Accessing the Reports Editor - Knowledge Base Office Maker / BiblioMaker

In addition to the predefined lists offered by the program, you can define customized lists and tables, including fields of your choice, which can be used to perform certain statistical calculations.

The Reports Editor lets you create output reports, i.e. documents intended for printing, or data export formats. The documents you create in this way according to your own requirements are added to the predefined formats, in the print dialog or in the export dialog.

Note: the Reports Editor is not available in the Light version of the software.

It is important to first select the file from which the report is to be created. For example, to create a list of items in Business, the current file must be the Items-Services file. In Staff, we'll start from the Employees file to create a customized list of employees. And in BiblioMaker, the current file must be Titles in order to define a customized list of titles.

To create a print format

To create an export format

Choose Print from the File menu.

In the print window, the Create button gives access to the various integrated modules. Select Report and click OK. This enables you to create a new report.

To modify an existing report, select its name and click on the Modify button in the print dialog box.

Choose Export from the File menu.

In the export window, the Create button gives access to the various integrated modules. Select Report and click OK. This enables you to create a new export format.

To modify an existing export format, select its name and click on the Modify button in the export dialog box.

Base file selection

In some cases, the base file must be specified more precisely. From the Addresses file in Business, for example, you will be offered the choices below:

Addresses
Secondary Addresses
Phones and links
Enumerations Addresses links

If you choose Addresses, a list will contain as many lines as there are Address records in the selection. If you choose Secondary addresses, the list will print one line for each secondary address linked to one of the Address records in the selection.

Another example: in Staff, if you start from the Salaries file, you can choose between Salaries and Salary lines. If you choose Salaries, each line of a list will correspond to the data of a Salary record as a whole. It will not be possible to print the details of the salary record lines.

On the other hand, starting from Salary Lines, each line in the list corresponds to a line in the Salary record. In such a report, the lines will then generally be sorted by Salary Serial Nr, so as to group together all the lines of the same Salary Record. However, other sorting criteria may be preferred: in fact, the sorting will determine the statistical values you can obtain in a sub-total line.