New Report Definition / Report Layout

Click on Designer Menu item to open Reporting.

Note: In Hull Design and other Marine modules these functions are available in the Tools menu.

Click the New menu item or Toolbar button.

Select the path or browse to the location containing the report layout or report definition in report explorer.

Select the Report Layout for the report definition.

On clicking Create in report explorer, the selected Report Layout will be opened in Reporting. Change the layout using the various controls.

Click the Data Source button to bind the data from PDMS to current report definition.

The report Data source wizard will allow the user to define the data for the report.

1. Select New to define a new data source.

2. Select Copy to copy an existing data source defined in Lexicon or the file system.

3. Select Edit to modify the existing data source associated with report definition

4. Click Next.

Provide the name and description for the Data Source and click Next.

Select the element type for which the element's attributes will be displayed in the report and click Next.

To limit the number of elements returned by the Data Source define attribute filters, and click Next.

Select the attributes to be included in report for the selected element types and click Next.

Click Finish if the required data for the report has been defined, or else use the Back button to modify the data.

On clicking Finish, the Field List on the right-hand side will display the attributes selected in the Data Source.

Drag and drop or use smart tags to bind the attributes from the field list to various controls in the report.

Click Preview to see a preview of current layout with the first 20 records available from the associated data source.

Click on Run Report to run the report definition with the actual data available from the currently bound data source.

Click the Save toolbar button or menu option to save the current report definition as a report definition or report layout.