Report version applications

Within a report version application, you can create multiple versions of a report, each with different criteria. Each record in the report version application represents a version of the report, with the fields in the record configuring the criteria of that particular version.

Use the Create button to create new report versions just like you create new records in other applications. In new report versions, the values you enter specify the information you want to include in your report. After you save the record, use View Report button to see the report version you created.

To view previously run report versions, select the View Report row action on the list form. You must select the Run form action if you haven't previously run the report. Alternatively, select the Run and View Report row action to run and view a report version. 

Depending on the configuration of the report version application, you can export reports as different file formats, such as PDF and CSV.

Optionally, you can apply report settings to report versions to adjust the report to fit your needs. Learn more in Report Settings application.

How to use report buckets

If your report version application has the Bucket Definition field, you can select one of the Nextworld delivered bucket definitions to help categorize your records in your report.

Each report bucket definition is configured with labelled columns that sort the records into categories based on the bucket type.

There are several bucket types available, such as:

• Relative Date—The records in the report are organized based on date ranges which are relative to a specific date. 
• Relative Period—The records in the report are organized based on date ranges which are relative to a specific period within a fiscal year. 

See the Report bucket example for more information. 

Report bucket example

The bucket type determines which input and date fields are available for configuration. The Bucket Column subtable fields determine the date ranges for each column. There are several fields to consider in the subtable, such as:

• Lower range bound—Dictates the lowest date range in that column, such as the relative date (low) or relative period (low). 
• Higher range bound—Dictates the highest date for the date range in that column, such as the relative date (high) or relative period (high). 
• Label—Dictates what the column is labelled. 

Relative Date

For report bucket definitions with a bucket type of Relative Date selected, there are several fields to consider, such as:

• Time Unit—Dictates whether the values in BucketByRelativeDateSubtable.BucketRelativeDateLow and BucketByRelativeDateSubtable.BucketRelativeDateHigh are counting in day or week increments. 
• Start Date Input—Dictates the date which the BucketByRelativeDateSubtable.BucketRelativeDateLow and BucketByRelativeDateSubtable.BucketRelativeDateHigh are dependent on. The start input date specifies a report parameter name from the report version application. 
• Date Field—Dictates which field from the record is checked by the bucket definition to determine if the record falls within the selected date range. 

The table below shows how different values would impact the date ranges for each column with a bucket type of Relative Date. 

Relative Period

For report bucket definitions with a bucket type of Relative Period selected, there are several fields to consider, such as:

• Starting Period Input—Dictates the period within the fiscal year which the Relative Period (Low) and Relative Period (High) are dependent on. 
• Starting Fiscal Year Input—Dictates the fiscal year for the starting period input. 
• Period Data Field—Dictates which field from the record is checked by the bucket definition to determine if the record falls within the selected period.
• Fiscal Year Data Field—Dictates which field from the record is checked by the bucket definition to determine if the record falls within the selected fiscal year. 
• Aggregate Adjustment Period Input—Dictates if there is an adjustment period for the company's fiscal year which should be included in the report. 

The table below shows how different values would impact the date ranges for each column with a bucket type of Relative Period in a standard 12 period year fiscal calendar with period 13 as an adjustment period. 

Report Settings application

Report settings override aspects of existing reports. You can create and apply report settings to change the format of currency items, apply watermarks, and more. 

Create report settings in the Report Settings application. There are different types of report settings, including:

• Default report settings—Apply automatically to every report version created from the specified report. Reports can only have one default report setting. To create a default report setting, specify a report in the Default Report Name field in the Report Settings application.
• Report version settings—Apply to an individual report version only.

If you apply a report version setting to a report that has a default report setting, both settings apply. However, if there are conflicts between the settings, the report version setting overrides any conflicting values.

For example, a report may have a default report setting that applies your company name as a watermark and sets the ReportPaperSize to Letter (8.5 x 11in) 215.9 x 279.4mm. You create a report version and apply a report version setting that does not specify a watermark, but displays currency values without currency codes and sets the ReportPaperSize to A4 (8.25 x 11.75in) 210 x 297mm. When you run the report, it has the company watermark, displays no currency symbols, and has a ReportPaperSize of A4 (8.25 x 11.75in) 210 x 297mm.

Report layouts

A report layout has the same components as its parent report, but with an alternate template design created in Report Builder. When a business user creates new versions of a report in a report version application, they can select an alternate report layout as an input.

For example, you may need to adjust the position of the signature line on a check based on the format required by a bank. You could create a report layout over the existing check report and move the signature line to the correct position. When business users access the report version application to run their check report, they can create a new report version and specify the report layout. When they run the report, the signature line on the check is in the correct position.

Report layouts are records in the Report Builder application. Create report layouts with the Create Alternate Layout row action on the report you need an alternate layout for. After you save the report layout record, you can open it in Report Builder and adjust the design of the report template. Learn more about designing report templates in Report Builder.