Create a Dashboard Report

By Xelence Documentation posted 12-14-2022 14:13

Introduction

This process creates a dashboard report to allow users to view query-loaded data in a tabular or grid format, chart format, or a combination of layouts.

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	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 dashboard 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 Empty 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 CustomerOrderSummary 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 does not select any fields.

Step 7. 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:

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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