PerfectApps ® Help Guide

Tutorial videos in this section demonstrate how to start a new report and how to link to an app and how to select which data to use in your report; normally the first step in the design process.

Starting a New Report

(4 min)

The first step in designing a new PerfectApps report. Watch this video to see how to create a new report and how to make some basic settings in the report.

Common Toolbox

(3 min)

There are several objects you can use to design your PerfectApps report. Watch this video to see how to use the Common Toolbox for your most used objects.

Report Data Source

(3 min)

Reports need to be linked to a data source which would be a single or multiple PerfectApps apps. Watch this video to see how to set the data source up and how to choose which objects to use in the report.

Data Source Filters

(2 min)

Watch this tutorial to see how to specify a filter at the data source level.

The process of laying out a report is the same as for laying out an app. Check the App Design Video Tutorials for further information.

The tutorials in this section focus on the individual reporting objects, their properties and how to use them.

Bar Chart

(3 min)

The Bar Chart is one of the options available for displaying data in a report. Watch this tutorial to learn how to use this in your reports.

Pie Chart

(2 min)

The Pie Chart is another of the options available for displaying data in a report. Watch this tutorial to learn how to use this in your reports.

Line Chart

(2 min)

The Line Chart is another of the options available for displaying data in a report. Watch this tutorial to learn how to use this in your reports.

Data List

(5 min)

The Data List is a table reporting object that displays data from many fields on the linked app. In this tutorial, you will also see how it can be adapted to become an access portal by including a link to the individual app instances.

Data Grid

(3 min)

The Data Grid offers similar features to the Data List but includes the option of aggregating data for a field or fields on the app. Typically, this would be used to see the total value of orders by department.

Value

(3 min)

The Value object is used to display a numeric figure on a report. It can, typically, display the number of instances used to produce the report, the sum of a field, average, minimum, maximum, or other statistical data too.

Dynamic Filters

(3 min)

Drill-down reporting is easily accomplished with PerfectApps. In fact, it works automatically with certain objects that are placed within the same report. This tutorial covers the settings used in reporting objects to permit drill-down or dynamic filtering.

Filter Selector

(2 min)

A Filter Selector is a drop-down or list that report users can select to drill down on report data. Watch this tutorial to see how to add a filter selector to your PerfectApps reports.

Filter Input

(3 min)

The Filter Input object is used to allow the report user to filter their report based on data captured in the linked app.

Crosstab

(2 min)

The Crosstab object is used to display data from a relationship between two fields in the linked app.

Data from a Table Object

(3 min)

A table object can have multiple rows, and from a reporting perspective, each row can be represented as a single set of data in the PerfectApps report. Watch this demonstration to see how that affects the report output.

Refresh Report Behavior

(3 min)

When a PerfectApps report is opened it displays the data available at that time. Use the Refresh Report behavior command to update the report data to include any changes made since the report was opened. Watch this tutorial to see how to set this up periodically in conjunction with a timer object.

Report Filter Behaviors

(3 min)

Use the PerfectApps Report behaviors 'Clear Filter' and 'Set Filter' to dynamically filter your report in a more flexible way than using the individual report object filters. Watch this tutorial to see how that can be done.