Hello Joseph, Let me see if I can assist you. Regarding Question #1: I would recommend going into the Module Configuration of the Dynamic View and use "Multilined Textboxes" instead of "Rich Text Editors" for the Template section. I would then encourage you to use a combination of the Header, Item and Footer template to achieve a layout that include a header and records listed below the header. In the Header Template Section, start a HTML table and include all of your Header information(Don't close the table in this template, meaning don't provide a closing Table tag). In the Item Template Section providing all of the Dynamic tokens inside in a table format using TR and TD tags to match up with the Table that you started in the Header Template. In the Footer Template Section provide a closing table tag. Now you should have a report layout that looks more like an Excel report. Regarding Question #2: You can limit which columns of information you want to Export to Excel. Inside of Module Configuration you can click the Excel Icon to the right of your Generated Columns. When clicked you'll see the Green Excel icon change to a Red Icon indicating that field isn't going to be included in the Excel Report. Regarding Question #3: If you're going to use a WHERE Clause then I'm assuming that you're using the Custom SQL Datasource? If so, is this SQL in a Stored Procedure? If it is then you need to Enable "Allow Free Form". Enabling this feature will result in your search filters working no longer. However there's a workaround for this. Also you need to make sure that your SQL is valid. Regarding Question #4: If the SQL you're providing in the Custom SQL Datasource section is invalid syntax or semantics then the module will error out like you're experiencing. I would recommend testing the syntax of your SQL statement in SQL Server Management Studio before using a bad query. Also, if you find yourself wanting our assistance/involvement with configuring your Dynamic View please review our Premium Integration Service at the link below: www.datasprings.com/premiumsupport Let me know if you have any questions. Looking forward to hearing from you. -Ryan
|