Report Designer User Interface

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After selecting the +New option in the Reports List (Settings > Applications > App Designer > Reports), eCASE automatically opens a new tab containing a blank report template titled Report1. This blank report template requires adding a data source prior to expanding any further reporting options; multiple data sources can be utilized. After adding the data source(s), use the query builder to begin constructing the query that will serve as the primary data source of the report. A query can be built by tables/views, or by a stored procedure.

An example of the eCASE Report Designer is shown below. There are four primary areas of the Report Designer:

Interface of eCASE Report Designer showing tools, properties, and report layout options.

  1. Controls Menu: This menu allows you to drag and drop items into the Report Designer Workspace. This menu is used to construct the basic design of the report.

  2. Toolbar: This menu allows you to manage the file operations of the report, such as saving the report file, magnifying the Reports Designer Workspace, or previewing the report.

  3. Options Menu: This menu allows you to configure the details of items within the Reports Designer Workspace. The options available in this menu are dependent upon the item selected, but primarily focus on Action, Appearance, Behavior, etc.

  4. Reports Designer Workspace: This is the visual representation of the report. Items added to this workspace can be manipulated directly in the workspace, and the more granular details of the report can be configured by selecting an item and making changes to the Options Menu. The top section, titled TopMargin1, of the workspace is used for labels, logos, titles, etc. The middle section, titled Detail1 of the workspace is used to construct the function of the actual report. The lowest section, titledBotttomMargin1, of the workspace is used for footer information. More sections can be added.