QAD REPORTING FRAMEWORK - Midwest User Group · QAD .NET Reporting Framework 9/28/2010 MWUG...
Transcript of QAD REPORTING FRAMEWORK - Midwest User Group · QAD .NET Reporting Framework 9/28/2010 MWUG...
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QAD .NET Reporting Framework 9/28/2010
MWUG Conference Fall 2010 ‐ Dearborn, MI 1
.Net Reporting Framework
Presented by Mark Goldston, CPIM
RCM Technologies
September 28, 2010
QAD 2010 EE STD MENU STRUCTURE
System Administration⁺System Interface Menuy⁺Report Setup MenuReport Resource MaintenanceReport Resource Design
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Report Resource Maintenance
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Report Resource Data Source
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Report Resource Designer
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Building A Report Using The Wizard
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QAD .NET Reporting Framework 9/28/2010
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Building A Report Using The Wizard
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Building A Report Using The Wizard
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Building A Report Using The Wizard
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QAD .NET Reporting Framework 9/28/2010
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Building A Report Using The Wizard
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Radio button Selections are Based On Template Selected.
Building A Report Using The Wizard
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This makes the fieldsToo large for reports with small number ofFields.
Building A Report Using The Wizard
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QAD .NET Reporting Framework 9/28/2010
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Building A Report Using The Wizard
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Building A Report Using The Wizard
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Result of the Wizard Created Report
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Running the Wizard Created Report
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Running the Wizard Created Report
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Running the Wizard Created Report
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Using Report Filter Conditions
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Reporting Framework Output
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Sorting and Grouping
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QAD .NET Reporting Framework 9/28/2010
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Sorting and Grouping
Set the section visible attribute true or false
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Adding a Second Sorting and Grouping
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Group Header and Footer Sections
If Visible Attribute is set to false then no change to report is visible other than sort of data.
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Resizing Sections
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Changing Report Labels
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Changing Field Formats Using Data Tab
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Using OnPrint Script to Change the Report Heading
This is a good way to know what version is in use.
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Adding Fields Using the Data TAB
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Adding Fields Using the Controls TAB
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QAD .NET Reporting Framework 9/28/2010
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Adding Aggregate Functions Using the Controls TAB Calculated Field Option
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Hiding Sections with Visible Attribute
Note subtle difference in background pattern.
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Adding a Subreport with the Report Wizard
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Adding a Subreport with the Report Wizard
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Positioning the Subreport
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Reports Tab Showing Subreport
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Linking the SubreportAt this point you can link the subreport using a single key relationship.
Linking is not required, but necessary in “most” cases.
Normal Master Detail Relationships in QAD ApplicationsApplications.
Examples:PO_MSTR ‐> POD_DETSO_MSTR ‐> SOD_DET
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Organizing Reporting Sections and Usage of Group Header and Footers
VisibleAttribute
Display Group Header for in_mstr_in_partGroupHeaderSection.
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AttributeSet to false.
SubreportPlacement onGroupFooterSection to go through and display the ld_det fields.
Adding Label Fields for Emphasis
Aggregate field
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Aggregate field used here with sum() function. Also added label fields for single and double underscore lines.
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Report with Subreport and Sub‐Total
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System Built‐in Security Roles
rptDsgn
Report DesignerTemplate DesignerReport Resource ImportReport Resource Export
rptAdmin
Report DesignerTemplate DesignerReport Resource ImportReport Resource Export p p
Report Resource MaintenanceReport Parameter MaintenanceFilter Maintenance
p pScheduled Report MaintenanceReport Resource MaintenanceReport Parameter MaintenanceFilter MaintenanceAdmin User Filter MaintenanceReport Settings Restore
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Role Based Security Permissions
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System Built‐in Security Roles
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Adding the Report to the Menu
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Role Permission Maintenance
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New Menu Option
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Changing the Formatting and Saving Report Definition Template
Note only 1 Report Definition is the Default Template for the Report Resource that we have defined.
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Using Different Report Templates
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Exporting The Report ResourcesEnter From and To Reports and Press Search. Select Resources to export by using checkbox and press Export.
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Import Report Resource
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Keyboard Shortcuts
Shift + Arrow = Change size of fieldsCtrl+Shift+Arrow = Change size of field in small increments
Arrow = Change position of fieldCtrl+ Arrow = Change position of field in small incrementsCtrl+ Arrow = Change position of field in small increments
Select a field and Ctrl‐Drag creates a duplicate
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Using the Align Field ToolsUses the attributes of the last field selected. Square box’s are filled vs non‐filled.Font/Placement within field
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Underline /Bold etc.
Using the Align Field Tools
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Using the Align Field Tools
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QAD .NET Reporting Framework 9/28/2010
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Controlling the Report Settings
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Output To Different Destinations
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Output To Excel
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Output to PDF
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Saving Filters
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VB Script Built‐In Functions
http://www.w3schools.com/VBscript/vbscript_ref_functions.asp
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Script onFormat and OnPrint
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Setting Color and Number Formatting
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Note: You can enter the decimal equivalent of these hex values.
Script Errors
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Questions?
Contact Mark Goldston At:[email protected] / LinkedIn