Creating and Defining a Report

Report definitions you create are linked to Universal Batch Engines (UBEs) on the JD Edwards server. Once you create a report, you can load it to view and modify its execution parameters.

Creating Reports

To create a report

1. Select the Reports node in the navigation panel. A list of available reports is displayed:

2. Click the Add / Create Report button.
   

   

3. Enter the JDE Report name and JDE Version.
4. Ensure the correct JDE environment is selected at the top of the screen.
5. Click the Load Report button in the top right to display the processing options, report interconnects and data selection for the report.
   If prompted, enter your JD Edwards login credentials.
   

   

6. Enter the following details:
   • Report Name: The name you want to assign to the report. You can enter the exact name of the JD Edwards report or create one that is more meaningful to you. The value for this field can be a maximum of 40 characters (no spaces). Valid characters include numbers, letters, and a dash (-). 
   • Blind Execution: If this option is selected you will not be able to specify processing options, report interconnects or data selection through Cantara. Instead, Cantara will load the report definition from JD Edwards each time the report is run. This ensures that the version submitted from Cantara matches the version within the JD Edwards environment exactly.
   • Select the Print Immediate option to enable the print immediate flag on submission to the JDE batch server.
   • In addition to the normal PDF output you can also request the report generate CSV output by selecting Create CSV.
   • Batch Queue: The JD Edwards batch queue in which the report is defined to run
   • You can add Tags to your function to assist with management of component defintions. You can select from the existing tags or add a new tag by clicking the + button, typing the name and pressing Save.

   • You can also define Roles that are permitted to execute this service.

     

     Note

     Note this applies to Row security only (Type 4)
     Role security is not applied when queries, functions, reports are executed via the console.

7. Each processing option, report interconnects and data selection can be modified to suit your specific requirements. Please see Defining a Report for futher details.
8. Click the Save button. The report is added to the list of reports in the navigation panel.
   

   

Note

If you need to create multiple reports for the same UBE and version, press the Duplicate Report button in the top right.

Enter a new name and press Save. Repeat this process for each additional report you want to add.

Defining a Report

After you create the reference information for a report, clicking the Load Report link loads the following JD Edwards definitions for that report:

• Processing Options
• Report Interconnects
• Data Selection

Each report loads with default values. Depending on the field, you can make changes as needed.

Processing Options

Processing options determine how a report runs.

The following table lists the fields that you can use to define processing options.

Field	Description
Name	The name you want to assign to the option. By default, the system populates this field with the JDE Name. You can change the value to one that is more meaningful to you. The value for this field can be a maximum of 30 characters (no spaces). Valid characters include numbers, letters, and a dash (-).
JDE Name	The read-only name of the option as defined in JD Edwards.
Data Type	Data type for the parameter. The Cantara Access Server can determine the basic data types such as STRING, CHARACTER, and DATE, but is not able to automatically determine if the field is a complex data type such as ADDRESSNUMBER or BUSINESSUNIT unless it has been defined in the defaults definition file on the server. You can manually set these values to make sure the data sent to or returned from JD Edwards is handled correctly and to enable the advanced lookup functionality. Refer to the Definition Data Types table for details about each of the data types.
Inclusion	Use this drop-down list to specify if an option is Required, Optional, or Hidden (locked field).
Default	In some cases, an option in JD Edwards will have a default value. You can override these values as needed. Note Changes you make to default values are submitted and overridden at run-time. The values are not modified in the JD Edwards version definition of processing options.

Report Interconnects

Report Interconnects are parameters exposed by JD Edwards that you can use to adjust the execution of the report. See Processing Options for a description of the fields.

Data Selection

A filter defines the required data for a report.

Adding a Filter

The Filter section of the report screen allows you to specify the rows you want included in the report data.

To add a filter

1. Go to the Filter section located at the bottom of the screen.
2. Click the + Add Filter button. 
3. Define the filter:
   • Condition - The criteria to apply on the filter: WHERE, AND, OR.
   • Column - The field to filter against.
   • Name - The name of the column as specified.
   • Operator - Equal (EQ), Not Equal (NE), Greater Than (GT), Less Than (LT), Less or Equal (LE), Greater or Equal (GE), In (IN),Not In (NI), Between (BW), and Not Between (NB).

   • Default Value - You can set default values for query criteria. For hidden fields only the default value will be submitted.

   • Hidden - Checkbox to specify whether you want the filter line item to be available to be submitted in the service call. Note: Click the area to activate the checkbox.
4. If necessary, you can build the filter to contain multiple conditions. For example, after the first WHERE condition, you could use an AND or OR condition for more specific results.
5. If you need to delete a specific filter line, click the Trash can button to the right of the line you wish to delete. The criteria is immediately removed.