Lucent Technologies Centrevu Report Designer Version 8 User Guide

  Report Designer Basics CentreVu Report Designer Version 8 User Guide
Introduction4-1
4  Report Designer Basics
Introduction4
This chapter outlines the features of the Report Designer and teaches you 
general use of the Report Designer.
The following sections are included in this chapter:
lStarting the Report Designer
lExiting the Report Designer
lReport Designer Menus
lOnline Access to Database Definitions
lSteps Required to Create a New Report
lSteps Required to Edit an Existing Report. 

  Report Designer Basics CentreVu Report Designer Version 8 User Guide
Starting the Report Designer4-2
Starting the Report Designer4
To access the Report Designer and to run Designer reports, you must 
have read and write permissions assigned for Custom Reports. These 
permissions are set using the U
ser Permissions tool. See the CentreVu® 
Call Management System Release 3 Version 8 Administration (585-210-
910) document for instructions on setting up user permissions.
You can start the Report Designer...

  Report Designer Basics CentreVu Report Designer Version 8 User Guide
Exiting the Report Designer4-3
Exiting the Report Designer4
You can close the Report Designer using any of the standard Windows 
methods:
lSelect Exit from the Report menu.
lDouble-click the System button.
lSelect the Close button at the top of the window.
If you try to exit the Report Designer without first saving the report you 
have been working on, a warning gives you the opportunity to save the 
report before closing the Report...

  Report Designer Basics CentreVu Report Designer Version 8 User Guide
Report Designer Menus4-4
Report Designer Menus4
This section details the Report Designer Design Mode window. The 
following picture illustrates the Report Designer Design Mode window:
Menu Bar4The menu bar lists the available drop-down menus. The following menus 
are available from the Report Designer Design Mode window:
lReport
lEdit
lFormat
lOptions
lInsert
lHelp.
The following paragraphs outline the options available from each...

  Report Designer Basics CentreVu Report Designer Version 8 User Guide
Report Designer Menus4-5
Edit4You will use the Edit menu (shown below) to add information to and 
delete information from the report output window, and to create the report 
input window and the queries that are used to retrieve data for the output. 
The E
dit menu has the following options: Save A
sSelecting Save As allows you to save the report on 
which you have been working with a new name or with 
the current name.
Ex
itSelecting...

  Report Designer Basics CentreVu Report Designer Version 8 User Guide
Report Designer Menus4-6
Copy
Selecting Copy copies the item(s) that you have selected 
on the report and places it on the 
Windows clipboard. You 
can copy only entire grids and entire charts. It is not 
possible to copy only a portion of a grid or chart. If you 
would like to rearrange the order of the columns on a grid, 
use the Format Grid window.
You can copy from one report to another report. To do so, complete 
these steps:
1....

  Report Designer Basics CentreVu Report Designer Version 8 User Guide
Report Designer Menus4-7
Format4From this menu, you can edit the charts, grids, and fields that appear on 
the report. The F
ormat menu has the following options:
Menu Item Action
Ch
artSelecting Chart opens the Chart Format Options window. 
The Chart Format Options window gives you access to 
the General, Axis, Data, Data Labels, Fonts, Legend, 
Series Labels, Title, Type, and 3D Effects tabs for 
formatting charts on reports. 
For...

  Report Designer Basics CentreVu Report Designer Version 8 User Guide
Report Designer Menus4-8
Options4From this menu, you can define whether a status bar will appear on the 
report and set the alignment of text fields to grids. The O
ptions menu 
has the following options:
Insert4From this menu, you can add charts, grids, fields, and text to the report. 
The I
nsert menu has the following options: Menu Item Action
S
tatus BarSelecting Status Bar includes a status bar on the bottom 
of the report you...

  Report Designer Basics CentreVu Report Designer Version 8 User Guide
Report Designer Menus4-9
Help4You can access Supervisor on-line help for the Report Designer from all 
of the windows in the Report Designer. There are three ways of 
accessing the help:
lPressing the F1 key — displays help specific to the current 
window.
lSelecting the Help button (if available) — displays help specific to 
the current window.
lSelecting Help from the menu bar (shown below) — allows you to 
choose from the following...

  Report Designer Basics CentreVu Report Designer Version 8 User Guide
Report Designer Menus4-10
Other Attributes 
of the Design 
Mode Window
4
In addition to the available menus, the Design Mode window also makes 
use of the following standard 
Windows conventions:
lSystem Menu Box — the system menu box allows you to perform 
common windows conventions, such as closing the current window 
or application.
lTitle Bar — the title bar shows the name of the application.
lMaximize, Minimize, and Close Buttons...