Guided Report Mode is available in HTML Composer to help in the creation of a companion page for a Guided Report created in a tool, such as Report Painter. You can use HTML Composer to create a streamlined, highly parameterized report procedure that results in the ability to generate thousands of reports.
Note: The Generate Graph and Add Filter right-click options are unavailable when using a guided report.
The Add HTML File dialog box opens, as shown in the following image.
The Template Selector window opens. To create a Guided Report Form without using templates, select Cancel. For more information on using templates, see Using Templates in HTML Composer.
Note: If you select Cancel, the page is created without templates but is still in Guided Report Mode. To create a Guided Report Form with a RIA theme, you must select Cancel from the Template Selector window.
The following procedure describes how to operate in Guided Report Mode while using a predefined template. For more information on templates, see Using Templates in HTML Composer.
Note: When you embed a report, once the Master File is selected for the first report, you will not be prompted for the Master File again when creating subsequent reports. All joins, defines, WHERES, includes, and stylesheets are copied to the component.
You cannot invoke Procedure Viewer or Document Composer from the right-click menu while in Guided Report Mode.
For more information about creating a Guided Report, see Creating Reports With Report Painter.
Since you picked a Master File for your first report, you will not be prompted for one again if you embed the report.
The New Parameters dialog box appears and the parameters for each additional report are added to the form.
A page with controls for the Guided Report parameters appears so you can customize and run different versions of the report dynamically, as shown in the following image.
Note: When you embed a report, once you select the Master File for the first report, you are not prompted for the Master File again when creating subsequent reports. All Joins, Defines, WHEREs, Includes, and stylesheets are copied to the component.
You cannot invoke Procedure Viewer or Document Composer while in Guided Report Mode.
For each report added, the New Parameters dialog box appears.
A page with controls for the Guided Report appears so you can customize and run different versions of the report dynamically.
When you import, embed, or reference reports into a Guided Report form, the New Parameters dialog box opens, as shown in the following image.
The main components of the New Parameters Dialog Box are:
You can reorder the parameters. Moves the selected parameter in the corresponding direction.
Displays the name of each parameter that you add to the Guided Report Form.
Inserts a control onto the form for the corresponding parameter. By default, all parameters have the Create Control check box selected.
Displays options for control type for each parameter. You can choose one of ten different control types. The options are as follows:
Sets the control to be chained in the order they are listed in the New Parameters dialog box.
Displays the options for where to place the controls for the parameters to be added to the Guided Report Form. The options are as follows:
The drop-down box also lists the names of any existing forms and you can select that option to add the new parameter controls to an existing form.
Note: This option is only available when creating Guided Report Forms without using templates.
Sets the New Parameters dialog box to off and instead, uses the default selections.
Selects the Chain control check box for each parameter.
Selects the Create control check box for each parameter.
Note: After the options for each fieldname control, a Separator is automatically added to generate a new line. There is also an extra separator added at the bottom of the parameters list that can be used to add additional spacing, as needed.