Create a Master Details Report

By Xelence Documentation posted 09-19-2022 15:30

Introduction

This process creates a master details report that uses one or more queries to display data from multiple tables for parent and child entities. This example uses only one query as the data is not complicated.

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	Roll over the Report Layout, then click Choose
5	Enter the details, then click Next
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	Select the desired Data Grid Fields, then click the Add button
9	Click the Set Relations icon, then select the column
10	Click Next
11	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 master details single query 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 Master Details 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 MasterDetailReport is configured in entCustomer. You can change the Alias name, if required.

Step 6. Select the desired Search Criteria Fields, click the Add button, 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 button, 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. Select the desired Data Grid Fields, then click the Add button.

Select the fields you want the report's detail data grid to display.

Step 9. Click the Set Relations icon, then select the column.

This allows you to set the relation to load the detail record. This example selects the customer_id column as the relation between the master data grid and the detail data grid.

Check the customer_id column name as the relation to load detail record and Click OK.

Step 10. Click Next.

The relation to load the detail records is set. You can use the arrow icons to rearrange the order of the fields. Click Next.

Step 11. 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.

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.

The master details report is accessible in the application right away. You can now either download the report or print it.

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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