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To create reports, you must have already created database or webservice connection and datasource to fetch application data. Refer Creating Data Connections for more information on creating connection and datasource. |
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- Click Create > Report.
The Information Report page appears. - In the Report Maintenance tab:
- Enter a unique ID for the report in the Report Id field.
- Enter a display name for the report in the Report Name field.
- Click the Data Source Name field and select a datasource. Refer Creating Data Connections to create a database or webservice connection and datasource.
Click the Select Columns to Display field and select the columns for the report.
Info When generating reports in the application, end users will be able to select only the columns selected here for the report. Similarly, the following fields behave in the same manner - Select Groupable Columns, Select Sortable Columns, and Select Filterable Columns.
Click the Select Allowed Formats field and select the formats in which the report can be generated. The following formats are supported: CSV, DOCX, HTML, PDF, XLS, and XML.
Note End users can generate reports in the application in the formats configured in the Select Allowed Formats field. For example, if CSV and HTML are selected for a report, end users can generate reports in the application in CSV and HTML formats only.
- Click the Select Filterable Columns field and select the column(s) by which the report results are to be filtered.
- Click the Select Groupable Columns field and select the column(s) by which the report results are to be grouped.
- Click the Select Sortable Columns field and select the column(s) by which the report results are to be sorted.
If you want to alter the parameter settings for the report, click Report Parameters tab.
You can configure the parameters for the reports (if required) by performing the following actions:
- User Parameter:
- Enter a unique parameter name on the User Parameter field and click plus sign to add it to the existing parameters.
- In Add Labels, enter a value for the user parameter under Report Param tab. Click Save to save the resource bundle.
On a template in Template Designer, add the following key to pass the user parameter:
Code Block ${Header.UserParams.TEST_PARAM} //TEST_PARAM indicates the User Parameter name.
- Click Grand Total Position drop-down and select a position to align the column grand totals for the report.
- Click Grid Format drop-down and select a format in which grids on the report needs to be displayed.
- Is Password Protected?:
- Select YES on the Is Password Protected? field and a new field named Password Pattern appears on the tab.
Click the Password Pattern field and enter a pattern in such a way that, this password pattern must be provided by the user on the login credentials while trying to access the generated report.
Note - Click '@' to view the list of attributes available for the report password.
- Click '#' to view the list of function variables available for the report password.
- Select YES on the Is Password Protected? field and a new field named Password Pattern appears on the tab.
- Enter the number of columns that needs to be frozen on the excel sheet on the No Of Columns to Freeze(XLS).
- Enter page margin width for the reports on the Page Margin field.
- In the Show Filter field, select whether the filtered columns needs to be displayed on the report or not.
- In the Show Report Title in Content field, select whether the report title needs to be displayed on the report or not.
- In the Repeat Group Header field, select whether the group header needs to be displayed at the each page of the report or not.
- Select the font for the report on the Font Family drop-down list.
- Click Sub Total Position drop-down and select the position to align the column sub-totals for the report.
- User Parameter:
- Click Save.
A confirmation message appears. Click OK for the message.
Info The new report is made available for the end users in the Information Reports workspace in the end application.
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