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 In MifosX, apart from using standard reports  which are shipped, you can create your own report based on required input parameters.

MifosX currently supports two types of Custom Reports:

 1) Stretchy Reports

2) Pentaho Reports 

On this page:

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:

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



  2. Fields in Stretchy Report:
Field NameDrop-Down ParametersDescription
Report NameNoneProvide 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 CategoryNoneProvide the Report Category like, Clients, Loans, Savings, Accounts, to which the Report belong to.
DescriptionNone

Give the small description about the report which is being created

 

Use ReportNone

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

SqlNone

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:

 

  1. Go to Admin >> System >> Manage Reports to see the list of Stretchy as well as Pentaho Reports.
  2. Click on specific report you want to modify. It will show the highlight of the stretchy report as shown here.


  3. Click on 'Edit' button to modify the Report.

     

  4. Once you modify the report click on Submit button. 

 


Create and upload custom Pentaho reports

  2. Field Name (attribute)DescriptionExampleValidations (if applicable)
        

     

     

Key Error Messages

 

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