Reporting process workflow

The following list is a basic workflow for the reporting process.

Setup the reporting service
Add the ReportService and child components (ExportSource and EmailRecipient) from the Reporting palette Services folder.
Layout report data in a ComponentGrid.
Add a ComponentGrid component (from the Reporting palette) onto the desired location in your Nav tree. Using the Grid Editor view, drag and drop points from the Nav tree or use the popup menu or main menu icons to add rows and columns to the ComponentGrid.
Create a Px page display of the report
Using the Px editor, add the ComponentGrid to a ReportPxFile page and design the report layout using ReportWidgets available from the Report palette.
Configure ExportSource component
In the ExportSource property sheet, identify the report Px file and schedule the report delivery.
Configure EmailRecipient component
In the EmailRecipient property sheet, identify the desired recipients and email account to use for delivery of the report.