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QAD Reporting Framework

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

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QAD Reporting Framework

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  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. 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 Reporting Framework – What is it?

  4. 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. Reporting Framework – Where to get it

  5. 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 Reporting Framework – What’s Included

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

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

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

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

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

  11. 6. The page displays – Excel format Reporting Framework – Sample SO

  12. Basic Overview of Creating a Report

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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