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Using Report you can create reports over a data source data. The data source can be a database or a REST web service. Refer Creating Data Connections for information on creating a data source.

To create reports, perform the following steps in Canvas Studio:

  1. Click Create > Report.


    The Information Report page appears.



  2. In the Report Maintenance tab, enter a unique ID for the report in the Report Id field.
  3. Enter a display name for the report in the Report Name field.
  4. Click the Data Source Name field and select a data source. Refer Creating Data Connections to create a data source.

  5. Click the Select Columns to Display field and select the columns for the report.

    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.

  6. Click the Select Groupable Columns field and select the column(s) by which the report results are to be grouped.
  7. Click the Select Sortable Columns field and select the column(s) by which the report results are to be sorted.
  8. Click the Select Filterable Columns field and select the column(s) by which the report results are to be filtered.

  9. Click the Select Allowed Formats field and select the formats in which the report can be generated. The following formats are supported: CSV, HTML, PDF, RTF, and XLS.

    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.

  10. If you want to use resource bundles for the report column headers (column labels) specified in Select Columns to Display field, enter the name of the resource bundle property name in the Resource Bundle field and click Add Labels.

    The following screen shot shows sample data for the report generation:



    The sample data shown on the screen shot relates to a Sales Order Report for which data is retrieved from a data source. The Sales Order report will display the order details, such as Order ID, Order Date, Customer ID, Product ID, Product Name, Quantity, Price, and Order Amount. The report will be generated in HTML and PDF formats.

    Notice that the column names from the data source contain underscores (e.g. Order_ID). Hence, a resource bundle called 'common' is used. This is a property file that contains the exact labels for each column name. When the Sales Order report is generated, the column names will be replaced with the labels from the resource bundle.

  11. Click Submit.

    A confirmation message appears.



  12. Click OK for the message.

    The new report is made available for the end users in the Information Reports workspace in the end application.

For executing (generating) reports, refer Running Reports (Report Generation).

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