Designer Module¶
Three report types beyond the standard modules — linked reports, embedded Crystal Reports, and free-form SQL — placeable on any tab anywhere.
What it does¶
The Designer module extends reporting beyond the built-in screens with three additional report types that can be added to any tab in any module, reporting on the Macola® database and any other SQL database.
The three report types¶
Advanced Report Designer¶
Ties two existing reports with related but different information into one: for example, A/R aging for a customer alongside that customer's sales-order detail. The two reports are associated automatically on a common field (such as customer number) — scroll to a different customer in one report and the companion report follows, the way drill-down screens behave in standard Pulse Dashboard.
Crystal Report box¶
Runs an existing Crystal Report from inside Pulse Dashboard — one reliable location instead of a desktop full of icons, using Pulse Dashboard's own connection information. Moving a Crystal report no longer disconnects it from the database.
Query Analyzer Report¶
A truly custom report from any information in the Macola® database — or any SQL database — using SQL scripting, a stored procedure or a SQL view. The result looks and behaves like any standard Pulse report: sortable, filterable, printable and exportable to Excel. The Column Chooser icon isn't available here, but a similar column list can be offered by including the additional columns in the script.
Also in the Designer toolbox¶
- Report Scheduler — creates and emails reports on a schedule
Adapted from the official Designer Module brochure (PDF) on leahyconsulting.com.
Need a hand?
The PULSE support team is happy to help — call (513) 723-8095 or email [email protected].