Creating Report Forms in RecordsManager

Design attractive reports including tables and graphs to visualize the data entered in your app.

Users can generate reports with the click of a button.

How does it work?

Report forms in RecordsManager help you design attractive, easy to scan reports of records in a specific data container. You can create multiple report forms for a data container to be available when a user clicks the Reports button. A report consists of one or both of the following:

  • A table, where the columns represent the container fields and/or loose links that were selected for inclusion. Each row of the table holds a record of the container.
  • One or more charts. Each chart plots the values of fields assigned to the Y-Axis against a field assigned to the X-Axis. Bar, 3D bar, line, area, pie, 3D pie types are supported.

Multiple kinds of summaries are available to be displayed for each group the report as a whole on selected columns: count, sum, average, minimum, and maximum.

The following sequences demonstrate the easy process of building report forms in RecordsManager. Each animation shows the steps of designing the data entry form. In some cases, the resulting form is shown in the animation. Other times, you can view it on a separate tab.

Creating a simple report form:

Designing a report in RecordsManager is a straightforward, visual process for the administrator.

In this example a simple report is created by selecting the desired fields, grouping, and sorting preferences. End users simply have to click or tap the Report button in the app to generate the report shown on the Final Result tab.

Adding charts to a report:

RecordsManager reports can include easy-to-configure charts and graphs that calculate and visualize numerical data.

In this example the administrator is adding a pie chart to the report created in the example above.

Advanced charts and calculations

Charts include granular options for defining the X- and Y-axis and calculating values.

This example shows advanced chart definition as well as some options for fine-tuning the layout of your reports, as well as how to select permissions for generating reports based on users roles.

What's Next

Learn about other types of forms supported by RecordsManager:

  • List forms: display the records of a data container in a layout you define
  • Data entry forms: allow efficient management of user access and data entry
  • Export forms: allow you to define data fields available for users to export app data to XML and/or CSV
  • Reminder forms: let you define email reminders that will be sent to users from your app

Get Started with RecordsManager

RecordsManager is a free, pre-built MobileTogether solution that is available for you to start using when you install MobileTogether Designer. Use the link below to download and install the free Altova MobileTogether Designer to get started on your first RecordsManager app.