How to output a report template as PDF document | Scribe

    How to output a report template as PDF document

    • Randy Strauss |
    • 16 steps |
    • 2 minutes
      1
      This example uses the Shift key plus a left-click to select a series of Assets.
      2
      Select the first Asset then while holding the Shift key, select the last Asset.
      3
      The selected Assets are highlighted. Now the Reporting tool is accessed using the Report icon (as shown), the Tool menu Report option or the F11 shortcut.
      4
      The first thing on the Report tool this example does is to select the report template BFIT Portrait in the US folder. There are two folders the MultipleAssetReports and the US. The US folder contains single asset reports which in PDF output format are consecutive by the Asset Order.
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      The next item of attention is the Date Range Options. Is the report coving the desired period in the proper interval.
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      In this example the End date is going to be increased.
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      By double left-click the End date.
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      The calendar tool appears.
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      Use the arrow keys to the left of the year to increase the report to 2040. Then select the 31st of December.
      information ordinal icon
      Tip! The + and - icons on the bottom right of the Date Range Options are for adding and subtracting time intervals. A user may want a report that consists of months then years. This is achieved with two reporting intervals.
      10
      The output directory has been set to the [user]\OGRE folder. (The developer's name has been grayed out for privacy) This folder has been created by an R3 installation. The eclipse to the right of the displayed Output Directory will display a browsing dialogue to use in selecting the desired folder.
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      Other options include the Output Format which is set to PDF. The Namespace which is set to Results then Inputs. The default Currency which is set to US dollars. And finally the Asset Order in report of multiple Assets.
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      There are three options and the drop-down list has been expanded to display the list. . The two most often used are Alphabetical order and Asset Tree Hierarchical order. This example is selecting Hierarchical by leaving the default as it was or by selecting the Hierarchical option.
      13
      Another feature of the Select Report Parameters dialogue is the optional check box to Open the Report After Creation. This feature will save the time of going to the folder and opening the PDF.
      14
      Once the parameters are set, select the Generate button.
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      There is a R3 Reports Generation dialogue that will appear that displays the report generation process. This dialogue can be closed by selecting the OK button upon report generation. The Save option allows the processing log to be saved.
      16
      The option for the report to be opened was checked therefore the PDF will be opened in the default application. The report has been saved and can be opened at any time while it is not deleted or replaced. After viewing and printing the PDF can be closed.