Associated Workflows (if applicable) - list out and describe.
Available Actions: for each one - create as H3 level-header (will show in page-level table of contents) and for each one, include the following this is applicable. List these out and then for each one, do the following:Stretchy Reports:
If a new report needs to be created, the developer/Specialist writes the SQL queries and adds it to the reporting metadata and adds any parameters required to create a new custom report. Stretchy Reports are also called as "Screen Based Reports" or "Table Reports". Stretchy Reports work great for onscreen display and exporting to a spread sheet.
Creating Stretchy Reports:
- Go To Admin >> System >> Manage Reports and Click on '+ Create Report' tab to see the following window.
Fields:
| Field Name | Drop-Down Parameters | Description |
|---|---|---|
| Report Name | None | Provide the name for the report, so that users can search it by this name |
| Report Type |
| If you're creating Stretchy Report, select 'Table' If you're creating Pentaho Report, select 'Pentaho' If you're creating 'Chart' Report (like Bar, Pie), select 'Chart' |
| Report sub type |
| If you have selected Report Type as 'Chart' , you need to select Report sub type either Bar or Chart |
| Report Category | None | Provide the Report Category like, Clients, Loans, Savings, Accounts, to which the Report belong to. |
| Description | None | Give the small description about the report which is being created
|
| Use Report | None | If you check it, the report is ready to be used once it's created. If you keep uncheck it, the report name won't be shown in the list of Reports, even though it is created. This option is used when the report creation is still under process |
| Sql | None | Here, you need to write the Sql Query to generate the required report. To write Sql queries, You need to have basic understandings of
|
| Report Parameters |
| Select the available parameter from drop-down list and click on '+Add' button. You can select more than one parameter as required by your report. |
Modify existing stretchy reports
Field Name (attribute) Description Example Validations (if applicable)
Create new stretchy reports
Field Name (attribute) Description Example Validations (if applicable)
Create and upload custom Pentaho reports
Field Name (attribute) Description Example Validations (if applicable)
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