Template
Reports 1 - Base
How To Make A REPORT Table
The purpose of this app is to demonstrate how to setup the basics of a Report table
This gives your users the ability to "live query" their database, and then "print" those results inside a PDF - or any other document you wish to create.
This app show the basics of setting things up:
- What columns to include (filter criteria, and helpful one's to include)
- How to setup a template to make a PDF
- How to trigger the file creation manually
- How to folderize your documents
- How to manually name your files
- How to manually set a file-link in the corresponding record
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This app was built off the Enhanced Dashboard sample app as a starting point; you can find that app on my portfolio
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Also see:
tablet mode & fullscreen mode
How we built this app
There is a lot that goes into setting things up; if you want to see all the details, you can watch the build video here:
- https://www.youtube.com/watch?v=WJuy-UMXvo0
This is a preview of the data sets used in the app.
Data
This is a high-level model of both the data entities and the UI elements in the app.
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