Report Designer 50 Guide Eng

How to make a report using
Report Designer
- Part 1. Basic report using database connection
M2Soft Co. Ltd.
Definition of Sample Report

General view of sample report.
Report Designer Version
File Definition
Report Designer 5.0u
User Define
Report Type
System OS
Table Form
Windows 95 / 98 / ME / 2000 / XP
Name of Report for exercise
Database Connection
Sales List
ADO - ODBC (DSN:M2Soft_e) used
Choosing a right Report type in Report Designer is

crucial to present data correctly.
Data Source
M2Soft_e.mdb (Automatically set
when installing RD)
Please refer to the Manual for more details.
Copyright 2005 by M2Soft Co., Ltd. All rights reserved.
DB - 2
Start Report Designer

Lets Begin! Please follow the steps below
Click here
Installed Directory of Report Designer

../Program Files/M2Soft/Report Designer 5.0u
Directory of Report Designer Example Files

../Program Files/M2Soft/Report Designer 5.0u/Examples
DB - 3
Report Designer Editor Layout

Report Designer Editor = Word Processor + SQL
Menu Bar
Tool Bar
Work Area
Project Management
Window
Status Bar
DB - 4
Create a New Report

Create a new report Menu Bar or Tool Bar
DB - 5
Creating Report Dialog Box

File Definition / Report Form / DB Connection
File Definition
User Define
Create a report by the users preference
Wizard
Create a report according to pre-defined steps
Report Type
Grouped by data presentation property
DB Connection
Databases
ADO / RDAGENT / NET
External Data
Select User Define Table Form - ADO
FILE / XMLFILE
DB - 6
New Report
New Page on Work Area / Menu Activated
General Steps of
Creating Reports
1. Drawing Report Form
2. Data Fetch
3. Connect Data to the Form
Create a report
according to steps above.
DB - 7
Drawing Report Form

Create objects Text Frame, Table
Table
Text Frame
Steps of Inserting Objects

1. Select an object to be
inserted
2. Create by Click & Drag
DB - 8
Drawing Report Form

Input text Title, Header
Input Text
Title
Header
1. Place a cursor where

you want to type in.
2. Type In
If a cursor is in Selection
mode, only an object will
be selected.
Change to Text Frame
mode or simply double
click on a place where you
want to type in to
enter text correctly.
DB - 9
Drawing Report Form

Edit Form
Selection Mode
Font Type
Middle Alignment
Center Alignment
Font Size
Select Multiple Object by
Shift + Mouse Click
In Text Frame mode, block

areas by dragging a mouse
and edit the whole blocked
area simultaneously.
Middle Alignment by Page
DB - 10
Drawing Report Form

Edit Form
Report Type - Table

Header Section
Header of a Table
Repetition Section
Blue Line : Above Header Section
Below Repetition Section
Automatic Repetition Row

according to data
Data can be displayed in any

section, Header or Repetition
Section
DB - 11
Data Fetch
Select Connect Database from Menu Bar
Once the report form connect

to Database, SQL can be
edited.
DB - 12
Data Fetch
Connect Database Dialog Box and Database Connection Message
1. Create a Connecting String
4. Confirm the connection string

created by Wizard
5. Confirm Successful
Database Connection
2. Select OLE DB Provider for ODBC Drivers
3. Use Data Source Name Select M2Soft_e
DB - 13
Data Fetch
Select Query Definition from Menu Bar
DB - 14
Data Fetch
Create a short SQL by using the Query Wizard
1. Select Table From Section
2. Select Column Select Section
3. Select Sorting Order By Section
Select DaySales from the Table List

Add all columns from DaySales Table
Add SaleDate in Alignment
SQL Statement -> SELECT * FROM DaySales ORDER BY DaySales.SaleDate
DB - 15
Data Fetch
Verification of SQL and Viewing Record
SQL Result
DB - 16
Connect Data to the Form

Select Connect to Dataset from Menu Bar
DB - 17

Connect to Dataset Dialog Box
Fetched Data Field
Fields selected from

SQL SELECT section
are shown here
Report Form
Lastly connect dataset to the form.

Here is how to do
DB - 18

Connect Data to the Form 2 methods to connect.
1. Select a block to connect a data
2. Select a field name

from the field list
3. Click Apply Button

(2nd method)
3. Select a next block to

connect a data
(1st method)
DB - 19
Final Form - Basic

Final Form
Run Viewer
Run Viewer
DB - 20
Viewer Result
Result at Viewer
DB - 21
Memo
Memo
DB - 22

Report Designer
- Part2. Basic Report using File Connection
(Data File: All csv type Stream. txt, Web Script Language (e.g. asp, jsp, etc.) stream, ...)
M2Soft Co. Ltd.

File Definition
Report Designer 5.0u
System OS
User Define
Report Type
Table Form
Windows 95 / 98 / ME / 2000 / XP
Name of Report for exercise
Database Connection
Sales List
Choosing a right Report type in Report Designer is
crucial to present data correctly.
File
Data Source
Sale_199802.txt
File - 2
Start Report Designer

Lets Begin! Please follow the steps below.
Click here
Installed Directory of Report Designer

../Program Files/M2Soft/Report Designer 5.0u
Directory of Report Designer Example Files

../Program Files/M2Soft/Report Designer 5.0u/Examples
File - 3
Report Designer Editor Layout

Report Designer Editor = Word Processor + Data
Menu Bar
Tool Bar
Work Area
Project Management
Window
Status Bar
File - 4
Create a New Report

Create a new report Menu Bar or Tool Bar
File - 5
Create a New Report Dialog Box

File Definition / Report Form / DB Connection
File Definition
User Define
Create a report by users preference
Wizard
Create a report according to pre-defined steps
Report Type
Grouped by data presentation property

Please refer to the Manual.
DB Connection
Database
ADO / RDAGENT / NET
Select User Define Table Form - File
External Data
FILE / XMLFILE
File - 6
New Report
New Page on Work Area / Menu Active
General Steps of
Creating Reports
1. Creating Report Form
2. Data Fetch
3. Connect Data to the Form
Create a report
according to steps above.
File - 7
Creating Report Form

Create objects Text Frame, Table
Table
Text Frame
Steps of Inserting Object

1. Select an object to insert
2. Create by Click & Drag
File - 8
Creating Report Form

Input text Title, Header
Input Text
1. Place a cursor where
you want to type in
Title
Header
2. Type In
If a cursor is in Selection
mode, only an object will
be selected.
Change to Text Frame
mode or simply double
click on a place where you
want to type in to
enter text correctly.
File - 9
Drawing Report Form

Edit Form
Selection Mode
Font Type
Middle Alignment
Center Alignment
Font Size
Select Multiple Object by
Shift + Mouse Click
In Text Frame mode, block

areas by dragging a mouse
and edit the whole blocked
area simultaneously.
Middle Alignment by Page
File - 10
Drawing Report Form

Edit Form
Report Type - Table

Header Section
Header of a Table
Repetition Section
Blue Line : Above Header Section
Below Repetition Section
Automatic Repetition Row

according to data
Data can be displayed in any

section, Header or Repetition
Section
File - 11
Data Fetch
Select File Connection from Menu Bar
File - 12
Data Fetch
Enter a path of a data file to be loaded
1. Local .txt file
2. FTP Server .txt file
3. Web Server .jsp file
File - 13
Data Fetch
Data File
Field Delimiter
This Data File is composed of 5 Fields,

^ is used as field delimiter.
Field Delimiter can be set by users.
Fields of Data File are the same as
Columns of Database.
Result Set of JSP, ASP should be same
as above data file format when a
web browser source is viewed
Field1 Field2
Field3
File - 14
Data Fetch
Field Definition 1
1. Select Field Definition Tab
2. Type in Field delimiter and click Add
3. Edit Field Definition
Edit Field Name, Field Type, Length
4. Completed Field Definition
To use a data file, repeat above field definition steps for

each fields.
Field Names are the same as the name of columns in
database.
File - 15
Data Fetch
Field Definition 2
1. Select Field Definition Tab
2. Create fields according to

number of fields in a data file
3. Edit Field Definition
After setting Field Delimiter, set

a Number of Column according
to the number of fields in data files
and click field definition edit window.
File - 16

Select Connect to Dataset from Menu Bar
File - 17

Connect to Dataset Dialog Box
Fetched Data Field
Field Names from

Field Definition
is shown here.
Report Form
Lastly connect dataset to the form.

Here is how to do
File - 18

Connect Data to the Form 2 methods to connect
1. Select a block to connect a data
2. Select a field name

from the field list
3. Click Apply Button
(2nd method)
3. Select a next block to

connect a data
(1st method)
File - 19
Final Form - Basic

Final Form
Run Viewer
File - 20
Viewer Result
Result at Viewer
File - 21

Report Designer
- Part 3. Editing the report created
M2Soft Co. Ltd.


Report Designer 4.0
System OS
Windows 95 / 98 / ME / 2000 / XP
File Definition
User Define
Form type
Table Form
Sample Form
Use Form File created in Part1 & Part2 (using Database, Data Stream, XML File)
Form to create
Edit the list form using functions and menu
BASIC - 2
Edit Form
Data editing and Print editing
Data editing
Perform sub sum/ group sum/ total sum by using a summary functions to Data Source
Print editing
Conditional print control, Cell merge control, show empty form without data, etc.
How to edit a form in Report Designer

To edit in Report Designer
1. Use is as you would in Word Processor
2. Use it as you would in Excel
User friendly GUI of Report Designer makes it easier to call methods and functions
BASIC - 3
Using function
Add Functions to the form created by previous steps
- sum by date(by customer/product), sum by page, total sum
- Page Break by specific condition ( by SaleDate)
- control number of repetition + draw blanks
Preparing summary :
amount =SaleQuantity * SaleAmount
Set text format
- Flexible print attribute

by size of SaleAmont
Print repetition data
- Use only one
- Merge cells
BASIC - 4
Function 1 Data Operation

Operation SaleAmount(SaleQuantity * SaleAmount)
1. Add row after locate SaleQuantity column, Add row by clicking insert right side button
2. Summary check after selecting repetition of row, in connect to dataset dialog box
click summary check box to enable preparing summary tab
Summary
Insert right side
BASIC - 5

Operation SaleAmount(SaleQuantity * SaleAmount) (Continue)
3. Preparing summary click apply or OK button after entering

SaleQuantity * SaleAmount in preparing summary section
SaleQuantity * SaleAmount
BASIC - 6

Operation SaleAmount(SaleQuantity * SaleAmount) result
Data by produced from preparing summary section
Next practice:
How to change font attribute
and color by condition
(when SaleAmount > 100)
BASIC - 7
Function 2 Using preparing summary

Set print attributes by Sale Amount 1
Possible to change print attribute by using iif(), changerowattr() in summary funtions
Iif(DaySale.SaleQuantity*DaySale.SaleAmount>100,
changerowattr(DaySale.SaleQuantity*DaySale.SaleAmount, FA@FC, B@255,0,0),
DaySale.SaleQuantity*DaySale.SaleAmount)
BASIC - 8
Function 2 Using preparing summary

Set print attributes by Sale Amount 2 - Result
If Quantity > 100 ,

print row by Bold, Red color
Next practice :
If change only cell of Quantity,
use changeattr() instead of
changerowattr( )
BASIC - 9
Function 3 subsum/total sum by preparing summary

Sub sum/total sum sum by date 1
When editing group sum/ total sum, use summary section.
1. Move cursor to repetition part and add summary section by add summary section
BASIC - 10

Sub sum/total sum sum by date 2
2. preparing summary set operation to get total sum by sum() in preparing summary
3. summary condition select by SaleDate condition in by field values
sum(SaleQuantity *
SaleAmount)
BASIC - 11

Sub sum/total sum sum by date - Result
Sum by SaleDate
Next practice:
How to show sum by page
and total sum
BASIC - 12

Sub sum / total sum Result sum by page and total sum
It is easy to add in a row to calculate sum by page and total sum,
by adding a new summary section for each condition you want to perform
Preparing summary1 sum by SaleDate

(by field values SaleDate)
Preparing summary2 sum by page
(by condirion insert every page)
Preparing summary3 Total sum
(by condition insert the last page)
BASIC - 13

Sub sum / total sum Result of sum by page and total sum
1st page
Sum by
SaleDate
Sum by page
Total sum
the last page
BASIC - 14
Function4 Text format

Text in sum/total sum 1
To add in a title text for each row
1. Select cells by Click & Drag, and click merge cells from table edition bar.
2. Type in Total Sum and Sub Sum as shown below.
Merge cells
BASIC - 15

You can set non-fixed text in sum by SaleDate row.
1. Connect SaleDate dataset in a cell to show date
2. select Alignment-Text format from menu tool bar
BASIC - 16

3. select text format in the text format dialog box
Also custom setting of text format is possible by enter in additional text to the text box
Text format
Edition
BASIC - 17

Text in sum/total sum - Result
1st page
the last page
pages
How to print only one record ?

BASIC - 18
Funtion5 operation repetition data

Editing repetition of data merge cell / use only once
1. After selecting dataset connection, select cell you want to edit
2. Select either merge cell or use only once checkbox
BASIC - 19
Funtion5 operation repetition data

Editing repetition of data Result of using Merge cell
Next practice:
How to break page by a specific
condition?
BASIC - 20
Function6 - Conditional Page Break

To break page by a specific condition
1. Alignment select page break condition
2. Select a Field to use for page break the field should already aligned (Order by)
BASIC - 21
Funtion6 - Conditional Page Break

To break page by specification condition - Result
1st page
2nd page
3rd page
How to set the size of a table same in each page?

BASIC - 22
Function7 Set Table Attribute

Set Table Attribute
Table-Set Table Attribute can give options to number of repetition by page (control number of Record by page),
Cross-tab, table as multi level , draw blanks.
BASIC - 23
Function7 - Set Table Attribute

Set Table Attribute
1. Show only 15 Records in a page by selecting 15 in Number of repetition
2. Draw blank table at the bottom, instead of empty space when number of record is less than 15
by using Draw blanks option
BASIC - 24
Function7 - Set Table Attribute

Set Table Attribute - Result
1st page
2nd page
last page
How to print sum at the bottom of the table?

BASIC - 25
Funtion8 - Detail option of summary section

Inserting a sum after blanks
To set summary section appear at the bottom of table,
check insert summary after blanks in each summary section.
BASIC - 26
Funtion8 - Detail option of summary section

Inserting a sum after blanks - Result
1st page
3rd page
last page
BASIC - 27
Summary Form Editing

How to edit a form with Report Designer
Actual form to be made in a project might be more complex than example forms shown above
1. Complex SQL to get desired data sets.
Works fine as long as SQL syntax from the database is correct.
2. Complex form of tables and layout may be used.
Powerful and easy to use Table Editing functions will be useful for users
Just by using the previous steps, users can create most report form they might need.
But Report Designer offers more powerful functions and methods for power users.
Form
Creation
Data
Definition
Data
Form Edition
Connection (Menu/Function)
Form
Completed
BASIC - 28
How to create a Report using

Report Designer
-Part 4. Operating Report Designer with Web
M2Soft Co. Ltd.
Form File
Developer creates a form file by Report Designer Editor
The following report is created by choosing database as a report creating method and default
as a report decorating method. Form files which created by Report Designer would have mrd as an extension.
For web reporting, form developer first needs to create a mrd file then upload it to the server (WAS) via FTP.
The mrd file would be called via URL on the web.
Web - 2
Preview
Resulted report by pressing Run Viewer menu from editor
(Screen result by running rdviewer.exe)
The following is a screen shot, running mrd on rdviewer.exe. You can get the same result on the web,
only running on activeX control instead of rdviewer.exe is different.
Web - 3
System Architecture
System Architecture of Report Designer for Web Reporting
Web - 4
Web Reporting - Sample Source 1

Basic - Definitions
Web reporting means showing the produced final report as it is embedded in web browser (IE)
using Report Designer ActiveX control (OCX). (Plug-in Style)
Report Designer ActiveX is defined in an object tag of web source.
Report Designer ActiveX provides about 80 APIs and you may use them by writing you own
codes in JavaScript or VB Script.
Web reporting is defined by FileOpen method and the method takes a mrd file path value and
parameter values of user inquiry conditions as its arguments.
Default output form size is auto-adjusted according to the size of Report Designer ActiveX
control within a web browser.
Web - 5

Basic - HTML Source
// Calls mrd file via FileOpen function
// RD OCX
// Definitions
// Auto-installation/auto-upgrade is supported
Web - 6

Basic Output Screen
Web - 7

Advanced 1 - Definitions
Improving the look and feel of the final output screen provided to end users can be done by
some of properties and methods provided by Report Designer ActiveX.
Web - 8

Advanced 1 - HTML Source
// additions
// Cancel the auto-adjustment

// Configure the output screen ratio as the same as the original paper size
// Set the RD OCX background color as white
// Hide the RD OCX bottom status bar
Web - 9

Advanced 1 Output Screen
Web - 10

Advanced 2 - Definitions
Since the top toolbar of Report Designer ActiveX is a bit crude, you can hide it and put nicely
designed customized menu button images to reshape the look and feel of the toolbar.
Web - 11

Advanced 2 - HTML Source 1 (Some parts are omitted)
// Organize
// components of
// menu to
replace // the
original RD
// OCX toolbar
// Each image calls a necessary function by onClick event
Web - 12

Advanced 2 - HTML Source 2 (Some parts are omitted)
//
//
//
//
A function which would be called by clicking on a specific menu image

from the newly organized menu bar from the previous page, recalls the
method provided by RD OCX.
Its possible to call RD OCX method directly when an image is clicked.
// Hide the top toolbar of RD OCX from screen
Web - 13

Output Screen of HTML Source 3
Web - 14
Web Reporting - Parameter Delivery

Parameter Delivering Method By /rp
(Classifies the values of parameters by the delivered order)
// Delivers the parameters as a second argument

// to the FileOpen Method
You may give various values of parameters as a second argument to the FileOpen method for
such as user inquiry values, printing options or database information.
You can use approximately 100 types of inner classification parameters provided by Report
Designer to classify the values of parameters with different properties. You can use them in
conjunction with others. (Refer to the manual or help for the details of inner classification
parameters)
The following 2 samples demonstrates the two ways of passing user inquiry values to the inner
query of mrd.
- /rp : maps the values of parameters passed by a /rp classification parameter according to the
delivering order
- /rv : maps the names of inner defined variables with the names of parameters passed by a /rv
classification parameter
Web - 15
Web Reporting - Parameter Delivery 1

Parameter Delivery (By /rp) Query Definition
Web - 16

Parameter Delivery (By /rp) - WEB Source
//
$1
$2
...
Web - 17

Parameter Delivery 2 (By /rv) Query Definition
Web - 18

Parameter Delivery 2 (By /rv) - WEB Source
// Maps with the names of variables used in the query definition
Web - 19
Applied Cases
Applied Screen on WEB
HTML with an OCX viewer

attached as a frame
Web - 20
Applied Cases
Source Code (JSP)
Web - 21
Memo
Memo
Web - 22

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How to make a report using

M2Soft Co. Ltd.

Definition of Sample Report

Report Designer Version

Report Designer 5.0u

Name of Report for exercise

ADO - ODBC (DSN:M2Soft_e) used

Choosing a right Report type in Report Designer is

Please refer to the Manual for more details.

Copyright 2005 by M2Soft Co., Ltd. All rights reserved.

Start Report Designer

Installed Directory of Report Designer

Directory of Report Designer Example Files

Report Designer Editor Layout

Copyright 2005 by M2Soft Co., Ltd. All rights reserved.

Create a New Report

Copyright 2005 by M2Soft Co., Ltd. All rights reserved.

Creating Report Dialog Box

Grouped by data presentation property

Please refer to the Manual for more details.

ADO / RDAGENT / NET

Select User Define Table Form - ADO

Copyright 2005 by M2Soft Co., Ltd. All rights reserved.

Drawing Report Form

Steps of Inserting Objects

Copyright 2005 by M2Soft Co., Ltd. All rights reserved.

Drawing Report Form

1. Place a cursor where

Drawing Report Form

In Text Frame mode, block

Middle Alignment by Page

Copyright 2005 by M2Soft Co., Ltd. All rights reserved.

Drawing Report Form

Report Type - Table

Automatic Repetition Row

Data can be displayed in any

Copyright 2005 by M2Soft Co., Ltd. All rights reserved.

Once the report form connect

Copyright 2005 by M2Soft Co., Ltd. All rights reserved.

4. Confirm the connection string

2. Select OLE DB Provider for ODBC Drivers

3. Use Data Source Name Select M2Soft_e

Copyright 2005 by M2Soft Co., Ltd. All rights reserved.

Copyright 2005 by M2Soft Co., Ltd. All rights reserved.

1. Select Table From Section

2. Select Column Select Section

3. Select Sorting Order By Section

Select DaySales from the Table List

Add SaleDate in Alignment

SQL Statement -> SELECT * FROM DaySales ORDER BY DaySales.SaleDate

Copyright 2005 by M2Soft Co., Ltd. All rights reserved.

Copyright 2005 by M2Soft Co., Ltd. All rights reserved.

Connect Data to the Form

Copyright 2005 by M2Soft Co., Ltd. All rights reserved.

Connect Data to the Form

Fetched Data Field

Fields selected from

Lastly connect dataset to the form.

Copyright 2005 by M2Soft Co., Ltd. All rights reserved.

Connect Data to the Form

2. Select a field name

3. Click Apply Button

3. Select a next block to

Copyright 2005 by M2Soft Co., Ltd. All rights reserved.