Tab | Description |
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Specify the general properties of the report. When creating a new query, only the Properties tab is initially available. | |
Specify the tables used in the report and how they are joined for reporting. The Tables and Joins tab becomes active after a name has been entered for the report template on the Properties tab. | |
Specify the Report Builder criteria pane page layout, reportable fields, and fields that can be constrained for reporting. The Select or Constrain tab becomes active after a table has been added on the Tables and Joins tab. | |
Specify additional criteria to be added to the query for reporting, in addition to the data entered on the Report Builder page. The Criteria tab becomes active after a table has been added on the Tables and Joins tab. | |
Specify the sort order for the report. The Sort tab becomes active if a sortable item is added to the Select or Constrain tab. | |
Shows advanced functionality, including View QML, View SQL, and Preview Report. The Tools tab displays only when the > > preference is set to Yes in the Preference Management utility. |
Action Button | Description |
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View Report | Opens the report template in the Report Builder. You can interactively switch between the Query Builder and the Report Builder windows while developing a report template. Click View Report again to refresh the Report Builder with saved changes made in the Query Builder. View Report is enabled once a query has been saved as a report template. |
Save As | Save a copy of an existing report template with a new name. After saving the copy, you are editing the newly saved report template. The name entered must be unique; if the name entered is already in use, an error message displays. The Save As action is available only after a report template has been saved. |
Apply | Saves the report template. Apply becomes active once a query is valid: • A name has been specified on the Properties tab • At least one table or report template has been added on the Tables and Joins tab • At least one reportable item has been added on the Select or Constrain tab |
Close | Close the Query Builder window. If there are unsaved changes, you are prompted to confirm the close action, or cancel and save your changes. |