Detail and Summary Report Setup

A report is created from one existing Table, View or Custom View. If you need to display data from more than one table or view, join them first using a view your database (preferably) or using a Custom View in PHP Report Maker.

After loading the database, the database objects (tables, views, custom views and reports) will be shown in the left pane (the database pane). To create a report, right click the database pane and select [Add Report (Detail/Summary)]. Alternatively, you can click [Edit] in the main menu and then select [Add Report (Detail/Summary)].

The Report Setup window will show up:

The Report Setup window has 4 tabs. Go through these tabs one by one to setup your report.

General

PHP Report Maker will give the new Report a temporary name, Report<n>, where n is an integer. If you want to change the name, enter a new name in the [Report name] edit box. Then you can select a table, or a view, or a Custom View form the [Table or View] combobox.

The field in the table will be displayed in the [Available fields] listbox, select fields you want to display by moving them to the [Selected fields] listbox. It is recommended that you select only the fields you required or the report page may be too wide to view without scrolling.

This settings in this tab are mandatory.

Grouping Levels

You can optionally add up to 6 grouping levels and choose to show summary for each level. Select the grouping field for each level in the comboboxes.

You can sort the values of the grouping fields in either ascending or descending order. After selecting the grouping fields, press the buttons next to the comboboxes to change the sort order.

To enable summary, check [Show Summary] next to the grouping fields. When any of the [Show Summary] fields is selected, the [Summary Values] tab will appear for you to setup the summary values later. (See below)

Sort Order

You can optionally sort records by up to 6 fields, in either ascending or descending order. Select the sorting fields in the comboboxes. Press the button to change the sort order.

Summary Values

If any of the [Show Summary] checkboxes is selected in the [Grouping Levels] tab, this tab will become visible. You can optionally select aggregate values for each selected numeric field. Available summary values are [Sum], [Avg], [Min] and [Max]. These summary values will be shown at the end of the grouping levels with [Show Summary] enabled.

In this tab, you can also choose what to show:

[Detail and Summary] - Records belonged to each grouping level will be displayed under the grouping level title, then followed by the summary.

[Summary Only] - Only the summary for each grouping level will be displayed.

You can also optionally choose to [Show page summary] and/or [Show grand summary] for all records at the end of the report. If [Show page summary] is enabled, the summary for the records in the current page will be displayed at the end of the page. If [Show grand summary] is enabled, the summary for all the records in the report will be displayed at the end of the page.

If you choose [Summary Only], you can optionally choose [Show compact summary view]. If enabled, the summary for each group will be diplayed as columns instead of at the end of each group.

Press [OK] to finish setup. When a report is created, the field settings will be copied from the source table. But from then on, the Report has its own field settings and is much like other table in PHP Report Maker.

To edit a Report, right click the Report in the database pane and select [Edit Report]. Alternatively, you can select the Report first, then click [Edit] in the main menu and then select [Edit Report]. Note that the source table of a report cannot be changed.

Important Notes on Report

1. After a report is created, a report works independently from the source table it based on. Changing the structure of the source table does not change the report. If you delete a field in the source table that is used by a report, the report will fail. Similarly, if the report is based on a Custom View and you change the SELECT statement of the Custom View, the report may fail if a field in the report is missing. However, in the latter case, when a Custom View is edited, PHP Report Maker will check the validity of the SQL. If the SQL fails, both the Custom View and reports that based on the Custom View will be displayed with a cross in the icon, like and . Also, a Report has its own field settings, changing field settings in the source table does not change the field settings in related Reports.
   
   
2. Report supports User ID and User Level. (See Security)

Also See:

Custom View Setup
Security Setup
Tutorial - Detail and Summary Report