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Generate an HTML report

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An Author may designate EASAP output in various report formats.

We have already seen how to create a report as an Excel spreadsheet, here we show how to use an HTML report for output.

The OUTPUT branch of the Tree contains objects which will render to HTML.

We use an HTML file as a template and insert values from the EASAP using the Template Editor.

For the Stock Screener we create a report that contains:

  • A section displaying the search parameters
  • A link to the Excel spreadsheet containing the desired stock data
  • A table of stock data

A. Add and configure a REPORT template

1. Login and start the Builder:

  • Open a browser and on the EASA Server select: EASA > Set Mode > Author
  • Delect our Stock Screener EASAP at: EASA > Applications > My EASAPs
  • Open EASAP Builder

2. Add a report.

  • Right-click OUTPUT
  • Select: Child > Add REPORT
  • Right-click report1
  • Select: Child > Add HTML OUTPUT
  • Rename it html_output_Report_Body
  • Set File: report_body.html (uploaded earlier in this tutorial)

3. We edit report_body.html using the Template Editor.

  • Select: File > Save (or CTRL-s)
  • Select html_output_Report_Body
  • In the toolbar click on the 'Open Template Editor' button ()
    …Or from the menu bar: Applications > Edit Template…

The Template Editor will launch in a new window.

4. Designate literal strings in the file as object references, new values will be inserted after a User clicks submit.

  • Highlight the string “put inputbox Exchange here”
  • Replace it with inputbox_Exchange by double clicking inputbox_Exchange
  • Highlight the string “put inputbox Sector here”
  • Replace it with inputbox_Sector
  • Highlight the string “put map Query Report here”
  • Replace it with map_Query_Report

At this point, we have added three SCALAR references to the template HTML file.

The Template Editor window should look like the following,

5. Save the document and return to the EASAP Builder.

  • Select: File > Save
  • Close the Template Editor
  • Return to EASAP Builder

B. RESULTS TABLE and DATA

1. We display a table with our stock results.

  • Right-click OUTPUT > report1 > html_output_Report_Body
  • Select: Sibling > Add RESULTS TABLE
  • Set Table Style: Table

2. We display a count of the number of stock results.

  • Right-click results_table1
  • Select: Child > Add DATA
  • Rename it data_Total_Stocks_Found
  • Set
    Title: Total Stocks Found
    Value: %count_Symbol%

3. We add a link to the Excel spreadsheet file.

  • Right-click data_Total_Stocks_Found
  • Select: Sibling > Add DATA
  • Rename it data_Link_To_Spreadsheet_Report
  • Set
    Title: Results Output
    Value: Open
    Link to File: Results.xls

C. Reuse a TABULATED DATA

1. Add a TEXT OUTPUT to display a heading above our table of stocks.

  • Right-click results_table1
  • Select: Sibling > Add TEXT OUTPUT
  • Rename it text_output_Table_Heading
  • Set
    Text: Table of Stock Data
    Style: Heading 3

2. Copy the TABULATED DATA with stock results from the USER INTERFACE branch into our REPORT in the OUTPUT branch.

  • Right-click tabbed_pane_Stock_Screener > sub_pane_Search_Results > tabulated_data_Data_Output
  • Select: Copy (or CTRL-c)
  • Right-click OUTPUT > report1 > text_output_Table_Heading
  • Select: Paste (Sibling) (or CTRL-b)
    …To add a copy of tabulated_data_Data_Output to the report
  • Save the EASAP
  • Check the EASAP Tree to ensure that the OUTPUT branch looks like the following,

We have completed Session 7, continue to the next session to test the EASAP.

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