Method Community

Report Designer seems to be popular these days.  My request seems simple enough, but I have been unable to execute.

I have a custom grid that lists items owned by customers.  Columns include Customer, Manufacturer, Model Number, Serial Number, and Expiration Date.

A single customer may own several different items that all expire on different dates.  Other customers may own the same items with their own expiration dates.

I understand that Report Designer is based on tables, and this grid is based on a table.  What I would like to do is create a report that, for example, shows all items that will expire in December 2013 (or any other month).  I can filter the grid to show this, but how do I create a report to show the same information?

I have already created a report that will give me all of the data I need, I just can't seem to figure out the final filtering step.

Mario

Hi Mario,

Are you looking to create a report to be generated on another screen? If not, what you can do is just export the grid to a PDF. You can add a button to your screen and utilize the Export to PDF action. Is this what you're looking for?

- Ashur

Ashur,

That certainly works, but there is no control over the format of the report or the page setup. Exporting to Excel is a better option.

However, filtering an existing report would be BEST.

Mario

What you can do is set a filter report in the Generate Report action. You'll need to add two DatePicker objects (one for the From field and one for the To field) to the screen so that users can select the date range desired and that will feed into the report when it's generated. Hope this helps!

- Ashur