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General Search By/Report Dialogs

Information | Note: In Version 14, these general search/reports are now accessible from the new Reports TabGeneral search by/report dialogs can be launched from either the main screen header...Search By/Report menu or from hyperlinks created on the Home View:



General Search By/Report Dialogs Launched from Header

These General search by's/reports that are available in the header are dependent upon visibility rules setup for General searches/reports created in PrintBuilder...General Reports...General. These dialogs can be used to quickly report on data in grid form or launch reports sent to printer/email, etc. - or they can be used for both purposes. The functionality seen on these search dialogs greatly depends upon the setup of the search/report in PrintBuilder. So keep in mind that some of the functionality sections described below might be hidden in certain simpler searches created in PrintBuilder.

General search by's/reports can also be launched from hyperlinks created on the Home View as:

GENERALLISTING=[ReportName]

Where [ReportName] is replaced with the name of the search/report to be launched (its name in PrintBuilder):

General search/report dialogs look very similar to Custom Search By's and Equipment Search By/Report Dialogs - this is by design, once you understand one interface then you generally understand them all. In the example below, we will be using the 'Employee Listing' search found under 'Search/Report...Miscellaneous' (see figure above). There are several general sections:



General Search/Report Dialog - General Sections

1. Search Filter

2. Search Results (grid)

3. Output (report)

4. Script Project Launch

See the matching sections below for more details.

  1. Search Filter
    Use this top section of the dialog to fine-tune the search to return the desired records. Depending upon the setup of the general search/report, one or more filters might be shown. If more than one is visible then so you will see each on a sub-tab. The left-most tab (if multiple search tabs are visible) always applies to the 'parent' table that is being searched. A 2nd, 3rd, or 4th subtab would only be relevant to the filtering of 'detail' information that is embedded into a small grid per 'parent' row. Take the example below:



Multiple Filters - Example

The 'parent' table in this example is Employee, and the embedded 'detail' is 'Employee Trainings'. So in the left-most filter tab, we are concerned with filtering employee records from the grid. In the 2nd tab for 'Employee Trainings' we are only concerned with filtering the training records that show in the embedded grid detail.

  1. Search Results (grid)
    This grid shows the results of the search - only the fields selected in the search/report design in PrintBuilder are returned:



Search Results

To return records to the grid (or refresh the results) press the 'Select' button. Pressing the 'Test Selection' button to the right will simply return a count of matching records - this will occur much more quickly than the actual search, and can be used to confirm your search is properly set. Several options are available in the grid with a right-mouse click:



Search Results - Right-Mouse Click Options

Show Group Panel

Turns on a group panel above the grid - use this panel to drag/drop fields that will be grouped in an outline structure. Multiple fields can be grouped at once if desired.

Customize Fields

Displays a small window showing additional fields that can be added to the grid. To add a field to the grid simply drag it from this window into the grid's header section. To remove a field simply drag a field from the grid header into the fields window. Important: press 'Select' again to insure that new fields have values in the result set. Select the # of visible fields carefully. The smaller the # of fields, the quicker the search/report can be completed.

prod_tip Hint

To more quickly select the visible fields, press the small button in the upper-left of the grid - this will cause a drop-down to display listing all available fields - simply check the desired fields.Auto-Size Columns

This option can save time when sizing fields to show as much information as possible horizontally in the grid. This option will automatically resize all fields to the smallest size possible which ensures that all data in the field (including the header name) can be displayed. Note: this operation might take several seconds, depending upon the size of the # of records in the grid.

Hide All Fields

Use this option to quickly hide all fields in the grid - then add back only the fields you need. This is helpful if you want to quickly go from a large # of fields to a small # of fields.

Show All Fields

Use this option to quickly show all fields in the grid - then remove the fields you do not need. This is helpful if you want to quickly go from a small # of fields to a large # of fields.

  1. Output (report)
    This section allows for quick export of the search records as a report. Depending upon the options set to be visible in the setup of the search/report in PrintBuilder, this output might be as a grid or in a custom format, as designed in the IndySoft Report Designer.



Report Output Tab

There are 2 groups: Print Type and Destination. Simply select the desired choice from each group (one selection from each group) and then press 'Create' to generate the report in the desired fashion. Note that some Print Type or Destination options shown above might be hidden for certain search/reports, depending upon the setup in PrintBuilder.

  1. Script Project Launch PLEASE NOTE

    The following topic may include references to the custom scripting aspects of the IndySoft product line and as such some aspects of the discussed features may not be accessible by end customers. For reference, the affected features will either use the word 'script' or phrase 'custom script.' Refer to the Custom Scripting Overview topic for more information about custom scripting and how it is implemented and supported within the product.Some General search/reports might display 1-3 buttons in the lower-left of the dialog allowing for quick launch of script projects. Script projects can make use of script functions to return the current SQL in use in the General report to perform an action upon the result set:



General Report - Options - Launch Buttons



Script Project Launch from General Search/Reports |