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Integra Quick Reports 4_6 User Manual

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1. create ad hoc reports using Integra Quick Reports by selecting the Quick Reports logo button Reports in the Integra Profile Dialog Box are identified by having a lightening bolt alongside them d The Edit button allows authorized users to edit a profile listed in the profile list dialog Users able to edit profiles at runtime need to be allocated the RuntimeEdit role ag Edit If a Quick Report is selected in the list when the Edit button is used then the report is loaded into the Quick Reports wizard to allow modification of the report Integra Quick Reports 4 6 User Manual V4 6 beta 2 Shireburn Software Ltd 2008 16 June 2008 integra quick reports 2 Creating an Excel based Quick Report As described above Integra Quick Reports supports the generation of reports to Microsoft Excel as well as mail merge letters and labels to Microsoft Word This section defines the generation of Excel based reports from Integra Quick Reports See section 3 Mail Merge in Integra Quick Reports to refer to the generation of mail merge letters to Microsoft Word and section 4 Generating Labels in Integra Quick Reports to refer to label generation Section 7 7 Running Integra Quick Reports outlines the process of launching Integra Quick Reports This will present you either immediately or after selecting the Integra Quick Reports button from within the Integra Profile List Dialog Box with the first step of the Quick Repo
2. modification To include new fields onto the Word document the user will be required to include that field in Step 1 of the wizard Field Selection as well as insert a Mail Merge field of the exact same name as the field from Notes into the Word template To manually insert an additional field into Word position the cursor SR Document Microsoft Word at the place where the field is to appear and then utilize the nsert gt File Edit View Insert Format Tools Te Field option on the Word menu lees Break ge Insert Shape On selection of the field option the user will be presented with a dialog box allowing the entry of fields into the Word document The FE a layout of the presented dialog varies depending on the version of Microsoft Word being utilized This manual uses screenshots from Microsoft Word 2003 Please refer to Word s documentation for more Symbol details The dialog box identifies Categories in the top left column Iess choose zi fiela properties Field options i 8 e Categories Field name and Field Names in the left column The user is required to nai merce Salutation retten highlight the Mail Merge category from the top drop down Ee VI C Text to be inserted after ressBloc RES menu and then select the MergeField field name in the left Uppercase Mapped fiela hand column entitled Field Names ge oo vertical Formatting GreetingLine IF headin
3. Integra Quick Reports 4 6 User Manual V4 6 beta 14 Shireburn Software Ltd 2008 16 June 2008 2 2 3 Pivot Tables amp Charts PivotTables are a standard feature of Microsoft Excel that enable very sophisticated analysis and cross tabulation of data within an Excel spreadsheet enabling a user to create multi dimensional data views by dragging and dropping column headings to move data around A pivot table is an excellent reporting tool that sorts and sums independently of the original data layout in the spreadsheet The example shown at the bottom half of the screenshot alongside shows a summary of exported data contained in the Data worksheet shown with a unique list of companies down the rows and work types along the columns Integra Quick Reports through its usage of Excel is able to allow users to select the creation of Excel PivotT ables related to a particular report being run A Pivot Table can be defined very simply in Integra by the use of a single checkbox found in the second step of the Integra Quick Reports wizard circled in the screenshot alongside This facility requires that sorting and grouping has been enabled to at least 2 levels In the case of the example shown the data would be grouped by the fields Companyname and then by WorkType When creating the Excel spreadsheet Integra will automatically generate a second worksheet within the spreadsheet containing a Pivot Table with the field used for the fi
4. ntegra Quick Reports The form in use and the fields available 7 Other felis Link 2 con ar EE EE T will be shown in the bottom left hand corner of the wizard see screenshot alongside 4 Job Sheet Jobs Form Select the additional fields to be reported on by es DistFrom clicking in the check box alongside each field and Ges add these fields by using the arrow icons Should you wish to select fields stored on a different form select the form using the select arrow shown alongside il Unlike the list of columns which shows the column name that the user is used to seeing in this case the actual field names created by the designer of the application are displayed To ease the ay task of the user in selecting fields a preview of the selected form is available using the preview icon which will result in the display of a mock up of the form used This preview of the form will display the various fields and labels in a manner that allows easy identification of what is the actual name of the field which contains the data which the user would like to select Integra Quick Reports 4 6 User Manual V4 6 beta Shireburn Software Ltd 2008 16 June 2008 2 1 3 Lookups to other Views Databases Integra Quick Reports also allows selection of fields from multiple views An example of this would be reporting to Excel information from a Time Sheets database and seeking to look up the charge out rate fo
5. Home Insert Page Layout Formulas x PivotTable Tool SEN View Developer Add Ins Options Design AV Sle ne cons lu E N DC PUER eB J gt A E E SR a aaa EI Font EI Alignment g Sort amp Find amp S Filter Select Editing a Insert 3 Delete Gi Format Cells General z FE is Conditional Formatting B 55 Format as Table e H 00 E Cell Styles 00 gt 0 Number Tu Styles 2 Company D Project a ONE ee ry 3 BBDH Inc CollabOffice 3 67 Doc Tracker Document Management 6 83 eSecurity InfoMedix Job Costings Module Leave Tracker Pay Tracker Product Tracker Shipping SMS WinSFM 10 50 22 42 CollabOffice Doc Tracker Document Management eSecurity 3 InfoMedix Integra Job Costings Module Leave Tracker ___ Pay Tracker Product Tracker a a eS If the Generate Pivot Table option is selected the user will also be able to set a value for the Pivot Table Page Header field and the Pivot Table will add the selected field to the Pivotl able header This feature will allow a user to select a value from this field and only display data meeting that filter condition As an example if the field called Project was set for the Pivot Table Header then a list of available projects will
6. Report Of course the Share with Other Users option is only available if the Save Report Layout option has been selected Integra Quick Reports 4 6 User Manual V4 6 beta 36 Shireburn Software Ltd 2008 16 June 2008 integra quick reports 4 Generating Labels in Integra Quick Reports This section addresses the process through which Integra Quick Reports can be used to allow end users of Lotus Notes to easily generate labels via Microsoft Word from any Notes view 7 A Columns in Notes w Like the use of Integra Quick Reports for the generation of reports to Microsoft Excel and Mail merge letters to Microsoft Word label generation involves the use of a 4 step wizard The wizard presented when generating labels to Microsoft Word is the same as that related to the wizard used for Mail Merge letters to Word and this section will not repeat all this functionality You are asked to refer to Section 3 Mail Merge in Integra Quick Reports for guidance about the wizard integra quick reports CTI TETE C Contact Column 2 eMail Column 3 It is however important to ensure that the label option is selected as to the type of output see the circled field alongside The only aspect which is different about the label generation process rather than the Mail merge letter generation process is the choice of label format presented when the user creates the Word template in Step 2
7. Templates to the Integra database which might contain corporate standard layouts which are frequently used and will be displayed at this point This allows centralized maintenance and deployment of these templates within the organization To create a new Master Template Open the Integra for Notes database Select the Configuration view Click on the Other Options tab Click on the folder icon near the Integra Master Templates Once the Templates view is presented click a on the New Master Template action button ele CCS to create a new template In the Template type field select the option Word Document and provide the template with a meaningful name Templates created in this way will be presented to the Integra Quick Reports user for use when creating Word exports Before proceeding to create the new Template for this report an important option is the Add fields columns as defined in the Selected Field List When this field is selected default is selected Integra Quick Reports will include links to the fields selected from your view and or form to be automatically created within the template If this option is not selected then the links to the fields from your database need to be manually inserted into the Word document at the risk that typing errors will cause data not to be brought through in your export Integra Quick Reports 4 6 User Manual V4 6 beta 29 Shireburn Software Ltd 2008 16 June 2008 integ
8. be repositioned in Word using Word s cut and paste functions the initial order of presentation can be modified by moving Column Order EE the order of the selected columns up or down the list by selecting the column or columns and use the Up or Down arrow icons Selecting Additional Fields More Options A Lotus Notes view may contain only a limited number of fields of data to populate the columns in the view and additional fields may be on the Notes documents which are not being displayed This may frequently be the case for address fields in a contact view that might be used for mail merge options Integra Quick Reports allows the inclusion of these additional fields of data by clicking on the More Options button Selection of the More Options button will display additional options in the wizard for selection of fields and forms while also presenting the Less Options button to allow the hiding of this extra functionality Integra Quick Reports will determine a list of all the available fields not just the ones selected in the view based upon the form in use for the currently selected document that the user was positioned on at the time of launching Integra Quick Reports The form in use and the fields available will be shown in the bottom left hand corner of the wizard Select the additional fields to be reported on by clicking in the check box alongside each field and add these fields by using the ar
9. by default will appear categorized in the Excel spreadsheet with the categorization heading or headings appearing as a new row above the categorized data see screenshot if the Export Flat Categories option is selected then the data is displayed simply with one row per document with no categorized headings as shown in the screenshot below EJ Microsoft Excel Integra xls 21 File Edit View Insert SLA A E Helvetica Dat Hrs Adam Black 05 08 2004 2 00 Fujiyama Trading Limited 1 00 Simisi Computer Solutions 0 25 Cyberdev Corporation 1 00 Zulu Business Services 6 00 Zulu Business Services 04 08 2004 Compan 2110 P ZS Time Sheets Analysis Ready Ej Microsoft Excel Integra xls M 4 gt M Sheet1 05 08 2004 Helvetica Insert Format Tools Data Window Help 7 10 B Z UJ nrs Company Je Integra Quick Reports 4 6 User Manual V4 6 beta Shireburn Software Ltd 2008 16 June 2008 Time Sheets Analysis Type a question for help Work lype 4 Adam Black 2 00 Fujiyama Trading Limited Demos 5 Adam Black 05 08 2004 1 00 Simisi Computer Solutions Mail Tracking 6 Adam Black 05 08 2004 0 25 Cyberdev Corporation Meetings 3 Adam Black 05 08 2004 1 00 Zulu Business Services Demos g Adam Black 05 08 2004 6 00 Zulu Business Services Demos g Adam Black 04 06 2004 2 00 Simisi Computer Solutions Demos 10 Adam Black 04 05 2004 4 00 Sec
10. designer who has created the virtual fields will be added to the Columns in Step 1 of 4 Data Selection Spreadsheet Labels C Mail merge i di Columns in Notes View e SC Columns in Excel Excel section The field names given will by default be used SE IE as the column heading in Excel Should you wish to change To Cou ve Coume the field name given and thus the column heading in Excel CHEN warnye comms g g Company Column 10 select the field and use the Field Edit button Ei highlighted in the screenshot 7 Other fields Link Field map Time Sheet Charge Rates e ei E Fieldmaps Actualfields HOURLYCOST Field description Selecting Fields Directly from a Form Independently of whether any Virtual Field Maps have been defined for a specific database an end user will always be able to access the actual fields directly off the form To access the fields directly off the form select the Actual Fields radio button shown in the screenshot Data Selection alongside e Spreadsheet Labels C Mail merge di Columns in Notes View E Columns in Excel Integra Quick Reports will determine a list of all the are germes available fields on the form not just the ones pans he selected in the view based upon the form in use for Total Column 7 eee orkType Column 9 the currently selected document that the user was Company Column 10 positioned on at the time of launching
11. of the wizard This section of the document will focus on this aspect Having selected the fields to be included in the labels within Step 1 of the wizard and then proceeded to the second step the user would be presented with the Step 2 of the wizard related to choosing the Word template O integra EK quick reports Choose Word Template In this step you can define your label format Upon clicking the New Edit button Integra Quick Reports will call Microsoft Word s label creation wizard to allow you to select and edit the required label format H Template M Add field tags columns as defined in the Selected Field List New Edit The use of the New Edit button will allow generation of a new template in the event egen that no template has been set so far which would usually be the case unless editing New Edit an existing Quick Report or if a template has already been set then the set template will be opened for editing Integra Quick Reports 4 6 User Manual V4 6 beta 37 Shireburn Software Ltd 2008 16 June 2008 4 1 Label Format Definition In the event that no template has yet been created you will be presented with a blank Microsoft Word document with Word s standard Label Options dialog box see screenshot The Label Options dialog allows you to set the dimension details of the labels being used for printing Microsoft Word provides a set of predefined label dimensions which are identified by
12. particular grouping has been undertaken using the settings for Step 2 of the Integra r Quick Reports wizard as shown in the screenshot P below BBDH GmbH 13 09 07 Leona BBDH GmbH 10 09 07 Se BBDH GmbH Total P Calderonic Graphical Designers 10 09 07 Domini the EES ES O 00 0 01 CH integra _ quick reports Sorting amp Grouping Sort by Order Company Column 10 Ascending C Descending WorkType Column 9 Ascending Descending Te Ascending Descending Group by Function Add function to Company Column 10 Sum WorkType Column 9 Sum Place grouping above data below data Generate Pivot Table Add Chart Pivot Table Filter Selection Page Header based on Integra Quick Reports 4 6 User Manual V4 6 beta 13 Shireburn Software Ltd 2008 16 June 2008 2 2 2 1 2 2 2 2 2 2 2 3 integra quick reports Function Calculations When data is chosen to be grouped as well as resulting in a format of presentation using the collapse and expand concept or the Pivot Table display Integra requires you to select a method of calculation such as total average count for each of the grouping levels These calculations trigger Excel s own internal functions Choose the fields on which the selected functions are to be used for that grouping level by clicking on the field in the field list The available list of functions selected using the dro
13. support channels through your Integra partner can be made use of Shireburn also provides a support service directly related to Integra Quick Reports This can be reached by e mailing support integra4notes com 5 3 Support Services Users covered by a valid maintenance and support agreement are entitled to receive support in the operation of the Integra Quick Reports application itself on a free of charge basis Shireburn Software also offers on line training through our Webex conferencing facilities Details of the training available can be found at www integra4notes com training These services are not covered by the maintenance agreement but are very cost effective To bring items of support to our attention kindly send the details of your issue together with all the relevant information such as the version of Lotus Notes Domino Word and Excel being used e mail to support shireburn com 5 4 Feedback Shireburn Software values the feedback of our clients We therefore genuinely welcome any contributions from you our users regarding new product features enhancements and modifications as well as ideas for FAQ s that we could create to make our clients use of Integra Quick Reports as effective as possible Integra Quick Reports 4 6 User Manual V4 6 beta 41 Shireburn Software Ltd 2008 16 June 2008
14. the Lotus Notes mail file Integra Quick Reports utilizes the full text index of a database to optimize the performance of the data filtering and databases which have a full text index will exhibit significantly higher levels of performance when using a Quick Report which has filtering conditions set Databases which do not have a full text index will still function correctly but with a lower level of performance The data Filtering wizard step visually consists of two main areas The condition setting section which consists of drop down menus to O integra select the field s for conditional IEN EST SEE pren setting the actual condition itself i e contains does not contain is Field Condition Value Fa between etc and the values to be paos dlksee The generated Filter Condition Ads fter condition Use to represent a single letter this is where the condition created ph ta aipee maipi sahis using the dropdown menus is Fiter conditions stored in the special Lotus Notes iai syntax Advanced users already familiar with Notes search query SE language are able to directly enter Selected Documents In Active View All Documents In View the condition if they prefer 2 3 1 Setting Filter Conditions Multiple filter conditions are able to be set on a Quick Report combining for instance a date range with the value for a specific client account member of staff or sales region Multiple conditions can be combined using the AND or OR option c
15. view Since a lookup is usually effected by the user to a view which displays the data which is being sought the Column option would usually be selected and the column number entered into the Co umn field of the wizard The drop down arrow results in the display of the properties of each of the columns of the view in turn so that column numbers can be set correctly taking into account any hidden columns that may be in the view resulting in the 2 column being displayed not necessarily being column number 2 If the Return Value is set to Field then the drop down arrow presents a list of the available fields for selection into the field called Field on the wizard Following selection of these options the user is able to add the selected lookup into the selected S list by clicking on the arrow icon 2 1 4 Remembering Selections Enabling Cash Integra Quick Reports allows a user to enable their Integra Cache settings so that the selections made for a report are remembered when next running Integra Quick Reports and applied by default to the next report although they can be changed This is particularly useful when a user frequently generates reports using similar content To enable this option open the Integra database and select the Actions Preferences option from the main Lotus Notes menu Vi Integra for Notes Demo All Profiles IBM Lotus Note File Edit View Create Actions Tools Window Help
16. 1 picture placeholders using Microsoft Word s standard Cut amp Paste facilities In Bee Pier ct T the event that a field is to be used more than once use C spaces C Optional hyphens Word s Copy amp Paste facility to include another instance of Ei paragrephmerks Elat Print and Web Layout options the field For instance the Title and Surname fields may be Drawings EE used both as part of the address of a letter as well as part of C Object anchors C Background colors and images Print view only the salutation in a letter V Text boundaries V Vertical ruler Print view only Outline and Normal options Enter the text of the document any graphics tables and wrap to window Style area width 0 other features available in Microsoft Word as you would with El Draft font Name Courier New any Word document MegLaght Corp pan September 2005 CONTACTTITLE CONTACTNAME_COLUMN_1 CONTACTSURNAME JOB_COLUMN_5 COMPANY_COLUMN_2 CONTACTADDRESS ONC Ca en Fields from Notes document CONTACTCOUNTRY CONTACTSTATECOUNTY CONTACTZIP r Repeated fields Dear CONTACTTITLE CONTACTNAME_COLUMN_1 CONTACTSURNAME MegWatt Super Energy Saving Bulbs vive are pleased to bring to your attention details of the recently released on the market Megwaf fraction of the energy usage of conventional light bulbs and offering a 30 saving on most types of alternative energy sav
17. A quick reports amp Lotus Notes Integration for MS Office WwWww integradnotes com integra quick reports 1 INTRODUCTION TO INTEGRA QUICK REPORTS ccsssssccsssssecssnssscesesseeennsssenneessseennssseesnsssesnnsesesensssennnsssens 1 LL RUNNING INTEGRA QUICKREPORTS cic de se anatase eastside ee 2 2 CREATING AN EXCEL BASED QUICK REPORT ccssssssccsssssecsnssseccnnsseeesnnsssesnnssseennnsseesnesseeneasseeennesssennnsssssans 3 SP LS R E e 4 ZA Changing OU OMR a aa a a no 5 2 12 Selecting Fields from the Fom More Fields 6 2 13 Lookupsto other ViewsgDatabases 8 2 14 Remembening Selections Enabling Caen 9 22 OPA ORING amp GROUPING ere 11 P P OM EE 11 P79 OP o HE 12 2 2 3 Pivot Tables Ge CANS EE 15 a UI ee E a 17 231 SAMA FIL CC ONAEONS a ana aa aa tea ee munie 17 2 3 2 Setting Multiple CondtDons NENNEN ENNEN NENNEN 19 2 3 3 Selection of data set on which to apply condition Rs 19 SE EMELIE ee E E 20 PA Ce elei Tel 20 242 6 Mailling the Repot issnin iaraa aiandi aai iioi Lorna eau 20 LAS OUMU OO le noenee E E ESEE ERE EEEE es nie 21 244 Saving a QUICKRR DOI nn cnrs es dgupeasranawanesnievacdekeavsnnbssath snanannieuainiaidterdieuiniens 23 3 MAILMERGE IN INTEGRA QUICK REPORTS ssscccsssssccssnssccssnsssecsnssseeennsssennnssseeennsssesnasssessasssensnssssennnssseenns 24 3l SEP LE PIED Se TOI yaar ae ea na ae De de ed a ae a oo 25 SL Chao COR OO a a ma au ne 27 3 1 2 Sel
18. Administration d VU intenra for Notes Demo fard Prof Workstation Options Install Integra Smartlcon Ch Home e l t be HN New Profile S Install Integra PDF Writer Ca Il Settings b rennes Took S Repair Upgrade Profile Selection a R Set To Active Integra Database co TERE sae men J r This will present you with a dialog box for the application of personal settings including the option called Enable Caching for Quick Reports see below Integra Quick Reports 4 6 User Manual V4 6 beta 9 Shireburn Software Ltd 2008 16 June 2008 CH integra Language preference for run time messages Notes Preference Unicode character set UTF 16 16 bit platform native byte order encoding of ISO 10646 Integra Quick Reports 4 6 User Manual V4 6 beta 10 Shireburn Software Ltd 2008 16 June 2008 integra quick reports 2 2 Step 2 Sorting amp Grouping The Sorting amp Grouping Step of the Integra Quick Reports wizard is intended to perform two separate although related tasks Sorting this determines the order in which the data is shown in Excel For instance selecting to sort by Company will mean that the data in Excel is shown in rows sorted alphabetically by the contents of the Company column Grouping this feature invokes Excel s Data gt Sub total command to group data and possibly sub total according to a particular criteria such as the Co
19. DF format at www integra4notes com manuals Users of Integra for Notes the companion product to Integra Quick Reports can refer to the Integra for Notes Designer manual and the Integra for Notes End user manual Conventions used in this Manual integra When describing the available functionality within this Le ls product the keys required to be selected by a user Document Tite are explained within this manual by the use of angled GEES RES brackets Therefore an instruction to select the key integra Action an fl called Enter will appear as follows select lt Enter gt Notes Action M None Open Save As PDF No v Prompts given to the user to allow selection of one or f peson more options are shown in a dialog box as shown Password alongside Hot tips of particular interest to readers are displayed as follows ogi Clicking on the magnifying glass icon will allow you to preview your view ai Bright ideas and recommendations are shown within the following type of display To ensure that the columns from your view are presented in Excel in a particular column order move the columns up and down within the wizard integra quick reports 1 Introduction to Integra Quick Reports Integra Quick Reports allows end users of Lotus Notes to generate ad hoc reports to Microsoft Excel as well as Mail Merge letters and labels to Microsoft Word from any Lotus Notes database using a simple wiz
20. E 2007 Editors Choice Award by Lotus Advisor Magazine in 2007 Editors Choice Award by Lotus Advisor Magazine in 2006 Editors Choice Silver Award by Lotus Advisor Magazine in the Business AREA AWARD Intelligence Category in 2005 Winner of the e Pro Magazine Apex Award in the Portals and Content Management EDITORS CHOICE 2005 category in 2004 2004 A Finalist in the e Pro Magazine Apex Award within the Reporting in 2003 AER SHIREBURN Carolina Court Guze Cali Street Ta Xbiex MSD 14 Malta Tel US 508 915 4805 or 650 276 0506 Tel UK 020 7193 1296 Tel EU 356 2131 9977 Fax 356 2131 9528 info shireburn com www shireburn com integra quick reports www integra4notes com About this Manual This manual is aimed at the user of Integra Quick Reports and describes how the product can be used to define and run reports to Microsoft Excel and mail merges as well as labels to Microsoft Word from any Lotus Notes database This manual is divided into the following main sections An introduction to Integra Quick Reports Creating an Excel based Quick Reports Creating a Word Mail Merge Creating Word labels A companion manual in the Integra series also exists Integra Installation amp Configuration Manual this manual guides the reader through the process necessary for the installation and deployment of Integra for Notes and or Integra Quick Reports All manuals are available on line in P
21. With ease of use heavily in mind all the user needs to do to run Integra Quick Reports from a Lotus Notes Client is to Open the Lotus Notes database from which the data is to Rid time Sheets Demonstration D be reported to Excel or Word S Select the appropriate view Optionally select the appropriate documents to be reported on by dragging the mouse down the selection column in the view or build the selection formula in the Integra Quick Reports wizard Click on the Integra Smartlcon O If the user s Notes environment does not display Smartlcons this can be modified through the File gt Preferences gt Toolbar Preferences option in the Lotus Notes client by clicking on the Show Toolbars field On selecting the Integra Smartlcon the options integra presented to the user will vary depending on whether the for notes Integra for Notes product is installed in addition to SR Integra Quick Reports a Expon View To Excel New Sheet teen FLAT Quotation If Integra Quick Reports is the only installed product LE tegen the user will be presented with the first step of the one s Integra Quick Reports wizard see next section R In the event that the Integra for Notes product is also mapa amigas installed then the Integra Profile List Dialog box will A ETE be presented see below This allows the user to run pre defined reports created using either Integra for Notes or Integra Quick Reports by selecting the report and clicking OK
22. ally shown blank although if the Quick Reports Cache is enabled see section 2 7 4 Remembering Selections Enabling Cash then the list of previously used columns for this view will be shown pre selected Lotus Notes allows columns in Notes views to have a blank title This is particularly common for view columns which have categorized data Columns which have a blank title will be listed with the title Untitled Selection of the columns to be gt reported on can be made either by including all columns into the Excel gt export which can be achieved using z the double arrow icon or alternatively selecting specific columns and then VW using the single arrow icon Removal of all or selected columns from the Excel export can be achieved using the reverse arrows either double arrows for the removal of all columns or the single arrow Integra Quick Reports 4 6 User Manual V4 6 beta Shireburn Software Ltd 2008 16 June 2008 integra e Spreadsheet Labels di Columns in Notes View ai Day Column 3 From Column 4 To Column 5 Total Column 7 More fields fe Columns in Excel Step 1 of 4 Data Selection Date Column 1 Staff Column 2 Hrs Column 6 Project Column 8 WorkType Column 9 Company Column 10 Column Order a KS d integra quick reports On selecting either method of inclusion of columns the se
23. ard While its companion product Integra for Notes can be used for the generation of more advanced pre planned reports Integra Quick Reports is particularly Suitable to empower end users in the creation and generation of their own output to their favorite desktop tools The design objective for Integra Quick Reports has been simplicity of use Hepat LL beris Apert integra Consisting of an easy to use 4 step wizard Quick Reports allows end user to Doum 14 WarkT ype sium 9 sl Ascending l Gescensing integra g icp 4 ol 4 D Sprsdshesi O Lotei Mai merge determine the data contents of their report letter or labels determine the sort order of data and use of grouping and sub totaling in Excel or the layout of the letter labels in Word select data to report on by filtering using user defined conditions determine output options such converting to PDF and saving sharing Quick Reports for future use d i Columns in Hotes View EN f Co umeg in Excel GE Diha Get T Link Pol ege Tims Sheet Charge aies j SA E Geld mag Anus beds The simple 4 step wizard allows end users with very limited knowledge of Lotus Notes to generate a quick report letter or label without having to resort to the assistance of a Notes Developer Once available in Word or Excel the user is able to work with the data When using Excel the user can generating graphs pivot tables macros and all th
24. be shown and if one particular project is selected then only the data related to that project will be displayed of course still showing the companies down the rows and the work types across the columns If you are not familiar with PivotTables in Microsoft Excel we recommend you access Excel s help resources related to this subject 2 2 3 1 Charting If the Generate Pivot Table option has been selected it is also possible to generate a default chart related to the data shown in the Pivot Table The chart will be generated in a separate worksheet and will use the chart type defined as the default chart for your Excel settings To enable the creation of a chart select the Add Chart checkbox shown in the Runtime Sorting amp Grouping dialog and circled in the screenshot shown alongside Integra Quick Reports 4 6 User Manual V4 6 beta Shireburn Software Ltd 2008 16 June 2008 integra quick reports Sorting amp Grouping Order Ascending Descending Ascending Descending Ascending Descending Add function to Pivot Table Filter Selection Page Header based on integra quick reports 2 3 Step 3 Data Filtering The Data Filtering step of the Integra Quick Reports wizard allows the user to report only on data which meets particular conditions This step allows easy selection of the data conditions using a user interface similar to the setting of rules in
25. ch for CompanyName a DateJob a Cancel Details Distance DistFrom DistTo Duration Project StaffN ame TimeFrom Search In this field on the wizard will allow identification of the server and database in which the search is to be effected Integra defaults the search to the current database however selection of the yellow folder icon will allow selection of any other server and database which would be relevant The user must however have Access Control rights to the selected database Integra Quick Reports 4 6 User Manual V4 6 beta Shireburn Software Ltd 2008 16 June 2008 K integra Search view j NI Search in Time Sheets Gel BA r Search View this field allows identification of the Se HQE l Integra Search view dialog x view within the selected database within which poenis Integra will search Selection of the drop down See arrow will present a list of the available views SECH within the database selected in the Search in by Persan Monthiy Company by Person Monthly NO ate field by Geen E y Person Month AA ork ape The magnifying glass icon provides the PEE nes a eon uel e user with a preview of the selected view K Return Value this field allows selection of whether the value to be obtained from the view is the value of one of the columns in the view or one of the fields on the form displayed within the
26. cumen or tne Options for saving the report for reuse and E Export flat categories sharing with other users F Save layout Report Title This is a simple option which will transfer any title entered at this point as the default title of the Excel spreadsheet report The contents of this field will appear in cell A1 of the soreadsheet merged across the width of the spreadsheet contents EJ Microsoft Excel Integra xls 21 Eile Edit View Insert Format Tools Data Window Help OF ed BO a eS 2 6 A C D Time Sheet Analysis July 2004 Work Type Company Date Staff Demos Simisi Computer Solutions 29 08 2004 Charles Masters 0 50 InfoMedix Phone Calls Simisi Computer Solutions 29 08 2004 Charles Masters 1 42 CollabOffice Mail Tracking BBDH GmbH 29 08 2004 Charles Masters 0 17 WinSFM Demos Fujiyama Trading Limited 28 08 2004 Charles Masters 0 50 Product Tracker Development Zulu Business Services 28 08 2004 Charles Masters 0 50 InfoMedix Phone Calls Securite Famica SA 28 05 2004 Charles Masters 1 00 SMS Support Calderonic Graphical Designers 28 08 2004 Charles Masters 1 75 Document 4 4 gt m Sheet1 lt Ready NUM If the Quick Report is configured to be e mailed out this title will also be used as the default Subject of the outgoing e mail e Mailing the Report Quick Reports allows the e mailing of the generated report by selecting the Send via e mail check box Once selected this option allows identif
27. d in the view they may often be intimidated by the long list of fields available on a form many of which are not relevant or the cryptic field names used by the developer Integra s Virtual Field Map feature allows a developer using the Integra for Notes Design Edition to create one or more Virtual Field maps in the Integra database which list only the fields needing to be exposed to the end user and giving easily recognisable field names to these fields The Field Map will often contain a limited selection of the fields actually available on the form and by giving easily recognisable names this allows selection of fields by the end user to be effected much more easily Integra s virtual fields also allows the developer to populate a virtual field with a formula When the end user access this virtual field the exported data will be the evaluation of that formula Sieg ofa Sas pl hese Integra Quick Reports allows selection of fields from a Virtual Field Map by clicking on the More Fields O insegra twistee The field maps available for this database j F Spresisheet Labels Med merpe and form and which the end user is security cleared EI Cotumna in totes View G EI Colemanas in Excel to see will be listed in the drop down menu circled lt lt ies Date Geen Th in the screen shot alongside a 8 egen Tetai Cokie T Priest Coker EI R i 8 i Wirt Type riamn 8 The list of the available virtual field
28. der _ _ _V F expected It is perfectly possible to select the confirm icon in any step This will result in the generation of the Quick Report based on the default settings of ed the other steps Note that the 3 different types of Quick Reports output are identified at the top of the wizard defaulting to Report for an Excel output Shireburn Software Ltd Each step of this wizard is described in the sections that follow Integra Quick Reports 4 6 User Manual V4 6 beta 3 Shireburn Software Ltd 2008 16 June 2008 2 1 Step 1 Field Selection integra quick reports The Field Selection step in the Integra Quick Reports wizard contains all the necessary parameters to allow selection of the data fields to be exported to Microsoft Excel from the current view Ensure that the output type is set to Report for Excel output The abels and Mail Merge option are used for Microsoft Word output integra Spreadsheet Labels Mail merge j Columns in Notes View Ai Date Column 1 Staff Column 2 Day Column 3 From Column 4 To Column 5 Hrs Column 6 Total Column 7 Project Column 3 More fields The Wizard Step is divided into two main parts SI Columns in Excel Columns in Notes View the list of columns contained in the current Lotus Notes view Columns in Excel The list of columns to be exported to Excel By default the Columns in Excel are usu
29. e other standard features of the powerful Excel desktop tool When using Word the standard mail merge and label generation features of Word become available Once an Integra Quick Report has been created users with the suitable level of authorization will be able to save their Quick Reports for re use on other occasions These saved reports can also be shared with other users if the user creating the report has been granted this right As a result Integra Quick Reports can be used to create new ad hoc reports or rerun existing Quick Reports created previously While more advanced users and developers can create more advanced reports using the companion Integra for Notes product which can then be run by end users Integra Quick Reports extends easy reporting which is very functional out to the lotus Notes end user community The main benefit that this provides is the ability to delegate simple reporting tasks out to end users and reduce the bottleneck of report creation by developers Integra Quick Reports 4 6 User Manual V4 6 beta 1 Shireburn Software Ltd 2008 16 June 2008 integra quick reports 1 1 Running Integra Quick Reports This section describes how a user can create and or run an Integra Quick Report It assumes that Integra Quick Reports has been installed and deployed to the user as described in the Integra for Notes amp Integra Quick Reports Installation amp Configuration Manual
30. ecting Additional Fields More Options 27 EE VOR TEMPLATE LAYOUT a REENE kEi 29 3 2 1 Editing a TEMPLATE ENNEN ENNEN ENNEN 32 Ny AE NG eebe 33 33 4 UNI FIREK CONG MONS EE 33 332 ting Multiple Condon EE 35 3 3 3 Selection of data set on which to apply condition 35 3 4 STEP 4 OUTPUTOPTONS ENEE 35 4 GENERATING LABELS IN INTEGRA QUICK REPORTS c sscccsssssccssssscessnsseeesnssseeennssseennsseeeennsssennesssessnsseenseas 37 4 1 LABELFORMATDEFINMON eee eeeeee eee eeee esses e eee e AA ss Seee SISA see annees ee ennneeeeennnneeeeeenennennns 38 A EA BER YO UD ERIN e E 39 DMP AEN dee 40 4 4 SEP AO UP PO SEE 40 5 HELP SUPPORT AND FAQ RESOURCES ccsssssccsnssssccnssssccnnsssecsnnsssennesesesnessseennesssecnnsssecnnssseennesseenesseennesssecnes 41 DB WO CUM EN TA TON ME 41 eS E 41 e N E 41 5 4 FS EEE 41 integra quick reports We thank you for being a user of Integra Quick Reports the tool that allows end users of IBM Lotus Notes to easily generate reports to Microsoft Excel and Mail Merge letters and labels to Microsoft Word from any Lotus Notes database Integra Quick Reports also allows a user of a web browser to report from a Lotus Notes database hosted on an IBM Domino server This manual is designed to explain the usage of Integra Quick Reports instructing users on how to define and generate theirown reports letters and labels In addition Integra for Notes isa companion product to Integra Quick Repo
31. ep 3 of 4 guick reports Data Filtering The condition setting section which Ss Ee Se consists of drop down menus to select OR CON CEE the field s for conditional setting the i is equal to actual condition itself i e contains es EE does not contain is between etc and Bee deierste erte J Use comma to separate multiple values the values to be used for the condition Dm The generated Filter Condition this is where the condition created using the dropdown menus is stored in the Run ce special Lotus Notes Sy ntax Advanced Selected Documents In Active View All Documents In View users already familiar with Notes search query language are able to directly enter the condition if they prefer 3 3 1 Setting Filter Conditions Multiple filter conditions are able to be set on a Quick Report combining for instance contacts from a specific country from a mailing list with people allocated onto a specific mailing list see screenshot above Multiple conditions can be combined using the AND or OR option contained in the wizard and each time a part of the condition is completed the user is to click on the Add Condition button e To set each filter condition Select field click on the arrow in the field drop down menu button This will present the user with the list of the fields columns which are being reported upon Select the field to be used for the condition Select the condition select the para
32. er must ensure that the value or values entered are in fact dates entered in the date format used on the user s workstation Invalid values will not be rejected by the wizard As indicated in the wizard itself wildcards can be used in values utilized for conditions Use a to represent a single letter Use a to represent 2 or more letters Multiple values can be separated by a comma Click on Add Condition button Once the condition has been set click on the yea aise ace Add Condition button This will convert the condition entered into a Lotus Note s query statement which will be shown in the Filter Conditions box CH integra SE quick reports Data Filtering f AND OR Add filter condition EE Use comma to separate multiple values Fiter conditions FIELD DATEJOB 01 01 2008 AND FIELD DATEJOB 31 01 2008 Run on Ce Selected Documents In Active View AllDocuments In View In the event that a single condition is entered and the user omits to click on the Add Condition button and proceeds to the next step in the wizard Quick Reports will automatically add the filter condition before proceeding Integra Quick Reports 4 6 User Manual V4 6 beta 18 Shireburn Software Ltd 2008 16 June 2008 integra quick reports 2 3 2 Setting Multiple Conditions Once the first condition has been set this condition can be combined with a second and subsequent conditions by ensuring that the AND
33. ess of launching Integra Quick Reports This will present you either immediately or after selecting the Integra Quick Reports button from within the Integra Profile List Dialog Box with the first step of the Quick Reports Wizard Each step addresses the following settings Field Selection determines the data contents of a Quick Report Setting of Word Template allows determination of layout of Word document positioning of fields and creation of additional text and graphics and formatting Data Filtering allows filtering of reported data using user defined conditions Output Options allows saving of mail merge format for future use On finalization of the 4 step wizard the data is A Mail Merged into a Microsoft Word document CH integra and presented to the user on screen Step 1 of 4 quick reports Data Selection C Spreadsheet Labels e Mail merge Each of the 4 steps of the wizard see example fj Columns in Notes View _ tee cia of step 1 alongside contain a set of Date Column 1 navigational icons at the bottom left and els bottom right of the dialog From Column 4 To Column 5 Hrs Column 6 Navigating from one step in the wizard to the Total Column d next either forward or backwards can be eee eee achieved in 2 Ways E Column order LA RCE 4 using the forward and backward arrows at the 4 bottom right side of the dialog box by selecting the number of the step to directly go toa particular s
34. ew Word document created using the Word template selected during the last step Integra will create links at the top of the new rege d A dot Microsoft Word document referencing the fields selected in Step1 1 7 2 mee of the Integra Quick Reports wizard listing these in the order that they were presented in the Fields in Word list These fields are created as Mail Merge fields in wers Word and the fields will be displayed with the eee exact same name as that used in the Notes COMPANY COLUMN 2 database s design ps LOIN TAC TES TATE CUA T Y WCONTACTZIF CONTACTSALUTAT IC MES Integra Quick Reports 4 6 User Manual V4 6 beta 30 Shireburn Software Ltd 2008 16 June 2008 integra quick reports Microsoft Word contains an option which determines how fields are displayed with the options being When Selected highlights the fields only when the bgt a Options field is selected by clicking on it i Security Spelling amp Grammar Track Changes Never fields are never highlig hted User Information Compatibility File Locations i i i wi G Edit Print 5 Always fields are always highlighted even when not RE gegen e e selected i Smart tags windows in Taskbar Highlight Animated text C Field codes C Bookmarks Horizontal scroll bar Field shading Status bar vertical scroll bar When selected ze The user is able to reposition the fields within the document BI ScreenTps
35. ewly created label giving it a label name This format would then appear after selecting the Label Products field under the name Other Custom with the name defined by the user see alongside The next time the user creates a label based Quick Report Integra will remember the last label format used on that machine and will default to this format Label Options i R E Printer information Dot matrix Laser and ink jet Tray Bypass v Label information Label products Other Custom ke Product number oo Label information My Usual Custom A AE 2x4 Address Type Custom laser PE eae Hege 7 LEA 7 Wi Of AE 2x9 Address Width 2 63 AE 2x 10 _a Address Page size Letter 8 2x 11in AE 2x10 _b Address For further details regarding label form definitions and usage within Microsoft Word please refer to the Microsoft Word help facility Integra Quick Reports 4 6 User Manual V4 6 beta Shireburn Software Ltd 2008 16 June 2008 38 integra quick reports 4 2 Label Layout Definition Once the required label format has been selected and the OK button selected Integra will proceed with the opening of a Word document formatted in accordance with the label format selected The example screenshot below shows the next screen that would be presented in the case where a label format 2 labels across has been selected T NotesWordLin
36. f however the Fit row height to data option is selected then the properties of each Excel row will be set to automatic row height based on the contents of the data in the row This option defaults to off 2 4 3 4 Export Notes Documents for the First Category Only Lotus Notes views are able to display documents categorized by a specific field and then optionally further sub categorized by additional fields In the case where the categorized Notes field used is a multi value field then where a document is allocated to multiple categories the document is automatically displayed in the Notes view multiple times once per category to which it is allocated When reporting on such documents to Excel there may be times when a user wishes a document to be exported only once rather than each time it is found in the view If the option called Export Notes Documents for the First Category is selected the Notes document will only be exported for the first category that it is found in the Notes view Integra Quick Reports 4 6 User Manual V4 6 beta 21 Shireburn Software Ltd 2008 16 June 2008 2 4 3 5 Export Flat Categories quick integra reports This option like the export of first category only outlined in section 2 4 3 4 is related to the reporting of data from views which are categorized By setting this option through the checkbox the data will be exported ignoring the categorization structure Whereas a categorized view
37. g MERGEFIELD should then appear in the es Description field within the middle of the dialog box The user should then enter the exact field name selected eat code tes in the Field Selection step of the wizard ee eee On selecting the OK button Word will position the placeholder for the field into the text of the Word document at the point where the cursor was at the time of selecting the nsert Field menu command As with the automatically created fields this field can still then be cut pasted and moved around the document Integra Quick Reports 4 6 User Manual V4 6 beta 32 Shireburn Software Ltd 2008 16 June 2008 integra quick reports 3 3 Step 3 Filtering The Data Filtering step of the Integra Quick Reports wizard allows the user to report only on data which meets particular conditions This step allows easy selection of the data conditions using a user interface similar to the setting of rules in the Lotus Notes mail file Integra Quick Reports utilizes the full text index of a database to optimize the performance of the data filtering and databases which have a full text index will exhibit significantly higher levels of performance when using a Quick Report which has filtering conditions set Databases which do not have a full text index will still function correctly but with a lower level of performance The data Filtering wizard step visually inteara consists of two main areas CH St
38. he actual Notes document being listed in the view Users may seek to include into their export data that they know is on the Notes Form but not displayed in the View Integra allows users to access this additional data directly off the Form using the More Fields button integra quick reports e Spreadsheet C Labels d i Columns in Notes View While Integra presents a list of the available fields on a specific form since e many forms may contain a large number of fields many of them used internally by the system and of no interest to the user and given that field names may be cryptic Integra Quick Reports also allows the presentation of a list of virtual fields to the end user using Integra s Virtual Field Maps functionality SE Date Column 11 Staff Column 2 Day Column 3 5 From Column 4 To Column 5 Hrs Column 6 Total Column CUT The sub sections below outline both the use of these Virtual Field Maps as well as the direct access to the physical fields 2 1 2 1 Selecting Fields from Virtual Field Maps Sometimes a user may want to include into their report fields which may be stored on the Notes document form which however are not exposed in the view Integra Quick Reports allows access directly to these fields on the form from the More Fields button When end users want to include into their report fields which may be stored on the Notes document form which however are not expose
39. ication of whether the e mail contains an Excel attachment or a PDF attachment The ability to send via PDF is available only if a compatible PDF writer solution is available and that Integra has been configured for its use See the ntegra for Notes Installation amp Configuration Guide for more details If the report is set to be sent via e mail if the Excel report is presented on screen then the sending of the e mail is only effected after Excel has been closed Once closed Integra Quick Reports will create a new memo form in the user s Lotus Notes mail file and it will place the report as an attachment The subject of the e mail will default to the title of the report as set in the Report Title field as described above Users not utilizing the Lotus Notes mail system will be unable to use this facility in Quick Reports Integra Quick Reports 4 6 User Manual V4 6 beta 20 Shireburn Software Ltd 2008 16 June 2008 integra quick reports The user is presented with an open memo form with the attachment in the body field and the subject filled in The user can then utilize all the features of the mail file including addressing setting of priority encryption and signing as well as the use of the folders 2 4 3 Output Options This section explains a series of other presentation options i available in Step 4 of the Integra Quick Reports wizard CH In eg ra guick reports L 2 4 3 1 Open report in Excel pr
40. ies Share with other users Name Monthly Time Sheets Report Category Executjve Report a saved Quick Reports are listed in the profile dialog with a lightening bolt icon The Share with Other Users option allows saved profiles to be made available to other users If not shared with other users then the saved Quick Report will only be displayed in the Profile Dialog Box for the user that created that Quick Report Of course the Share with Other Users option is only available if the Save Report Layout option has been selected Integra Quick Reports 4 6 User Manual V4 6 beta 23 Shireburn Software Ltd 2008 16 June 2008 integra quick reports Mail Merge in Integra Quick Reports Integra Quick Reports offers facilities for the production of mail merge documents via Microsoft Word through the same simple wizard allowing end users to generate letters straight from their Lotus Notes environment This section of the user manual defines the generation of Word based mail merges from Integra Quick Reports See section 2 Integra Quick Reports 4 6 User Manual V4 6 beta 24 Shireburn Software Ltd 2008 16 June 2008 integra quick reports Creating an Excel based Quick Report to refer to the generation of reports to Microsoft Excel and section 4 Generating Labels in Integra Quick Reports to refer to label generation Section 7 7 Running Integra Quick Reports outlines the proc
41. ing bulbs on the market Aur sales representatives will be on location in CONTACTCITY within the next two weeks and we will be contacting your company with a view to making an appointment to visit your Fields included in line purchasing department to explain the great commercial opportunity that is presented to you by ao you carrying the MegVVatt product in your stores throughout CONTACTSTATECOUNTY gt within document To obtain additional information about Mec att please point your browser at www energylights com Looking forward to doing more profitable business with you Yours sincerely The MegLight Corporation o Hj ug Page 1 Ser in fa 4 Ln 14 Col 1 REC TRK EXT OVR English U K DS Integra Quick Reports 4 6 User Manual V4 6 beta 31 Shireburn Software Ltd 2008 16 June 2008 integra quick reports Following formatting the letter appropriately exit Microsoft Word and you will be presented with the following Dialog box Step 2 of 4 Choose Word Template Proceed to the next step by clicking the Nexticon To edit the letter template again use the New Edit action button To delete and re select the letter template use the Delete Letter Template icon TE Template New eae 3 2 1 Editing a Template Subsequent editing of the template can be undertaken by clicking again on the New NewlEdit Edit button at which point the template will be presented on screen again for
42. ior to sending This option which is only available when the Send Via e mail As E e Time Sheet Report North West projects Jan 2006 option is selected allows the user to determine whether once i a report is generated it is presented to the user in Excel first M Send via e mail L e Send as Excel d This option is defaulted on and therefore once a report is Genco PE a generated the report will be opened in Excel If this option is HN Open report in Excel prior to sending turned off once the chosen data is exported to Excel the MV Fit column width to data Excel file will automatically be attached to an outgoing e mail V Fit row height to data A memo form where the user can select the e mail address or EE Export flat categories addresses to which the report is to be sent E i D f 2 4 3 2 Fit column width to data By default Integra Quick Reports will create the Excel columns which receive the data at the same column width as the column in the Lotus Notes view from which the report is being generated If however the Fit column width to data option is selected then the properties of each Excel column will be set to automatic width based on the contents of the data in the column This option defaults to off 2 4 3 3 Fit row height to data By default Integra Quick Reports will create the Excel rows which receive the data at the same row height as the rows in the Lotus Notes view from which the report is being generated I
43. is report Integra Quick Report s Grouping and Pivot Table facility cannot be utilized in that report although further intervention in Excel itself is possible Integra Quick Reports allows automated sorting to be undertaken at up to 3 levels this is a limitation of Excel As a result for instance it may be possible to report on time sheet data sorted by company name with all rows related to the same company then being sorted by work type and then by date This nested sorting capability allows powerful presentational facilities to the user Integra Quick Reports 4 6 User Manual V4 6 beta 11 Shireburn Software Ltd 2008 16 June 2008 Qi integra quick reports Selection of the fields columns on which the sorting is to operate is undertaken by selecting the columns directly in the three fields in the wizard dialog highlighted in the screenshot below atone integra a Company Column 10 WorkType Column 9 v Ascending Descending fe Ascending Descending Group by Function Add function to Step 2 of 4 Sorting amp Grouping above data below data ot Table Pivot Table Filter Selection Page Header based on The drop down menu will present the user with a list of the selected columns for inclusion in the report Select the sorting order for up to 3 levels of sorting Each sorting level can be defined as being in Ascending or Descending order by selecting the appropriate radio bu
44. ively selecting specific columns and Title Column 5 FirstName Column 6 then using the single arrow icons Surname Column 7 Removal of all or selected columns from the Word export can be achieved using the reverse fair Coma Order LA LV arrows either double arrows for the removal of all columns or the single arrow On selecting either method of inclusion of columns the selected columns will be shown in the Columns in Word section of the wizard On previewing the user is presented with the current view Integra Quick Reports 4 6 User Manual V4 6 beta 26 Shireburn Software Ltd 2008 16 June 2008 3 1 1 Company List Company Abacus ABB Abbey Management Services Ltd ABC Stationery amp Printers Ltd ABC London Services Ltd Abertax Group Ableman International Ltd Address Psaila Street Thyme House Paris Street Town St Venera Zebbug st Paul s Building New Street off Qormi Handag Road Arab Banking Corporation House 1 5 Moorgate London KA 23 J Corradino Industrial Estate Paola UB 22 Industrial Estate Naxxar Road San Gwann Lija integra quick reports Country Cancel United Kin Malta Malta Changing Column Order The initial order of presentation of the fields in Word will be based on the order that the columns are listed in the wizard which by default is the order of the columns in the view While these fields can easily
45. k Microsoft Word TITLE COLUMN_9 FIRSTNAME_COLUMN_8 SURNAME_COLUMN_7 COMPANY_COLUMN_2 ADDRESS COLUMN_3 CITY_COLUMN_4 STATE_COLUMN_5 ZIP_COLUMN_6 At L Ln 10 Col 1 REC 1 EX English U K Integra Quick Reports will automatically place the fields selected from the step 1 of the wizard one after the next on the first label The order of presentation of these fields is a reflection of the order in which the fields were listed in the Step 1 of the wizard however using Microsoft Word s Cut amp Paste facilities these fields can be repositioned including putting more than one field on the same line e g the Title Firstname and Surname fields See screen shot below EN NotesWordLink Microsoft Word SEE FIRSTNAME_COLUMN_8 SURNAME_COLUMN_7 COMPANY_COLUMN_2 ADDRESS COLUMN_3 CITY_COLUMN_4 STATE COLUMN_5 ZIP_COLUMN_6 In addition any formatting of fonts colors bold italics etc can be applied at this point using the standard Word functionality In the event that the user requires a particular field to be included more than once on the same label copies of these fields can be made using Copy amp Paste Integra Quick Reports 4 6 User Manual V4 6 beta Shireburn Software Ltd 2008 16 June 2008 39 4 3 4 4 integra quick reports Once the user has completed the label layout definition the Word docu
46. lected columns will be shown in the Columns in Excel section of the wizard Since as explained above columns may not have a meaningful title the user is able to obtain confirmation of the contents of each column by previewing the Lotus Notes view This can be e achieved using the preview icon A On previewing the user is presented with the current view Please select view to be used Date Day Froe Adam Black 25 04 2004 Wied 1000 11 0 Fujara Trading Limited 1100 12 0 Sires Computer Solutions 1116 141 Cybardey Corporation 1246 134 zulu Business Serices Wed 2000 21 0 Zulu Business Serices 24 08 2004 bi Tue 1000 Simisi Computer Solutions Tue 1700 Ai Secuime Fanica SA 24 07 2004 6 75 Seat O00 Cybendey Conporation Sat 0490 Secue Fanica SA Gei 100 Secune Fanica SA We SE Mi a as a m He 2 1 1 Changing Column Order The order of presentation of the columns in Excel will be based on the order that the columns are listed in the wizard which by default is the order of the columns in the view To change the order of presentation move selected columns up or down the list by selecting the column or columns and use the Up or Down arrow icons Integra Quick Reports 4 6 User Manual V4 6 beta 5 Shireburn Software Ltd 2008 16 June 2008 integra quick reports 2 1 2 Selecting Fields from the Form More Fields A Lotus Notes view may contain only a selection of the fields which are found on t
47. ment Support Demos Administration Mail Tracking Je Type a question for help eSecurity Product Tracker Document Shipping Pay Tracker Leave Tracker Document SMS WinSFM Shipping SMS Doc Tracker InfoMedix NUM MSIE heart X DIS 2 22 integra quick reports 2 4 4 Saving a Quick Report Quick Reports created by a user are able to be saved for re use This facility is only available to users who have been allocated the QRSave user role in the ACL of the Integra database To save a Quick Report the user should select the Save Report Layout option in the Step 4 dialog box This will result in the Name field becoming available to allow a user to enter a unique name for the report The report is also able to be allocated to a runtime category so when a user is presented with the Integra Profile dialog box the Quick Report will be presented under the chosen category This ensures an easier organization of the profiles A selection is available near this field to present the user with a list of the profile categories currently in use for this database integra quick reports Step 4 of 4 Output options Report Title Time Sheets Report M Send via e mail Send as Excel Send as PDF MN Open report in Excel prior to sending M Fit column width to data M Fit row height to data Export Notes documents for the FIRST CATEGORY ONLY M Export flat categor
48. ment should be closed Step 2 of 4 at which point Integra returns to Step 2 of the B genee wizard Proceed to the next step by clicking the Nexticon To editthe label template again use the New Edit action button To delete the label template and re select the label format use the Delete Label Template icon Further re editing of the template is possible by clicking on the Word icon or the New Edit button H Template Removal of the Word template to start the process again can be achieved by clicking on the Rub Out icon G i New Edit On completion of this step click on the Next Icon Step 3 Data Filtering Step 3 of the Integra Quick Reports wizard set for label production provides facilities for the filtering of data so that only a sub set of the documents within the database will result in labels being generated This could be used for instance to only generate labels for documents where the City field contains the value Boston The functionality available in this step and the method of using this step are identical to those related to the Mail Merge facilities of Integra Quick Reports These are full described and explained in section 3 3 Step 3 Filtering Kindly refer to this section for a detailed description Step A Output Options Step 4 of the Integra Quick Reports wizard set for label production provides facilities for the saving of label output definitions so that the same data content and layo
49. merge Integra Quick Reports created by a user are able to be saved for re use This facility is only De available to users who have been allocated the QRSave user role in the ACL of the Integra EI Save layout database Name My Newsletter to Clients in the USA Category Newsletters ina To save a Quick Report the user should select the Save Report Layout option in this Step 4 dialog box By default this is usually switched off This will result in the Name field becoming available to allow a user to enter a unique name for the report The layout is also able to be allocated to a runtime category so when a user is presented with the Integra Profile dialog box the Quick Report will be Integra Quick Reports 4 6 User Manual V4 6 beta 35 Shireburn Software Ltd 2008 16 June 2008 integra quick reports presented under the chosen category This ensures an easier organization of the profiles A selection is available near this field to present the user with a list of the profile categories currently in use for this database When running the Integra Smarticon saved Integra Quick Reports are listed in the profile dialog Ea with a lightening bolt icon alongside them for easy recognition The Share with Other Users option allows saved profiles to be made available to other users If not shared with other users then the saved Quick Report will only be displayed in the Profile Dialog Box for the user that created that Quick
50. meter to be used for the condition The list of available conditions are contains does not contain Is equal to Is not equal to Is great than Is less than Is between Is not between Is on Is after Integra Quick Reports 4 6 User Manual V4 6 beta 33 Shireburn Software Ltd 2008 16 June 2008 integra guick reports integra quick reports Is before Is not on Is in the last days Is in the next days Is older than days Is after the next days Is any of Is not any of Enter the value enter the value of the condition For instance if used with the condition contains the value may be Joe Doe If used with the condition is between then two data box values will appear and the user can enter the value If the condition is set on a date field then two dates are expected There is no need to surround values with quotation marks Just enter the value in the date format of your computer Date formats should be entered according to the date format of your computer The Integra Quick Reports wizard is unable to validate the data being entered into a condition For example if a condition is set on a date field the user must ensure that the value or values entered are in fact dates entered in the date format used on the user s workstation Invalid values will not be rejected by the wizard although of course no data will be presented meeting the condition As indicated in the
51. mpany or Staffcolumns Grouping is related to sorting in that Excel will not allow grouping on data which is not sorted by the same criteria To group data by Company requires the data to be sorted by Company Grouping also allows the establishment of an Excel Pivot Table and chart through a simple point amp click approach see section Step 2 of 4 Sorting amp Grouping Sort by Order Company Column 10 sl Ascending Descending WorkType Column 9 Ascending Descending zl Te Ascending Descending Group by Function Add function to Company Column 10 Sum Date Column 1 Staff Column 2 v Hrs Column 6 WorkType Column 9 Sum v Date Column 1 Staff Column 2 v Hrs Column 6 MN Generate Pivot Table M Add Chart Pivot Table Filter Selection Page Header Project Column 8 SS based on The sorting facilities in the Quick Reports wizard allow the determination of the order of presentation of the reported data in Microsoft Excel While additional sorting can be undertaken within the Excel spreadsheet itself using Excel s Data gt Sort command the sorting set within the Integra Quick Report can be selected by the user with great ease and automatically applied to the Excel data without Subsequent user intervention The use of the sorting facility is optional and if no sorting is defined the data will be presented in Excel in the order in which it is shown in the Notes view If no sorting is applied to th
52. nerated from a time sheets Notes database which shows data grouped by work type with a total per work type Integra Quick Reports 4 6 User Manual V4 6 beta Shireburn Software Ltd 2008 16 June 2008 ois ao DAS Zecug EM Cbwi Cepas mbH Coberdr Gre FODH E FLOU SH eet f yer Trac ng Limite OEM ESCH GmbH Cyber Corp Fami Gre TE paligas WUG Secure F sch AS Gmin Compier SOUTIEN HEHN Epi reine Siiani WADUH mr Ce n SG bet Lyberdey Coparai JOER Fupyie EAR mr Ce EM Crberdey Gipi John Muihy cond Target rink rei Jan Mushy Fr nk Green Ch iez Master Ch ciez Mathers ven Cartii Teck tr Bun USD brebis 70 0 17 Job Gestings Module Eegra 12 integra quick reports You will notice the minus signs in the left hand margin which allow collapsing of the data in that group resulting for instance in presentation as in the screen shot alongside with collapsed group data Once collapsed the minus sign shows as a plus sign to allow expansion again In addition the 1 2 3 4 icons shown at the top left of Lx Microsoft Excel Integra xts the Excel spreadsheet see alongside allow display Of 1721 File Edit view Insert Format Tools Data Window Help Lotus all groups at each level All this is standard Excel sub i Gid la Al Bl 4 70 0 total functionality which is just triggered by Integra AL s fe Time Sheets Analysis Quick Reports HE The creation of this
53. ontained in the wizard and each time a part of the condition is completed the user is to click on the Add Condition button To set each filter condition Select field click on the arrow in the field drop down menu 2 button This will present the user with the list of the integ ra fields columns which are being reported upon Select the field SULEE EE to be used for the condition Select the condition select the parameter to be used for the condition The list of available conditions are contains does not contain Is equal to Is not equal to Is great than Is less than Is between Is not between Is on Is after Integra Quick Reports 4 6 User Manual V4 6 beta 17 Shireburn Software Ltd 2008 16 June 2008 integra quick reports Is before Is not on Is in the last days Is in the next days Is older than days Is after the next days Is any of Is not any of Enter the value enter the value of the condition For instance if used with the condition contains the value may be Joe Doe If used with the condition is between then two data box values will appear and the user can enter the value If the condition is set on a date field then two dates are expected There is no need to surround values with quotation marks Just enter the value in the date format of your computer The Integra Quick Reports wizard is unable to validate the data being entered If a condition is set on a date field the us
54. or OR fields are set appropriately and then re entering another condition The use of the AND option will of course only result in the reporting of data which meets both the first AND the second condition while the use of the OR parameter will only require one of the conditions to be found to be true for the data to be exported 2 3 3 Selection of data set on which to apply condition An option also exists which determines whether the filter condition applied will operate on only the documents which have already been selected in the view by the user or upon all the documents in the database The options are indicated by a radio button selection in the Runs on selection Run on Ce Selected Documents In Active View C AI Documents In view Integra Quick Reports 4 6 User Manual V4 6 beta 19 Shireburn Software Ltd 2008 16 June 2008 2 4 2 4 1 2 4 2 integra quick reports Step A Output Options The 4 step of the Integra Quick Reports wizard allows the use to set various parameters which determine aspects of the outputted report The wizard allows setting of 4 different types of O pti O n S Time Sheet Report North West projects Jan 2008 CH integra a quick reports Output options The report Title Send as Excel i ili Send as PDF The options for e mailing out the report Zeene EE Presentation options such as column widths E Ft column width to data etc W Fit row height to data j I E otes do
55. p down menu alongside each of the three groups consists of the following Function Description Sum Product Multiplies each of the values shown in that sub group by each other As an example if 5 entries are found for the group in question Product will multiple each of the 5 entries by each other to obtain one figure StdDev Estimates the standard deviation based on a sample of the items StdDevP Calculates the standard deviation based on the entire population of data Estimates Variance based on a sample of the data in that group Calculates Variance based on the entire population of data in that group For further details about these functions please refer to Microsoft Excel s help Page Break The Page Break check box near each grouping inserts a page break in Excel after each group This allows printing of the report from Excel with each group automatically being on a different page Place Grouping The Place Grouping option determines whether the answer from the function for instance the total or average etc should be placed at the top of the group i e prior to the data for that group or below the data i e after all entries for that group have been shown Once again these are all built in Excel features for the Sub total command which are triggered by Integra Quick Reports For further details about these grouping features found in Integra Quick Reports please refer to the Excel help about the Data Sub total command
56. ppropriately and then re entering another condition The use of the AND option will of course only result in the reporting of data which meets both the first AND the second condition while the use of the OR parameter will only require one of the conditions to be found to be true for the data to be exported 3 3 3 Selection of data set on which to apply condition An option also exists which determines whether the filter condition applied will operate on only the documents which have already been selected in the view by the user or upon all the documents in the database The options are indicated by a radio button selection in the Runs on selection Run on Ge Selected Documents In Active views Al Documents In View In the event that a filter condition has been set and the default setting is retained for the Run On field i e Selected Documents in Active View then the condition will be applied upon the documents already selected by the user from the view In the event that no documents were selected then the condition will be applied to the currently highlighted document in the view If this document does not meet the filter condition then no data will be included into the Integra Quick Report 3 4 Step 4 Output Options The 4 and final step in the Integra Quick Reports wizard when using the mail merge option is limited to just saving the mail merge report for future use The other options used for an Excel report are not relevant to a Word mail
57. product number these product numbers are usually printed on the label packaging In addition because various label manufacturers have their own standard sizes the user is able to select the manufacturer from the Label Products integra quick reports Printer information Ey Dot matrix Ch Laser and ink jet Tray Bypass Label information Label products Avery standard W Product number Label informati 7160 Mini Address me EN 2162 Mini Address Type Address Se pinks shipping Height kb 2164 Shipping rene SE 2180 Mini File Folder Width 2 63 2181 Mini File Folder Page size Mini 4 ta x Sin 2186 Mini Diskette field following which the product numbers applicable to that manufacturer would be shown The Details button displays details about the currently selected label format Address 2160 Mini information Preview Side margins Top margin Vertical pitch Number down Top margin Side margin Vertical pitch Label height Label width Number across Number down Page size Mini 4 x 5 in In the event that the label format being used by the user does not conform with one of the standard label formats supplied by Word click on the New Label button to define all the properties of that new label format In this case the Label Name field which is usually grayed out would become available and the user is able to save the format of the n
58. r a particular employee in a different view within the same database or even a separate HR database and then exporting the data from both views This can be achieved by having first selected the More Fields twistee clicking on the Link radio button This will open up a number of fields on the wizard to allow identification of what field or value needs to be looked up in which database and view and which value is to be returned The fields on the wizard are described below Search For this field allows identification of the field on the Notes form which is to be looked up Selecting the drop down arrow will present a list of fields available on the currently selected form see alongside For instance to look up the name of the person whose charge out rate is to be determined select the field on the Notes document which contains this information In the case shown alongside this would be the StaffName field A Ge H a SPER Ob OSTECH ODES TELL Time Sheets Job Card Spreadsheet Labels C Mail merge j Columns in Notes View Ai Day Column 3 From Column 4 To Column 5 Total Column 7 Return value Column Field integra Step 1 of 4 Data Selection SI Columns in Excel Date Column 1 Staff Column 2 Hrs Column 6 Project Column 8 WorkType Column 9 Company Column 10 Integra Search field dialog K E Please select the field containing the value to sear
59. ra quick reports o The only reason why the Add fields columns as defined in the Selected Field List field may be deselected is if you are using a Word template which already has the fields created in it To create the template select the New Edit button This button will be used both for the creation of new templates as well as the editing of an existing template already New E dit created for this Integra Quick Report see section 3 2 1 Editing a Template At this point the user is also presented with the Word templates available to that user This is the standard Word functionality when creating a new document and allows the use of pre defined corporate layouts Select either the Blank Template for a completely blank Word document or alternatively one of the other templates which may already contain some corporate style layout PEER General Legal Pleadings Letters amp Faxes Mail Merge Memos Other Documents Publications Reports ES Si Si ED D Preview Blank XML Document Web Page Elegant Document Fax dot Jz aag JDG Fax dot Manuals Cover Memo Personal Sheet dot Wizard wiz Fax2 dot e agg Personal Purchase Shireburn Shireburn Letterheadl Order det Invoice dot Letter dot Preview not available Create New wa wa wa wi we Document Template Select an appropriate Word template for the creation of the Integra template following which Integra will open a n
60. row icons Spreadsheet Labels Mail merge j Columns in Notes View ai Contact Column 2 eMail Column 3 7 Other fields Link zz D gaer Support Company Company rv Address1 Address2 Address3 Company ContacteMail ContactFirstname Step 1 of 4 Data Selection Fields in Word Company Column 1 Address Column 4 Title Column 5 FirstName Column 6 Surname Column 7 Column Order al _v More Options Should you wish to select fields stored on a different form select the form using the select arrow shown alongside Integra Quick Reports 4 6 User Manual V4 6 beta Shireburn Software Ltd 2008 16 June 2008 E 27 integra quick reports A preview of the selected form is available using the preview icon which will result in the display of 3 a mock up of the form used This preview of the form will display the various fields and labels in a manner that allows easy identification of what is the actual name of the field which contains the data which the user would like to select EE eege File Edit View Create Actions Tools Window Help LN A Home x ge Time Sheets Demonstration Support X g Integra Quick Reports wel SupportiCompany Form jl QJb i PRMHE E AA E General Action Button Collection Company List Das Company Name Come o Address1 T Address3 Address2 T T TECA PEE ContactSurname T ContactFirs
61. rst sort level set for the rows and the second sorting field set for the columns If sorting and grouping is set to 3 levels then the pivot table created in Excel will show the contents of the first field down the rows which will then be sub analyzed by the contents of the 2 field with the 3 field across the columns 5 DD Gog t G Caie Graphecal Degas T Cyberdine Coporaien H Fufyama Traceng Lorted F Gecudte Farses BA 10 Smii Computer Solutions D fou Business Geraces Al mpy 24 BDH GmbH d Colderare Oraphecal Centers integra quick reports Sorting amp Grouping COMPANYNAME Ascending Descending WORKTYPE Ascending Descending p Group by Function co MPANYNAME Sum Ascending Descending Add function to STAFFNAME DATEJOB v DURATION STAFFNAME DATEJOB v DURATION Add Chart Pivot Table Filter Selection Page Header b ased on By way of an example if Integra Quick Reports are sorted by Companyname Project and Worktype referring to the 1 2 4 and 3 sorting level then the Excel pivot table will show a list of companies down the rows in column A each of which will be shown analyzed by Project and then across the columns will be displayed the Worktype See screenshot overleaf Integra Quick Reports 4 6 User Manual V4 6 beta Shireburn Software Ltd 2008 16 June 2008 15 9 integra quick reports
62. rts Wizard Each step addresses the following settings Field Selection determines the data contents of a Quick Report Sorting amp Grouping determine the sort order of data as presented in Excel and the use of grouping and sub totaling of the Excel data Data Filtering allows filtering of reported data using user defined conditions Output options allows setting of output options such as converting to PDF and saving sharing Quick Reports for future use On finalization of the 4 step wizard the data is outputted to Excel and presented to the user on screen and or placed into an outgoing e mail Each of the 4 steps of the wizard see example of step 1 alongside contain a set of navigational icons at the bottom left and bottom right of the dialog Navigating from one step in the wizard to the next either forward or backwards can be achieved in 2 ways using the forward and CH integra ur p backward arrows at the 4 quick reports Data Selection bottom right side of the S p dialo box Spreadsheet Labels Mail merge g di Columns in Notes View ai lt 7 Columns in Excel by selecting the number of the step to ee ces directly go to a particular step in the From Column 4 Staff Column 2 Th To Column 5 Hrs Column 6 process S le Total Column 7 Project Column 8 current step IS cp e en E WorkType Column 9 Company Column 10 always shown in red The confirm or cancel icons can be used as as Column Or
63. rts which is aimed at allowing the definition and creation of more advanced reports as well as integration between Lotus Notes and Word Excel PDF and XML files both for exporting and importing of data to and from Lotus Notes databases Separate documentation is also available for the Integra for Notes product which can be found on line in PDF format at www integra 4notes com manuals These matenals are copynghted and the intellectual property nghts are vested in Shirebum Software Ltd Copying through any means is unauthorized without the express written permission of an officer of Shirebum Software Ltd Every reasonable attempt has been made to ensure the accuracy of this user manual and that it reflects the operations of the product however users of Integra for Notes are responsible for ensuring that the product and its documentation are suitable forthe needs of that organization No warranties in respect of this user manual are being made orcan be assumed The product Integra Quick Reports may at times be refered to within this documentation by its shortened name of Integra or simply Quick Reports These names are not to be confused with any trademarked product of a similar name whose nghts are hereby recognized and this Is used only for ease of reference Lotus Lotus Notes Domino and their respective logos as well as the IBM Business Partner logo are all registered trademarks of IBM Corporation Microsoft Windows Word Excel and Intemet E
64. s in the selected s Company Coben 10 field map will also be shown Focusing on a specific field will also display the description of the virtual Other tetas T e gt ae W el R field as previously defined by the developer in the Gan Bes She Dae Res Sy arene Integra database rome as HURL COP Dk rretaourte rate for the selected Sait mener Select the virtual field or fields required for inclusion in the report or mail merge and click on the appropriate arrow to add to the gt list of exported fields Integra Quick Reports 4 6 User Manual V4 6 beta 6 Shireburn Software Ltd 2008 16 June 2008 2 1 2 2 integra quick reports In the event that no Virtual Field Map has been defined for the currently selected database from within which Integra Quick Reports is being run then selection of the More Fields option will result in the Actual Fields of the default form being displayed Since Virtual Field Maps can have their confidentiality set to be available to only selected users groups and or roles or to be used only by users making use of a specific language version of Lotus Notes it is possible that the end user will not be shown any virtual field maps for the database in question For help with defining a Virtual Field Map refer to the Integra for Notes Designer Manual Once a virtual field has been added to the selected field list The name given to the Virtual Field by the
65. s of this manual integra SE quick reports Data Selection Spreadsheet Labels Mail merge fj Columns in Notes View Ai Fields in Word Date Column 1 Staff Column 2 Day Column 3 From Column 4 To Column 5 Hrs Column 6 Total Column 7 Project Column 8 More fields Column Order al Ce Ef The Wizard Step is divided into two main parts Columns in Notes View the list of columns contained in the current Lotus Notes view Fields in Word The list of columns to be exported to Word By default the Columns in Word are usually shown blank although if the Quick Reports Cache is enabled see section 2 1 4 Remembering Selections Enabling Cash then the list of previously selected columns in this report will be shown pre selected as Integra remembers your previous settings Lotus Notes allows columns in Notes views to have a blank title This is particularly common for view columns which have categorized data Columns which have a blank title will be listed with the title Untitled The user is able to obtain confirmation of the contents of each column by previewing the Lotus Notes view using the Preview icon Step 1 of 4 Data Selection Selection of the columns to be reported on can be made either by including all C Spreadsheet Labels Mail merge columns into the Word export which can ij Columns in Notes View laa aol be achieved using the double arrow icon or een alternat
66. tep in the process The current step is always oo shown in red The Confirm or Cancel icons can be used as expected It is perfectly possible to select the A confirm icon in any step This will result in the generation of the Quick Report based on the default settings of the other steps Note that the 3 different types of Quick Reports output are integ ra identified at the top of the wizard defaulting to Report for an Excel output For a Mail Merge based Quick Report select the Mail Merge option Quick reports Spreadsheet Labels KITO d i Columns in Notes View q e T ani vn a ber af Each step of this wizard is described in the sections that follow 3 1 Step 1 Field Selection The Field Selection step in the Integra Quick Reports wizard int f contains all the necessary parameters to allow selection of the O n egra d data fields from the current view and form to be utilized in a mail di ge merge to Microsoft Word The functionality of this step is identical C Spreadsheet Labels e j Columns in Notes View Si Integra Quick Reports 4 6 User Manual V4 6 beta 25 Shireburn Software Ltd 2008 16 June 2008 integra quick reports to Step 1 of the Excel Report based wizard described in section 2 1 Step 7 Field Selection Ensure that the output type is set to Mail Merge The use of the Report and Labels options are described in other section
67. tname T ContactTitler Signed by Notes Developer Shireburn on 01 09 2004 15 16 56 according to Shireburn a al Internet 4 Once all the fields have been included for exporting to Word click on the Next icon or the Step 2 icon to proceed e Integra Quick Reports 4 6 User Manual V4 6 beta 28 Shireburn Software Ltd 2008 16 June 2008 integra quick reports 3 2 Step 2 Word Template Layout This section of the document describes how the user is able to create the Word template that will be used for this mail merge The layout data content fonts and graphics etc set in this template will control what the outputted mail merge document will look On reaching the second step of the wizard in the case of a new Integra Quick Report the user will be presented with the following dialog box to choose the Microsoft Word template Step 2 of 4 Choose Word Template In this step you can define your mailmerge letter Upon clicking the New Edit button Integra Quick Reports will allow you to create and edit either a template choosing an existing Microsoft Word template Default Template or to create and edita template based on a selected master template M Add field tags columns as defined in the Selected Field List This dialog box will usually display the option of creating a Word template from the Default Template supplied with Integra Quick Reports Authorized users are able to add Master
68. tton in the Order section Sorting defaults to Ascending In additional each level can be set to be grouped This functionality is defined in section 2 2 2 below 2 2 2 Grouping The Grouping facility available in Integra Quick Reports provides the user with two options depending on whether Pivot Table facility is used Categorizing amp totaling without the use of Pivot Tables the Excel data is categorized by each grouping category and a sub total or average displayed This utilizes Excel s Sub Total command This is further described below Pivot Tables the presentation of data analyzed in a cross tab or Pivot Table by each of the parameters of the grouping See section 2 2 3 for more details Eet Je iG pe ER yem juet Fong Jab Daa Wow pee The standard Grouping which can only be implemented if the data is also sorted in the same order as it is grouped will allow the presentation of the data categorized under the field on which the data is grouped allowing collapsing and expanding of data per group in a manner somewhat similar to a Notes view and optionally showing totals averages or counts of 3 a A Aerenesiration s NEI elle UE Seared ater a 7 lreregiraiion CN NEI elle Senet ation a 10 Aewenesiration ii Adm nismat en ia Demos 13 Demos L Diit 16 Demos 16 Dees the data per group Bes 19 Dems Tatal Go Somer The screenshot alongside shows a Quick Report ae hooky ge
69. urite Famica SA Phone Calls Adam Black 24 07 2004 3 00 Cyberdev Corporation Meetings 12 Adam Black 2407 2004 0 75 Securite Famica SA Development 13 Adam Black 24 07 2004 2 00 Securite Famica SA Support 44 Adam Black 24 07 2004 1 00 Simisi Computer Solutions Demos 15 Adam Black 23 07 2004 2 00 Securite Famica SA Administration 16 Adam Black 23 07 2004 4 00 Securite Famica SA Mail Tracking 47 Adam Black 17 07 2004 2 00 Securite Famica SA Meetings 18 Adam Black 17 07 2004 2 00 Zulu Business Services Meetings 19 Adam Black 17 07 2004 3 00 Fujiyama Trading Limited Development 20 Adam Black 17 07 2004 2 00 Calderonic Graphical Designers Browsing 21 Adam Black 17 07 2004 1 00 Calderonic Graphical Designers Browsing an Adam Black 1707 2004 1 00 Cxrherdew Cornaration Administration ME X Avy e Project eSecurity Product Tra Document Shipping Pay Tracke Leave Track Document SMS WinSFM Shipping SMS Doc Tracke InfoMedix eSecurity Product Tra Shipping Pay Tracke SMS WinSFhA Y gt 2 7 TAT INA A aN Sheet1 2 00 Simisi Computer Solutions 4 00 Securite Famica SA 24 07 2004 3 00 Cyberdey Corporation 0 75 Securite Famica SA 2 00 Securite Famica SA 1 00 Simisi Computer Solutions 3 07 2004 2 00 Securite Famica SA 4 00 Securite Famica SA Format Tools Data Window Help Time Sheets Analysis Demos Mail Tracking Meetings Demos Demos Demos Phone Calls Meetings Develop
70. ut can be reused without the need to recreate the output format The functionality available in this step and the method of using this step are identical to those related to the Output Options of the Mail Merge facilities of Integra Quick Reports These are full described and explained in section 3 4 Step 4 Output Options Kindly refer to this section for a detailed description Integra Quick Reports 4 6 User Manual V4 6 beta 40 Shireburn Software Ltd 2008 16 June 2008 integra quick reports 5 Help Support and FAQ Resources Integra Quick Reports is designed for the end user and simplicity of use has been the over riding guide to its development However if you need help there are places to turn 5 1 Documentation This user manual is obviously a prime resource Shireburn Software Ltd has taken the trouble of documenting all the steps features and facilities available within Integra Quick Reports Electronic versions of this manual and manuals covering all the other products in the Integra family can be found at www integra4notes com manuals These will be maintained up to date as new product releases are launched 5 2 FAQs The Integra web site also contains a set of FAQ s which can be found at www integra4notes com fag As Shireburn is asked to provide support to ae its users we shall continue to build up this resource to provide the A maximum benefit to our user base R In addition while your usual
71. wizard itself wildcards can be used in values utilized for conditions Use a to represent a single letter Use a to represent 2 or more letters Multiple values can be separated by a comma Click on Add Condition button Once the condition has been set click on the ea aie eae Tea Add Condition button This will convert the condition entered into a Lotus Note s query statement which will be shown in the Filter Conditions box The screenshot below shows a condition whereby the field called ContactCountry contains the phrase United States of America integ ra Step 3 of 4 quick reports Data Filtering Condition Value SS e AND f OR Add filter condition ges EE SEA S SE more letters Use comma to seperate multiple values Fitter conditions FIELD COUNTRY United States of America Run on e Selected Documents In Active View AllDocuments In View In the event that a single condition is entered and the user omits to click on the Add Condition button and proceeds to the next step in the wizard Quick Reports will automatically add the filter condition before proceeding Integra Quick Reports 4 6 User Manual V4 6 beta 34 Shireburn Software Ltd 2008 16 June 2008 integra quick reports 3 3 2 Setting Multiple Conditions Once the first condition has been set this condition can be combined with a second and subsequent conditions by ensuring that the AND or OR fields are set a
72. xplorer as well as their respective logos integra quick reports are all trademarks of Microsoft Corporation Acrobat Writer Acrobat Distiller and PDF are registered trademarks of Adobe Corp All other trademarks are hereby duly acknowledged asthe property of their respective owners About Shirebum Software Shireburn Software Ltd is the author and distributor of the Integra family of products The company is an IT Services company specializing in the development and implementation of collaborative solutions based on the Lotus Domino and Lotus Notes environments as well as other systems for financial and inventory management Established in 1983 the company has been active in the field of Lotus Notes development since 1993 and has considerable experience in the range of skills required covering business analysis consultancy creation of functional specifications design development implementation and on going support of such solutions Shireburn Software was a founding member of the Lotus Key Partner program in 1990 which then transitioned into the Lotus Business Partner program where Shireburn was an Advanced member until the program was merged with the IBM PartnerWorld for Software program in which Shireburn is an Advanced Business Partner Business Partner ut a Shireburn Software Ltd has won various awards for its Integra range of products including DE AWARD LUE 2 AWARD EDITORS CHOIC

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