qad reporting framework
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QAD Reporting Framework. Stacy Green, BravePoint MWUG Mar 2013. Agenda. Introduction What is it What’s included Sample Reports Creating a Simple Report Adding the Report to the Menu Questions and Answers Next Steps. - PowerPoint PPT PresentationTRANSCRIPT
QAD Reporting Framework
Stacy Green, BravePointMWUG Mar 2013
AgendaIntroductionWhat is itWhat’s includedSample ReportsCreating a Simple ReportAdding the Report to the MenuQuestions and AnswersNext Steps
Reporting Framework – What is it?Better looking reports, including logos, font changes, barcodes, highlighting, totals, etc.
Use a browse or a query as the basis for the report
Save Report Criteria to simplify entry
Send reports directly to PDF or Excel
Schedule jobs
Reporting Framework – Where to get itIncluded as of QAD 2009, both Standard Edition and Enterprise Edition“Free” if you are current on QAD MaintenanceSample Reports
– Included with QAD 2009, 2010 SE (.NET UI 2.9.1)– Otherwise, need to request Reporting Framework Source and Samples (currently version 1.3) from your QAD sales rep
Possible to retro-fit it to QAD eB2.1 SP4 – QAD 2008 via a services engagement. Requires a schema change.
Reporting Framework – What’s IncludedStandard Templates
– Browse– Landscape
• Columns, Columns Stepped, Labels, Letter, A4– Portrait
• Columns, Columns Stepped, Labels, Letter, A4
Sample Reports– Print Bill of Lading (BOL)– Print Call Quote– Print Invoice– Print Purchase Order– Print Sales Order– Print Work Order
Reporting Framework – Sample SO1. Filter Page – Fill out filter, then click Run
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Reporting Framework – Sample SO2. The page displays - ‘Document’ format
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Reporting Framework – Sample SO3. Filter Page – Change Settings to PDF
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Reporting Framework – Sample SO4. The page displays – PDF format
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5. Filter Page – Change Settings to Excel–
Reporting Framework – Sample SO
Reporting Framework – Sample SO6. The page displays – Excel format
Basic Overview of Creating a Report
How to Set Up a Simple Report from a Browse1. Report Resource Maintenance
How to Set Up a Simple Report from a Browse2-1. Report Resource Designer (New)
How to Set Up a Simple Report from a Browse2-2. Select the new Report Resource
How to Set Up a Simple Report from a Browse2-3. Choose a Report Template
How to Set Up a Simple Report from a Browse2-4. Select the Data Source
How to Set Up a Simple Report from a Browse2-5. Select Layout
How to Set Up a Simple Report from a Browse2-6. Select fields to include on the report
How to Set Up a Simple Report from a Browse2-7. Select Field Order and Groups
How to Set Up a Simple Report from a Browse2-8. Select Layout (Outline, Aligned)
How to Set Up a Simple Report from a Browse2-9. Summary
How to Set Up a Simple Report from a Browse2-10. Report Preview
How to Set Up a Simple Report from a Browse2-11. Select Report Criteria
How to Set Up a Simple Report from a Browse2-12. Save Report
How to Set Up a Simple Report from a Browse2-13. Save Report As
How to Set Up a Simple Report from a Browse2-14. Change Report Heading, etc.
How to Set Up a Simple Report from a Browse2-15. Change Report Heading, etc. (c’td)
How to Set Up a Simple Report from a Browse2-16. Move & Edit fields and labels as needed
How to Set Up a Simple Report from a Browse2-17. Preview the report again
How to Set Up a Simple Report from a Browse2-18. Preview the report again
How to Set Up a Simple Report from a Browse2-19. View the Report
How to Set Up a Simple Report from a Browse2-20. When editing is finished, Save
Modifying an Existing Sample Report
3-1. Report Resource Designer (Open)
Modifying an Existing Sample Report
3-2. Open the Sample Report
Modifying an Existing Sample Report
3-3. Save the Report under a different name
Note: Recommend either xx or company name
Modifying an Existing Sample Report
3-4. Save the Report under a different name
Note: Is Default – check yes for your report
Modifying an Existing Sample Report
3-5. Click on Elements to change them
Note: It may be a good idea to change field names, too!
Modifying an Existing Sample Report
3-5. Click on Elements to change them
Change fonts, size, pictures, colors, etc
Modifying an Existing Sample Report
3-6. Select a “SubReport” to edit report detail
Modifying an Existing Sample Report
3-7. Drag the detail section line to add space
Modifying an Existing Sample Report
3-8. Click Controls
Modifying an Existing Sample Report
3-9. Click Bar Code (or the control you want)
Modifying an Existing Sample Report
3-10. Click and hold to draw where to put it
Note: Be sure to edit Properties to select text/data
Modifying an Existing Sample Report
3-11a. Update Field Properties for Data/Text
Modifying an Existing Sample Report
3-11b. Update Field Properties for Data/Text
Modifying an Existing Sample Report
3-11c. Update Field Properties for Data/Text
Modifying an Existing Sample Report
3-11d. Update Field Properties for Data/Text
Modifying an Existing Sample Report
3-12. Set Bar Code type/font
Modifying an Existing Sample Report
3-13. Save the Report
Modifying an Existing Sample Report
3-14. Preview the Report
Modifying an Existing Sample Report
3-15. Enter the Filter Criteria, Click Run
Modifying an Existing Sample Report
3-16a. Report Preview (Picklist)
Adding the Report to the Menu
4. Add to the Menu <urn:qad-report:c1:ReportSource>
Reporting Framework
DEMO
Questions?
Where to get more help and information
Field Help / User Manuals– Welcome to the QAD Reporting
Framework• Understanding Report Design• Creating a Basic Report• Exploring the Report Designer• Scheduling a Report
Next Steps – The Future’s So Bright…
Run reports to Excel or PDF on a schedule, which could feed web pages, BI systems, etc.
Run time-sensitive reports (eg. Month-End) to an Excel or PDF file during network and server slow time
Save money on expensive, third-party report builders
