Design
  • 02 Jul 2024
  • 1 Minute to read
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Design

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Article summary

In Apex, report canvas allows you to design reports as per the organizational needs. Multiple controls can be dragged and dropped on the canvas and bind data to them to configure reports.

New Report via Wizard

On the Design tab, Application Designer can add the data source and drag and drop the controls to design the report. Different data sources, charts, etc. exist to configure the report. 

The report wizard allows you to create reports. To create the reports from the wizard, perform the following steps:

  1. Navigate to Design the new report page. Click the Menu icon.
     
  2.  Click New via Wizard to create the report.

  3.  Select the required Report type from the list. Click Next.
    Figure: Report Type

    This table explains the types of reports: 
    Field Description 

    Empty Report

    You can create a blank report that does not have any data source. This option helps you to create a report from the start. 

    Table Report

    You can create a table and then bind it to the report. 

    Vertical Report

    You can create a vertical table and then bind it to the report.

    Label ReportYou can create label reports such as a badge, business card and other label types.
  4.  On this page select the data source. Click Next.
    Figure: Data Source

  5.  On this page, specify the data source settings. You can choose a data connection and then choose predefined queries and/or create custom queries.
    Figure: Specify data source settings

  6.  Select a view tables, views or stored procedures to add to the report and click Next.
    Figure: Choose view

  7.  Select a query for the report and its details. Select data fields to display in the report.
    Figure: Query and data
  8.  Click Next.
  9.  Specify the page settings.
    Figure: Page settings
  10. Click Finish after entering the details. 

The controls must be bound to the data source. To know more about the data binding, refer to Bind Data.

Specify Page Settings

The fields available on the page settings are explained in the following table.

Field Description 

Size

Specify the size of the page. You can select the size from the list of dropdowns.
Figure: Size

Unit

Specify the unit of the page size.
Figure: Unit

Orientation

Specify the orientation of the page.

Figure: Orientation

Width

Specify the width of page.

Height

Specify the height of page.

Page Margins Specify the margin of the page. You can set the margins for left, top, right, and bottom. 
Color SchemeYou can choose colors for the report. Click Custom to customize the color scheme. 

After selecting the data source, the report canvas page is displayed to know more about the elements used to design the report, refer to Report Elements


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