Intellicus Enterprise Reporting and Business Insights 18.1

Overview of Report Templates

0 views June 28, 2020 0

The reports designed for any organization should have uniform appearance throughout. For example, all the reports should have a:

  • Company logo or a watermark
  • Specific formatting for text in column titles and report rows (detail section)
  • Specific method of representing page numbers
  • Contact address of the company at the bottom and so on

Report templates are designed to achieve uniformity in reports and to reduce design time.

A report template can be applied to a report only through SQL Report Wizard. In case the wizard is re-loaded and new fields are added, you must re-apply the modified report template in order to inherit the effect of the template.

In case the wizard is re-loaded and a new template is applied, static controls placed on the report based on previously applied template will continue to remain. New effects are available based on the new template. The dynamic controls will have effects based on new controls.

In order to have consistent formatting across many reports, you, as a designer, need to actually set the reporting on each control placed on the reports. Intellicus Report Templates feature helps you to save the designing time and reduces the number of errors. You can initially create a report template and apply it to any studio reports that you design. When you design a report layout with the SQL Report Wizard, you can choose the report templates from the Apply Template drop-down on the Style tab.

template on report wizard
Figure 1: Apply Template on Report Wizard

The options that appear in the Apply Template drop-down are the report templates that are installed while installing Intellicus Studio. You can apply any of these report templates to the reports.

You can also design your own report templates, which appear in the Apply Template drop-down once designed. The report templates are saved with an extension ’.irt’ and can be opened with Intellicus Studio for modification.

When a report template is used while creating a report layout (.irl file), Intellicus Studio picks up some of the information from the template. Template files have two types of controls:

  • Dynamic Controls: These controls transfer some of the properties to the actual controls placed on .irl file. The properties that will be transferred will depend on the type of control and section where the control is placed. For example, on expense statement, formatting of departmental expense summary, etc.
  • Static Controls: These controls are copied as is from the .irt file and placed on .irl file. For example, text controls like copyright messages, graphical objects like line and box, etc.

Intellicus Studio offers a number of controls that can be used in respective sections in report template. Properties from these controls are automatically applied to the actual controls in the report layout file. In addition to the above, a template also inherits a set of report level properties to the irl:

  • Report Properties: PrintWidth, DocumentName, ScriptLanguage.
  • Watermark properties: Watermark, WartermarkAlignment, WatermarkPrintOnPages.
  • Page Setting properties: LeftMargin, RightMargin, TopMargin, MirrorMargins, PaperSize, PaperHeight, PaperWidth, Orientation, Collate, Duplex, Gutter, PaperBin.

Control-names of dynamic controls are reserved to irt files. Names of all type of controls start with letters IRT.

Dynamic Controls

Below are the dynamic controls:

Report Header IRT_ReportHeader_Title

Use this control to specify standard formatting and placement (top offset from start of the section) for report title that is placed on report header.

Page Header IRT_PageHeader_Label

Use this control to specify standard formatting and placement (top offset from start of the section) for page header.

Page Number IRT_PageNo

Use this control to specify standard formatting and placement (top offset from start of the section) for page number in page header section.

Group Header IRT_GroupHeaderX_TextBox

Use this control to specify standard formatting and placement for textbox placed in respective group header.  As far as report templates are concerned, studio supports up to 5 groups.  Control for group header of group level 2 will be IRT_GroupHeader2_TextBox and likewise.

Details Section IRT_Detail_TextBox
Use this control to specify standard formatting and placement (top offset from start of the section) for textbox type of controls placed in detail section.
IRT detail box
IRT_Detail_Date

Use this control to specify standard formatting and placement (top offset from start of the section) for date type controls placed in detail section.

IRT_Detail_Number

Use this control to specify standard formatting and placement (top offset from start of the section) for number type controls placed in detail section.

Group Footer IRT_GroupFooterX_Summary
Use this control to specify standard formatting and placement (top offset from start of the section) for textbox placed in respective group footer. The control will be placed below the field that is being totaled.  As far as report templates are concerned, studio supports up to 5 groups. Control for group footer of group level 2 will be IRT_GroupHeader2_Summary and likewise.
Page Footer IRT_PageNo

Use this control to specify standard formatting and placement (top offset from start of the section) for page number in page footer section.

Report Footer IRT_ReportFooter_Label

Use this control to specify standard formatting and placement (top offset from start of the section) for Report Footer.

Examples of dynamic controls

  • Page number in page footer – In report template, place the control IRT_PageNo and apply the required formatting.
  • Group headers and group footers – In report template, create two groups. In outer group header (group header 2) place control IRT_GroupHeader2_TextBox. In inner group header (group header 1) place control IRT_GroupHeader2_TextBox.
  • Summary in the group footer and page number in page footer – In report template, create a group. In group footer, place the control IRT_GroupFooter1_Summary. In page footer, place the control IRT_PageNo.

Static Controls

A static control can be placed anywhere on the report template. It will be exactly copied to the report layout (irl file) from respective template (irt file). Static controls are generally text controls like copyright message or graphic controls like line, box, or picture. The static controls are prefixed with IRT_.

Examples of static controls

  • A line in report header section below the report header. Name can be IRT_Ln.
  • An image on Report Header, a copyright or disclaimer or address information in the report footer. Names can be IRT_logo, IRT_cpright, IRT_co_addrs.
  • A box (around a check box) in detail section. Name can be IRT_Bx.
  • Oval or box shapes for OCR forms. Name can be IRT_Ovl.