Step 1. Create Customized Data
The first step is to select what data you want to use for the customized report.
1. Reports menu > Customized Data. The Customized Data Wizard screen appears.
- F1 Help: See "Customized Data Wizard - Select a Data Set".
- Choose an existing Data Set or select <new> to create a new one. Data Set selections are saved in the "oper.ini" file for the DS-Operator installation you are using.
- Choose a 'View'. Data is grouped into different 'views'. Each view can contain one or more tables from the DS-System database.
- The same table can appear in different views.
2. Click Next. The "Customized Data Wizard - Select Display Columns" screen appears.
- F1 Help: See "Customized Data Wizard - Select Display Columns".
- A list of all fields from all tables for the selected 'View' appears in the left column.
- Click on a field to select it. At the bottom of the screen you will see an expanded description of what that field contains.
- Click Add to move the field to the selected column list on the right. (Multiple fields can be selected using the SHIFT or CTRL keys).
- You can order the selected fields with the Up and Down arrow buttons. This is the order in which the data fields will be written.
- Continue for as many fields as you require.
3. Click Next. The "Customized Data Wizard - Select Order" screen appears.
- F1 Help: See "Customized Data Wizard - Select Order".
- A list of all available sort fields appears in the left column. This is based on the fields you selected to display in the previous screen.
- Add as many sort fields as you require. You can order the selected fields with the Up and Down arrow buttons. This is the order in which the data set will be sorted.
- Continue for as many columns as you require.
- If you do not make a selection, data will be written as it is read from the database. (Note: This sort order is not used by the JasperReport.)
4. Click Next. The "Customized Data Wizard - Select Data Filters" screen appears.
- F1 Help: See "Customized Data Wizard - Set Data Filters".
- The default (if you do not set any filters) is to search for all data.
- If you set a filter, only data that matches the filter will be exported.
5. Click Next. The "Customized Data Wizard - Enter Data Set Name" screen appears.
- F1 Help: See "Customized Data Wizard - Enter Data Set Name".
- You can save the Data Set settings for quicker access next time. These selections (with the exception of Data Filters) are saved in the oper.ini file for the current DS-Operator GUI installation you are running.
- "Export data to file" is selected by default. You must export the Data Set to a file in either XML or CSV format.
6. Click Next. The "Customized Data Wizard - Confirm Data Set Summary" screen appears.
- F1 Help: See "Customized Data Wizard - Confirm Data Set Summary".
- Click Finish. If "Export data to file" was selected, a Save As dialog appears, allowing you to save the Data Set to a file in either XML or CSV format.
- Export as XML if you want to create a custom report template.
- Note: The Data Set you export contains a snapshot of the data from the fields you queried from the DS-System database at the moment you clicked "Finish". This can be used to create a one-time custom report. However, it is the data structure (data fields) that is used to create a re-usable custom report template.
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