FD Tutorial: Dashboard Reports

Using the Form Designer, you can create a dashboard to show graphs and list key figures for your company.

This tutorial will show you how to create buttons to link to Reports on the form.

1. Go to Navigator > Setup > Form Designer.
2. Click the Button button, then click inside the form on the right. A button object will be added to the form.
3. Click the button on the form, to show the properties on the left.
4. Change the Name of the button to btnGLReport.
5. Change the Caption of the button to GL Trial Balance.
6. Resize the button to show the caption.

   You can now write the MaxBasic code to run the report

7. Write the code to run the report. Click on the Code tab. Enter the following:

   Sub ONLinkTrialBalance
     Dim Form1 as Object
     PeriodToUse = CurrentPeriod("AR")
     Form1 = CreateObject("Accredo.GLTrialBalanceReport")
     Form1.Layout = "Trial Balance"
     Form1.Period = PeriodToUse
   End Sub

8. Go to the Layout tab, and click the button.
9. Go to the Events tab. Set OnClick to OnLinkTrialBalance.
10. You can add a label as a title to the form. Click the Label button, then click on the form.
11. Change the Caption to Reports.
12. You can change label size, position, font, colour or other properties.
13. To add other reports, repeat steps 2 - 9, changing the code in Step 7. You can add different reports by changing the code. Also change the name of the sub-routines, and the button captions. Some other reports you could add are:

    Report	Code
    AR Trial Balance	Dim Form1 as Object PeriodToUse = CurrentPeriod("AR") Form1 = CreateObject("Accredo.ARAgedBalancesReport") Form1.Layout = "Aged Trial Balance" Form1.Period = PeriodToUse
    AP Trial Balance	Dim Form1 as Object PeriodToUse = CurrentPeriod("AP") Form1 = CreateObject("Accredo.APAgedBalancesReport") Form1.Layout = "Aged Trial Balance" Form1.Period = PeriodToUse
    Cash Flow	Dim Form1 as Object Form1 = CreateObject("Accredo.CBCashFlowReport") Form1.Layout = "Cash Flow Report"
    Product Balances	Dim Form1 as Object PeriodToUse = CurrentPeriod("AR") Form1 = CreateObject("Accredo.ICProductBalancesReport") Form1.Layout = "Product Balances" Form1.Period = PeriodToUse

14. Click Save Form (Ctrl+S).
15. Click Run (Ctrl+R) to test the form.