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Jim2® Business Engine Help File

The system and custom reports are stored in the Jim2 database, and are accessed via Report Explorer (Tools > Report Designer on the Jim2 ribbon) in their respective folders. When a report is made active via Report Designer, it is available within Jim2 objects and functions.

 

reports

 

The security level of reports set via Report Designer will ensure only specific users can have access to sensitive reports.

 

Info

As Report Designer requires programming skills as well as Microsoft SQL knowledge, the information in this section is limited. For more detailed information regarding Report Designer please refer to www.digital-metaphors.com (copy and paste into a web browser).

 

To redesign any existing report, or to create a custom report, they will be stored in, and available via the Report Explorer screen.

 

tools report designer

 

warning1

System reports should never be modified – make a copy of the existing system report and make changes to that copy. This ensures that reports don't become broken during upgrades. A warning will pop to screen that system reports cannot be edited.

 

report cannot edit

1.On the ribbon, go to Tools > Report Designer. The Report Explorer screen will open.

Report Explorer

2.The subject folders are shown in a tree format. By expanding the root subject (click the tree arrow beside each subject), the available reports will show as sub-headings, and the contents of those folders will be listed in the contents screen once the folder has been expanded (using the arrow symbol beside the folder).

 

Info

Because Report Designer is a complete application in itself, it can be opened from outside Jim2. If Report Designer is opened from a different source (for example, drive C:), a logon screen similar to the Jim2 Logon will appear. Use the same username and password as for Jim2 to access Report Designer, provided the correct security settings have been applied.

 

Further information

Report Designer

Report Designer at a Glance

Report Designer Menus

Report Designer Toolbar

Report Explorer Functions

Report Designer Errors

Signable Reports

Trackable Reports

 

How to

Add a Signable Report for Jim2 Mobile

Add Images to Reports

Add Logo to Stick Report

Add Text to Reports

Change Sticker Report Size

Display Company Logo In Reports

Export a Report

Import a Report

Locate Reports to Export

Make a Report Inactive

Open a Report for Redesign

Set up Back of Page Text on Invoice

 

For more detailed information regarding Report Designer please refer to www.digital-metaphors.com (copy and paste into a web browser).