Create Report that can be previewed Externally - global

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There are 3 ways External Report can be created.

  1. Data Source: Report uses the grid's item source to create a Simple Report
  2. Current Record: Report uses the grid's selected record to create source based o the type of report (Simple / Master-Detail) created.
  3. Master Record: Report uses grid's master record and items source to create a master-detail collection for a Master-Detail Report.

Data Source

Report uses the grid's item source to create a Simple Report

  1. Open the Report Designer, select New > Simple Report and click Next
  2. Select the Client class from the list
  3. Select all the fields to be shown in the report
  4. Customize your report
  5. Select printer
  6. At the end, "Select Data Connection" screen can be found. Check Preview Source to provide Source externally.
    Select: Data Source
  7. After selecting, click on Finish
  8. "Save" the newly generated report and Name it.

Master record

Report uses the grid's master record and items source to create a master-detail collection for a Master-Detail Report.

  1. Open the Report Designer, select New > Master Detail Report
  2. Select Master Type & Detail Type
  3. Select "Master type Display Fields" & "Select Detail type Display Fields"
  4. At the end, choose "Master Record"
  5. "Save" the newly generated report and Name it.

Current record

Report uses the grid's selected record to create source based on the type of report (Simple / Master-Detail) created.

  1. User can choose any Report Type - Simple or Master Detail Report
  2. Select Master type or Detail Type
  3. Select "Master type" or "Detail type" fields
  4. At the Preview Source, select "Current Record"
  5. "Save" the newly generated report and Name it.

How to use Report as Menu Item?

  1. Open Tools > Local Menu
  2. Select Control Name used in "Client Class" when creating the report.
  3. In Control Type, select "Report Preview", & in Control, write the name of report that was saved in previous step.
  4. After saving, a new Menu can be seen. And with just a click on the menu, report is ready.

Note: If you miss these steps later you can create the local menu in arguments pass

  • Selected Record: "SourceType=UseCurrentRecord"
  • Master Record: "SourceType=UseMasterRecord"
  • Data Grid: "SourceType=UseDataSource"

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