1. QAD Reporting Framework
Stacy Green, Progress
MWUG March 2018
Progress

2. Agenda
Introduction
What is it
What’s included
Sample Reports
Creating a Simple Report
Adding the Report to the Menu
Questions and Answers
Next Steps

3. Reporting Framework – What is it
Better looking reports, including logos, font changes, barcodes, highlighting, totals, etc.
Use a browse or query as the basis for the report
Save Report Criteria as a filter to simply report execution
Send reports directly to PDF or Excel
Schedule jobs

4. Reporting Framework – Where to get it
Included as of QAD 2009, both Standard Edition and Enterprise Edition
“Free” if you are current on QAD Maintenance
Sample Reports
Generally included with QAD 2009 and above
If not, request ‘Reporting Framework Source and Samples’ from the QAD Store
Possible to retro-fit it to earlier versions via a services engagement. Note: It does require a schema change

5. Reporting Framework – What’s Included
Standard Templates
Browse
Portrait - Columns, Columns Stepped, Labels, Letter, A4
Landscape – Columns, Columns Stepped, Labels, Letter, A4
Sample Reports
Proxy
Financial API

6. Running a Report - Filters

7. Reporting Framework – Sample Sales Order
1. Filter Page – Fill out filter (criteria), then click Run

8. Reporting Framework – Sample Sales Order
2. Page Displays in ‘Document’ format

9. Reporting Framework – Sample Sales Order
3. Filter Page – Change Settings to PDF

10. Reporting Framework – Sample Sales Order
4. Page displays in PDF Format

11. Reporting Framework – Sample Sales Order
5. Filter Page – Change Settings to Excel

12. Reporting Framework – Sample Sales Order
6. Page displays – Excel format

13. Basic Overview

14. Basic Overview of Creating a Report

15. Creating a Simple Report

16. How to Set Up a Simple Report from a Browse
1. Report Resource Maintenance

17. Reporting Framework – Sample Report from a Browse
2-1. Report Resource Designer (New)

18. Reporting Framework – Sample Report from a Browse
2-2. Select the new Report Resource

19. Reporting Framework – Sample Report from a Browse
2-3. Choose a Report Template

20. Reporting Framework – Sample Report from a Browse
2-4. Select the Data Source

21. Reporting Framework – Sample Report from a Browse
2-5. Select Layout

22. Reporting Framework – Sample Report from a Browse
2-6. Select Fields to include on the Report

23. Reporting Framework – Sample Report from a Browse
2-7. Select Field Order and Groups

24. Reporting Framework – Sample Report from a Browse
2-8. Select Layout (eg. Outline, Aligned)

25. Reporting Framework – Sample Report from a Browse
2-9. Report Summary

26. Reporting Framework – Sample Report from a Browse
2-10. Report Preview

27. Reporting Framework – Sample Report from a Browse
2-11. Enter Report Criteria

28. Reporting Framework – Sample Report from a Browse
2-12. Save Report (early and often!)

29. Reporting Framework – Sample Report from a Browse
2-13. Save Report As

30. Reporting Framework – Sample Report from a Browse
2-14. Change Report Heading, etc.

31. Reporting Framework – Sample Report from a Browse
2-15. Change Report Heading, etc. (c’td)

32. Reporting Framework – Sample Report from a Browse
2-16. Move & Edit fields and labels as needed

33. Reporting Framework – Sample Report from a Browse
2-17. Preview the Report again

34. Reporting Framework – Sample Report from a Browse
2-18. Preview the Report again (ct’d)

35. Reporting Framework – Sample Report from a Browse
2-19. View the Report

36. Reporting Framework – Sample Report from a Browse
2-20. When editing is finished, Save

37. Adding a Report to the Menu

38. Reporting Framework – Sample Sales Order
3. Adding the Report to the Menu <urn:qad-report:c1:ReportSource>

39. DEMO

40. Questions?

41. Reporting Framework – Security Info
rptDsgn – Report Designer – required for access to Template Maintenance and other functions
rptAdmin - Report Administrator – can do everything
Standard Edition – set specific report security in Menu Security Maintenance
Enterprise Edition – set specific report security in Role Permissions Maintenance

42. Stacy Green