Report wizard

These instructions assume that your Multiple Listing Service account is setup to export data for use with this product. NOTE: If your MLS is setup for use with Redstone or CompCruncher, the same export format will work with the new ClickFORMS MLS Import Wizard. If you need assistance to setup your MLS, please call 800-622-8727. Setting up ClickFORMS to use the NEW Automated ClickFORMS MLS Import Wizard Veteran ClickFORMS users who have used the Data Import wizard before 2019 will have the Manual Data Mapping set by default and will need to follow these instructions. If you are new to ClickFORMS and have never used the MLS Import Wizard, then you can proceed to the next step by clicking "Importing MLS Data into your Report" below. Converting ClickFORMS to use the NEW MLS Import Wizard The new ClickFORMS MLS Import Wizard requires the Automated Data Mapping" option. To change this option, click on the "Edit" tab from the main menu, then select "Preferences". This step will need to be completed on all devices using ClickFORMS. Scroll the left column to the Tools heading and click "Built-In". From the right side of the window, scroll to the bottom until you see the "Data Import Wizard" radio buttonbox. Select the "Use automated data mapping" radio button. Click the "Apply" button, then click "OK". Your ClickFORMS software is now setup to use the new ClickFORMS Data Import Wizard. Importing MLS Data Into Your Report To use the Data Import Wizard, you must first export a .CSV, .TXT or .TSV file from your MLS of the comparables you want to use in your report. This export file should be saved on your computer. You may save your MLS Export file to: Documents/My ClickFORMS/MLS Imports folder. However, you may save your file to another location on your hard drive or a cloud storage account such as Dropbox, as long as you know where to browse to locate your exported file. In ClickFORMS, open your report or template that you will be using to import your data. IMPORTANT: Include the number of necessary Sold and Listing Comp forms necessary to complete your appraisal report. The ClickFORMS Data Import Wizard will not work unless you have a report or template open with the necessary sold or listing forms included before using this service. The number of Sold/Listing comps will determine the number of sales/listing you will be able to import into the sales/listing grids on the report. There are a few different ways to launch the MLS Import Wizard in ClickFORMS.Option 1: From the main ClickFORMS menu click on Services, then select MLS Import Wizard.Option 2: If you have the "Workflow Toolbar" (View → Tool Bars → Show/Hide Toolbars → Workflow Toolbar) visible, simply click the MLS Import Wizard icon. At the top-left of the MLS Import Wizard screen, click on the Import MLS button. If this is your first time importing MLS Data into ClickFORMS, you will need to select your state from the left column,

Standard report output formats such as HTML, HTMLCSS, XML, PDF, PCL, PostScript, and ASCII event-based reporting (report execution based on database events) seamless integration of Oracle Reports Developer with OracleAS Portal for administering report security and publishing report output to portlets Back to Topic ListBefore starting this tutorial, you should: 1. Have access to or have installed Oracle Reports Developer. 2. Have access to or installed the sample schema. This tutorial uses the HR schema included in the Oracle10g database. 3. Download reportsOBE.zip and unzip into your working directory. Back to Topic ListYou can use the Report Wizard to build eight styles of reports. The Report Wizard enables you to generate high quality output for the Web, as well as high fidelity paper reports, using the same declarative environment.In this part of the tutorial, you create a simple master-detail report and define both a Web and paper layout. 1. Start Oracle Reports by double-clicking the Reports Builder icon on your desktop. The welcome screen displays. You have several choices for designing your report. For this tutorial, you will use the Report Wizard (the default). Click OK. 2. Click Next on the Report Wizard welcome page. 3. The default option is Create both Web and Paper Layout. Click Next to accept this option. 4. On the next page of the Report Wizard, you specify the style of the report that you want to build and can include a title for your report. Select Group Above as the style and enter Employee Report as the title. Click Next. 5. For the data source, accept SQL Query as the data source type by clicking Next. 6. On the data source definition page, click Connect to connect to the database. In the Connect dialog box, enter HR for the User Name, HR for the Password, and the name of your database for the Database field. Click Connect. 7. You can now type in a SQL statement, define a query visually using Query Builder, or import an existing file. For your convenience, a SQL query is provided for you. Click Import Query. In the file

The "Group By" field to group the information on the report. Sort the groups based on summarised totals and click on NEXT. Create a Chart After selecting a column to group by, the Standard Report Creation Wizard presents the option to create a chart. Follow the steps below to create a chart aggregating the Name column's values. In the Standard Report Creation Wizard, select the Bar Chart option and select the column you grouped by in the "On change of" menu.In the Show Summary menu, select the summary you created.Select filters and a template, as needed, to finish the wizard. Select a template for the report to preview the finished report and view the chart populated with your data. The Final Report You can now see that the report contains all the fields specified. Working with Remote Data To ensure that you see updates to data, click File and clear the "Save Data with Report" option. As you interact with the report, for example, drilling down to hidden details, Crystal Reports executes SQL queries to retrieve the data needed to display the report. To reload data you have already retrieved, refresh or rerun the report. You can offload processing onto the driver by hiding details elements and enabling server-side grouping. To do this, you need to select a column to group by in the report creation wizard. Click File -> Report Options and select the "Perform Grouping On Server" option. Click Report -> Section Expert and select the Details section of your report. Select the "Hide (Drill-Down OK)" option. When you preview your report with the hidden details, Crystal Reports executes a GROUP BY query. When you double-click a column in the chart to drill down to details, Crystal Reports executes a SELECT WHERE query that decreases load times by retrieving only the data needed. At this point, you have created a SAP Crystal report built on top of live QuickBooks data using SAP Crystal Reports and CData ODBC driver. Learn more about the CData ODBC Driver for QuickBooks and download a free trial from the CData ODBC Driver for QuickBooks page. Let our Support Team know if you have any questions.