Report Setup
Report setup is where you can configure execution settings if needed, for the reports added to the system through the Report File option.
How to access
To access the Report setup configuration page, go to menu Builder > Management > Report.
Prerequisites
The report to be set up must have been registered through the menu Builder > Resources > Report upload.
Procedure
Filling in the registration fields
Choose an item from the list of reports and click the "Edit" button.
Report
The values for Application, Name, Description, and Folder are filled in based on the report registration data and can be changed on the Report screen.
Data source
- Configure the Data source from where the report will get its data. Enter the Type of the data source, which can be: • None: if the report does not get data from a database; • Data connection: if the information source is in a database. In this case, also enter the respective Database Connection (created in the menu Builder > Configuration > Database Connection); • Data object: if the information source is a database object configured in the Builder application; • ESI flow: if the source of information is an integration flow configured in the Builder application. In this case, also enter the name of the Flow (created in the menu Builder > Management> Integration Flow); • Script: if the data source is a script, enter the Rhino script code to be used.
Parameters
- User this tab to register parameters necessary for the report execution • Click on the "Add" button to add a new parameter; • Enter the Parameter Name, Type, and any type related data; • Click on the "Save" button to add the parameter to the list; • To edit a parameter in the list, click on the "Edit" button; • To remove a parameter from the list, click on the "Remove" button.
Form
This tab represents the form to be displayed when the user generates the report.
- Fill in the Form Title and check whether tabs should be displayed;
- Optionally adjust HTML e JavaScript codes used in the form.