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Creating and Defining a Report

Overview

Add Report is used to define a JDE EnterpriseOne batch report (UBE) as a Cantara component. The report definition identifies the JDE report and version to execute and allows report-specific settings such as processing options, data selection, sequencing, printing, and output options to be configured for execution through Cantara.

Procedure

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To create a report:

  1. Navigate to Reports. 

A list of available reports is displayed.

  1. Click + Add Report. 

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The Add Report window appears.

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  1. To import a new report, enter a valid Report Name and Report Version.

  2. Click Actions, then select Load Template.

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  • The report must already exist in your JDE environment.

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  • The report properties will be imported into Cantara.

The following is a description of the report properties:

Option

Description

Name

Defines the name used to identify the report component within Cantara.

Report Name

Specifies the JDE EnterpriseOne batch application (UBE) to be executed, such as RQ353710.

Report Version

Specifies the JDE version of the batch application that Cantara will execute, such as Q350001.

Cantara Environment

Selects the configured Cantara/JDE environment in which the report will run.

Description

Provides a descriptive summary of the report component and its intended purpose.

Component Version

Identifies the Cantara component version for this report definition. This is separate from the JDE Report Version.

Instructions

Provides additional instructions or usage information describing how the report component should be used.

Printer Name

Specifies the JDE printer or network printer definition to use when generating printed report output.

Paper Type

Specifies the paper size or type to use for report output, such as LETTER.

Orientation

Specifies the page orientation used when generating the report output.

Print Style

Specifies the JDE print style to use when producing the report.

Number of Copies

Specifies how many copies of the report should be produced when printing.

Paper Source

Specifies the printer paper source or tray to use for the report.

OSA Interface Name

Specifies an Output Stream Access (OSA) interface when the report output is to be processed by an external OSA application.

Data Structure

Displays the JDE data structure associated with the batch report, such as TQ353710. This is typically derived from the selected JDE report.

Batch Queue

Specifies the JDE batch queue to which the report job should be submitted for processing.

Print Immediate

Determines whether the report should be sent for printing immediately after it is generated.

Save PDL File

Determines whether the report’s Page Description Language (PDL) output file should be retained.

Save CSV File

Determines whether CSV output generated by the report should be retained.

Blind

Controls whether the report is submitted in blind mode, without normal interactive report submission behavior.

Processing Options

Defines or exposes the JDE processing-option values that can be supplied when the selected report version is executed.

Report Interconnects

Defines values passed to or used by report interconnects associated with the batch application.

Report Filters

Defines data-selection criteria used to restrict which JDE records are processed by the report.

Report Columns

Defines report column-related selections or configuration available to the report execution.

Report Sequence

Defines the sequencing or sorting criteria used to determine the order in which selected report data is processed or presented.
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  1. You can make changes to the report criteria, including processing options.

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  1. If your report contains data selection, you can add or adjust those via the Report Filters.  Report Filters define the data-selection criteria used when executing a JDE batch report through Cantara. Each filter identifies a JDE field, the comparison operator to apply, whether the parameter is required or optional, and any default values to use when the report is submitted.

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  1. When you have finished configuring the report options, save the report definition.