1. QAD Reporting Framework Stacy Green, BravePoint MWUG Mar 2013

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 a query as the basis for the report  Save Report Criteria to simplify entry  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 – Included with QAD 2009, 2010 SE (.NET UI 2.9.1) – Otherwise, need to request Reporting Framework Source and Samples (currently version 1.3) from your QAD sales rep  Possible to retro-fit it to QAD eB2.1 SP4 – QAD 2008 via a services engagement. Requires a schema change.

5. Reporting Framework – What’s Included  Standard Templates – Browse – Landscape Columns, Columns Stepped, Labels, Letter, A4 – Portrait Columns, Columns Stepped, Labels, Letter, A4  Sample Reports – Print Bill of Lading (BOL) – Print Call Quote – Print Invoice – Print Purchase Order – Print Sales Order – Print Work Order

6. Reporting Framework – Sample SO  1. Filter Page – Fill out filter, then click Run –

7. Reporting Framework – Sample SO  2. The page displays - ‘Document’ format –

8. Reporting Framework – Sample SO  3. Filter Page – Change Settings to PDF –

9. Reporting Framework – Sample SO  4. The page displays – PDF format –

10.  5. Filter Page – Change Settings to Excel – Reporting Framework – Sample SO

11.  6. The page displays – Excel format

12. Basic Overview of Creating a Report

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

14. How to Set Up a Simple Report from a Browse  2-1. Report Resource Designer (New)

15. How to Set Up a Simple Report from a Browse  2-2. Select the new Report Resource

16. How to Set Up a Simple Report from a Browse  2-3. Choose a Report Template

17. How to Set Up a Simple Report from a Browse  2-4. Select the Data Source

18. How to Set Up a Simple Report from a Browse  2-5. Select Layout

19. How to Set Up a Simple Report from a Browse  2-6. Select fields to include on the report

20. How to Set Up a Simple Report from a Browse  2-7. Select Field Order and Groups

21. How to Set Up a Simple Report from a Browse  2-8. Select Layout (Outline, Aligned)

22. How to Set Up a Simple Report from a Browse  2-9. Summary

23. How to Set Up a Simple Report from a Browse  2-10. Report Preview

24. How to Set Up a Simple Report from a Browse  2-11. Select Report Criteria

25. How to Set Up a Simple Report from a Browse  2-12. Save Report

26. How to Set Up a Simple Report from a Browse  2-13. Save Report As

27. How to Set Up a Simple Report from a Browse  2-14. Change Report Heading, etc.

28. How to Set Up a Simple Report from a Browse  2-15. Change Report Heading, etc. (c’td)

29. How to Set Up a Simple Report from a Browse  2-16. Move & Edit fields and labels as needed

30. How to Set Up a Simple Report from a Browse  2-17. Preview the report again

31. How to Set Up a Simple Report from a Browse  2-18. Preview the report again

32. How to Set Up a Simple Report from a Browse  2-19. View the Report

33. How to Set Up a Simple Report from a Browse  2-20. When editing is finished, Save

34. Modifying an Existing Sample Report  3-1. Report Resource Designer (Open)

35. Modifying an Existing Sample Report  3-2. Open the Sample Report

36. Modifying an Existing Sample Report  3-3. Save the Report under a different name Note: Recommend either xx or company name

37. Modifying an Existing Sample Report  3-4. Save the Report under a different name Note: Is Default – check yes for your report

38. Modifying an Existing Sample Report  3-5. Click on Elements to change them Note: It may be a good idea to change field names, too!

39. Modifying an Existing Sample Report  3-5. Click on Elements to change them Change fonts, size, pictures, colors, etc

40. Modifying an Existing Sample Report  3-6. Select a “SubReport” to edit report detail

41. Modifying an Existing Sample Report  3-7. Drag the detail section line to add space

42. Modifying an Existing Sample Report  3-8. Click Controls

43. Modifying an Existing Sample Report  3-9. Click Bar Code (or the control you want)

44. Modifying an Existing Sample Report  3-10. Click and hold to draw where to put it Note: Be sure to edit Properties to select text/data

45. Modifying an Existing Sample Report  3-11a. Update Field Properties for Data/Text

46. Modifying an Existing Sample Report  3-11b. Update Field Properties for Data/Text

47. Modifying an Existing Sample Report  3-11c. Update Field Properties for Data/Text

48. Modifying an Existing Sample Report  3-11d. Update Field Properties for Data/Text

49. Modifying an Existing Sample Report  3-12. Set Bar Code type/font

50. Modifying an Existing Sample Report  3-13. Save the Report

51. Modifying an Existing Sample Report  3-14. Preview the Report

52. Modifying an Existing Sample Report  3-15. Enter the Filter Criteria, Click Run

53. Modifying an Existing Sample Report  3-16a. Report Preview (Picklist)

54. Adding the Report to the Menu  4. Add to the Menu

55. Reporting Framework DEMO

56. Questions?

57. Where to get more help and information  Field Help / User Manuals –Welcome to the QAD Reporting Framework Understanding Report Design Creating a Basic Report Exploring the Report Designer Scheduling a Report

58. Next Steps – The Future’s So Bright…  Run reports to Excel or PDF on a schedule, which could feed web pages, BI systems, etc.  Run time-sensitive reports (eg. Month-End) to an Excel or PDF file during network and server slow time  Save money on expensive, third-party report builders

59. Thank You! Stacy Green sgreen@bravepoint.com