View Article

Introduction

This process creates a tabular report that loads a dataset with a query. This enables users to view data in a report in a table or grid format.

Prerequisites

• The entity must already exist and its query must already be configured.
• The report with same name must not already exist.

Detailed Steps

Step 1. Click the Create New Item icon, then select New Page.

This opens a dropdown list from which you can select an object to begin its item wizard. The item wizard creates a file or files. 

Step 2. Select the Page Type, then click Proceed.

This is the object you are creating. This example creates a tabular report.

Step 3. Select the template.

This example uses a Default Template.

Step 4. Roll over the Report Layout, then click Choose.

This example uses the Tabular layout.

Step 5. Enter the details, then click Next.

The important properties are:

• Report (ID): Programmatic name of the report.
• Title: Text that displays on the title bar when the user runs the report. If left blank, the application will display the report file name.
• Portal Name: This is a starting point or gateway to other resources.
• Select Folder: Specifies the folder where Xelence saves the report file.
• Select Data Source: Identifies the query the report is based on. This comes from the entity and must exist there before it can be used here.
• Export Type: Identifies whether to export the report in HTML or PDF format.
• Description: Plain text description of the file that users can use to identify it.

The query you want to use to generate the report must exist in the entity.

Step 6. Select the desired Search Criteria Fields, click the Add icon, then click Next.

Select the fields you want to use as the report's search criteria. This example selects one field, Product_Id.

Step 7. Select the desired Report Fields, click the Add icon, then click Next.

Select the fields you want the report to display.

By default, this step starts with the criteria fields already added. Once you've added fields, you can click the up and down arrow keys to rearrange the field order.

Step 8. Configure the menu, then click Finish

If desired, update the menu based on how you want it to appear to the user. Click Finish to close the wizard and create the report. 

The report file exists and is available for further configuration, which may include editing the column headers title, updating the report field properties, or adding a header or footer. When you finish the wizard, the report should look something like this:

Then, run the Preview. You can open the Reports screen and view your report right away. It should look something like this. Click the View Report button to view the report.

What are the improvements over S3 Version 6?

Previously, a report schema .xsd and layout .rdlc was required and it had to be configured before creating a Report. Now, with Xelence, the process is made much simple and only an entity and query is required. Also, various report templates are available to choose from in Xelence.

This post is part of the Reports topic. Click here to open Reports Overview 

#Xelence
#Develop
#Development Studio
#Reports
#Task Steps
#Everyone
#Text Help