Configuring a Complex Report – Sample 2

In order to create a complex report as shown, perform the following steps in eMACH-Sigma Studio:

Click Manage > Report.

The Information Report screen appears with the Report Maintenance tab open by default.
In the Report Maintenance tab,
1. Enter a unique ID for the report in the Report Id field.
2. Enter a unique display name for the report in the Report Name field.
3. Click the Data Source Name field and select a data source. Refer Creating Data Connections to create a database or web service connection and data source.
 
 Here, SUMMARY (M) which is created manually is used as the data source.
 If you select a multilevel data source, Data Grid field appears near the Template Design icon.
4. Click the Data Grid field and select a data source. Here, we have chosen D_SUMMARY_DS as the data grid in order to display their data in the report.
 
 To define who can access the reports in eMACH-Sigma application, you need to set the appropriate entitlements. eMACH-Sigma uses the combination of Product code, Sub Product code, and Function code as the entitlement. To set the entitlement for the report, click the Data Entitlements () icon.
 The Entitlement Configuration screen appears.
 
 Click outside the pop-up window to save the entitlement configurations.
 By default, the configuration is provided to be as CANVAS. This can be changed by selecting the alternatives in the drop-down list. Refer Configuring Entitlements for more information on creating a new entitlement in eMACH-Sigma Studio.
5. Click Template Designer () icon to design the template.
 
 The Template Designer screen appears with the list of header and footer options on the left-hand side and the list of columns from the selected data source on the right-hand side.
 
 The Template Designer feature is only applicable for PDF format.
 1. Select the type of the field to be designed.
 2. Select the column layout. By default, a section with single-column (stack) layout is displayed and they can be altered from single-column (stack) to six-columns.
 3. Click Content () tab. The list of existing content templates appears at the right-hand side.
 4. Click Add Content to create a template.
 
 The Create Template screen appears.
 5. Enter the template ID, description, type the content and click Save.
 When you try to exit the Template screen, before saving the configured template, a warning pop-up message appears, as shown in the following screen shot:
 Click Cancel, if you do not want to exit the Template screen.
 Click Ok, if you want to exit the Template screen.
 It is necessary to add ${ } in order to pass the parameter values within the content. For example, ${AccountNumber} is used for passing the account number value.
 You can also click the Code () icon to add HTML codes to the template.
 
 For example, the content provided within the D_Statement template is given on the following code snippet in HTML format:
 
 Monday, January 23, 2019 ${AccountNumber} ${State} Phone: 9597207808 Dear Customer, Statement of Current Holdings At DIGI Bank Private Banking it is our constant endeavour to make banking more convenient and rewarding for you. As a step in that direction we are pleased to attach your holdings with or through DIGI Bank Limited, Singapore Branch ("DIGI Bank") at March 31, 2019 This statement gives a single customized view of your total holdings with DIGI Bank. We hope that with this initiative it will be easier for you to evaluate your financial position and plan for the future. We value your Private Banking relationship with DIGI Bank and look forward to more opportunities to be of service to you. Sincerely Sanjeev Singh Head - International Private Banking 
 6. Now, drag and drop the added content template from right-hand side into the section.
 7. Click the added content template. A mapping tab appears at the right-hand side.
 8. Now map the required data columns, report filterable columns, bind parameters, procedure parameters and additional parameters for the passed parameters within the statement.
 
 You can also edit the content by clicking the Edit () icon on the statement template.
 9. If you want to add additional sections, click Add Sub-Section, drag and drop the required columns into that section.
 10. Click the Save icon and go back to the Report Maintenance tab.
6. 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.
7. Click the Select Allowed Format field and select the formats in which the report can be generated. The following formats are supported: CSV, DOCX, HTML, PDF, XLS and XML.
 
 End users can generate reports in the application in the formats configured in the Select Allowed Format 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. If you create a statement template report using HTML codes, then the configured statement template report can only be exported in PDF format in the end application. It's essential that you choose only the PDF option in the Select Allowed Format field, if you configure a report with a statement template in eMACH-Sigma Studio.
8. Click the Select Filterable Columns field and select the column(s) by which the report results are to be filtered.
9. Click Default Filter and the Default Filter Configuration screen appears.
10. Select the filter, criteria and enter the value.
11. Click Add.
 
 Click outside the pop-up window to save the Default Filter configurations.
 
 The Default Filter enables the selected filter column to be available in the eMACH-Sigma application. Whereas, in the System Filter, the report comes with the filter applied in the eMACH-Sigma application.
12. Click the Select Groupable Columns field and select the column(s) by which the report results are to be grouped.
13. 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 default configuration settings for the report, click the Default Configuration tab.
1. Enter the title of the report in the Report Title field and select the format of the report from the Report Format drop-down list.
  
  The provided Report Title will appear only for the PDF format. For the other formats, if the provided report title should appear in the Report Header of the configured report, it is essential that you access the Template Designer option to add the Report Name attribute to the Report Header section, as shown in the following screen shot:
  
  To disable the Report Name labels, click the Report Name element on the template section and disable the Label eye icon, as shown in the following screen shot:
2. Click Page Size field and select the size in which the report needs to be generated.
3. Select either Portrait or Landscape in the Page Layout field.
4. In the Font Size field, select the font size by increasing or decreasing the number using the plus or minus sign respectively. By default, the font size is 12.
5. Select the Print Serial No checkbox to showcase the serial numbers for the fetched records in your report. If the Print Serial No option is not selected, then the serial numbers will not get displayed for the fetched records in your report.
6. Click the Select Columns to Display field and select the columns for the report.
7. Click the Group By field and select the column(s) by which the report results are to be grouped.
8. Click the Sort By field and select the column(s) by which the report results are to be sorted.
Click Save.
When you try to exit the Information Report screen, before saving your configured report, a warning pop-up message appears, as shown in the following screen shot:
- Click Cancel, if you do not want to exit the Information Report screen.
- Click Ok, if you want to exit the Information Report screen.
A confirmation message appears.
Click OK for the message.

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

Request approval for the reports can be enabled through eMACH-Sigma Studio. Refer Administration for more information on initiating, approving, rejecting and re-submission of requests.