Formatted Reports are a way of displaying a Report in a Document.
Formatted Reports can be used for:
Scheduled email Report Documents.
The print button in the Report list screen.
The email button in the Report list screen.
The File/Print Menu option when in the Account Details screen. Select the report name in the Area Setup.
Added to an Account Document to be Emailed.
To add a Report to a Document you will need to create the Report first.
While in the Report Writer click on the link Edit Document on the Report Layout step and in the editor that pops up you can format the Report to appear in the Document.
In the editor you will need to create the Document first, you can add plain text, images and more.
Once the Document is how you want it you will need to add the Formatted Report to the correct place
1. To embed the HTML output of the current Report into the Report document.
[report]
2. To embed the HTML output of a different report into the current Report document, use RW- followed by the report name (or SQL- followed by the report name). This should be on the line immediately preceding the table for the report results.
[reportloop:RW-Appointments][/reportloop]
Field names, as from the result of running the Report, should be entered in square brackets [ ]
The data row will be repeated for as many records are returned in the Report result.
Example
[reportloop:RW-customerlist]
Account number | Customer name | Postcode | Telephone |
[Account] | [Company] | [Postcode] | [Telephone] |
[/reportloop]
You can also use the same formatting in an Account Document to pull the Report in an Email.
