Creating Custom Report

A Custom Report can be used to generate customize report of any set of data. Using Custom Report, you can also generate report for already executed or running process flows.

A custom report activity is created using the custom report template (jrxml file), which is generated by the iReport software. This custom report activity is further used to select the process flow and generate reports into PDF, XLS, CSV, TXT and HTML format.

iReport is a third party software which provides a graphical tool to design report template. For detailed information about iReport software refer to following website.
http://community.jaspersoft.com/project/ireport-designer/resources#Tutorials

This feature is available in:

Steps to create a custom report activity

1. On the Adeptia Suite homepage, click the Develop tab.

2. Go to Reports and Dashboards > Custom Report. The Manage Custom Report screen is displayed (see Figure 645).

   

   Figure 645: Manage Custom Report

3. Click the Create New link. The Create Custom Report screen is opened.
4. Enter the name of Custom Report in the textbox Name. Then, enter the description for the Custom Report in the textbox Description.

5. Select the Database Info activity which points to the database Server to fetch the data, from the dropdown list Database Info ID (see Figure 646).

   
   
   Figure 646: Create Custom Report

   To learn how to create Database Info activity, refer to Creat ing Database Info section in the Administrator Guide.

6. To upload the Jrxml file (custom report template) generated using iReport software, click the Upload Jrxml File button. The Upload Jrxml File window is displayed.
7. Click the Browse button to select the Jrxml file. The path of the Jrxml file is displayed in Browse File textbox.

8. Click the Upload File button. The file name(s) is displayed under the heading File Names (see Figure 647).

   

   Figure 647: Upload jrxml file

9. Click the Finish button. The uploaded jrxml file(s) is displayed in the textbox Upload Jrxml files as comma separated values (see Figure 648).

   

   Figure 648: Create Custom Report Activity

10. To change value of user defined Parameter defined in the Jrxml file, click the User Defined Parameter button. The Jasper Report Parameter screen is displayed with list of parameters defined in the Jrxml file (see Figure 649).

    

    Figure 649: Define Jasper Report Parameters

11. Enter the value of the parameter in the Parameter Value field.

    In Parameter Value field you can enter any constant value or any value which is set in context. To enter the constant value, directly enter the value in the Parameter Value field. To enter the value from the context, enter the name of the context variable starting and ending with $$. For example $$Eid$$.

12. Click OK to close the Jasper Report Parameter screen.
13. Select the format in which the custom report is to be generated, from the dropdown list Report Type.
14. Click the Save button.