Custom Reports

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 in Stretchy Report:

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	Table Pentaho Chart	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	Bar Pie	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 MySql Database Structure of MifosX Knowledge of most of the important tables which are present in the database, '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.

3. After this, click on 'Submit' button to create the report. 4.

4. To View the Report, click on 'Reports' tab and either search 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

To modify the existing Stretchy Report:

Go to Admin >> System >> Manage Reports to see the list of Stretchy as well as Pentaho Reports.
Click on specific report you want to modify. It will show the highlight of the stretchy report as shown here.
Click on 'Edit' button to modify the Report.
Once you modify the report click on Submit button.

Create and upload custom Pentaho reports

Pentaho Reporting is a suite of tools for creating pixel perfect reports. With Pentaho 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 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 community-app front-end for MifosX.	It needs separate tool "Pentaho Report Designer", where we create pentaho reports and later we embed those reports in MifosX
5	Better suited for simple reports having less or no formatting options	Better suited for complex reports having lot of formatting options

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