Customer Purchase History Reporting

V5 Tutorial
5

#Entity Screen - definition

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##Purchase History [Customers] (Entity Screen)##

Name: Purchase History
Ticket Type: Ticket
View Mode: Custom
Search Value Replace Pattern:
Appearance
Background Image:
Background Color: #00FFFFFF
Use State Display Format: unchecked
Column Count: 0
Row Count: 0
Button Height: 0
Page Count: 1
Font Size: 50
Header Button Font Size: 0
Entity List (0)
Entity Type: Customers
Display State:
State Filter:
Entities: (none)
Details Template (none)(none)
Mappings (1)
Terminal User Role Department Ticket Type Visibility
****All

#Entity Screen - Widgets

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##PH Purchase History [Custom Report Viewer] (Widget)##
Entity Screen: Purchase History

###Properties (13):###

Widget Type: Custom Report Viewer
Name: PH Purchase History
X: 70
Y: 0
Height: 480
Width: 595
Zindex: 0
Angle: 0
Scale: 0
Corner Radius: 0
Auto Refresh: checked
Auto Refresh Interval: 0
Margin:

###Settings (5):###

Border Color: #FF494429
Parameters:
Report Name: Purchase History
Setting Mappings:
Zoom: 0

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##PH Entity Search [Entity Search] (Widget)##
Entity Screen: Purchase History

###Properties (13):###

Widget Type: Entity Search
Name: PH Entity Search
X: 670
Y: 65
Height: 415
Width: 500
Zindex: 0
Angle: 0
Scale: 0
Corner Radius: 0
Auto Refresh: checked
Auto Refresh Interval: 0
Margin:

###Settings (12):###

Automation Command Name:
Can Create Entity: unchecked
Can Display Account: unchecked
Can Edit Entity: unchecked
Command Area Height: 0
Command Area Rows: 0
Command Buttons: Show Purchase History=PH Load Report
Command Value: {ENTITY ID}
Entity Type Name: Customer
Is Keyboard Visible: unchecked
Search Label:
State Filter Name:

Pasted image762×1044 58.2 KB

##PH DateBEG Label [Label Widget] (Widget)##
Entity Screen: Purchase History

###Properties (13):###

Widget Type: Label Widget
Name: PH DateBEG Label
X: 671
Y: 0
Height: 55
Width: 160
Zindex: 0
Angle: 0
Scale: 0
Corner Radius: 0
Auto Refresh: checked
Auto Refresh Interval: 0
Margin:

###Settings (13):###

Alignment: Left
Background Color: Transparent
Border Color: #FFF79646
Border Thickness: 1
Font Name: Segoe UI
Font Size: 12
Font Weight: Normal
Foreground Color: #FFF79646
Text: Date Start: {SETTING:PHDateBEG}
Vertical Alignment: Top

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##PH DateEND Label [Label Widget] (Widget)##
Entity Screen: Purchase History

###Properties (13):###

Widget Type: Label Widget
Name: PH DateEND Label
X: 836
Y: 0
Height: 55
Width: 160
Zindex: 0
Angle: 0
Scale: 0
Corner Radius: 0
Auto Refresh: checked
Auto Refresh Interval: 0
Margin:

###Settings (13):###

Alignment: Left
Background Color: Transparent
Border Color: #FFF79646
Border Thickness: 1
Font Name: Segoe UI
Font Size: 12
Font Weight: Normal
Foreground Color: #FFF79646
Text: Date End: {SETTING:PHDateEND}
Vertical Alignment: Top

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##PH DateBEG Input [Editor Widget] (Widget)##
Entity Screen: Purchase History

###Properties (13):###

Widget Type: Editor Widget
Name: PH DateBEG Input
X: 676
Y: 21
Height: 30
Width: 150
Zindex: 5
Angle: 0
Scale: 0
Corner Radius: 0
Auto Refresh: checked
Auto Refresh Interval: 0
Margin:

###Settings (6):###

Alignment:
Command Name:
Edit Mask:
Font Size: 0
Local Setting Name: PHDateBEG
Refreshing Widgets: PH DateBEG Label

Pasted image762×840 42.5 KB

##PH DateEND Input [Editor Widget] (Widget)##
Entity Screen: Purchase History

###Properties (13):###

Widget Type: Editor Widget
Name: PH DateEND Input
X: 841
Y: 21
Height: 30
Width: 150
Zindex: 5
Angle: 0
Scale: 0
Corner Radius: 0
Auto Refresh: checked
Auto Refresh Interval: 0
Margin:

###Settings (6):###

Alignment:
Command Name:
Edit Mask:
Font Size: 0
Local Setting Name: PHDateEND
Refreshing Widgets: PH DateEND Label