You use SoDA templates to help specify the content for
SoDA reports.
About this task
You must have previously installed SoDA
for Word on your computer before you can create any templates.
Procedure
- Start SoDA for Word by clicking . Microsoft Word opens on your desktop.
- Select . The SoDA Template
View window appears.
- Select a database domain from the list of
domains in the right pane of the SoDA Template View window. See the Administrator's
Guide for more information on database domains.
The omain you select opens and appears in the left
pane of the window. After he domain activates, the Identify <database>
window appears where <database> actually
isplays the name of the domain you selected.
- Enter the actual user database name you
are connecting to under the Value column in
the Identify <database> window. The Login window appears for
that user database.
- Enter the appropriate username and password
into the Login window and click OK. A list
of existing queries and record types for that user database appears
in the right pane.
- Drag the desired queries or record types
for your report template from the right pane to the left.
If you select record types, a list of display values
(fields) for that record type also appears in the right pane.
- Drag the desired fields for any record types
from the right pane to the left. As you add queries, record types,
and display values, they display as a tree in the left pane of the
SoDA Template View window.
Note: If
you run a SoDA report with an existing query that includes a dynamic
filter prompt, you need to include the prompt command in the SoDA
template to ensure that SoDA displays a dynamic filter prompt in the
query.
- After you finish adding all of your reporting
information in the template, close the SoDA Template View window.
The Save As window appears.
- Save your SoDA template in a folder that
SoDA can recognize, for example, C:\Program Files\\SoDAWord\Template\.
- When you select , the template
you created appears in the Generate Report window.