak Custom Reports Manual 163 Associated From – Uncertainty Studies Field List GRR_Results_ID Setup_LinBiasPlusMinus Setup_OnlyBiasPlusMinus Setup_UncorrectedPlusMinus Setup_LinBiasDF Setup_OnlyBiasDF Setup_UncorrectedDF Setup_LinBiasInclude Setup_OnlyBiasInclude Setup_UncorrectedInclude Setup_BiasCorrectedPlusMinus Setup_ResolutionPlusMinus Setup_GRRPlusMinus Setup_BiasCorrectedDF Setup_ResolutionDF Setup_GRRDF Setup_BiasCorrectedInclude Setup_ResolutionInclude Setup_GRRInclude Budget_Uncert_Row1 Budget_Type_Row1 Budget_PlusMinus_Row1 Budget_Prob_Row1 Budget_Divisor_Row1 Budget_SensiCOE_Row1 Budget_UncertCont_Row1 Budget_DF_Row1 Budget_Uncert_Row2 Budget_Type_Row2 Budget_PlusMinus_Row2 Budget_Prob_Row2 Budget_Divisor_Row2 Budget_SensiCOE_Row2 Budget_UncertCont_Row2 Budget_DF_Row2 Budget_Uncert_Row3 Budget_Type_Row3 Budget_PlusMinus_Row3 Budget_Prob_Row3 Budget_Divisor_Row3 Budget_SensiCOE_Row3 Budget_UncertCont_Row3 Budget_DF_Row3 Budget_Uncert_Row4 Budget_Type_Row4 Budget_PlusMinus_Row4 Budget_Prob_Row4 Budget_Divisor_Row4 Budget_SensiCOE_Row4 Budget_UncertCont_Row4 Budget_DF_Row4 Budget_Uncert_Row5 Budget_Type_Row5 Budget_PlusMinus_Row5 Budget_Prob_Row5 Budget_Divisor_Row5 Budget_SensiCOE_Row5 Budget_UncertCont_Row5 Budget_DF_Row5 Budget_Uncert_Row6 Data type Long Integer Single Single Single Single Single Single Integer Single Single Single Single Single Single Text Single Single Single Single Text Text Single Text Single Single Single Text Text Text Single Text Single Single Single Text Text Text Single Text Single Single Single Text Text Text Single Text Single Single Single Text Text Text Single Text Single Single Single Text Text Length 4 4 4 4 4 4 4 2 4 4 4 4 4 4 50 4 4 4 4 50 50 4 50 4 4 4 50 50 50 4 50 4 4 4 50 50 50 4 50 4 4 4 50 50 50 4 50 4 4 4 50 50 50 4 50 4 4 4 50 50 GAGEtrak Custom Reports Manual 164 Field List Budget_Type_Row6 Budget_PlusMinus_Row6 Budget_Prob_Row6 Budget_Divisor_Row6 Budget_SensiCOE_Row6 Budget_UncertCont_Row6 Budget_DF_Row6 Budget_Uncert_Row7 Budget_Type_Row7 Budget_PlusMinus_Row7 Budget_Prob_Row7 Budget_Divisor_Row7 Budget_SensiCOE_Row7 Budget_UncertCont_Row7 Budget_DF_Row7 Budget_Uncert_Row8 Budget_Type_Row8 Budget_PlusMinus_Row8 Budget_Prob_Row8 Budget_Divisor_Row8 Budget_SensiCOE_Row8 Budget_UncertCont_Row8 Budget_DF_Row8 TPercentConfidence KCoverageFactor CombiUncert_UC CombiUncert_DF ExpUncert_UC Data type Text Single Text Single Single Single Text Text Text Single Text Single Single Single Text Text Text Single Text Single Single Single Text Single Single Single Single Single Length 50 4 50 4 4 4 50 50 50 4 50 4 4 4 50 50 50 4 50 4 4 4 50 4 4 4 4 4 Data type Text Text Long Integer Text Text Text Memo Text Text Length 50 50 4 50 50 50 0 50 50 Table Name – User_Defined Description – User-defined information Associated From – frmGageCustom Field List Item Label_Text LabelFontWeight DftLabel_Text Field_Type Field_Attrib List_Source List_Table List_Field Table Name – Users Description – Records information about users Associated From – Security (Users) Field List PIN User_Name Title Location Phone Gage_Ac Gage_A Gage_M Gage_D Calib_Ac Calib_A Calib_M Calib_D Data type Text Text Text Text Text Long Integer Long Integer Long Integer Long Integer Long Integer Long Integer Long Integer Long Integer Length 4 50 50 50 50 4 4 4 4 4 4 4 4 GAGEtrak Custom Reports Manual 165 Field List Proc_Ac Proc_A Proc_M Proc_D IT_Ac IT_A IT_M IT_D Supp_Ac Supp_A Supp_M Supp_D GRR_Ac GRR_A GRR_M GRR_D MDR_Ac MDR_A MDR_M MDR_D REPT_M UTIL_M Part_Ac Part_A Part_M Part_D Data type Long Integer Long Integer Long Integer Long Integer Long Integer Long Integer Long Integer Long Integer Long Integer Long Integer Long Integer Long Integer Long Integer Long Integer Long Integer Long Integer Long Integer Long Integer Long Integer Long Integer Long Integer Long Integer Long Integer Long Integer Long Integer Long Integer Length 4 4 4 4 4 4 4 4 4 4 4 4 4 4 4 4 4 4 4 4 4 4 4 4 4 4 Appendix C: References VBScript Resources There are many resources available on the web and at local bookstores to help learn VBScript. Some essential resources include: § Microsoft’s Web Site: The definitive reference on VBScript straight from the originators of the language. Visit the home page of Microsoft Scripting at http://msdn.microsoft.com/scripting/. § For VBScript documentation, tutorials, language references, and to download VBScript manuals, visit http://msdn.microsoft.com/scripting/vbscript/techinfo/vbsdocs.htm. § Connect to the VBScript newsgroup at Microsoft.Public.Scripting. VBScript. It is a forum where thousands of VBScript developers congregate to ask questions and exchange ideas. § VBScript related websites such as http://www.visualbasicscript.com/ and http://www.w3schools.com/vbscript/. VBScript Related Books VBScript Master’s Handbook: Master’s Handbook by Christopher J. Goddard, Mark White, and Chris Goddard Software: 669 pages; Dimensions (in inches): 2.00 x 9.25 x 7.50 Publisher: Premier Press; Book and CD-ROM edition (October 1996) ISBN: 0761507698 Learning VBScript by Paul Lomax Paperback: 640 pages; Dimensions (in inches): 1.20 x 9.17 x 7.04 Publisher: O’Reilly & Associates; Book and CD-ROM edition (July 1997) ISBN: 1565922476 Learn Microsoft Visual Basic Scripting Edition Now by Gary Cornell, and Gary Cornell Publisher: Microsoft Press; Book and CD-ROM edition (January 1998) ASIN: 1572313471 Inside Microsoft Visual Basic: Scripting Edition (Microsoft Programming Series) by Scot Hillier, Inc. New Technology Solutions (Editor), and Scott Hillier Publisher: Microsoft Press; Book and CD-ROM edition (November 1996) ASIN: 1572314443 Teach Yourself VBScript in 21 Days by Keith Brophy, and Timothy Koets Publisher: Sams Publishing; Book and CD-ROM edition (July 1, 1996) ASIN: 1575211203 GAGEtrak Custom Reports Manual 167 VBScript Programmer’s Reference by Adrian Kingsley-Hughes, Kathie Kingsley-Hughes, Paul Wilton, Brian Francis, Brian Matsik, Erick Nelson, Piotr Prussak, Dan Read, Carsten Thomsen, Stuart Updegrave, Antonio De Donatis, and Susanne Clark Publisher: Wrox Press Inc; 1st edition (December 1999) ISBN: 1861002718 Vbscript in a Nutshell: A Desktop Quick Reference by Paul Lomax, Matt Childs, and Ron Petrusha Publisher: O’Reilly & Associates; (May 2000) ISBN: 1565927206 VBScript Pocket Reference by Matt Childs, Ron Petrusha, and Paul Lomax Publisher: O’Reilly & Associates; (January 2001) ISBN: 0596001266 SQL Related Books SQL Fundamentals (2nd Edition) by John J. Patrick Publisher: Prentice Hall PTR; 2nd Book and CD-ROM edition (May 7, 2002) ISBN: 0130669474 SQL: The Complete Reference, Second Edition by James R. Groff, Paul N. Weinberg, and Lyssa Wald (Illustrator) Publisher: McGraw-Hill Osborne Media; 2nd Book and CD-ROM edition (August 15, 2002) ISBN: 0072225599 GAGEtrak Custom Reports Manual 168 Index A Accessing the GAGEtrak Custom Reports .........7 Active X Control Properties .......................36, 66 Active X Controls.......................................36, 66 Add Script to an Active Report ........................86 Adding a Subreport...........................................77 Adding Checkboxes....................................17, 47 Adding Fields to a Canvas.......................... 14, 44 Adding Other Elements .............................. 17, 47 Adding Scripts ..................................................86 Adding Scripts to a Section .............................. 87 Adding Scripts to an Object.............................. 88 Advanced Query...............................................99 Advanced Report Architecture .........................82 AfterPrint.......................................................... 85 Aligning Objects............................. 31, 37, 61, 67 Alignment.......................................................127 Allow Splitters................................................127 Available fields after SQL Wizard ...................13 B BackColor.......................................................127 BackStyle .......................................................127 Bar Codes ...................................................20, 50 Before you get started.........................................6 BeforePrint .......................................................85 Borders .......................................................32, 62 C CanGrow ........................................................128 CanShrink.......................................................128 Canvas Section Properties .......................... 26, 56 Caption ........................................................... 128 CaptionPosition ..............................................128 ClassName......................................................128 ColumnCount .................................................128 ColumnDirection ............................................128 ColumnLayout................................................129 ColumnSpacing ..............................................129 Context-Sensitive Menus....................................3 Copying Fields ...........................................70, 92 Creating a Layout .......................................13, 43 Creating a New Blank Report.......................8, 71 Creating a New Report .......................................7 Creating a Subreport.........................................71 Creating Advanced Reports.............................. 82 Custom Label .................................................116 CyberMetrics Product Discussion Forum ..... i CyberMetrics Report Exchange..................... i D Data Field ...................................................... 129 Date/Time Field......................................... 17, 47 Delete object .............................................. 26, 56 Deleting Reports ............................................ 108 Designer Button Bar .......................................... 2 Developing a Prototype ..................................... 6 Direct SQL Query.......................................... 105 DocumentName ............................................. 129 Dynamic Controls............................................ 89 Additional Functions ................................. 91 Control Errors............................................ 92 E Edit Embedded Subreports ........................ 80, 98 Edit SQL Source.............................................. 43 Edit Subreport Object ................................ 80, 98 Editing a Subreport .................................... 80, 98 Email and Internet Support............................. i Embedding a Subreport ............................. 77, 94 EnableCheckSum........................................... 129 End User Licensing Agreement......................... ii Establishing Table Links ............................... 101 Events .............................................................. 83 Export Report to an Existing File .................. 110 Export Reports............................................... 110 F ForeColor....................................................... 129 Format Event ................................................... 84 Frame Border............................................. 35, 65 Frames ....................................................... 34, 64 G GAGEtrak Custom Reports ............................... 1 Group Footer Properties ............................ 16, 46 Group Header/Footer ....................................... 83 Grouping Data ..................................... 15, 45, 92 H Height ............................................................ 129 Hiding Controls ............................................... 91 HyperLink...................................................... 129 GAGEtrak Custom Reports Manual 169 I Images ........................................................22, 52 Import and Export Reports ............................. 109 Import Reports................................................109 Installing Label Printer ...................................119 K KeepTogether .................................................129 Keyboard Shortcuts ............................................4 L Label Templates .............................................116 Label Wizard ..................................................117 Label Wizard Printer Selection.......................117 Labels .................................................19, 49, 115 Left .................................................................130 Legal Information ..............................................i Pane Border ............................................... 35, 65 PrintAtBottom ............................................... 131 PrintWidth ..................................................... 131 P-Touch 9500 ................................................ 119 Q Query Advanced Query ......................................... 99 Direct SQL Query .................................... 105 Simple Query........................................ 11, 74 Questions about CyberMetrics....................... i R Main navigation..................................................1 Manual Conventions...........................................5 MaxPages .......................................................130 Modifying an Existing Report .......................... 40 Moving Objects ..........................................31, 61 MultiLine........................................................130 Report Data Source.............................. 10, 42, 73 Report Definition ........................................... 126 Report Detail ................................................... 83 Report Footer................................................... 83 Report Gutter ............................................. 28, 58 Report Header.................................................. 83 Report Maintenance....................................... 107 Report Margin ........................................... 27, 57 Report Output ............................................ 27, 57 Report Processing ............................................ 85 ReportName................................................... 131 Resizing Canvas Sections.......................... 26, 56 Rich Text Format....................................... 23, 53 N S M Name .............................................................. 127 Navigating GAGEtrak Custom Reports .............1 NewColumn....................................................130 NewPage.........................................................130 O OLE Object.................................................24, 54 OnDataInitialize ...............................................84 OnError............................................................. 84 OnFetchData.....................................................84 OnHyperLink....................................................84 OnNoData.........................................................84 OnPageEnd.......................................................84 OnPageStart......................................................84 OnPrintProgress................................................84 OnReportEnd....................................................84 OnReportStart...................................................84 Open an Existing Report ..................................40 Opening a Data Source .........................10, 42, 73 OutputFormat .................................................130 P Page Break..................................................35, 65 Page Footer.......................................................83 Removing.....................................................72 Page Header......................................................83 Page Numbers.............................................18, 48 Page Setup ..................................................27, 57 Save Report ................................. 37, 67, 76, 107 Save Report As ............................ 37, 67, 76, 107 Saving Reports............................. 37, 67, 76, 107 Saving Scripts .................................................. 89 Script Syntax ................................................... 88 Scripts .............................................................. 85 Section Events ................................................. 84 Select Fields in Simply Query Wizard ...... 12, 75 Selecting an available Active X Control.... 36, 66 Selecting Tables and Fields ........................... 100 Set Sort Orders .......................................... 12, 75 Setting Data Sort Order ................................. 103 Setting Subreport Properties ...................... 77, 95 Shapes........................................................ 21, 51 Simple Query............................................. 11, 74 Spacing Objects ............................. 31, 37, 61, 67 SQL Query Syntax......................................... 105 SQL Query Wizard .......................................... 42 SQL Related Books ....................................... 166 Style............................................................... 131 Subreports.................................................. 69, 92 Container.............................................. 77, 94 Saving ......................................................... 76 SummaryDistinctField................................... 131 SummaryFunc................................................ 131 SummaryGroup ............................................. 132 SummaryRunning.......................................... 132 SummaryType ............................................... 132 GAGEtrak Custom Reports Manual 170 Support ...............................................................i V T Value ............................................................. 133 VBScript References ..................................... 165 VBScript Related Books................................ 165 VerticalAlignment ......................................... 133 Visible ........................................................... 133 Tabs ....................................................................4 Tag..................................................................132 Text.................................................................132 The Button/Menu Bar.........................................2 The Canvas .........................................................1 TOCEnabled...................................................132 TOCVisible ....................................................133 Toolbar Visible...............................................133 Top .................................................................133 Trademark..........................................................i U UnderlayNext .................................................133 UserData.........................................................133 Using a Template..............................................38 W Warranty ............................................................ ii Watermark ..................................................... 133 WatermarkAlignment .................................... 133 WatermarkPrintOnPages ............................... 133 WatermarkSizeMode ..................................... 134 What can you Accomplish? ............................... 1 Width ............................................................. 134 WordWrap ..................................................... 134 Working with Canvas Objects ................... 31, 61 Working with Multiple Data Sources .............. 99 Working with Scripts....................................... 88