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Examples of Building your Own Report

Create a New Report using Report Wizard

UUKA provides a quick and easy tool "Report Wizard" for you to create new report in Report Designer. In this…

UUKA provides a quick and easy tool "Report Wizard" for you to create new report in Report Designer. In this example, we will create a custom Product List using Report Wizard.

Create a New Report Using Report Wizard

  1. In the Report List page, click "Add New Report" button;
  2. Click on the "Main Menu" icon in Report Designer;
  3. Choose "New via Wizard", and then follow the wizard to create your own report;
  4. Select the Report Type. In this example, we select Table Report;
  5. Choose the data source for your report;
  6. Select the data fields to display in the report;
  7. Add group fields;
  8. Add Summary fields.
  9. Specify the page settings and a report color scheme;
  10. Specify the report title, and then click "Finish";
  11. The report layout will be generated by the system automatically.
  12. You can adjust the layout and/or modify the text of column head for each fields;
  13. Click "Save" button in Main Menu to save the report template;
  14. Set the ID for this report, and then click "Save";
  15. Set the report properties, e.g. Report Name, Description and Parameters, etc.
  16. Click "Update"  to complete the report setup.

Run your New Custom Report

  1. In the Report List, click on the "Run" icon of the custom report we just created;
  2. Input the report parameter if needed;
  3. The custom report will be generated dynamically.
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Create a New Report from Blank Report

You can create a new blank report to start designing your report. In this example, we will create a Sales…

You can create a new blank report to start designing your report. In this example, we will create a Sales Summary List starting from a new blank report.

A. Create a New Blank Report

  1. In the Report List page, click "Add New Report" button;
  2. The New Blank Report will be created.

B. Bind Report to a Data Source

  1. In the Report Designer, click on the "Fields List" panel;
  2. Choose the "Sales Summary" data source from the Fields List panel;

C. Add Report Title

To start with, you can add a Report Header band to place your Report Title. 
(*The content of the Report Header band will be displayed once at the top of each report.)

  1. You can select the "Details" band at your design surface, and then click "Add Report Header band" at the Properties panel;

  2. Drag and drop a Label control from toolbox into the Report Header band;
  3. Type in the Report Title to the Label control we just added;
  4. Adjust the position and appearance of the Report Title;
  5. Adjust the height of the Report Header band to fit the Report Title;

D. Create Column Header

Before adding data fields to your report, you can design the column header for your report.

  1. First, you need to add a Group Header band upon the Details band;
  2. Adjust the height of the Group Header band;
  3. Drag and drop a Table control from toolbox into the Group Header band;
  4. In this example, I want to show data "Date", "Invoice No.", "Sales Amount", "Sales Return Number";

E. Bind Data Fields to Table

  1. Drag and drop a Table control to the Details band;
  2. Adjust the height and layout for the Detail band and Table cells, and also adjust the font size for the table;
     
  3. Drag and drop Data Fields from the Fields List panel accordingly;
  4. Bind all data fields to the table;
  5. Change the Text Format String for "Date";
  6. Choose the Date format you preferred, and then click "OK";
  7. Also, for the field of Sales Amount, change the Text String Format to Currency;

F. Save your Report Template

  1. In Main Menu, click "Save";
  2. Set the Report ID, and then click Save;
  3. Set the Report Properties for your customized report, e.g. the report name and description.
  4. Add a parameter "Date Range" for your report, so that you can filter the date range afterwards;
  5. Click "Update" to complete creating this new report.

G. Run your Customized Report 

  1. In Report List, click the "Run" icon to execute your report;
  2. Choose the date range filtering (The report parameter), and then click Submit;


  3. The Report will be generated dynamically in the Report Viewer.
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