Reports

The Reports module is an integrated reporting module and gives you the following benefits:

• Report on any data in the database

• View a Data field list with optional Calculated fields

• Access a wide range of filters which determine the records fetched from the server - eg. Date, Customer, etc.

• Interactive displays in a Data Grid, Pivot Grid and Chart Display

• View only what you need by Grouping, Sorting and Summarising in the Data Grid

• Drilldown to Transactions, Customer Summary, Supplier Summary, Item Summary, Account Summary and Workflows - right-click to open the Drilldown menu.

• A Search function searches and filters all the columns in the Data Grid - see Menu > Show Search Panel

• Print and Export your reports

• Link layout Templates which format the Report Output

• Control User-access at Report level

What you'll find on this page

• Reports overview

• Data Grid functionality

• Summarising

• Pivot Grid Functionality

• Creating and Editing Reports

• Conditional Formatting

• Additional Updates

Reports overview

1. Data Filter - This is where you select which Report you'd like to view and by Date period.

2. Data Grid - This is where the data is shown relevant to the selected report.

Data Grid functionality

Customisation

Click the * at the top left corner of the grid to quickly show or hide available columns in the Data Grid. Alternately you are able to right-click on a column header and then select 'Field Chooser' for an alternate method to Show/Hide columns.

To save the grid layout, click 'Menu>Save Grid' - the Data Grid will automatically be restored to the saved layout the next time it is run.

Grid Options

The Menu > Data Grid Options menu provides the following functionality:

• Date Grouping - Sets the grouping interval for grouped Date fields

• Automatic Row Height - Sets the row height to show all the lines of multi-line input.

• Expand Groups - Expands all the Groups in the Data Grid

• Collapse Groups - Collapses all the Groups in the Data Grid

Summarising

Footer and Group summaries can be enabled at Field level. When multiple records are selected, the summaries calculate values for the selected records only. More here.

Sorting and Grouping

Right-click the column header to open the popup menu which includes the Sorting and Grouping functions or click on a column header to sort the column.

Pivot Grid Functionality

If columns have been added to the Pivot Grid, a Pivot Grid tab will be displayed at the top of the grid which can be clicked to access the Pivot Grid and companion chart. You can interact with the Pivot grid by dragging columns from the Filter to the Data, Row and Column placeholders.

Date Grouping

Use Menu > Pivot Grid Options > Date Grouping to select the Date Grouping for all the Date fields in the Pivot Grid.

Creating and Editing Reports

From the Reports module, click Menu > Edit Reports to open the Reports editing module.

Use the 'Edit SQL' button to add the SQL query which in turn will create the data fields for the Report. The Data fields will be displayed in the 'Fields' grid from where they can be customised further by setting the Editor, Alignment, Summary, etc.

Calculated fields can be added using the Add button above the Fields grid. The 'Expression' field must be used to add a calculation based on other fields in the Report. Other fields can be referenced by using the field name encapsulated in square brackets - eg. [FIELDNAME1]*[FIELDNAME2]

To enable the Pivot Grid, users need to select from the options in the 'Pivot Grid' column to determine if/where the column is to be displayed in the Pivot Grid.

Conditional Formatting

Excel-inspired conditional formatting has been added to all the reporting modules (Reports, Cost of Sales and Inventory). The Conditional formatting is set at runtime and will persist if the grid is saved. Formatting includes colour highlights, bars and icons based on the cell value - see image below for an example. See Reports > Menu > Data Grid Options > Conditional Formatting; Cost of Sales / Inventory > Menu > Conditional Formatting.

Additional Updates

Based on newer versions of BOSEnterprise, Reports functionality has been updated with the following:

• Edit Reports - An explicit setting has now been added to open the Edit Reports module - before you needed access to Settings & Defaults. See image below:

• Report User Access - Functionality has been added to set the User access for a report from the Edit Reports module - see image below:

• Reports - Copy - Functionality has been added to copy a Report.

• Reports - E-mail - Functionality has been added to E-mail a report in PDF or Excel format without the need for a template. See Menu > E-mail PDF and Menu > E-mail Excel.

• Reports Entity Filter - A Business Entities parameter has been to Reports - ENTITYID.

• Form Designer - When the Form Designer is opened the first time, all the Fixed modules that have Output functionality are opened first. This creates a slight delay the first time Form Designer is opened, but it prevents templates from being broken when they are opened without opening the corresponding module first. eg. Before, if you wanted to edit a Customer Age Analysis template, you had to remember to open the Customer Age Analysis first.

• Form Designer - Users are now prompted to select which fixed modules should be opened when they open the Form Designer (Instead of opening all the fixed modules) - see image below: