QAD BI Portal Designer > Reports > Creating a New Report
  
Creating a New Report
Follow these steps to create a report:
1 Click New Wizard from the Report Home toolbar.
2 Navigate through the folders and select a query.
Note: The General tab displays the name and a brief description of the query. The Security tab displays the security roles that can view and edit the query.

Report Designer Query Section
3 Select Fields or click Next.
4 Drag and drop fields from the Available Fields pane into the Selected Fields pane.
Available Fields. The list of available fields from the query.
Selected Fields. The fields that are used to build the report.
Change the arrangement or order of the items manually by dragging and dropping the items to the desired position.
Remove items by dragging and dropping the field back into the Available Fields pane.

Report Designer Fields Section
5 Edit the fields using the following formatting options:
 
Pattern
Font
Font Color
Alignment
Font Size
Background Color
6 Select Group By or click Next.
7 To group information by a specific field, select the field from the Group 1 drop-down list.
To add a subtotal to the report, select the desired field from the Subtotals list.
To add more groupings, repeat this step using the Group 2 and 3 drop-down list.

Report Designer Group By Section
8 To add totals to the report, select the desired fields from the Report Totals drop-down list.
9 Select Layout or click Next.
10 Adjust the layout of the report by configuring the following options:
Orientation. Select between Portrait and Landscape.
Report Title. Enter the title that appears at the top of the report.
Insert the value of any parameter into the title by specifying the parameter name, surrounded with braces, and prefixed with a capital P. For example, enter Report Title: P{current_year} if you want the title to always display the current year.
Page Header. Select Logo to include a graphic in the report header.
This logo or graphic is system wide and identified when the portal is installed. In most cases, the graphic is an approved company logo.
Page Footer. Select this option to add page numbers to the bottom of the report.
Current Date. Select this option to add the date to the report.
11 Select Parameter or click Next.
12 Set up the report parameters. SeeReport Parameters.
13 Select Links or click Next.
14 Link this report to another report. See Report Links.
15 Preview the report. See Report Preview.
16 When you are finished creating the report, click Save. See Saving an Item.
Report Preview
To preview the report, click Preview.
The report opens in a new browser tab using default parameter values.
Use the parameter bars, located in the top left corner of the window, to change the report parameters. Click Run to view the report.
Click the PDF or Microsoft Excel icon, located in the bottom right of the parameter pane, to export the report to PDF or Microsoft Excel.
Adjust the relative sizes of the parameter and report output pane by hovering the cursor over the divider line, then dragging the icon as needed.

Report Preview
Report Parameters
Apply parameters to a report to limit the list of values the user can select from. Follow these steps to apply parameters to a report:
1 Select Parameters from the left navigation pane.

Report Designer Parameters Section
2 Enter a label in the Display Label field. The display label appears to the left of the parameter bar.
3 Choose between Combo Box and Selection List from the Selection Control drop-down list:
Combo Box. Permits a single selection.
Selection List. Permits multiple selections at the same time.
4 Set the Parameter Selection Source.
Use Dimensional Value. Select this option if a dimension contains all the values required for the drop-down list. Click Browse, select a dimension, and click OK.
Use Query Library. Select this option to limit the number of values to display to the users. Click Browse, select a dimension, and click OK.
If specific values are required in the parameter drop-down list, create a query with those values before setting up the report parameters.
5 Set the Parameter Default Value. This step is optional, but it is a good idea to specify a default value.
Supply Value. Select this option and enter a default value in the field.
Use Query Library. Select this option and click Browse. Select a dimension and click OK.
Report Links
The Links section gives you the ability to link two reports together so that the user can drill from one report down to another, more detailed report.
Follow these steps to link two reports together:
1 Select the Links section.

Report Designer Links Section
2 Click Add New.
3 Select items from the Bound to selected items list. The items on this list represent columns on the report. The columns you select become hyperlinks that are used to drill down to the other report.
Note: At this time, the No context (accessed via menu) option does not serve a function.

Action Binding
4 Choose the Action Target Item tab.

Action Target
5 With Link to library item selected, click Browse.
Note: The Link to hierarchy feature has no function at this time and is a placeholder for a future BI release.
6 Navigate through the folders, select the link-to report, and click Open.
7 If a list of dimensions appears in the Parameter Binding columns, select the desired value in the From drop-down list:
From. The From-column values represent the columns available in the query that underlies the current report. Select which value is sent to the query in the link-to report as a value for the required parameter.
If you are linking to a report that requires a parameter, but you do not have any value in your current query that matches that parameter, choose Use Default in the From column. This option forces the query that underlies the link-to report to use its default value for the parameter.
To. This value represents the parameters in the query that are used in the link-to report.
8 When finished, click OK.
Note: After the report links are configured, the link information appears in the Links frame. To edit the report link, click Edit. To delete the report link, click Delete.

Report Link Options