Building Reports

In today's complex business environment, sharing information on a timely basis across an enterprise has become a major challenge.

GTD Report Server meets this challenge by making it easy to design, publish, and distribute reports in a variety of formats to meet any business need.

This section show you how to build common list view report, you can also build complex template based report, see this page

This section describes using the Report Wizard to create a simple report. For advanced information on the Wizard, please read the following sections

1. Logon GTD Server, using user with administrator or developer privilege. Click the link New Report link from Dev tab.
2. If the New Report page of the Report Wizard appears, fill in the report id and description. The reportid should be unique in a server.
   And then click Next button
   
3. Select data source.
   
4. One the Data page, type in the query statement.
   *The following SQL statement applies to Oracle database only. You can try other statement according to your database.
   
5. Change the labels.
   
   To change data format, please click
   
   Select format, and then click OK button
   
   And then click Next.
   
6. Setup fonts and colors etc.
   
7. Review the report, click finish button, save the report
   
8. Grant report to roles.
   
   

For advanced information on the Wizard, please read the following sections

Please enter the report id and the description of the new report.

• ID
• Description

The ID should be a text string composed of letters (a-z and A-Z), digits (0-9) .
The reportid should be unique in a server.

Tip: Click Cancel if you want to discard the changes.

Please choose the datasource, which will be used to verify the sql statement and test the report.

Tip: Click Back to navigate to preceding page

For more information on data source, see Data source manager

You select the data for your report by specifying a query. A query is a SQL statement that retrieves data from a standard datasource.

You can type the query directly in the space provided and then click Next button.

Parameter in SQL statement

Parameters are variables for your report that users can change at runtime. You can create your own parameters to change values in SQL or PL/SQL at runtime. For example, a parameter could replace single literal values or entire expressions in a query.

You can specify parameter in SQL statement. For example:

SELECT * FROM pet WHERE sex IN ( :sex ) AND height < :height AND birth>:birth_day

The parameter is composed of colon and the name of parameter. The name of parameter is composed of letters (a-z and A-Z), digits (0-9), starts with letter.

The following key words are reserved, they should not be used as parameter name.

reportid
repticket
datasource
showparamform
setparam
mailto
desformat
nullval
saveto
iszipoutput
submit
gtdlogin

See Options for Running Reports for more information

You will see the Parameter Setup page if you click next. This page looks simular to this figure.

Choose the data type of parameter, enter initial valud if availiable, click Next.

Multi-value parameter

The IN operator allows you to specify multiple values in a WHERE clause. The GTD Server will detect the IN operator if your statement looks like column_name in ( :parameter_name ) .

Data Type

GTD Server supports 3 data types: numeric types, date and time types, and string (character) types.

Initial Value (Optional)

You need to specify value of the parameter when you run report. GTD server will use the initial value if you don't specify the value.

Note: Default Date and Time Pattern is mm/dd/yyyy or MM/DD/YYYY hh:mm:ss

Example: 01/23/2008, 12/03/2007 13:55:43

Description (Optional)

The id of the parameter is not friendly for common users, you are better off specifying the friendly description of the parameter.

Optional Value List

You can setup the optional value for the paremters. Only value belong to the the list is accepted by GTD Server.

Select availiable field, and then click arrow button, move the grouping field to right box.

You can also sort the fields using Up and Down button.

Select availiable field, and then click arrow button, move the field to right box.

You can also sort the fields using Up and Down button.

Labels are headings created for each field in a report. Report Builder primes the labels with the column names, but you can change them to suit your needs.

Cell Format

To change Data Format of a cell, click button. If the Data Format page appears, choose the desired format, click OK button

Tip: To view the query statement, click the SQL Statement.

On the Display page, you can change the format as desired.

• Bold
• Italic
• Color
• Font
• Size
• Alignment

To customize the Font select box, use Font Manager.

Please select one of predefined layout.

By default the report header is created by GTD Server, however, you may want to define your own header.

For example, you can insert LOGO of your company to the header of the report.

Header Template

In the header template, you can display predefined variable and your customized parameters.

For example, in the sample below, you can see the following variables.

The file can be download from here

The Header Template file should be put to this folder: ${configDir}/header

Upload Header Template Files

To learn more on uploading file, please read File Manager section

This page describes all information on the report.

• When you're done specifying options for your report, click Finish.
• To cancel editing the report, click Cancel.
• To preview the report, click Test this report link.
• To change the report, click Back.

Sometimes you want to create a report based on an existing report, just clone it!

1. Login GTD Server, navigate to Report Manager.

2. Find the report to be clone, click the Clone button.

3. Type the name for the new report, and then edit it via Report Wizard.