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      1. Go into the unzipped 'Pentaho Report Designer' folder and double click on 'report-designer.bat' file(for Windows).

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      2. Once Pentaho Report Designer tool starts, you will be welcomed with the following window.

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5. As shown in the following window click on '+' button to add the sql query.

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6.  Here, Provide the Sql Query Name and write the appropriate Sql Query and then click on 'Preview' button to confirm the Sql query executed successfully. Then click on 'Ok' button.

 

 

 

Info
titleQuery example

select mc.firstname,mc.lastname,mc.account_no from m_client mc
where mc.activation_date between ${startdate} and ${enddate}

 

 

 

     

7. Add Global scripting 

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 10.  Next you need to click on 'Run' button and choose appropriate format for the report.

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 11. Once you 'Run' the report by choosing appropriate format, the following window should open where you enter the parameters and generate the report. (In this case, PDF is selected)

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13. You need to save the report with '.prpt' extension. In order to do it, Just go to the 'File' menu and click on 'Save' button. 

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IV.   Embedding Pentaho Report in MifosX

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     In this example: Reports>>clients>>Activated clients.