Print data from selected tables to PDF

[hasler]

Hi AppGini,

it's very important to me, to be able to print data from selected tables all related to a customer in one single PDF document. In best case including customized document header and footer.

I try to develop a customer Survey app where are to levels of data.
First level: Customer basis data and additional tabels only related to the single customer.

Second Level: different surveys to the customer with related multiple tables - only related to the especially survey.

See attachments!

Finally I wanted to be able, to collect data from selected tables, wich are related to the customer or to the survey by clicking "Print Preview" button in detail view of the survey. in best case after clicking "Print Preview" is opening a small menu to select of unselect the related tables to print the content data from any field in one common PDF document. I drew two process pictures to explain the issue.

Would be happy to get some idea or help to find a solution for my requested issue.

Thanks in advance
Chris

[onoehring]

Hi,

are you sure, you do not want to use an existing, professional survey tool like https://www.limesurvey.org ?
It's open source and very powerful.
Just to give an idea how complex survey their database design is, look at https://www.limesurvey.org/manual/limes ... chema.html

If you want to go your way, i would suggest looking at
https://forums.appgini.com/phpbb/viewto ... =12&t=5500 where you may use the Dashboard board?
Or actually use a more complex report maker like the Smart Report Maker which Ahmed has a special deal for AG users ( https://sites.fastspring.com/softgalaxy ... gprofusers ). For installation (and experience) see https://forums.appgini.com/phpbb/viewto ... f=2&t=5672

Olaf

[hasler]

Hello Olaf,

Thank you very much for the great ideas and your constructive feedback.

I don't think any of the standard surveys meet my requirements. In my case, I only need basic information such as address and all fixed information about the customer, and then a tab under customer analysis for each insurance area (such as home, health, car, etc.). It must be possible to create multiple analyses for each customer. Perhaps one for 2025, one for 2028 and one for 2030.

The most important thing is that everything can be printed out in a consolidated PDF document that the customer can sign. It is not clear from the Report Maker you recommend whether it can merge the various tabs into one document. I am currently working in vtiger with PDF Maker from ITSolutions4You. But they only specialise in vtiger. There, I can create a print template and position each individual field on the PDF template and name it freely.

I have already attempted to create the application using the vtiger CRM, but I ran into limitations on the number of fields. The total scope is perhaps 2,000 fields. Drop-down menus, radio buttons and larger text fields must be possible. That is why I chose AppGini and invested in a Pro version. Now I want to make it a success. Unfortunately, there is nothing like this available to buy for my industry, so I have to do it myself. In the meantime, I am working with vtiger, but some important questions are missing there due to the DB field limitation.

The main question is: Can the Report Maker collect the data from different TAB's and create one consolidated report to print in a PDF document.

Chris

[onoehring]

Hi Hasler,

thanks for the explaination.
If you have a limit of 2.000 fields, this seems a lot to me. However, if you can not use the field types you need, this is another problem.
If you actually need 2.000 fields you may want to consider if your (database) design is correct.

For reports, I am not sure if you understand how reports are build - especially those "more complex" ones.
Please see the image. This is from https://www.stimulsoft.com/ (Designer with I was working with for a customer - but not for a web application).
This report will produce a single page output.
This report actually exists of 5 sub reports.
Each of the subreport has it's own design (not displayed here).
However, you need to note, that each (sub)report has it's own record source!

For you this means probably you will have to have a main-report and multiple "sub-reports" with your detail data that is somehow bundled into one final output. And as in my picture, each sub-report has it's own datasource, layout etc. I have bought smart report maker, but I am not sure if it can do this. I suggest, you email them and ask ... of course, someone else here may have an idea.

You can of course "create your own": Write a script, that exports all necessary data in the order you like to the screen. Like
a) output main / header
b) output sub report 1
c) output sub report 2...
d) output sub report n
e) output footer
Then, simply print the screen to a PDF. As there are HTML tags for page breaks ( e.g. https://duckduckgo.com/?q=html+css+print+page+break ), this seems a valid solution - with actually - total freedom of design.

reportdesigner.png (170.61 KiB) Viewed 258 times