You can use the Report Creation Wizard to quickly start creating most types of reports. The wizard steps you through the report creation process through the following panels:
Panel | Description |
---|---|
Query Builder |
Creates the SQL statement used for database access. You can type a SQL statement manually in the bottom pane or let the Query Builder create the SQL statement by using the data source browser to choose the data source, tables, and columns for the report. You can also use the Advanced Query Builder to create a query using CFML. For more information on using the Query Builder, see Using the Query Builder. |
Define Query Fields |
Lets you define query fields through the following ways: Query Builder Automatically creates query fields for all columns retrieved by basic SQL. The Report Builder does not define fields automatically for advanced queries. Importing fields from an existing report By importing query fields from an existing report. Manually By creating them manually. You also use the Define Query Fields panel to specify whether query fields appear on a report band. For more information on query fields, see Defining, modifying, and using fields and input parameters. |
Define Report Grouping |
Lets you specify which query fields, if any, are used for group breaks. The Report Builder does not automatically group data. You must ensure that the SQL used for retrieve the result set is already grouped in the appropriate order. For more information on grouping, see Grouping and group breaks. |
Report Layout |
Lets you choose one of several report layout options. The layout options, which differ depending on the number of fields in the report and on whether or not the report uses grouping. You also use the Report Layout panel to specify whether the report uses portrait or landscape orientation. |
Report Style |
Lets you further customize the appearance of the report through the following options: Style Includes data and labels only, or include predefined headings. Numerical totals Automatically creates column totals for all numerical fields. Column specifications Controls the number of columns, and the spacing between columns. |
Report Theme |
Lets you specify a color scheme and whether the report header prints on a page by itself. |
Report Name |
Lets you specify the following: Report header The report header automatically includes a text field for company name. Page header The page header automatically includes the date. Page footer The page footer automatically includes the page number. |
For more information on the Report Creation Wizard and Report Creation Wizard panels, see Report Builder online Help.
The Report Creation Wizard takes the information that you enter into these panels and creates a report. In some cases, this report will have everything you need. However, in most cases, you will continue to make modifications. In particular, the Report Creation Wizard does not define the following:
Calculated fields For more information, see Defining, modifying, and using fields and input parameters.
Input parameters For more information, see Defining, modifying, and using fields and input parameters.
Charts For more information, see Using charts.
Subreports For more information, see Using subreports.