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Juris Suite® Answer Center

Creating a Report

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Juris Suite comes with over six hundred reports. It also comes with a robust report creator. Before you create a report, you may find it useful to draw the report out on a piece of paper to show how you want the report laid out and what data you within the report. To create a new report, perform the following:

  1. Within My Reports, click on the New button on the Report tool bar.

  2. The Select Query window will appear and prompt you to search for and select a query to base the report. If you already know the query name or associated keywords, enter the appropriate search criteria and click the Search button. To learn more about Searching in Juris Suite, click here. To learn more about Queries, click here.

    Clicking on the Search button without any search criteria will return all Queries.

  3. Select the appropriate query to be used with the report.
    1. If you want to view the data associated with the query, click the View Databutton. This allows you to preview the data before placing it in to the report.
    2. A parameters window may appear prompting you for further criteria based on the query. This could be a date range, practice class, etc. Click the OK button when you have chosen the parameter.
    3. When you have completed with the View Results window, click the Close button.
  4. Click the OK button on the Select Query window.
  5. Click inside the Report Name field and enter a Name for the report.
  6. Click in side the Report Description field and enter a description.

  7. Use the keywords section and assign keywords. To learn more about keywords click here.

    At this point in the report creation it is best to Save the report. Saving the report before it is completed allows you to have the framework for the report in place.

  8. Click on the Save report button.
  9. Click the OK button on the Report Saved dialog window.
  10. Click on the Designer tab.

Designer Tab

The Designer Tab opens the canvas where you will place Fields, orient the data, add headers and footers and enter any parameter criteria based on the query chosen. There are several areas to the Designer Tab:

  • Standard Controls - This area allows you to select and add specific controls to report. Click on Control you want to use , place the cursor on the design canvas and perform a click and drag to enable them. They can also be moved and resized. The properties grid and right click menu allow for additional functionality and settings.
  • Field List/Report Explorer- This area allows you to toggle between the following:
    • Field List- Selection of fields based on the query. These can be placed within sections of the report. To use the fields, click on the appropriate field and drag it to the desired location on the canvas. Use in conjunction with the property Grid to make fine adjustments.
    • Report Explorer - Displays the areas of the report and allows access to extended functionality. Select the area you want to affect, and right click the mouse to access features you want to add or remove.
  • Properties Grid - This area allows extensive control over control features and field features. The availability is based on the item selected. You can select each item within the property and make adjustments to the selected item.
  • Tool Bars - This area provides formatting options to select items on the canvas. Font, Font size, Bold, Italic, etc. are available. Alignment and spacing tool bars appear when you have more than one item selected on the canvas.
  • Parameters - Area at the bottom allocated for parameters within the query chosen. You can select to enable, make visible and set the default value.
  • Design Canvas - This area houses the actual area where layout of the report is contained. Controls, fields, headers and footers can all be utilized in the design canvas. By default there are three areas of the canvas:
    • Page Header - This area is dedicated for placing page header information. The information contained in this area will be presented at the top of each page. This is an ideal area for logos, address information, etc.
    • Detail - This area is for placing controls or fields to represent the data from the query for the selected report.
    • Page Footer - This area is utilized to place information that needs to be on each page. An example would be page numbers or contact information.

Example: Adding a Page Info field into a report footer.
Click on the Field properties. Next, click on the ellipses button in the Format field.



Select the GeneralCategory and enter the Prefix and Suffix as shown below.



Click the OK button when finished.

Extended Functions - While in the DesignCanvas, you can use the tool bar, and right click menu to add, remove and change items.

You can resize the canvas in the window by clicking and dragging the corner to the desired size. You can also resize the other functions, unpin them, and remove the from the view. To bring back any of the tool sets, use the View menu item.

Adding Sections

The default configuration for the report may not be adequate. You may want to add other sections to the report so that you can categorize the data more appropriately. To add a section perform the following:

  1. Right-click on the Design Canvas and select Insert Band.
  2. Select the appropriate area.

  3. The additional band will be inserted on the canvas. The scroll bar to the left will allow you to move the new section. There is also an extended feature set available by clicking on the small arrow in the title of the section.

    To remove an inserted band, right click on the band and select Delete.

Adding Content

Adding content to the report can be accomplished by performing the following:

  1. Select a Control from the Standard Controls or a Field from the Field List. If you are uncertain on how to utilize them, see the description above.

    ...
  2. Place the Controls and Fields in the desired section of the design canvas.

  3. Using the Property Grid and Parameter area, make the necessary adjustments for each of the fields and controls used.

    Place all of the fields and controls on the design canvas before arranging them and setting the properties. Spacing, aligning and formatting are much easier to perform when all of the components of the report are in place. Adding a control or field after you have made formatting changes, requires more work.

  4. Save the report with additions completed by clicking the Save button in the tool bar.

Previewing the Report

While making adjustments and additions to a report, it is necessary to pre-view the report to validate the data and that the format of the report is acceptable. Previewing a report also allows access to other functions including the Data Tab and the Analysis Tab. To learn more about Previewing a report, click here.