Estate Agent Pro Enterprise

How do I create a custom report?

How do I create a custom report?

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How do I create a custom report?

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In this example we will create a custom A4 advertising report with a banner image across the top, the main image of the property, the display address and the price qualifier. There will be 12 properties per page. The finished advertisement we are trying to create will look like this:

 

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There are 8 steps required to create this custom report.

 

1. Create the Custom Report.

 

a. From within System Administration expand the Modules group and click on the Custom Reports option.

 

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b. This will display the report explorer. Reports created within the Properties folder are available for generation from the Report Generator Screen. As we want this to be the case click on the Properties folder and then click on the btnNewReport (new report button) on the toolbar.

 

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c. The Custom Report Designer screen will be displayed.

 

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d. The report defaults to A4 with margins all round of a quarter of an inch. These settings can be changed by clicking on the Page Setup. in the Files menu.

 

2. Define the Data to be Used in the Custom Report

 

a. The first thing that we need to do is to define the data to be included in the report. Click on the Data tab on the main menu.

 

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b. And then click on the New.. menu item.

 

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c. And then click on the Query Wizard and click the OK button.

 

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d. Click on Properties in the Available Tables list and click on the Include Button button and then do the same for Images and then click on the Next button.

 

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e. You will be given the choice between All Fields and Choose Fields. Click on Choose Fields and the list of available fields for both tables will be displayed. One by one click on the following field names and then click on the Include Button button  to include them. When finished click on the Next button.

 

Display Address - Advert

Images - Large Image

Price - Qualifier

 

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f. Choose No Calculations in the next screen and click on the Next button.

 

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g. Choose No Grouping in the next screen and click on the Next button.

 

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h.The next screen defines search criteria where the content of the report can be limited. We need to limit the data returned because we only want one image, the main one.

 

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i. Click Define Search Criteria and then right mouse click in the criteria list box and select Insert Criteria.

 

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j. The Image - Type for the main image is 0. Complete the dialog as shown and then click on the OK button.

 

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k. Images.Image - Type = 0 will be displayed in the criteria list box. Click on the Next button.

 

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l. We want to sort this report by the property asking price with the highest property shown first. To do this select Properties.Price - Asking in the list of available fields and then click on the Include Button button  to include them. Then click on the CustomReps41 button to sort it in reverse order (descending). Finally click on the Next button.

 

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m. The query wizard is complete. Click on the Finish button.

 

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n. Click on the Design tab to start the next step.

 

3. Set the Background Colour

 

a. The easiest way to set the background colour is to create a page style and put a shape on it. To do so click on the Report menu and select Page Style.

 

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b. This will add the page style band to the report designer.

 

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c. Click into the page style band and set it's height to 11.1979 (inches) which is the whole A4 page less the top and bottom margins.

 

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d. Click on the Shape Button button on the toolbar and then click back into the page style band anywhere to place the shape there.

 

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e. Tick the ParentHeight and ParentWidth check boxes and set the Brush Color and Pen Color properties to red.

 

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4. Set the Header Image

 

a. Scroll to the top of the report and increase the size of the header band by dragging it down. A few inches will do as we just want room to insert a banner image. We will resize the header band afterwards.

 

b. Click on the CustomReps20 button and then click back into the header band anywhere to place the image there.

 

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c. Click on the Picture property and then click on the btnDotDotDot button shown against it to load the image to use. Tick the MaintainAspectRatio checkbox, set Left to 0.25, Top to 0.25 and Width to 7.2708001 and finally tick the Stretch check box.

 

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d. Click into the empty area of the header band and set it's Height to 2.0104001. This will vary according to the image you use but should be 0.5 inches greater than the height of the image.

 

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5. Remove the Footer Band

 

We do not want a footer in this report so click on the Report menu and select Footer to turn it off. The footer band will be removed from the report.

 

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6. Set the Number of Columns

 

a. In the Report Tree panel click on Report.

 

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b. Set the number of Columns to 3 and the ColumnWidth to 2.51.

 

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c. This will re-display the detail band as shown.

 

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7. Define the contents of the Detail Band

 

a. Click into the detail band and set the ColumnTraversal to ctLeftToRight, the Height to 2.0313001 and the BottomOffset to 0.25.

 

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b. In the Fields for Properties panel drag the Images - Large Image to the top left of the detail band.

 

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c. We don't need a caption so click on the caption and press the delete key.

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d. Set the Height to 1.6, Left to 0.25, Top to 0 and Width to 2.25.

 

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e. Click on the Shape Button button on the toolbar and then click back into the detail band in a blank area to add the shape. We will use a background colour of white for the two fields we need to add. Set the Pen Color to be white and the layout Height, Left, Top and Width properties as shown.

 

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f. We will add the two remaining fields in a different way as this avoids a caption being automatically added. On the main toolbar click on the Add Database Text Button button and then click on the  shape we just added and set the Layout Height, Left, Top and Width properties as shown.

 

 

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g. At the top left of the screen click on the right hand drop down list and select Display Address - Advert and on the main toolbar click on the Centre Button to centre it.

 

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h. Set the font size to 10.

 

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h. Click on the Add Database Text Button button and then click just below the field we just added and set the Layout Height, Left, Top and Width properties as shown.

 

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i. At the top left of the screen click on the right hand drop down list and select Price - Qualifier and on the main toolbar click on the Centre Button to centre it.

 

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j. Set the font size to 10.

 

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k. This completes the creation of the custom report the detail band should look like this:

 

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8. Save the Custom Report

 

a. Close the screen. You will be prompted to save the report.

 

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b. Click on the Yes button and then enter the name to give to the report and click on the Save button.

 

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c. To run this report for all properties use the Custom Reports Screen. To run this report for selected properties use the Report Generator Screen.