Create a Summary Report

By Xelence Documentation posted 08-22-2022 11:57

Introduction

This process creates a summary report that groups data. It uses a query to return data at run time.

Prerequisites

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

	Quick Steps
1	Click the Create New Item icon, then select New Page
2	Select the Page Type, then click Proceed
3	Select the template
4	Rollover the Report Layout, then click Choose
5	Enter the details
6	Select the Search Criteria Fields, click the Add icon, then click Next
7	Select the Report Fields, click the Add icon, then click Next
8	Configure the menu, then click Finish

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 summary 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 Summary 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 SummaryReport is configured in entCustomer

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, customer_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.

Clicking Finish closes the wizard. Xelence creates and displays the summary report. The report file exists and is available for further configuration, including grouping the fields, setting functions, and adding a header or footer. The report look something like this:

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.

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