Assemble A Windward Report

Overview

When you assemble a Windward report, you are selecting a report template and telling it where to "grab" the data to populate the report (i.e. which data profile to use).

Background

The following components are assembled into a Windward report:

  • a report template, which contains tags and formatting to collect and display information from a data source;
  • the data profile, which contains the information you want to use in the report;
  • assigned variables, if appropriate.

Once the report has been assembled, you can run reports or set up a schedule for running a report automatically.

Assemble A Windward Report

This first page of the Assemble A Windward Report webpart gives you an overview of the steps you will follow:

 

To begin, click the Next button.

Note: Keep in mind that when you edit or delete assembled reports, you are not editing or deleting the components of the assembled report. You're simply editing or deleting the report assembly. In other words, if you delete an assembled report, you aren't deleting its data profile or report template; those items still exist in Arrow. (Note: If the template has previously been deleted from your hard drive, in that case it is deleted when you delete an assembled report.)

Step One: Enter Report Template Info

 

This screen of the wizard asks to input a title and description. The title is mandatory, but the description is optional. We recommend you input some information about the type of report and the data source in the description so that it will be easier to identify the components used in assembling this particular report. For instance, you may want to describe whether the report is an invoice, purchase order, salary chart, etc. and where the data for the report resides (ie. an SQL database or an XML file).

In the Select A Document drop-down menu, browse to the library where your templates are stored.

Note: Report templates are created using Windward Report's AutoTag feature. For detailed info on designing a report template, please refer to the AutoTag User's Guide.

 

Once you have selected the library that holds your templates, browse through the alphabetized list and select the desired template.

Lastly, select the location where the report assembly will be stored.

Click Next.

Step Two: Choose the Data Profile

 

After you've selected a report template, you're ready to link to the data that will populate the template. This data is accessed via a data profile or profiles, which you (or someone else) created in the Create A Data Profile web part.

Arrow scans your template and, based on the tags it contains, knows how many data sources the template calls upon. This screen will show a row for each data profile that needs to be selected. Note: If a template calls upon two or more data sources, the template creator will have given a nickname to each data source.

For each data profile, select the library where it is stored (from the Datasource Spec. Library drop-down menu) and the data profile name (from the File(*data.def) drop-down menu.

Click Next.

POSSIBLE Step Three: Enter Specifications for Report Template Variables

 

Some report templates make use of variables. For instance, suppose you want to run invoices for various customers. In this case, you would need to make use of a variable in the report that would allow you to select individual customers rather than the entire database of customers.

As the person creating an assembled report, it is up to you whether to require that information to be input each time the report is run.

Variables all fall into one of the following five types:

  • Currency requires the variable to be entered as either a whole number or a number with locale-dependent decimal places. (Note: When the Arrow is installed, the sys admin sets the locale, and the portal generates currency based on that locale.)
  • Date requires the user to choose the day, month and year from a calendar.
  • Integer requires the variable to be entered as a whole number. Integers may be positive or negative.
  • Number requires the variable to be entered as any number, which may or may not contain a decimal point. Other characters or symbols are not allowed.
  • Text variables can be entered in any format.

For each variable, you will select the following:

  • Required? If you want to require the person running the report to enter variable information, select this checkbox. Otherwise, leave it empty.
  • Type Select the variable type from the drop-down menu. Advanced Tip: In addition to the above five variables, you can choose the Select option. This allows you to input a string. Each string requires two elements: a one-word "select statement" plus the values to be selected. For instance, advanced users can input the string for selecting invoices for a batch of customers. This will present a list that a user can choose from in order to enter a variable. The select statement has to be executed on a data source. If you use more than one data source, you need to choose which one the select statement should be executed on.
  • Default Value You may choose to prepopulate the variable with a default value. The person running the report will be able to edit this value.
  • Description If you'd like, enter a text description that will tell the person running the report a bit about the variable, such as "Enter the order number for the sales invoice."

Step Four: Review Windward Report Information

 

After reviewing the report name (assembly filename), template name and the location where the report will be stored, click the Generate Assembly File button. A message will appear that will tell you whether the report was properly assembled.

Last edited Jun 6, 2012 at 10:14 PM by allisonl, version 1

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