Fields in Reports

■ To Insert Data Fields in Reports (see page 1)

■ To Insert Expression Fields in Reports (see page 1)

■ To Insert System Fields in Reports (see page 1)

■ To Insert Dialog Fields in Reports (see page 1)

To Insert Data Fields in Reports

1. Right-click on the report template and select Insert > Data Field. The Select a Field dialog box appears.
2. From the DatabaseClosed A collection of data fields and related tables, storing information that facilitates access and retrieval. Name drop-down list, select one:

○ MacrosClosed A series of commands and/or keystrokes that launches or runs a action.: Composite fields similar to those used when setting up a GoldMine/Word template. These fields include blank line suppression.

○ Contact1: A list of available fields from the Contact1 database showing fields from the primary contact area of GoldMine.

○ Contact2: A list of available fields from the Contact2 database including information from the Summary tabClosed Displays activity information about the current Contact Record. and all user-defined fields.

○ ContHist: Information available from the ContHist table containing details shown on the History tabClosed Lists completed activities associated with the Contact Record. of a Contact RecordClosed Standard unit of information in GoldMine that incorporates information, such as: name, company, phone, and address. It serves as the basis for all scheduled work, and acts as the central link between GoldMine’s Calendar and History by maintaining all past and pending events, related to the individual contact records in the GoldMine database..

○ ContSupp: Information available from the ContSupp table holding the contents of the Contacts, Details, Referrals, and Links tabs.

○ Cal: Information available from the Cal table containing the calendar details shown on the Pending tab.

○ OpMgr: Fields available from the OpportunityClosed Involves a group working as a team with multiple organizations and contacts to successfully close a complex sale. Manager database OpMgr.

○ OpMgrFld: Additional fields available from the Opportunity Manager database applicable to New Opportunity templates.

3. After selecting a table, select the field from the Field Name drop-down list. Fields available in the Field Name list are determined by the selected Database Name.
4. Click OK. The field appears as a movable box in the report template. Use the mouse to drag the box to the desired location and left-click to place it.
5. Double-click the field to edit Field Properties (see To Edit Field Properties in Reports).

To Insert Expression Fields in Reports

Use expression fields to insert calculations in reports. Expressions can perform mathematical functions or derive statistical information from numeric fields, such as averages, percentages, or the number of days between two dates. Calculation fields are usually found in analysis and calendar reports, but they can be added to any type of report.

1. Right-click a report template and select Insert > Expression Field. The Enter Field Name dialog box appears.
2. Type a descriptive name for the field. Do not use spaces.
3. Click OK. The CALC->FieldName expression dialog box appears.
4. In the Expression text box, type the calculation expression, including the tables you are drawing from. For example, Contact2->Usum1+Contact2->Usum2 adds the sum of Usum1 and Usum2 to the report.

Use the buttons to add expression elements:

○ System Field: Inserts a system field in the expression.

○ Dialog Field: Inserts a dialog field in the expression.

○ Data Field: Launches the Select a Field dialog box to select a field or macro to insert in the expression.

○ OperatorClosed Specifies the value a field must have in order to be included in a record selection criteria. Examples of operators include the following: equal to, greater than, lesser than or equal to.: Launches the Select an Operator dialog box to select an operator such as <, >, =, .AND., etc.

○ Function: Launches the Select a Function dialog box. Select a predefined arguments that returns a predefined type value.

○ Calc Field: Inserts a predefined calculation field in the expression.

5. Click OK.

To Insert System Fields in Reports

1. Right-click the report template and select Insert > System Field. The System Field Selection dialog box appears.
2. Select the field to insert.
3. Click OK. The field appears as a movable box in the report template. Drag the box to the desired location and left-click to place it. System Fields are usually placed in the report Header or Footer.

To Insert Dialog Fields in Reports

NOTE: You must create dialog fields (see Creating Dialog Fields for Reports) before inserting them into your report.

1. Right-click the report template and select Insert > Dialog Field. The Select Dialog Field dialog box appears.
2. Select the field to insert.
3. Click OK. The field appears as a movable box in the report template. Use the mouse to drag the box to the desired location and left-click to place it.
4. Double-click the field box to change the parameters. For instance, change the True and False indicators on a Logical dialog box.