qad reporting framework stacy green, bravepoint mwug mar 2013

QAD Reporting Framework

Stacy Green, BravePointMWUG Mar 2013

Agenda

IntroductionWhat 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 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 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 SO

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

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Reporting Framework – Sample SO

2. The page displays - ‘Document’ format

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Reporting Framework – Sample SO

3. Filter Page – Change Settings to PDF–

Reporting Framework – Sample SO

4. The page displays – PDF format–

5. Filter Page – Change Settings to Excel–

Reporting Framework – Sample SO

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

sgreen@bravepoint.com