QAD 2017 Enterprise Edition
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Reporting Framework
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Creating a Basic Report
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Creating a Report Resource
Creating a Report Resource
Use Report Resource Maintenance to create a report resource.
Report Resource Maintenance
Enter the following fields. Click Next or press Enter to move to the next frame or field; click Back to return to the previous field.
Report Code
Specify a code that identifies a report resource.
Important: QAD-provided built-in reports, report resources and templates all begin with “QAD_”. Do not create or modify reports, report resources, or templates with this prefix. Otherwise, your customized changes will get overwritten during system upgrades from QAD.
Category
Select one of the following report resource types for different report providers: Report for QAD .NET-based reporting and Dashboard for Cognos dashboard reports.
Note: Cognos dashboard reports are currently not implemented.
Data Source Type
Specify a data source type that indicates how the report retrieves its data:
• Browse: The report uses browses as its data source. Both classic browses (created in Browse Maintenance) and Financials browses (created in the Financials CBF tool) are supported.
• Proxy: The report accesses the database through the generic proxy program.
• Financials API: The report retrieves data through the QAD Financials API.
Data Source Ref
Provide the reference information for retrieving data through the data source provider.
• For classic QAD ERP browses maintained in Browse Maintenance, enter <BrowseServerType>:<QueryID>; for example, QAD.Browse.MfgProBrowseServer:so009. <BrowseServerType> is optional. If it is not specified, the data source reference defaults to the QAD ERP browse server. In this case, so009 is equivalent to QAD.Browse.MfgProBrowseServer:so009.
For Financials browses created in the Financials CBF tool, enter the following:
BaseLibrary.Lookup.BLFBrowseServer:<BusinessComponent>. <QueryMethod>
Here is an example using this naming syntax:
BaseLibrary.Lookup.BLFBrowseServer:BJournalEntry.SelectPosting
• For the generic proxy data source, specify a data source proxy program file name; for example, myReport.p.
• For the Financials API data source, specify a Financials reporting component name followed by a method name; for example, BGLReport.GLList, where BGLReport is a component name and GLList is a method name.
Description
Provide a description of the report resource.
Default Definition
Specify the default report definition for the report resource. When you open a report resource in Report Viewer or Report Designer, this report definition is loaded by default.