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Creating and Defining a Report

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

Creating Reports

To create a report
  1. Open the Components menu group in the navigation panel.

  2. Select the Reports node. A list of available reports is displayed.



  3. Click the Add Report button. The report settings screen is displayed.



  4. Enter the JDE Report name and JDE Version.

  5. Ensure the correct JDE environment is selected at the top of the screen.

  6. 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 JDE login credentials.

  7. Enter the following details:

    • Report Name: The name you want to assign to the report. You can enter the exact name of the JDE 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, underscore (_) and dash (-). 

    • Batch Queue: The JDE batch queue in which the report is defined to run

    • Select the Print Immediate option to enable the print immediate flag on submission to the JDE batch server.

    • Select the Create CSV option to generate CSV output (in addition to the normal PDF output)

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

    • You can add Tags to your report to assist with management of component definitions. You can select from the existing tags or add a new tag.

    • Select the Applications that will use this report (to support application-based filtering).

    • Description: A description of the service definition for reference

    • Component Version: Reference version for the service definition to assist with change control

  8. The Processing Options, Report Interconnects and Report Filter can be modified to suit your specific requirements. Refer to Defining a Report for further details.

  9. Alternatively, by enabling Blind Execution, the lower pane of options is removed, preventing override of default values or filters.



  10. Click the Save button.


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, the following additional configuration can be completed:

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, underscore (_) and 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. Select Report Filter in the lower section of the report details screen.

  2. Click the Add button. 

  3. Define the filter:

    • Condition - The criteria to apply on the filter: WHEREANDOR.

    • 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.

      For some reports, the data selection filter operands may be defined by processing options, rather than configurable filter values. To change the value of the operand used in the filter, adjust the value of the specified processing option.

      Note that when you create a request based on such a report, the filter entries corresponding to the processing option will be marked as hidden. When the report executes via the scheduler, however, the data selection records from the referenced Processing Option will be used.

  4. If necessary, you can combine multiple conditions in the filter. 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 condition, click the Delete button to the right of the line you wish to delete. The criteria are immediately removed.


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