The following list provides descriptions of the report templates folders located in [Reference Data Folder]\SharedContent\Reports\Types of Reports on the application server computer. Report templates contain the necessary queries and links to other templates to extract the required information and produce an output report.
Baseline
Helps in creating a baseline report, which is in turn used with a differential report. A differential report shows changes in comparison to a baseline report. For example, you can view which items have been added, deleted, or modified between the two reports. Baseline information is not currently editable.
Baseline Parameters
Defines the baseline prompts presented when the report runs. Examples include currency or dates for reporting purposes.
Display
Displays or publishes the formatted result of a report. Display information is not currently editable.
Formatting
Formats the results of queries for reports. This type of template can also refer to formatting parameters if the formatting requires parameters.
Formatting Parameters
Defines the formatting prompts presented when the report runs. Examples include units of measure and coordinate systems.
Layout
Provides sample report layouts in Microsoft Excel (.xls) format. The templates provide examples of column header names and overall output organization.
Queries
Contains the SQL statements or property-based queries that retrieve data during report creation. This type of template can also refer to query parameters if the query requires parameters. For more information about report queries, see Report Queries to Extract Data.
Query Parameters
Defines the query prompts presented when the report runs. For example, a prompt can ask you for the system parent name.
Reports
Creates reports. The report templates contain references to other templates, such as query and formatting templates. You can have several queries for report templates.
Schema
Contains XML code that provides a schema for reporting entities and templates.
The following table gives the associated file type for each report template.
|
Report Template |
File Extension |
|---|---|
|
Baseline |
.rbl |
|
Baseline Parameters |
.rbp |
|
Display |
.rdy |
|
Formatting |
.rfm |
|
Formatting Parameters |
.rfp |
|
Labels |
.rtp |
|
Layout |
.xls |
|
Queries |
.rqe |
|
Query Parameters |
.rqp |
|
Reports |
.rtp |
|
Schema |
.xml |
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To enable recursive expansion of embedded labels, the report RFM file must set the ToParse flag to Yes, as in the following example:
<DATA
Column="ShortMaterialDescription"
ToParse="yes"
Visible="yes"/> -
Microsoft Excel 2003 is the minimum supported version for the Drawings and Reports task.
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Excel 2007 uses a new file format and extension (.xlsx). However, the delivered report templates still use the old .xls extension. If you create a report template with the .xlsx extension, only machines with Excel 2007 will be able to handle (edit, update, or open) the report. If you attempt to open a .xlsx file with an older version of Excel, an error message displays stating that the file is not compatible with the version of Excel.
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If you are using Office 2003, in Microsoft Excel under Tools > Macro > Security > Trusted Publishers tab, check the Trust Access to Visual Basic Project option.
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If you are using Office 2007 and Office 2010, click the Microsoft Office button to access Excel Option. Go to the Trust Center category and select the Trust Center Settings button. Select the Macro Settings category and check Trust access to the VBA project object model.
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For more information about Microsoft Office and service packs, refer to the Microsoft web site.