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Reports

Report Configurator.

A full-fledged report configurator is built into the core of the system, allowing users to independently create reports on any modules of the system. There are no restrictions.

The report configurator has a user-friendly interface and rich possibilities for forming conditions, grouping and sorting fields.

Conditions for selecting information can be built with unlimited nesting and complexity.

The reporting system is integrated into the centralized system of access rights, and allows you to configure access rights to the report, both by default and to individual user or user group roles.

The layout tree allows you to create nodes and report branches. Visually highlight individual thematic groups.

Our article on the report configurator https://habrahabr.ru/post/331884/

Report Configurator Requirements


We tried to make an ideal, balanced Report Configurator. It was created "For People". The ideal report configurator is a combination of simplicity and functionality. It will be understandable to a common user and at the same time supports the creation of reports of any complexity.

The ERP-Platform Report Configurator included the following characteristics:
  1. Simplicity
    It is for non-programmers. A simple manager, far from understanding SQL, will make a report on the data of interest.
  2. Versatility
    Reports can be generated throughout the system, for any user data.
  3. Connect new automatically
    When changing the system configuration, if a new field is added to the table, or a new table, or a whole new module is installed, then all changes are automatically available in the configurator.
  4. Nesting
    There are links between tables. For example, tasks have properties: type, status, etc. This is stored in special directories, in the main table there are only links. But in the Report Configurator, by selecting the status in the field, he will receive not a number, but the task status "in progress", etc. The report is able to dive into related tables.
  5. Support for complex structures
    It happens that the report is complex, affects many tables, and you can't even get by with an SQL query, but you need serious PL / SQL processing. To do this, the report configurator provides for an indication of the procedure that the programmer will write on the built-in editor PL / SQL ERP-Platform.
  6. Scheduler and report delivery
    Reports are often generated on a periodic basis. For example, a user wants to see reports in the mail in the morning, daily, weekly. monthly, etc. To do this, the system has a built-in task scheduler, in which the report is automatically generated at a given moment.
    Report delivery system, will deliver it through all available communication channels with the user: notification in the interface, via telegram, by email, etc.
  7. Charts
    The report can generate diagrams of various types.
  8. Outputting the result
    The result of the report can be output in various formats, such as Excel or PDF.

Report tree

The reports are built in a tree structure. Any user can create their own branch-node (you can create nested branches, there are no restrictions), or add your report to other branches available to it. When you hover the mouse over the report, the report description pops up.

Each branch or report can have its own access rights. It's not good for everyone to see everything. There are general reports, and there are those that can be seen by individual employees or groups of employees, including these can be entire branches of reports.
Access rights to reports (report branches) are set both by default and can be configured by the company administrator individually for each employee role.

Setting up the global structure

The system allows you to customize the structure of global links. In the account configuration editor, opposite each field, you can put whether it will be visible in the reporting system. You can also set up a system of links between identifiers between tables, and links between fields with reference books, for displaying lists.

Due to the structure of global links, the Report Configurator allows you to build reports for the entire system, for any of its modules. When a new module is added to the system or an existing one is modified, the data of these modules automatically goes to the reporting system and can be used.

Field Editor

The user can select any fields of any tables, as well as fields of related tables or reference books.

Grouping.

The system provides various functions for grouping fields: sum, maximum, minimum, number of records, absolute and unique, average.
The system displays different functions for different data types in the list. For example, it will not be possible to sum a field of type text.

Sort.

The sorting of fields is universal. Just select the numbers which field for which to sort.
Thanks to this technology, a full pool of fields is always available and we can specify sorting at least for all fields inclusive.

Charts

The user can indicate with check marks which fields in which types of charts to use. If a chart is specified, it will be displayed in the report.

Terms

Conditions can be built of unlimited complexity and nesting. You can branch them endlessly. For this, the system uses the container type of building conditions. Each condition is placed in a container and an AND / OR chain is formed from them. This includes containers that can be compared within other containers.

If the conditions can be set to constant values. If a constant is not specified in the condition, the system will ask the user for this value when generating a report. You can also bind directories to conditions to display lists. In this case, when generating a report, the user will be able to select one of the suggested values ​​from the list.

Procedures

The Report Configurator is designed for non-programmers and knowledge of SQL is not required to create a report. But in the case of a complex report, the data of which is in many different tables with complex relationships, the programmer will have to be involved.

Such things can be done by writing a procedure in the standard PL / SQL configurator, which is included in the basic programming system of the ERP Platform, and specifying this procedure in the report. Any PL / SQL configuration can be made in the procedure, i.e. virtually anything.

Scheduled start and delivery.

The system has a built-in full-time task scheduler for running procedures and reports on a schedule, programmed in general, similar to a crown. It is necessary to indicate the report, and the time of its launch.

Scheduled reports must be delivered to recipients.
The list of recipients is configured in the corresponding column of the report in the Configurator.
Delivery of the report is carried out in the form of a pdf file, through the regular system of sending notifications. At the specified time, a report is generated, saved to Disk in the company's account, and a notification is sent to recipients, with a direct link to the report file.
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