Report Templates
The Template Designer in eMACH-Sigma Studio enables you to design different parts of the report.
The Template Designer feature is applicable for PDF, HTML, DOCX, XLSX/XLS formats only. To configure an Excel template for XLS report, refer Adding Excel Template to a Report.
The Template Designer screen appears with the list of report parts on the left and the list of columns under the columns tab () on the right as shown in the following screen shot:
By default, the Page Header and Page Footer options are disabled. You need to toggle on those options if required and then proceed.
Only the PDF,HTML and XLSX/XLS formats are supported by Table Header and Table Footer.
- Report Header- The content configured in the report header appears only on the first page of the report.
- Group Header- The content configured in the report group header appears on all the header pages of the report when it is grouped by column(s).
- Table Header- The column data or aggregator data configured in the table header can be used to define rows in the report when data is grouped by column(s).
- Data Grid- By default, the data grid is enabled. The selected data source for the report is displayed in grid format or If an aggregator data source is selected for the report, it gets displayed in the data grid field.
- Table Footer- The column data or aggregator data configured in the table footer can be used to define the column value or aggregator value in the report when data is grouped by column(s).
- Group Footer- The content configured in the report group footer appears on all the footer pages of the report.
- Report Footer- The content configured in the report footer appears only on the last page of the report.
Once you select the Report Header option on the left-navigation, a design section appears as shown in the following screen shot:
You can also add additional sections by clicking the Add Sub-Section option, as shown in the following screen shot:
You can also split the design section by changing the layout options. By default, a section with single layout is displayed. You can alter the section from single (stack) layout to six columns layout by clicking the respective column icons as shown in the following screen shot:
The Template Designer screen displays different tabs on the right-hand side as shown in the following screen shot. Each of those tabs provides different data structures that can be dragged and dropped into the design section.
- Columns () Tab - You can drag and drop the available data columns from this tab to the design section. Refer step 2.e in Configuring a Complex Report – Sample 1 for more information on Columns tab configuration.
- Reports () Tab - A list of existing reports are available on the Reports tab. You can drag and drop as many reports as possible. Refer Sub-Reports for more information on adding reports in Template Designer.
- Content () Tab - A list of existing static and dynamic content are available on this tab. You can create a new one or use existing content as per your requirement. Refer step 2.e in Configuring a Complex Report – Sample 2 for more information on adding static or dynamic content to the report.
- Filters () Tab - A list of existing procedure parameters are available on this tab. Refer Adding Parameter Filters to Reports using Template Designer for detailed information on using the procedure parameter filters in reports.
- System Preferences () Tab - A list of the user and system preference details appears on this tab. Refer Displaying User and System Details in Reports for more information on adding the user and system details on the report.
- Charts () Tab - A list of existing chart apps (widgets) appears on this tab. Refer Improve Business Reports with Charts for more information on using charts in reports.
- Image () Tab - A list of uploaded images and logos are available on this tab. You can upload a new one or drag and drop an existing image to the design section as per your requirement. Refer Adding Logo or Image to Reports for more information on adding images to the report header or footer section.
- RB Key () Tab - A list of existing resource bundle keys are available on this tab. Refer Adding Static content in Reports using Template Designer to configure static contents with resource bundle keys in reports.