A report opens with just a body by default. A header and footer can be added.

1. Open the Report Designer.

The Data Source is automatically populated.

NOTE: If the data source needs to be changed, click Data and click Add to add the data source. See Add a Data Source for more information.

2. Click the Report tab at the top and click Add Header or Add Footer to add it to the report.

3. Select it and use the panel on the right side to adjust the header and footer.

4. Select TextBox from the left side and paste it where you want to create a report title, and to start building the report.

5. Use the panel on the right side to adjust the text box.

There is a default or basic Data Set that needs to be edited.

6. Click Add in the Data Set section.

7. Click DefaultDataSet to edit the data set or create a new one.
8. Click the plus icon next to the data source in the Data Sources section.

9. Enter your SQL string to select your database and the tables you want to work with.

10. Click Validate.
11. Click OK.

Once the tables are selected, they are listed on the right.

12. Drag and drop fields from the data set to add the Cityworks data, or from the Common Values panel.

IMPORTANT: To use ActiveReports to print cases, the PermitId parameter must be set up on the report. For task notifications, the CaTaskId parameter needs to be set up. See Configure Printing for Case Templates in the Admin 3.6 Guide for more information.

13. Click Save in the upper-left corner of the top toolbar.

For more information on creating parameters, subreports, formatting reports, and more, see the ActiveReports training options on Learn.Trimble.com.

A report opens with just a body by default. A header and footer can be added.

1. Open the Report Designer.

2. Click the Report tab at the top and click Add Header or Add Footer to add it to the report.

3. Select it and use the panel on the right side to adjust the header and footer.

4. Select TextBox from the left side and paste it where you want to create a report title, and to start building the report.

5. Use the panel on the right side to adjust the text box.

There is a default or basic Data Set that needs to be edited.

6. Click Add in the Data Set section.

7. Click DefaultDataSet to edit the data set or create a new one.
8. Click the plus icon next to the data source in the Data Sources section.

9. Enter your SQL string to select your database and the tables you want to work with.

10. Click Validate.
11. Click OK.

Once the tables are selected, they are listed on the right.

12. Drag and drop fields from the data set to add the Cityworks data, or from the Common Values panel.

NOTE: If you are an Oracle client, additional formatting for fields is required. After a field is dropped in the report, it must be formatted this way: (First(field, "DataSetName")). For example, if the case number field was added it would look like the following: (First(CASE_NUMBER, "DefaultDataSet")).

13. Click Save in the upper-left corner of the top toolbar.

IMPORTANT: To use ActiveReports to print cases, the PermitId parameter must be set up on the report. For task notifications, the CaTaskId parameter needs to be set up. See Configure Printing for Case Templates in the Admin 3.6 Guide for more information.

For more information on creating parameters, subreports, formatting reports, and more, see the ActiveReports training options on Learn.Trimble.com.