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The New Report/Edit Report, Step 1 - Report Design page is used to create new report definitions or edit existing ones. This page, which displays when you create or edit a report from a page in the Reports area, incorporates the WebIntelligence third-party reporting tool.
The WebIntelligence web panel is an applet that runs in the page to allow you to build queries and control the formatting of a report.
Note: Working with the web panel to create and edit reports is a complex process that requires detailed knowledge of your Trade Services database and familiarity with the WebIntelligence reporting tool. Click here for general information about working with the web panel. The WebIntelligence User's Guide contains detailed instructions for using WebIntelligence. If you still need help working with the web panel to create and edit reports, contact your bank.
The fields and controls contained in the New Report/Edit Report, Step 1 page are described below.
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Field/Control |
Description |
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Cancel |
Cancels the report creation or editing process and redisplays the page from which you initiated the process (either the Standard Reports Listing or the Custom Reports Listing). |
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Results |
Displays the Results tab of the web panel, which allows you to add objects to the query, order their appearance, add breaks, sorts, and sections, and insert calculations and counts. In the Results tab, the Classes and Objects panel to the left displays the data objects available for inclusion in the report. The Section and Block panels to the right contain the objects from the Classes and Objects panel that define both the data the query will retrieve from the database, and how that data is arranged in the document. |
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Conditions |
Displays the Conditions tab of the web panel, which allows you to apply conditions and filters on the data to be included in the report. In the Conditions tab, |
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Settings |
Displays the Settings tab of the web panel, which allows you to apply formatting to the report (fonts, colours, heading formats, and so on). |
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Run Query |
Runs the query you have defined in the web panel, and then displays the generated report in the New Report/Edit Report, Step 2 - Report Preview page. |