QAD Reporting Framework Stacy Green, Progress MWUG March 2018 Progress

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 query as the basis for the report Save Report Criteria as a filter to simply report execution 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 Generally included with QAD 2009 and above If not, request ‘Reporting Framework Source and Samples’ from the QAD Store Possible to retro-fit it to earlier versions via a services engagement. Note: It does require a schema change

Reporting Framework – What’s Included Standard Templates Browse Portrait - Columns, Columns Stepped, Labels, Letter, A4 Landscape – Columns, Columns Stepped, Labels, Letter, A4 Sample Reports Proxy Financial API

Running a Report - Filters

Reporting Framework – Sample Sales Order 1. Filter Page – Fill out filter (criteria), then click Run

Reporting Framework – Sample Sales Order 2. Page Displays in ‘Document’ format

Reporting Framework – Sample Sales Order 3. Filter Page – Change Settings to PDF

Reporting Framework – Sample Sales Order 4. Page displays in PDF Format

Reporting Framework – Sample Sales Order 5. Filter Page – Change Settings to Excel

Reporting Framework – Sample Sales Order 6. Page displays – Excel format

Basic Overview

Basic Overview of Creating a Report

Creating a Simple Report

How to Set Up a Simple Report from a Browse 1. Report Resource Maintenance

Reporting Framework – Sample Report from a Browse 2-1. Report Resource Designer (New)

Reporting Framework – Sample Report from a Browse 2-2. Select the new Report Resource

Reporting Framework – Sample Report from a Browse 2-3. Choose a Report Template

Reporting Framework – Sample Report from a Browse 2-4. Select the Data Source

Reporting Framework – Sample Report from a Browse 2-5. Select Layout

Reporting Framework – Sample Report from a Browse 2-6. Select Fields to include on the Report

Reporting Framework – Sample Report from a Browse 2-7. Select Field Order and Groups

Reporting Framework – Sample Report from a Browse 2-8. Select Layout (eg. Outline, Aligned)

Reporting Framework – Sample Report from a Browse 2-9. Report Summary

Reporting Framework – Sample Report from a Browse 2-10. Report Preview

Reporting Framework – Sample Report from a Browse 2-11. Enter Report Criteria

Reporting Framework – Sample Report from a Browse 2-12. Save Report (early and often!)

Reporting Framework – Sample Report from a Browse 2-13. Save Report As

Reporting Framework – Sample Report from a Browse 2-14. Change Report Heading, etc.

Reporting Framework – Sample Report from a Browse 2-15. Change Report Heading, etc. (c’td)

Reporting Framework – Sample Report from a Browse 2-16. Move & Edit fields and labels as needed

Reporting Framework – Sample Report from a Browse 2-17. Preview the Report again

Reporting Framework – Sample Report from a Browse 2-18. Preview the Report again (ct’d)

Reporting Framework – Sample Report from a Browse 2-19. View the Report

Reporting Framework – Sample Report from a Browse 2-20. When editing is finished, Save

Adding a Report to the Menu

Reporting Framework – Sample Sales Order 3. Adding the Report to the Menu <urn:qad-report:c1:ReportSource>

DEMO

Questions?

Reporting Framework – Security Info rptDsgn – Report Designer – required for access to Template Maintenance and other functions rptAdmin - Report Administrator – can do everything Standard Edition – set specific report security in Menu Security Maintenance Enterprise Edition – set specific report security in Role Permissions Maintenance

Stacy Green sgreen@progress.com