EventPro Planner Manual

Example 1: User List

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Example 1: User List

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Example 1: User List

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In this example, we will create a list of EventPro Planner users and their email addresses.

First, create a new report called User List and open it in the Report Designer by clicking the Design button.

Click to expand/collapse textAssign Dataset to Report

At the top right of the Report Designer, there are three tabs: Data, Design and Preview.  First you must assign a dataset to the report.

1.Click on the Data tab.
2.A dataset can be one data table or more than one data table joined together. You can assign more than one dataset to a report.  For the purposes of this example, however, we will only choose one table for the dataset and assign only one dataset to the report.
3.The Data tab will be completely blank at first.  Select File | New in the upper left corner.
4.In the New Items box, select Query Wizard and click OK.

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5.In the Query Wizard, all of EventPro Planner’s data is already arranged in the Available Tables.   Click the table you want to use and click the > button to move it to Selected Tables. In this example, we want to create a list of users. Therefore, select Setupuser and click the > button. Click Next.

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6.You will now select the Fields you want available for the report.  For this example, select the radio button next to All Fields and click Next.  This means that all of the fields from the table will be available for use in the report, although you do not necessarily have to use them all.
7.At the next step of the Query Wizard, you can add Calculated Fields.   For the purpose of this example, we will not review calculations.  Select the radio button next to No Calculations and click Next.
8.You can Group rows together based on common field values. Again, for the purpose of this simple report example, we will not review grouping.  Select the radio button next to No Grouping and click Next.
9.In the next screen, you can Limit the Rows returned in the report. For this report example, we will not limit the rows.  Select the radio button next to All Rows and click Next.
10.Choose how you want to Order the Rows. For this example, we will simply use the Natural Order.  Click Next.
11.You are now finished defining the query.  You can enter a Name for the query.  For this example, we will leave the name as Setupuser.  You can also leave the radio button next to Return to Data Workspace selected.
12.Click Finish.
13.The dataset appears in the Data tab.

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14.At the top of dataset, there is a row of Icons representing Preview, Tables, Fields, Calcs, Groups, Search, Sort, Link and SQL.  If you click the icon for Tables, Fields, Calcs, Groups, Search, Sort or SQL, the Query Designer opens.  Note that each tab in the Query Designer corresponds with one of the icons.  We will not review the various functions of the Query Designer for the purposes of this simple report.
15.To remove a dataset from the Data tab, right-click anywhere in the dataset and select Delete.
Click to expand/collapse textChoose Data Pipeline

You can now add components to your report layout.

1.Click on the Design tab at the top of the Report Designer.
2.Don’t miss this step! From the main menu, select Report | Data.
3.In the Data dialog, choose the data table you want to work with – Setupuser, in this case – and click OK.  Note that the Setup Default dataset will always be available in the Data dialog, as it contains your default header components such as logos.

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Click to expand/collapse textAdd DB Text Fields
1.There are three bands in the blank report: Header, Detail and Footer.  You can drag and drop the splitter bar between bands to make them smaller or larger.  To review the different characteristics of each of these, review Report Designer Overview above.
2.For our example report, we will add some fields to the Detail band.
3.Click on the PSI DB Text Icon and click in the report above the ^ Detail band.  The field will appear in the report.  From the drop-down lists in the upper left corner, choose Setupuser from the left drop-down list and Fullname from the right drop-down list.

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4.Make any required adjustments to the field, such as re-sizing, moving and changing font.  Review the steps under Other Changes to Components above for the various ways you can change the appearance of a field.
5.Add another PSI DB Text field to the report to the right of the Fullname field.  From the drop-down lists, select Setupuser and Email.
Click to expand/collapse textAdd Labels

Now, we will add labels to explain the content of the fields.

1.Click the Label Icon and click in the space above the ^ Header band.
2.We want to place the label in the header because we want it to appear only once per page, as follows:

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3.If we put the label in the detail band, it will repeat every time the detail band repeats:

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4.Click in the Edit Box in the upper left corner, delete the current text and type in a caption, which for our sample report will be User.  Align and re-size the label so that it lines up above the corresponding Fullname field.  Adjust the font size and style to your preference.  Review the instructions under Other Changes to Components above, if necessary.
5.Add another label called Email to the header, to the right of the User label.
Click to expand/collapse textFinal Result
1.You will now have four components in your report:

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2.Click the Preview tab.  You should see your report set up something like this:

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3.Return to the Design tab.  Select File | Save to save your report.  Click the X in the upper right corner to close the Designer and return to the Report Explorer.