Report Column Attributes
Report columns inherit the name, title, type, width and decimal precision (in the case of REALor INT columns) of the table columns whose data they display. With the exception of column name, all these report attributes may be modified, where desired.
To record attributes for report columns, use the appropriate columns in the Report Columns sub-level of the Report Generator form, unless otherwise designated.
See also Reports.
When Creating a New Report
When you are creating your own report manually (and not copying an existing report), you need to decide upon the table columns that will make up the report. These columns may be derived from several different tables. The columns that make up a report can be assigned automatically or manually.
To add report columns automatically, enter the Report Tablessub-level of the Report Generatorform, and specify all tables from which data are derived.
Tip: Move to the Table Name column and press F6. You will access the Table Dictionary, in which you can retrieve table names.
The order in which report tables are specified will affect the positions of the derived report columns. The columns of the first table to be designated will receive the first positions, those assigned to the second table will receive the next ones, and so on. Within each table, columns will be positioned in order of their insertion into the table. These column positions, which determine the order in which report columns are displayed, may be revised, where desired. You can also delete the records (from the Report Columnsform) for those table columns which you do not need in the report, or you can hide unneeded columns.
Example: There is no need for the following columns in the CUSTOMERS table to appear in a report for sales orders: address, city/state, zip code, phone number, price list, internal customer number.
Note: See Rules for Customizing.
Adding Report Columns
To assign report columns yourself (whether to a new report or to an existing one), enter the Report Columnsform and specify column position, column name and table name. As with forms, the order in which columns appear in the report is determined by their relative position (an integer). Integers determining column position need not be consecutive. The column assigned the lowest integer will appear first, that with the next highest integer will appear second, and so on.
Tip: Press F6 from the Column Name column to access the Column Dictionary or pressF6 from the Table Name column to access the Table Dictionary. TheColumns sub-level form of the Table Dictionary displays all columns that belong to a given table.
Certain restrictions apply to report column names:
- Only alphanumeric values (uppercase and lowercase letters and digits) and the underline sign may be used (no spaces).
- The name must begin with a letter.
- You may not use a reserved word (a list of reserved words appears in the Reserved Words form — System Management → Dictionaries).
- The name assigned to any newly created report column must include a common four-letter prefix (the same one you use for all entities that you add to Priority for the customer in question).
Each report column is identified by its unique column number, which is assigned automatically by the system. This number is used to identify the column in expressions. When report columns are added automatically (in a new report), the column with the lowest position receives column number 1, the next column is numbered 2, and so on. When columns are added to the report manually, the column number is copied from the column position. If another column already has that ID number, the new column will be assigned the next available number. Changes in column position do not affect column numbers.
Note: In order to prevent future Priority releases from overwriting any newly added columns, manually assign them a column number of at least 500 (and then change the position). For more details, see Rules for Customizing.
Join columns limit the records displayed in the report so that the appropriate data is displayed. When a new report is created, if no join columns are added, the user will receive all possible combinations of data from the included table columns.
Example: If no join columns are displayed in a report based on the ORDERS, ORDERITEMS and CUSTOMERS tables, then the report will display Order 1000 for all customers and all ordered parts, regardless of whether there is any connection between these pieces of data. To obtain the desired combination of data – i.e., Order 1000 for Customer P600 (North Island Stars) – you have to link the order’s internal customer number to the internal customer number in the CUSTOMERS table, by means of join columns and their tables.
Both the Join Column and its Join Table must be specified.
Note: If you have added a column to a standard report and the join is to a new table, assign a Join ID greater than 5. For details, see Rules for Customizing.
There are two special types of joins:
- multiple joins — when two or more report columns are joined through the same table column
- outer joins — that allow for unmatched rows between the base and join tables.
Column IDs and Join IDs are used to distinguish between two joins made through the same table column. A good example of a multiple join is found in the TOTWARHSBAL (Total Part Inventory) report, which displays inventory in both standard part units and in factory units. The former unit is stored in PUNIT in the PART table and the latter is stored in UNIT in the same table. Both are joined to the UNIT table. To distinguish between the two, PUNIT is assigned a Join ID of 1 and UNIT is assigned a Join ID of 0.
Just as a distinction must be made between the two joins, so, too, must a distinction be made between the report columns that are imported through each join. For instance, the two types of units are imported from the same table column: UNITNAMEfrom the UNIT table. The factory unit must be imported through join 0, whereas the standard unit must be imported through join 1. Thus, the former is assigned a Column ID of 0, whereas the latter is assigned a Column ID of 1.
Important note: When creating your own multiple joins, use a join ID and column ID greater than 5.
As opposed to regular joins, an outer join allows for unmatched rows between joined tables. To designate the outer join, add a question mark (?) in the relevant Column ID or Join ID column, next to the number of the ID. The decision as to where to put the question mark (column ID? join ID?) depends on where the null record is expected to be encountered. If it is in the table from which the report column is derived (i.e., the one appearing in the Table Name column of the Report Columns form), then add the question mark to the column ID. If, on the other hand, the null record is expected to appear in the join table, attach the question mark to the join ID. In the case of an additional join between the outer join table and another table, the question mark should appear in each of these join IDs.
Example: In the WWWIV_1 report, which creates a header for printouts of various invoices, there is a join to the NSCUST table, which stores revised customer names (used mainly for walk-in customers) for all types of documents. Since not all invoices include revised customer names (but rather use the name stored in the CUSTOMERS table), there is an outer join between the INVOICES table and the NSCUST table via the IV column in both tables.
Note: As the NSCUST table is also used for other kinds of documents, the key for that table consists of IV and TYPE, and there is a condition on the TYPE column that distinguishes between invoices, orders, documents, etc. Nonetheless, it is enough to define only the IV column as the outer join.
Note: Outer-joined tables are accessed after regular join tables.
You will not always wish all columns assigned to the report to be displayed during report output. For instance, there is generally no reason to display internal numbers. Hence, the CUST and ORD columns from the ORDERS table are not displayed in the ORDERSBYCUST report.
To prevent output for a given report column, flag the Hide column.
To create a parameter input screen, flag the Input column for each column to appear in the screen. If you want the input to be Boolean (Y/N) and appear as a check box, also specify B in the Don’t Display 0 Val column. This only applies to a CHAR column with a width of one character.
To allow the user the option of defining query conditions, a parameter input screen, comprised of certain report columns, is created. While this screen can theoretically include any report columns, it is advisable only to include those columns which the user will find helpful.
Example: The input screen for the ORDERSBYCUST report is made up of: customer number, customer name, order number and part number. Thus, by specifying “CA001” in the Customer input column, the user will obtain only those orders placed by that customer.
Predefined Query Conditions
Besides creating a parameter input screen, in which the user has the option of stipulating query conditions, you can also define query conditions yourself. These conditions will hold whenever the report is run. Of course, the user can stipulate query conditions in addition to your predefined ones.
Use the Expression/Condition column of the sub-level Report Column Extension form to set query conditions. If the condition is too long to fit in that column, continue in the sub-level form, Expression/Condition (cont.). Once the Report Column Extension form is exited, a check mark appears in the Expression/Condition column of the Report Columns form. This flag makes it easy to spot any report column with a condition.
Conditions are written in SQL and must begin with a comparative operator (<, >, <=, >=, <>, =). Only records that comply with the prescribed condition will appear in the report.
Conditions and expressions have a maximum length of 3000 characters.
Example: The TRANSPARTCUST (Customer Shipments) report includes a condition for the OTYPE column from the DOCTYPES table: = C (so as to limit the report to sales transactions, excluding purchase transactions).
Accessing a Related Form
One of the ways to input data is to access a target form (by pressing F6 twice). Thus the target form for the Customer Number column would be the Customers *form, whereas the target from the *Order Number column would be the Sales Orders form. Such target forms are also accessed when the user clicks on a link within a displayed report.
As with target forms reached from forms, the target form in question must always meet the following conditions:
- it must be a root form (have no upper-level form of its own).
- its base table must include the column from which the user originated.
Generally speaking, the user accesses the default target form — the single form in the application which meets the above conditions and which shares the same name as the column’s base table. However, there are several ways to override this default, so that the move will be to another root form based on the same table:
- by designating a main target form (type M in the Zoom/International column of the Form Generator form for the form in question);
- by designating an application target form (type Z in the same column);
- by designating a form as a target for this particular report column (specify the name of the relevant form in the Target Form Name column of the Report Column Extension sub-level of the Report Columns form).
The last option overrides all other target forms, and the application target overrides the main target form.
Note: To disable automatic access from a given column, specify the NULLform as the target form in the Report Column Extension form.
Sometimes you want the target form to vary, based on the data displayed in a given record. For example, in the AGEDEBTCUST report, the target form of the Invoice column is the relevant type of invoice (e.g., AINVOICES, CINVOICES).
In order to achieve this, for the report column in question, record the following settings in the Link/Input tab of the Report Columns-HTML Design sub-level of the Report Columns form:
- Link/Input Type = P
- Return Value Name (:HTMLACTION) = _winform
Return Value Column# (:HTMLVALUE) = the number of the column containing the ENAME of the target form.
Note: The column with the ENAME of the target form must have a Sortvalue.
- Internal Link Column# = same as :HTMLVALUE above.
Accessing from a Column That is Not a Unique Key
Sometimes you want to link to a form from a report column which is not part of the unique key. For example, you may want to link from a Part Description column to the Part Catalogue form, or from a Details column to the Sales Orders form.
In order to achieve this, for the report column in question, record the following settings in the Link/Input tab of theReport Columns-HTML Design sub-level of the Report Columns form:
- Link/Input Type = P
- Return Value Name (:HTMLACTION) = _winform
Return Value Column# (:HTMLVALUE) = the number of the column containing the key of the target form.
Note: The column with the key of the target form must have a Sortvalue.
- Internal Link Column# = leave empty.
- Target Form (Choose) = the name of the target form.
Writing a New CHOOSE-FIELD or SEARCH-FIELD Trigger for a Report Column
When a column is defined is an input column, if the column has a target form and that form has CHOOSE-FIELD or SEARCH-FIELD triggers, those triggers will be imported to the report input screen. You may want to write a specific CHOOSE-FIELD or SEARCH-FIELD for the report. The same restrictions that apply to form trigger names apply here as well.
To design a new trigger, use the Field Triggers form (a sub-level of Report Columns).
Special Report Columns
You can use report columns to display special values by using the Report Columns-HTML Design sub-level of the Report Columnsform. For example, you can display addresses in Google Maps; pictures; or QR codes.
Displaying an Address in Google Maps
You can define a column that will appear in the report as a link to Google Maps, which will bring up the relevant address.
In order to achieve this, for the report column in question, record the following settings in the Link/Inputtab of theReport Columns-HTML Design sub-level of the Report Columnsform:
- Link/Input Type = Q
- Return Value Name (:HTMLACTION) = any value (do not leave empty)
Return Value Column# (:HTMLVALUE) = the number of the column containing the address to be retrieved.
Note: This can be a hidden column provided it has a Sort value.
Example: See column #60 in the WWWORDFORM2 report.
Displaying QR Codes
You can define a column that will appear in the report as a QR code (a 2D bar code).
In order to achieve this, for the report column in question, record the following settings in the Picture tab of the Report Columns-HTML Design sub-level of the Report Columnsform:
- Picture = Q
- Width [pixels]= Determined by the amount of data encoded
- Height [pixels] = Determined by the amount of data encoded
Note: The width and height should be equal, as QR codes are square shaped and setting different values will cause image distortion.
Example: See column #190 in the WWWIV_5 report.
You can now encode the contents of unicode text files as a QR code. To do so, specify a lowercase q in the Picture field (rather than an uppercase one). The column contents should be the unicode text file you want to encode. The file to encode can be stated explicitly or as a variable from the printing program.
Example: See column #10 in the QRCODE report.
The unicode file can not exceed 1663 characters in length. While this is smaller than the maximum theoretical character length of QR codes (4296 characters), it allows for a high correction level, which makes the code readable in less than optimal conditions, and for support for unicode characters instead of just ASCII.
Updating Custom Printing Programs with QR Codes
Note that prior to version 22.0, several printing programs used a custom bypass (
EXECUTE QRCODE) to exceed the width limit on QR codes defined as Q in the Picture field. With the new encoding method, this custom bypass is no longer supported.
If you created custom printing programs that are based on copies of standard programs that used this bypass, you must adapt your custom programs to use the new encoding method.
You can locate programs that use
EXECUTE QRCODE by running the following code in the SQL Interperter:
SELECT E.ENAME, E.TITLE, P.POS, PT.TEXT, PT.TEXTORD, E.TYPE FROM PROGRAMSTEXT PT, PROGRAMS P, EXEC E WHERE PT.TEXT LIKE '%EXECUTE QRCODE%' AND PT.PROG = P.PROG AND P.EXEC = E.EXEC ORDER BY 1, 3, 5 FORMAT;