Create a Label Report

By Xelence Documentation posted 08-29-2022 15:22

Introduction

This process creates a label report that displays data in a format that can be printed on labels. It uses a query to return data at run time.

Prerequisites

The entity must already exist and its query must already be configured.
The report with same name must not already exist.

	Quick Steps
1	Click the Create New Item icon, then select New Page
2	Select the Page Type, then click Proceed
3	Select the template
4	Roll over the Report Layout, then click Choose
5	Enter the details, then click Next
6	Select the Search Criteria Fields, click the Add icon, then click Next
7	Configure the menu, then click Finish

Detailed Steps

Step 1. Click the Create New Item icon, then select New Page.

This opens a dropdown list from which you can select an object to begin its item wizard. The item wizard creates a file or files.

Step 2. Select the Page Type, then click Proceed.

This is the object you are creating. This example creates a label report.

Step 3. Select the template.

This example uses a Default Template.

Step 4. Roll over the Report Layout, then click Choose.

This example uses the Label layout.

Step 5. Enter the details, then click Next.

The important properties are:

Report (ID): Programmatic name of the report.
Title: Text that displays on the title bar when the user runs the report. If left blank, the application will display the report file name.
Portal Name: This is a starting point or gateway to other resources.
Select Folder: Specifies the folder where Xelence saves the report file.
Select Data Source: Identifies the query the report is based on. This comes from the entity and must exist there before it can be used here.
Export Type: Identifies whether to export the report in HTML or PDF format.
Description: Plain text description of the file that users can use to identify it.

The query EmployeeDetails is configured in entEmployee

Step 6. Select the Search Criteria Fields, click the Add icon, then click Next.

Select the fields you want to use as the report's search criteria. This example selects one field, employee_id.

Step 7. Configure the menu, then click Finish.

If desired, update the menu based on how you want it to appear to the user. Click Finish to close the wizard and create the report.

Clicking Finish closes the wizard. Xelence creates the label report. The report file exists and is available for further configuration.

What are the improvements over S3 Version 6?

Previously, a report schema .xsd and layout .rdlc was required and it had to be configured before creating a Report. Now, with Xelence, the process is made much simple and only an entity and query is required. Also, various report templates are available to choose from in Xelence.

View Article