Avendoo® online documentation

Create report templates

You can create report templates as author with the authorization Show, create and edit report templates in the Author assistant. You can already assign them to the appropriate roles (Author, author team leader, user or user team leader) when creating. Then you have to assign the report templates by clicking on the double arrows above the table and selecting Assign in the appropriate line. Furthermore you can assign the report template in the User wizard or Author assistant on the tab Functions. As third possibility you can assign the report template on the tab Reports in the Authorization groups wizard. You can translate report templates which are generated by the system.

If you have dynamic reports, you can create any number of report templates. But if you have static reports, you can only create one report template.

To create a new report template, choose Administration → Report templates → New report template. The Report template wizard opens.

Master data

Title
Enter a title for the report template.

Description
Enter a description for the report template.

Report
Indicate the report to which the template is supposed to refer. Note the assigned roles, which you find in the brackets. Only these users can later see and/or edit the report.

Language
Select the original language of the report template.

Parameters

Direct display

If you set the check box Direct display, the user of this report template doesn’t see the editing mask, but directly the preconfigured report.

Upload JRXML

To upload an own JRXML file, therefore click on the button Select and select in a new window the appropriate file via the buttons Search and Upload.

Note

If a JRXML file has been uploaded, there will be shown no report columns.

Configuration

Required filters
Set the check box correspondent at the required filter values, if they are Visible and Can be edited. If you don’t select the option Visible, the filter value is also not Can be edited.

Furthermore you can select the appropriate filter value as default if applicable.

Optional filters
Set the check box correspondent at the optional filters, if they are Visible and Can be edited. If you don’t select the option Visible, the filter value is also not Can be edited.

Furthermore you can select the appropriate filter value as default if applicable.

Report columns
To display the appropriate report column, set the check box Visible. Furthermore you can define via setting the appropriate check box if the appropriate report column Can be edited should be or if there should be a preallocation (default).
Via drag and drop you can change the position of the report column.

Sorting
Set the check box at the favored sorting (Visible and Can be edited) and select if there are limitations and if it should be sorted in descending or ascending order.

Diagrams
Set the appropriate check box (Visible, Can be edited and Preallocation) for the appropriate option:

  • Show diagrams
  • Show logos
  • Show header and filter data
  • Show footer
  • No group overview in CSV export
  • Use fixed width for report columns

Drill-down report templates

If there are drill-down reports existing for this report template, Avendoo® displays them. Then select the appropriate report template per drill-down report.