Creating Reports in .NET

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Creating Reports
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By now, you know a lot about designing forms with InfoPath 2007 Once you ve published a form and your users start putting it to use, it s only natural that they will want to create reports based on the form For example, let s say that you ve created a status report form template Using this form template, users can create forms that include their status for the past week, month, or quarter, for example It s highly likely that each manager would want to receive a report that combines all the status reports for the employees on his or her team Of course, the head of the department will probably want the same report for all the teams in the department Finally, the vice president may want to see an aggregate report for all the departments under his or her control This status report form template is a very simple example However, this type of scenario also applies to other cases, such as expense or sales reports The payroll department will probably want to receive an aggregate report of all the expenses for each department, for example Likewise, the vice president of sales will want to receive a quarterly report of all the sales for the department Once people in management receive one of these aggregate reports, they will probably want to export the data to an HTML or PDF le for printing Or, most probably, they will want to export the data to an Excel spreadsheet to analyze the data or create a fancy pivot table or chart In all
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12: Creating Reports
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these cases, the ultimate goal is probably to print the report so that it can be distributed to all the interested parties in the company In this chapter, we ll show you how to design your form templates so that this process will go smoothly for users who ll out forms based on them We ll show you how to specify in design mode how the data should be merged when creating one of these aggregate reports We ll also show you how to customize different print settings for your form templates so they behave a certain way when users print their forms Finally, we ll talk about how users can export your forms when lling them out so they can create professional-looking reports or analyze the data in Excel First, though, let s talk about merging multiple forms and how you specify at design time how data in the forms should be combined
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Let s take a closer look at the status report scenario we touched on in the previous section Let s say that you are a manager of a small group of form designers You have four employees reporting to you You report to a team leader, Tom, who has other managers besides you reporting to him as well as other employees who are not managers He, in turn, reports to a group manager, Andrea, who has managers from all the teams in the department reporting to her At the end of each week, Andrea wants to see a status report for all the employees on her team Therefore, each Friday, every employee in the department lls out the status report shown in Figure 121 (We ll explain how this form template is designed shortly) At the end of each week, Andrea must go through each status report form one by one to see the status of each employee in her department This is extremely tedious Therefore, Andrea asks each of the team leaders in her department to create one status report that aggregates all the status reports for each of their teams Andrea could then merge all the status reports into one aggregate report for the entire department Normally, with other form tools, creating an aggregate report would be very tedious and would likely require you to write a lot of code With
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