The Report Viewer feature in iDempiere allows you to display reports directly by querying the tables stored within the system. These reports are presented in a tabular format and can be easily exported. Within this viewer, you will find the Report Wizard, a feature that enables you to create your own customized version of a report. One type of report that can be modified is the report view, which is displayed in a tabular format.
Report Wizard
The Report Wizard is a button located within the report display. When clicked, it opens a pop-up menu that you can use to build your own customized report.
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<p>Didalamnya terdapat 5 tab untuk membantu anda menyusun dan membuat report baru. Sebelum anda melakukan perubahan dan penyesuaian, untuk membuat versi report anda sendiri tanpa mengubah versi report yang sekarang, klik tombol Copy Print Format di atas. Setelah itu rename dengan nama versi yang anda inginkan. Setelah itu baru, anda melanjutkan penyesuaian report anda. Untuk tab yang terdapat Report Wizard tadi akan dijelaskan di bawah :</p><p><strong>1.Field Displayed</strong></p>Inside, there are 5 tabs to help you organize and create a new report. Before making any changes or adjustments, to create your own version of the report without modifying the current one, click the Copy Print Format button at the top. After that, rename it to your preferred version name. Once that is done, you can proceed with customizing your report. The tabs found within the Report Wizard will be explained below:
1.Field Displayed
As shown in the screenshot above, Field Displayed contains the names of the columns that will appear in your report. To display a specific column, check its corresponding box. To hide a column from your report, simply uncheck the box. You can also rename a displayed column by editing the text directly within its field.
2. Order Fields
In the Order Fields tab, you determine the placement of the columns displayed in the report. The higher a column is placed in the list, the further left it will appear in the report, and vice versa. Simply drag and drop the fields up and down to arrange the column positions in your report.
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<p><strong>3. Sort Criteria</strong></p>3. Sort Criteria
The Sort Criteria tab determines the order in which rows or data will be displayed. The column placed at the top has the highest sorting priority, followed by the subsequent columns. The data will be sorted based on the column’s contents in ascending order. To select which columns to use for sorting the data, simply drag and drop them from the Available Choices box on the left to the Order by box on the right. Drag them up and down to set the sorting priority.
4. Grouping Criteria
Grouping Criteria is only useful when you are performing data aggregation, such as SUM or COUNT. Grouping determines how the displayed report will be categorized when an aggregation is applied. For example: if you perform a Sum on Total Lines and Group by Business Partner, the report will display the overall total value of the Total Lines, grouped by each Business Partner.
5. Summary Fields
Here, you can determine which columns will be aggregated. Check the box for the specific type of aggregation you want to apply to that column. Afterward, the report will also display subtotals per column based on what you defined in the Grouping Criteria earlier.
Once you have finished making changes, click OK at the bottom to update the report layout. Your report should instantly change to reflect the settings you applied in the Report Wizard. You can still modify this report layout at any time within this report menu. To view a previous version of the report, simply click on the dropdown field containing your report version’s name and select the earlier version. The report will automatically refresh to display the selected version.
By creating this new report version, you have actually created what is called a new Print Format. We will discuss Print Formats in more detail another time, but with the Report Wizard, you can now build your own reports without IT assistance or technical expertise, directly within iDempiere.
Remember to always click Copy Print Format first, or select New Report in the Print Format options, so you do not overwrite the original Print Format or those belonging to other users. With this, you are now ready to create your own reports—good luck!