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IES Knowledge Base: Business Objects, Report Writers: -

DOCUMENT WRITER

 

 

Introduction

What is Document Writer?
 

Overview

Full example of a "small" Report

 

Entry

Where to find it

 

Change and Ownership

When and when not change it
Ownership and last update
Remove Document Model

 

Identification

Retrieve existing Key or choose a new one
Name and Category
Which is which
The Notes any Document Model should have

 

Save

Save and Interim Save

 

Business Functions

Report Flag Functions
Metadata
Report Memo Values
GL Access Reports
Period Comments

 

Writer Commands

Query
Export
Import

 

Layout

Choice of Editor
Preview
Design cycle: Open Editor, Design, Read Layout, Interim Save
Java Script Adjustments
Respect the SPACE character

 

Execution Design

Order of Tag Calculation
Iteration Levels, Raise Execution Iteration

 

Template Functions

Copy
Change Multiple Tags
Re-generate Template Commands
Tag Absolute or Relative 
Period Mapping
Forex Exchange Rate
Financial Scaling
Rounding of Numbers
Display Mask
Alignment
Tag Help
Result Width
Bold
Underline
Sign Convert
Conditional Tags
Tag Result
Result Operator
Result Conditional Value
Remove Template
Reveal Logic

 

Tag Functions

About Tag Numbers
About Tag Names
Find New Tags
Mass Edit Tag Names
Where is that Tag
Open Tag Macro

 

Tag Logic

The Macro Wizard
Toggling between Tag Macro and Template
How to Change from 1 Template to another
The Macro Language

 

Data Sources and Data Keys

What for

 

Pre Run Processes

What is it?
Manual Pre Run
Pre Run Assist
Which Pre Run
Custom Pre Run

 

Testing

Test Doc, no debug
Test 1 Tag only
Test Doc, debug all
Test Doc, debug 1 Tag
Test Doc, GL Debug only

 

Publication

Print Document Model
Publish: New Menu Process
Publish: Register a Swap
Publish: Grant User Access, Local Reports
Publish: Grant User Access, Menu Path
Publish: View User Access
Publish: Remove User Access

 

Portability

Copy
Export
Import

 

Units

What are they?
Entry
Key and Name
Copy, Export, Import
Remove Unit Model
Load New Tag
Re-select Tag Order
Number of Tags
Ownership
Exploding Units
Notes
 

Templates for Tags (all available in Main Document, some available in Units)

Numbers from the Accounts: -

Numeric Result, Accounts
Numeric Result, GL, Single Rule
Numeric Result, GL, Double Rule
Numeric Result, GL, Multi Rule
Multi-layered Reports within Report: -

Quick Writer Report object

Iterative Units: -

Unit Call, Data Iteration
Unit Call, Data Selector
Unit Call, iKeys Multi Rule
Unit Call, iKeys, GL, Single Rule
Unit Call, iKeys, GL, Double Rule
Unit Dependent
Unit Final Line

Direct Data Source Values: -

Numeric Value
Alpha Value
Numeric Name
Alpha Name

Comments: -

Generic
Period Driven

Tag Operations: -

Tag % Tag
% Variance
Tag Operator Tag
Total from other Tags
Memo Value
Data Selection Key
Text Label
Literal or Number insert
Export a Tag Value
Read Exported Tag Value
Insert Period Name
Insert Company Name
Date, formatted
Time, formatted
Line
Numeric from Accumulator
Text Replacement
Program Call

Picture

Conditional Result Removal: -

Line Cut Start, Line Cut End
Section Cut Start, Section Cut End

Charts and Graphs: -

Pie Chart
Bar Chart
Line Graph

Data Streams: -

Up to 9 Data Streams may be embedded in a Document
Data Stream
Error Codes with Data Streams

Medical Invoice: -

Numeric from Medical Invoice
Alpha from Medical Invoice
Unit Exclusive Tag Templates
Keep the Data Source Layout handy!

Single Record, Data Iterations by Data Count: -

Numeric Iteration Value
Alphanumeric Iteration Value
Iteration Count, Unit Line Number

Multiple Records, Iterations by iKeys: -

Numeric Iteration from Data Name
Alpha Iteration from Data Name
Numeric Iteration from GL Name
Alpha Iteration from GL Name