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In MifosX

In Mifos X, apart from using standard reports which which are already shipped, you can create your own report Custom Reports based on your required input parameters.

MifosX Mifos X currently supports two types of Custom Reports:

1 1) Stretchy Reports

2) Pentaho Reports

Admin>>System>>Manage Reports>>Create report

Query example for running the report:

Report name: Client Name & ID

Report category: Client

Report Type: Table

Use report(UI): Check the checkbox

Sql:

Select c.id clientId, CONCAT("\"",c.display_name,"\"") clientName, ounder.name officeName from m_office o
join m_office ounder on ounder.hierarchy like concat(o.hierarchy, '%')
join m_client c on c.office_id = ounder.id
where o.id = ${officeId}

Parameter: Select Office

This provided example query generates mentioned details: “Client Id”, “Name” & “Office name”

Reports

Panel

On this page:

Table of Contents

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printable	false

Stretchy Reports:

If To create a new custom report needs to be created, the developerDeveloper/Specialist writes writes the relevant SQL queries and , adds it to the reporting metadata and and adds any parameters required to create a new custom report. Stretchy Reports are also called known as "Screen Based Reports" or "Table Reports". Stretchy Reports Reports work great for onscreen on-screen display and for exporting data to a spread sheetspreadsheets.

Creating Stretchy Reports:

Go To Admin >> System >> Manage Reports and Click on '+ Create Report' tab to see the following window

.

Image Removed

:

Image Added

The following SQL Query is used as an example:

Info

title	Example

Select c.id clientId, CONCAT("\"",c.display_name,"\"") clientName, ounder.name officeName from m_office o
join m_office ounder on ounder.hierarchy like concat(o.hierarchy, '%')
join m_client c on c.office_id = ounder.id
where o.id = ${officeId}

Parameter: Select office

Fields in The Stretchy Report requires you to fill the following fields before it gets generated:

Field Name	Drop-Down Parameters	Description
Report Name	None	Provide the name for the report, so that users can search for it

by

using this name.
Report Type	Table Pentaho Chart	If you're creating a Stretchy Report, select 'Table'. If you're creating a Pentaho Report, select 'Pentaho'. If you're creating a 'Chart' Report (like Bar, Pie, etc.), select 'Chart'.
Report sub type	Bar Pie	If you have selected the Report Type as 'Chart' , you need to select Report sub type as either Bar or Chart.
Report Category	None	Provide the Report Category

like,

(for example: Clients, Loans, Savings, Accounts, etc.) to which the Report belong to.
Description	None	Give

the

a small description about the report

which is

being

created

generated.

Use Report

None

If you check it, the report is ready to be used once it's created.

If you

keep uncheck

leave it unchecked , the report name won't be shown in the list of Reports, even though it

is

will be created. This option is used when the report creation is still under process.
Sql	None	Here, you need to write the

Sql

SQL Query to generate the required report.

To

In order to write

Sql

SQL queries,

You

you need to have a basic

understandings

understanding of the following:

MySql

MySQL
Database Structure of

MifosX

Mifos X
Knowledge of most of the important tables which are present in the database

,

(for example: 'Mifostenant-default'

.

)

Report Parameters

Start Date
End Date
Select Officer
Select Loan Officer
Select Currency
etc.

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

per the requirement of your project.

3. After thisfilling in the required parameters, click on the 'Submit' button to create generate the report. 4.

4. To View view the Report, click on 'Reports' tab and either search for it by Report Name, or go to the specific category to which the report belongs to and select the report.

5. Enter the parameters required and click on 'Submit' button to generate the report for viewing.

Modify existing stretchy reports

Modify existing Stretchy Reports:

To modify the an existing Stretchy Report:

Go to Admin >> System >> Manage Reports to see the list of Stretchy as well as Pentaho Reports.
Click on the specific report you want to modify. It will show the highlight highlights of the stretchy report Stretchy Report as shown here.
Image Removedin the screenshot below:

Image Added
Click on the 'Edit' button to modify the Report.
Once you modify the report, click on the 'Submit' button.

Create and

upload custom Pentaho reports

Upload Custom Pentaho Reports:

Pentaho Reporting is a suite of tools for creating pixel-perfect reports. With Pentaho Reporting you Reporting, you are able to transform data into meaningful information tailored to your audience. You can create HTML, Excel, PDF, Text or printed reports. It’s an open-source reporting tool.

Stretchy Reports vs Pentaho Reports:

Sl.No	Stretchy Reports	Pentaho Reports
1	They lack formatting options for reports to be created.	You can format texts, column headings and tables.
2	Not suitable for big and complex reports.	Pixel-perfect reports can be created irrespective of their size and complexity.
3	Can only be exported to spreadsheets.	Can be exported to HTML, Excel, PDF, Text, etc.
4	Very simple to create and can be created using the community-app front-end for

MifosX

Mifos X.

It needs a separate tool ("Pentaho Report Designer"

, where we create pentaho

), which allows us to create Pentaho reports and later

we

embed those reports in

MifosX

Mifos X.
5	Better suited for simple reports having less or no formatting options	Better suited for complex reports having a lot of formatting options

Please Click Here to see For more information on how to create Pentaho Reports, click here.

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Versions Compared

Old Version 10

New Version Current

Key

Stretchy Reports:

Creating Stretchy Reports:

Modify existing Stretchy Reports:

Create and

Upload Custom Pentaho Reports:

Stretchy Reports vs Pentaho Reports:

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