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  •     QAD Glossary

  • Using the Report Writer
    You can generate various custom or user-defined reports through the Reports module. These reports are created using the Report Writer, and can be saved under any category.
    System administrators are typically responsible for defining and maintaining formats for user-defined reports. These formats are defined through MainMenu|Settings|Reports and Queries|Query Builder. For details, see Administration Guide: QAD Customer Relationship Management.
    Depending on the formats, you can create and edit custom reports using the Report Writer, also called the Add a Report wizard.
    To open the Add a Report wizard, right-click the Reports screen and choose Add Report using QAD CRM Report Writer. The Report Writer lets you design report formats and categorize them as required. These formats define the conditions, tables, and fields to be used to extract data for browser reports.

    Add a Report - Report Writer
    When you save the settings defined through the Report Writer, the new report is added under the category you have chosen. You can run the created browser reports. The above options show up as buttons on the toolbar (see Running Reports Generated Using Report Writer), giving you the flexibility to change settings from the report display itself.
    The Report Writer lets you define the settings described in Report Writer Settings.

    Report Writer Settings
    Report Details
    Lets you choose user access rights for the report, and make the report available to selected modules and users. It is similar to the External Report Details window (see Adding External Reports). The only difference is the Query ID field here instead of the Procedure to Run field in the External Report Details window.
    Lets you select the fields you want displayed in the report. The list of fields appearing here depends on the Query ID you selected in Report Details. Some fields are generic, and appear in all lists. These fields relate to header and footer information like page number, date and time, and so on.
    You can also select the font, color, alignment, and appearance for each field of the report. Click the Calculated Field button to apply preset formulae to the available fields. These calculated fields then appear with a red asterisk (*) in the fields listing. Click the Summary Fields button to select fields that appear with a summary in the report.
    Lets you select particular groups according to which the report displays. It is basically a design element to arrange data display. Groups take precedence over sort options.
    Record Highlight
    Lets you choose a particular field and define conditions under which it appears highlighted in the report display. You can also select a unique format for the highlight.
    Lets you select particular sort orders according to which the report displays.
    Lets you choose a theme from predesigned formats or create one yourself.
    You can choose to display the report data graphically by choosing the graph type and format, as well as the fields you want displayed in the graph.
    Define Field Ranges
    Lets you define a range for fields that span a particular variable. For example, you can choose to display only those records in the report where the Customer Number is greater than 250000.