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Sections

Details

 

A report in SI 2017 can have four types of Sections: Detail, Report Header/Footer, Page Header/Footer, and Group Header/Footer. Headers and Footers are counted together because you can't have one with out the other, although you don't have use both the Header and Footer for each section.

 

File:SIX_Guide/008_Reports/004_Report_Designer/001_Standard_Report_Designer/Sections/report_explorer_interface.jpg

 

In the image above, you see other sections like "GrpDynamicHeader1", which is just a specialized Group Header. Also ones like "grpHeadings", these are just Group Headers that have been renamed.

Detail Section

 

Every report in SI 2017 has a Detail Section, often named "Detail1", whether or not it is actually used on the report to contain fields. The Detail Section represents a single record in the report data so any fields placed in this section will not iterate. The Detail Section contains a very important piece of data, the Recordset Pattern. When you click on the database looking icon in Detail section, the Report Data Source form will open:

 

File:SIX_Guide/008_Reports/004_Report_Designer/001_Standard_Report_Designer/Sections/detail_icon.jpg

 

Report Data Source form:

 

File:SIX_Guide/008_Reports/004_Report_Designer/001_Standard_Report_Designer/Sections/report_data_source.jpg

 

File URL

There are currently no options for changing this file so this field should not be changed.

Recordset Pattern

The Recordset Pattern shows the path to the node in the Data Explorer from where the report's data fields reside. In the example above, the fields are pulled from the "dtr:Proposaltems" node vs. the "dtr:Items" node:

 

File:SIX_Guide/008_Reports/004_Report_Designer/001_Standard_Report_Designer/Sections/proposal_items_in_data_explorer.jpg

 

When adding fields to a report, you should always verify the Recordset Pattern used so that you pull your fields from the proper node in the Data Explorer .

Report Header/Footer

 

The Report Header/Footer sections print once per report. Some of the stock SI 2017 reports use these sections, others do not. When used, the Report Header/Footer are always the first and last sections of the report. You can not change the position of these sections.

 

A good example of the Report Header section being used is on all Proposal reports. Since this section only prints once per report, we used this section for the cover page of the report.

 

report header section.jpg

Page Header/Footer

 

The Page Header/Footer sections print their detail once per page within the report and should be used for information you want repeated on every page. These section display "beneath" (below for the Header and above for the Footer) the Report Header/Footer sections. You can not change the position of these sections.

 

An example taken from a stock Proposal report is shown below:

 

page footer section.jpg

Group Header/Footer

 

You can have multiple Group Header/Footers in reports. These are often renamed to identify what data is being shown within the section. An example of this is shown below from a stock Proposal where some Group Footers were renamed:

 

File:SIX_Guide/008_Reports/004_Report_Designer/001_Standard_Report_Designer/Sections/group_footers.jpg

 

Group Headers/Footers can be re-arranged by right-clicking anywhere on the report within the Report Designer and selecting "Reorder Groups":

 

File:SIX_Guide/008_Reports/004_Report_Designer/001_Standard_Report_Designer/Sections/reorder_groups_right-click.jpg

 

The Group Order form will open and you can drag and drop the Groups to re-order them:

 

File:SIX_Guide/008_Reports/004_Report_Designer/001_Standard_Report_Designer/Sections/group_order_form.jpg

Dynamic Group Headers/Footers

 

There are specialized Group Headers/Footers in some stock SI 2017 reports that are dynamic. Click here for more information.

Last modified
15:30, 25 Jan 2017

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