JimT
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Joined: 5/14/2003
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Here is a sample topic outline for the Foxfire Level II course to give a feeling for how the sessions would be presented:
RAMS-Pro User Certification
On Line Forum: Filters and Forms in Foxfire – Level II
In this 45 minute session you will explore some of the Foxfire’s capabilities beyond basic report writing. We will write and modify a Foxfire report adding more complex filters and customizing the display.
This session assumes you have a written simple foxfire reports in the past and are familiar enough with foxfire that you could write a simple report that would successfully show all ACTive customers with 90 day balances. You may even want to write this report in your Foxfire report writer before the session begins.
In the on-line session you will take this simple report and make it into a report showing all customers with 90 or 120 day past due balances presented as a call list for a collections person and showing the total balance owed as well as a minimum collection amount.
1. Create the basic report.
2. Add an OR statement to the filter.
3. Add another column to the output form.
4. Add derived values to the data items in the new columns.
Create the basic report
Start a new detail report.
Add the data items customer account, customer billing name, customer billing phone, customer ninety, customer one twenty and customer balance.
Add a filter saying customer status is in the list ACT,CAN.
Add a filter saying customer ninety is greater than 1.00.
Preview the report.
Add a sort order to the report to put the balances in descending order by balance.
Add a count on the bottom of the report.
Preview the report.
Add a filter saying customer one twenty is greater than 1.00.
Preview the report.
The discrepancy is because foxfire assumes a logical AND when it puts filters together. If we leave the filter as it is now, a customer would have to have both a 90 and 120 day balance to appear on the report. The solution is the tell foxfire to join two of our filters using OR instead of AND.
Add an OR to the Filter
Put parentheses around the two filters around the 90 and 120 day filters.
Insert the OR command between the 90 and 120 day filters.
Add another column to the report Layout
Note: make sure that your report is giving you true data and you have all the data items you need before modifying the report form. It will be much harder to add new data items to a custom report.
Preview the report, close it and go click the modify layout button.
In the form, use a select box to grab the total balance column and move it to the right.
Copy and paste the one twenty day column.
Align the fields in the new column using the align tools.
Change the name of the column to Minimum Payment using the text tool.
Exit the report to look at the data.
Add Derived Values to the Custom Report Layout
Click on modify layout.
Double click on the new one twenty data item to to get to the expression editor.
Change the data item expression to read
Customer_one_twenty + customer_ninety
Validate the new expression.
Copy the expression and paste it into the other data items in the minimum payment column.
Bells and Whistles
Change numeric data items to display to the hundredth place.
Change fonts and colors.
Add a color block.
_____________________________
Jim Tiller
RAMS Northwest
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RAMS Northwest Online Training Subjects - 
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