Difference between revisions of "Create a Basic iReport Template"

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__FORCETOC__
 
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{{TOC right}}
 
{{TOC right}}
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{{HowTo's
 
  
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|[[Start and Configure i-Report|Start and Configure i-Report]]
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==Creating a Basic iReport Template Using the Wizard==__NOEDITSECTION__
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|[[Create a Basic i-Report Template|Create a Basic i-Report Template]]
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There is a wizard in iReport to help in the process of creating new iReport templates. To create an iReport template using the Wizard:
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|[[Modify an iReport Template|Modify an iReport Template]]
 
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|[[Format an iReport Template|Format an iReport Template]]
 
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|[[Create i-Report Templates with Subreports|Create i-Report Templates with Subreports]]
 
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|[[Summarize i-Report Template Data|Summarize i-Report Template Data]]
 
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}}
 
  
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==Creating a Basic Report Using the Wizard==__NOEDITSECTION__
 
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{{IMSMANG}} provides an iReport Wizard to help in the process of creating new iReport templates.
 
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To create a report:
 
 
<ol>
 
<ol>
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<li>From the '''File''' menu, select '''New...'''. </li>
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<li>In the '''File''' menu &rarr; '''New...'''. </li>
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:The iReport Wizard window displays.
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<li>Select the template you would like to use for your report. Blank A4 or an IMSMA specific template are preferrable</li>
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<li>From the '''Report Templates''' list, select the template you would like to use for your report. Blank A4 or an IMSMA specific template are preferrable</li>
 
 
</ol>
 
</ol>
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{{note|At iReport startup, it can take several seconds to load the window with the templates. The next time you click on '''New...''' however, the templates appear instantaneously.}}
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[[Image:iReport Wizard1.png|center|500px|''Figure 1. iReport Wizard – Step 1'']]
 
 
<div align="center">
 
<div align="center">
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''Figure 1. iReport Wizard – Step 1''
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[[Image:iReport Wizard1.png|center|500px|''iReport Wizard – Step 1'']]
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''iReport Wizard – Step 1''
 
</div>
 
</div>
  
 
<ol start="3">
 
<ol start="3">
 
<li>Click the '''Launch Report Wizard''' button.</li>
 
<li>Click the '''Launch Report Wizard''' button.</li>
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:The window to name the report and file location displays.
 
 
</ol>
 
</ol>
  
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[[Image:iReport Wizard2.png|center|500px|''Figure 2. iReport Wizard - Step 2'']]
 
 
<div align="center">
 
<div align="center">
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''Figure 2. iReport Wizard - Step 2''
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[[Image:iReport Wizard2.png|center|500px|''iReport Wizard - Step 2'']]
 +
''iReport Wizard - Step 2''
 
</div>
 
</div>
  
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<li>Select the desired Data Source for the report and choose '''Next'''</li>
 
<li>Select the desired Data Source for the report and choose '''Next'''</li>
 
</ol>
 
</ol>
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[[Image:iReport Wizard3.png|center|500px|''Figure 2. iReport Wizard - Step 3'']]
 
 
<div align="center">
 
<div align="center">
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''Figure 3. iReport Wizard - Step 3''
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[[Image:iReport Wizard3.png|center|500px|''iReport Wizard - Step 3'']]
 +
''iReport Wizard - Step 3''
 
</div>
 
</div>
  
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<li>Select the desired data fields for the report and choose '''Next'''</li>
 
<li>Select the desired data fields for the report and choose '''Next'''</li>
 
</ol>
 
</ol>
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[[Image:iReport Wizard4.png|center|500px|''Figure 2. iReport Wizard - Step 4'']]
 
 
<div align="center">
 
<div align="center">
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''Figure 3. iReport Wizard - Step 4''
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[[Image:iReport Wizard4.png|center|500px|''iReport Wizard - Step 4'']]
 +
''iReport Wizard - Step 4''
  
  
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{| class="wikitable" width="500"
 
{| class="wikitable" width="500"
 
|-
 
|-
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| align="center" colspan="2" | '''Table 2. iReport Wizard – Buttons for selecting fields'''
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| align="center" colspan="2" | '''iReport Wizard – Buttons for selecting fields'''
 
|-
 
|-
 
| width="125pt" | '''Button'''
 
| width="125pt" | '''Button'''
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| align="center" | [[Image:iRepDRA.png]] || Includes data for all fields in the report.
 
| align="center" | [[Image:iRepDRA.png]] || Includes data for all fields in the report.
 
|-
 
|-
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| align="center" | [[Image:iRepLA.png]] || Removes the selected field from the report.
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| align="center" | [[Image:iRepLA.png]] || Deletes the selected field from the report.
 
|-
 
|-
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| align="center" | [[Image:iRepDLA.png]] || Indicates all fields from the report.
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| align="center" | [[Image:iRepDLA.png]] || Deletes all fields from the report.
 
|}
 
|}
 
</div>
 
</div>
  
 
{{note|It is recommended to always include the ''guid'' field when designing a report}}
 
{{note|It is recommended to always include the ''guid'' field when designing a report}}
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<ol start="5">
 
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<ol type="a" start="2">
 
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<li>Click the '''Next''':
 
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The window to group the report data displays. The [[Modify an iReport Template#Sorting_and_Grouping|group by]] step allows you to list item records that have the same value for the selected group by field together in the report.
 
  
 
<ol start="6">
 
<ol start="6">
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<li>If you would like to group the report data, select the attribute on which you would like to group the data from the Group list.</li>
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<li>Click the '''Next''' button.
 +
The [[Modify an iReport Template#Sorting_and_Grouping|group by]] step allows you to list item records that have the same value for the selected group by field together in the report. If you would like to group the report data, select the attribute on which you would like to group the data from the Group list.</li>
 
</ol>
 
</ol>
 +
<div align="center">
 +
[[Image:iReport Wizard5.png|center|500px|''iReport Wizard - Step 5'']]
  
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{{note|If you choose to group the report data, you may also want to sort the data using the attribute. For more information on sorting, refer to [[Modify an iReport Template#Sorting_and_Grouping|sorting]].}}
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''iReport Wizard - Step 5''
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</div>
 
<ol start="7">
 
<ol start="7">
 
<li>Click the '''Next''' button and then '''Finish'''</li>
 
<li>Click the '''Next''' button and then '''Finish'''</li>
 
The Wizard is complete and the iReport template designer window is open. Depending on your selections your template will look different from the example below.
 
The Wizard is complete and the iReport template designer window is open. Depending on your selections your template will look different from the example below.
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[[Image:iReportHome1.png|center|500px|''Figure 2. iReport Wizard - Final Step'']]
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</ol>
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<div align="center">
 
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''Figure 3. iReport Wizard - Final Step''
 
  
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===Grouping===__NOEDITSECTION__
 
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<p>Grouping allows you to organise the report results using the values of a particular field. Grouping results makes it easier to identify the records which share a common value. Rather than having to visually scan the report results to determine which records have a common value, grouping automatically organises the results for you.</p>
 
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<p>To illustrate, suppose you wanted to create a report to list all land within each location ID. The procedures that have been discussed so far in this training module would simply list all land along with their location ID. Although the location ID is included in the report, it would be difficult, tedious, and time-consuming to scan the entire report to identify those land that have a common location ID.</p>
 
  
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[[Image:iRep07.png|center|500px|''Figure 7. Land report with no grouping'']]
 
 
<div align="center">
 
<div align="center">
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''Figure 7. Land report with no grouping''
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[[Image:iReportHome1.png|center|500px|''iReport Wizard - Final Step'']]
 +
''iReport Wizard - Final Step''
 
</div>
 
</div>
  
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<p>Grouping report results automatically organises the records using the values on the specified field. Using the example above, the land in the report shown in Figure 8 are organised within the location to which they are associated. Records that do not contain a value for the selected grouping are put into their own group.</p>
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==iReport Designer Orientation==__NOEDITSECTION__
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Once your initial iReport template has been created you can begin adding data elements to the template, modifying the layout and formatting, and other aspects of [[Modify an iReport Template|modifying an iReport Template]]. Below is a brief orientation to the panes and functions available in the iReport Designer. If any of the panes or windows are unavailable they can be added back by selecting the relevant item from the '''Window''' menu.
 +
 
 +
===Report Inspector === __NOEDITSECTION__
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The Report Inspector pane displays a hierarchical structure of the iReport template and provides access to the available fields, parameters, and variables as well as all formatting elements of the report. Each node can be expanded for more details about the elements contained in it.
  
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[[Image:iRep08.png|center|500px|'' Land grouped by location'']]
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===Report Canvas ===__NOEDITSECTION__
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The middle area of the iReport Designer displays a graphical representation of the iReport template that corresponds to the hierarchical structure in the Report Inspector. In this pane you move elements around on the canvas as well as select individual elements for editing.
 +
 
 +
===Properties Pane ===__NOEDITSECTION__
 +
This pane will display all of the properties of items selected in the Report Inspector or Report Canvas. The Properties Pane displays a context-senstive list of properties for any selected item for editing.
 +
 
 +
===Palette===__NOEDITSECTION__
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The Palette is the area where individual graphic elements can be selected and dragged onto the canvas. This includes subreports and crosstab elements.
 +
 
 +
===Formatting Tools ===__NOEDITSECTION__
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The Formatting Tools pane provides access to various formatting functions designed to manage the size and space between elements on the report.
 +
 
 +
===iReport Output ===__NOEDITSECTION__
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This pane displays any problems or output from the reports.
 +
 
 +
==XML and Preview Views==__NOEDITSECTION__
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In addition to the Designer View, iReport Designer provides 2 additional views, the XML View and the Preview. Using the XML View you can get an editable version of the .jrxml file created by iReport Designer. This is useful for troubleshooting specific problems with a report but is generally only for advanced users.
 +
<div align="center">
 +
[[Image:iReportXMLView.png|center|500px|''XML View'']]
 +
''XML View''
 +
</div>.
 +
 
 +
The Preview view runs the current version of the iReport template and generates an output file with the results of the report. This is useful for ensuring that the report is functioning as desired prior to importing into {{IMSMANG}}. This is the primary method for running iReport templates within the iReport Designer.
 
<div align="center">
 
<div align="center">
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''Land grouped by location''
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[[Image:IReportPreview.png|center|500px|''Preview View'']]
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</div>
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''Preview View''
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[[Modify an iReport Template]]
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</div>.
  
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{{NavBox HowTo use iReport}}
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{{NavBox HowTo Standardizing Data Analysis and Information Reporting}}
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[[Category:NAA]]

Latest revision as of 20:32, 20 February 2020

Creating a Basic iReport Template Using the Wizard

There is a wizard in iReport to help in the process of creating new iReport templates. To create an iReport template using the Wizard:

  1. In the File menu → New....
  2. Select the template you would like to use for your report. Blank A4 or an IMSMA specific template are preferrable
Note.jpg At iReport startup, it can take several seconds to load the window with the templates. The next time you click on New... however, the templates appear instantaneously.
iReport Wizard – Step 1

iReport Wizard – Step 1

  1. Click the Launch Report Wizard button.
iReport Wizard - Step 2

iReport Wizard - Step 2

  1. Select the desired Data Source for the report and choose Next
iReport Wizard - Step 3

iReport Wizard - Step 3

  1. Select the desired data fields for the report and choose Next
iReport Wizard - Step 4

iReport Wizard - Step 4


iReport Wizard – Buttons for selecting fields
Button Description
IRepRA.png Includes the selected field in the report.
IRepDRA.png Includes data for all fields in the report.
IRepLA.png Deletes the selected field from the report.
IRepDLA.png Deletes all fields from the report.
Note.jpg It is recommended to always include the guid field when designing a report
  1. Click the Next button. The group by step allows you to list item records that have the same value for the selected group by field together in the report. If you would like to group the report data, select the attribute on which you would like to group the data from the Group list.
iReport Wizard - Step 5

iReport Wizard - Step 5

  1. Click the Next button and then Finish

    2. The Wizard is complete and the iReport template designer window is open. Depending on your selections your template will look different from the example below.


iReport Wizard - Final Step

iReport Wizard - Final Step

iReport Designer Orientation

Once your initial iReport template has been created you can begin adding data elements to the template, modifying the layout and formatting, and other aspects of modifying an iReport Template. Below is a brief orientation to the panes and functions available in the iReport Designer. If any of the panes or windows are unavailable they can be added back by selecting the relevant item from the Window menu.

Report Inspector

The Report Inspector pane displays a hierarchical structure of the iReport template and provides access to the available fields, parameters, and variables as well as all formatting elements of the report. Each node can be expanded for more details about the elements contained in it.

Report Canvas

The middle area of the iReport Designer displays a graphical representation of the iReport template that corresponds to the hierarchical structure in the Report Inspector. In this pane you move elements around on the canvas as well as select individual elements for editing.

Properties Pane

This pane will display all of the properties of items selected in the Report Inspector or Report Canvas. The Properties Pane displays a context-senstive list of properties for any selected item for editing.

Palette

The Palette is the area where individual graphic elements can be selected and dragged onto the canvas. This includes subreports and crosstab elements.

Formatting Tools

The Formatting Tools pane provides access to various formatting functions designed to manage the size and space between elements on the report.

iReport Output

This pane displays any problems or output from the reports.

XML and Preview Views

In addition to the Designer View, iReport Designer provides 2 additional views, the XML View and the Preview. Using the XML View you can get an editable version of the .jrxml file created by iReport Designer. This is useful for troubleshooting specific problems with a report but is generally only for advanced users.

XML View

XML View

.

The Preview view runs the current version of the iReport template and generates an output file with the results of the report. This is useful for ensuring that the report is functioning as desired prior to importing into IMSMANG. This is the primary method for running iReport templates within the iReport Designer.

Preview View

Preview View

.
Standardising Data Analysis and Information Reporting
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