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

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 it

 Included as of QAD 2009, both Standard Edition and Enterprise Edition  “Free” if you are current on QAD Maintenance  Sample 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 Included

 Standard 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 SO

 1. Filter Page – Fill out filter, then click Run –

Reporting Framework – Sample SO

 2. The page displays - ‘Document’ format –

Reporting Framework – Sample SO

 3. Filter Page – Change Settings to PDF –

Reporting Framework – Sample SO

 4. The page displays – PDF format –

Reporting Framework – Sample SO

 5. Filter Page – Change Settings to Excel –

Reporting Framework – Sample SO

 6. The page displays – Excel format

Basic Overview of Creating a Report

How to Set Up a Simple Report from a Browse

 1. Report Resource Maintenance

How to Set Up a Simple Report from a Browse

 2-1. Report Resource Designer (New)

How to Set Up a Simple Report from a Browse

 2-2. Select the new Report Resource

How to Set Up a Simple Report from a Browse

 2-3. Choose a Report Template

How to Set Up a Simple Report from a Browse

 2-4. Select the Data Source

How to Set Up a Simple Report from a Browse

 2-5. Select Layout

How to Set Up a Simple Report from a Browse

 2-6. Select fields to include on the report

How to Set Up a Simple Report from a Browse

 2-7. Select Field Order and Groups

How to Set Up a Simple Report from a Browse

 2-8. Select Layout (Outline, Aligned)

How to Set Up a Simple Report from a Browse

 2-9. Summary

How to Set Up a Simple Report from a Browse

 2-10. Report Preview

How to Set Up a Simple Report from a Browse

 2-11. Select Report Criteria

How to Set Up a Simple Report from a Browse

 2-12. Save Report

How to Set Up a Simple Report from a Browse

 2-13. Save Report As

How to Set Up a Simple Report from a Browse

 2-14. Change Report Heading, etc.

How to Set Up a Simple Report from a Browse

 2-15. Change Report Heading, etc. (c’td)

How to Set Up a Simple Report from a Browse

 2-16. Move & Edit fields and labels as needed

How to Set Up a Simple Report from a Browse

 2-17. Preview the report again

How to Set Up a Simple Report from a Browse

 2-18. Preview the report again

How to Set Up a Simple Report from a Browse

 2-19. View the Report

How to Set Up a Simple Report from a Browse

 2-20. 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

Thank You!

Stacy Green [email protected]