Toad Data Point 5.0 - User Guide

About Designing Toad Data Reports

Use the Data Report Designer to design reports visually. Stored in .tdr files, data reports are "live" reports that can be refreshed dynamically. What makes them dynamic is that they contain the underlying queries for report data sets. Each time a data report is opened, its query runs and the latest data is retrieved. The dynamic nature of data reports makes them ideal for distribution to users who need to see changes to data without waiting for scheduled updates or for new reports to be distributed.

You can also design data reports through the data reports tool.

To design a data report in the data report designer

  1. Right-click the data and select Send To | Data Report Designer.

    Note: You can also select Tools | Reports | Data Reports.

  2. Complete the wizard. See Tutorial: Create a Toad Data Report for more information.

  3. Use the following to design the report:

    Field List

    Contains the fields available in the data set that you can include in the report. See Bind Fields for more information.

    Toolbox

    Contains a set of controls to customize the format and display of the report. See Add Controls for more information.

    Explorer

    Contains a list of items currently included in the report. See About Navigating Reports for more information.

    Property Grid

    Contains the properties that can be modified for the selected items in the report. See About Setting Report Properties for more information.

  4. Use the bottom toolbar to:

    View the report designer.

    Preview the report in print.

    Preview the report in HTML.
    Edit data in the report designer.

To edit data in the data report designer

  1. Click in the report designer.

    Note: You can select a data set to update from the table or field list.

  2. Update the data set. Review the following for additional information:

    Load a SQL file into the editor.
    Execute the current query and refresh the data.

    Create a new table.

    Note: This clears the editor and you must execute the new query to load the table.

    Delete the selected table from the result set.

    Define relationships between tables to create master detail reports.

    Tips:

    • Select the report and view the properties to ensure you have the correct driving table.
    • Right-click the data report and select Insert Detail Report to insert the detail band.

To design a data report in the data reports tool

  1. Select Tools | Reports | Data Reports.
  2. Complete the wizard.

    Note: Select more than one table as the source to display a dialog to define relationships.

  3. Define relationships to create master detail reports. Review the following for additional information:

    Relation Redefine existing relationships.
    Parent Table Select parent table.
    Child Table Select child table.
    Parent Column Define parent column/s.
    Child Column Define child column/s.

    Tips:

    • Select the report and view the properties to ensure you have the correct driving table.
    • Right-click the data report and select Insert Detail Report to insert the detail band.

    Notes:

    • If you do not define a relationship, the selected table serves as the running table. If you define a relationship, the parent table serves as the running table.
    • Not including a column removes the relationship.

Tips:

  • To edit a saved data report, open the report, right-click the toolbar area and select Report Viewer to enable the toolbar. Click in the Report Viewer toolbar to begin editing the report.
  • Click to edit the query used to generate the data set for the report. Any tables or columns removed from the query are removed from the report.
  • To modify a chart, click the chart, then click and select Wizard to open the Chart Wizard.

To create a child report

  1. Click .
  2. Complete the wizard.

    Tip: To view a sub report from the main report display, double-click the sub report.

To add a pivot grid

  1. Click .
  2. Click the arrow to display pivot grid tasks.

    Note: Specify the Data Member. You do not need to specify the Data Source.

To save a report layout as a template

  1. After designing a report, click in the Report Design toolbar.
  2. Enter a file name and select a location to store the template.

    Note: When generating subsequent reports using the Data Report Wizard, when you select the template option, your new template file appears in the list of templates.

    Tip: To save an existing Toad Data Report's layout as a template, open the report and click to open the Designer view. Then click .

To merge reports

  1. Open an existing Data Report. The report opens in Preview.
  2. Click and select another report to add to the open report.

 

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