Running Reports (Report Generation)

The reports created in Canvas Studio will be available for use by the end users of the application. For representation purpose, the Sigma application is considered as the application. The reports created in Canvas Studio will be available in the "Information Reports" workspace in the Sigma application. To create such parent reports, refer Creating Reports.

To execute or generate the reports, perform the following steps:

Log-in to the application (e.g. Sigma) and click Information Reports workspace. In Sigma application, Information Reports workspace is displayed by default after logging in.

The Information Reports workspace opens with Available Report section on the left-hand side, which shows the list of reports created in Canvas Studio. In our example, we created the Sales Order report in Canvas Studio.
In the Available Report section, click the report name.

The Customize tab for the selected report appears on the right-hand side.
Enter a name for the report in the Report Name field. For example, Sales Order (HTML).
Choose the report format from the drop-down. For example, HTML.

The report formats in the drop-down are based on the formats chosen while creating the report in Canvas Studio. In our example, we selected and HTML and PDF formats for the Sales Order Report in Canvas Studio.
Click the Select Columns drop-down and select the columns that needs to be shown on the report.

The columns in the Select Columns drop-down are based on the columns chosen while creating the report in Canvas Studio.

For quick selection of columns, select the checkbox adjacent to the column names as shown in the following screen shot:
Click the Group By drop-down and select the column(s) by which the report results are to be grouped.
Click the Sort By drop-down list and select the column(s) by which the report results are to be sorted.
If suppose you want to filter the report results based on some parameters, select the filter from the Select Filter drop-down and select the filter condition from the Select Criteria drop-down and click Save.
Perform any of the following:
- To save the report, click Save.
  or
- To save and execute (generate) the report, click Save and Run.
Click OK for the confirmation message.

If you have clicked Save and Run, the generated report appears on the Generated Reports tab.
Hover on the generated report, the icons to download or execute the report appears.
To download the generated report, click the download () icon.
To execute the report again, click the execute () icon.

When you execute the report again, the report will be generated again and the existing report file is updated.

The following screen shot shows a sample Sales Order Report in HTML format.