The app allows you to perform a contextual reporting from a database of your IBM Lotus Domino® system. This means you can limit the report data by selected documents in a view or by opened document of a database. The contextual documents should match to the first level data source in report structure, that is, not related to any other data sources. Also it can be the documents matched to a data source not presented in the report structure but to which might be set a relation from the first level's data source in the structure.
To perform a contextual reporting, make sure the requirements are met:
| • | The app admin has done specified setting in a database in order that the contextual reporting from it become possible; |
| The result of the setting should be a button or a menu item with icon of the app Report Wizard in the IBM Lotus Notes® toolbar or in the views or documents of a database. | |
| • | You have set properties for contextual reporting in a report properties document on the tab Reporting from Databases; |
| • | You have opened a database and view or document within it from which a report is available for building. |
If three requirements described above are met, to perform a contextual reporting do the next:
| • | Open a database; |
| • | Open a document or select ones in a view of the database; |
| • | Press the button or the menu item with icon of the app Report Wizard. |
In the appeared window choose the name of a report which you want to build. If in the window aren't displayed reports names for choice, this means no one from reports is available for building from your current placement in the database. Try to change your placement according to contextual properties of the report or to change the properties. Empty table as the result of reporting indicate that the opened document or at least one from selected documents in the view couldn't become contextual for the report. Try to build the report for other documents in the database or change the report properties.
Besides contextual, you can perform non-contextual reporting from a database. In this case opened document or selected ones in a view don't limit the report data, which will be the same as if you perform the reporting in the app Report Wizard. It allows don't open the app for a reporting but to do it from your current position in a database. A report can be available for its contextual building as well as for non-contextual one at the same time. In this case contextual mode is active when a document is opened or documents are selected in a view of database, otherwise the non contextual mode is active. Set up properties for contextual reporting required for you in the report properties document on the tab Reporting from Databases.
If the saving of report data as documents Notes is performed at the reporting they are being stored in the app Report Wizard on your computer and will be available for viewing or exporting to a file at any time.
Topic links:
Reporting from Databases ( report properties tab )
See also: