Tutorial Reports
These tutorial reports are designed to demonstrate some of the advanced formatting options available within Stonefield Query for ACT!. In order to access the specific formatting in each of these reports you will need to access the report from the Reports Explorer within Stonefield Query for ACT!.
Calculated Field Sample: This report shows how to create a calculated field in the Advanced Report Designer. In this report, the commission field is a calculated field, and is defined as 15% of the total field. In the Advanced Report Designer, double-click the commission field to see how this calculation is created.
Calculated Filter Sample: This report shows how to create a calculated filter condition. The filter on this report shows history records from the past 90 days. To create such a dynamic filter, edit a filter condition, click the More button and select Expression for the Compare To setting.
Calculated Grouping Sample: This sample report shows how to group a report based on a calculation. In this case, the report is grouped by the first letter of the contacts' last names. This kind of calculated grouping is created using the Data Grouping option on the Report menu in the Advanced Report Designer.
Dynamic Font Color Sample: This report shows a dynamic font color for a field. In this report, the Opportunity Total field is displayed in red when it is greater than $500. To create a dynamic font color, double-click a field in the Selected Fields list on step 2 of the Quick Report Wizard, and select the Style tab.
Dynamic Font Style Sample: This report shows a dynamic font style for a field. In this report, the Opportunity Total field is displayed in bold & italic when it is greater than $100. To create a dynamic font color, double-click a field in the Selected Fields list on step 2 of the Quick Report Wizard, and select the Style tab.
Groups and Totals Sample: This report has a grouping on the Product field and totals on the Amount and Units field. To add a grouping on a field, double-click it in the Selected Fields list on step 2 of the Quick Report Wizard and select the Grouping tab. To add a total on a numeric field, double-click it in the Selected Fields list on step 2 and select the Format tab.
Multiple Data Sample: In a crosstab report, it is possible to select more than one Data field. This sample opportunity report has three data fields: a sum of the Total field, a sum of the Weighted Total field, and a record count.
Multiple Grouping Sample: This report demonstrates using more than one grouping on a report. Once you have added more than one group to a report, you can select the order of the groupings on the Grouping tab of the Field Properties dialog of any of the grouped fields. This sample report is grouped by Record Manager and State.
Multiple Row Sample: In a crosstab report, it is possible to select more than one Row field. This sample opportunity report has the Record Manager and Stage fields as Row fields.
Percentages Sample: This report shows how to create a percentage column for a field. In this example, the percentage is calculated based on the Opportunity Total field.
Prompt User Sample: This report shows how to prompt the user for a value to be used in the report. This is done using the BeforeData event, which is available through the Advanced button on step 2 of the Quick Report Wizard. In this sample, the code in the BeforeData event creates a variable called gMyValue, and then uses the PromptUserForValue function to ask the user to enter a value. This value is then available for use in the report layout; the layout in this sample report simply displays it in the page header.
Rotation Sample: This simple report includes rotated text. Rotation for fields is set in the Field Properties dialog in the Advanced Report Designer.
Sorting Sample: This report shows how to sort a report by a field that is not displayed in the report output. To do this, add your sorting field on step 2 of the Quick Report Wizard, and set its width to zero in its field properties. This sample report is sorted by last name, but the last name field is not displayed on the report.
Text Trim Sample: This report demonstrates some of the text-trimming options available in the advanced layout designer. These options are relevant when a field contains text that is larger than the field object on the report layout.
Top N Sample: This report shows how to restrict the number of records appearing on a report. To set this option on a report, click the Advanced button on step 2 of the