Reporting process workflow

The following list is a basic workflow for the reporting process.

• Set up the reporting service

  Add the ReportService and child components (ExportSource and EmailRecipient) from the Report palette Services container.

• Layout report data in a ComponentGrid.

  Add a ComponentGrid component (from the Report palette) onto the desired location in your Nav tree. Using the Grid Editor view, drag points from the Nav tree or use the popup menu or main menu icons to add rows and columns to the ComponentGrid.

• Create a Px page display of the report

  Using the Px editor, add the ComponentGrid to a ReportPxFile page and design the report layout using ReportWidgets available from the Report palette.

• Configure ExportSource component

  In the ExportSource property sheet, identify the report Px file and schedule the report delivery.

• Configure EmailRecipient component

  In the EmailRecipient property sheet, identify the desired recipients and email account to use for delivery of the report.