Making New
Report
Making New
Report:-
1. Click Add button (at the top-right corner) in the Report Register (Maker)
form.
2. Report Register form is opened.
The Report
Register form:-
i) Report Id : Report id is automatically generated number which uniquely
identify each report. The id is generated after successful registration of the
report (After successful save).
ii) Report Name: The name of the report. Ensure that the name should be
unique. Otherwise “Duplicate entry please enter new one” error message is
generated.
iii) Report Status:
iv) Generated Format: The format in which the user want output. Three formats
of output are available EXCEL, HTML, PDF or All.
v) Start Date:- Starting date of the report making. This is the date
afterwards the report has to be generated. After clicking an icon behind the
textbox, a calendar is opened. The user has to select the date. User cannot
enter date directly.
vi) Divisions:
vii) Runtime Source Name: This is the name of the report file which is
used to make report. Naming convention to be followed is as follows:-
sales_report_v1.jsp sales_analysis_v1.jsp sales_analysis_v2.jsp etc.
viii) Person Responsible: The person who is authorised to execute this
report.
ix) Report Type: The combo box list the types of report that can be
generated. at present the following reports can be generated:
Related
Pages:--
Generation Cycle
This
is generation Cycle form. In this form the duration for which the report is
generated is to be set.
Terms
related with this form is as follows:-
Report
ID: This is the report ID which is automatically generated in the Register
form.
Frequency:
Frequency is the time-gap after which the report has to be generated. Let if
you set “Monthly”, the report can be generated monthly.
Specific
Day: If you want to generate your report on a specific day, you can do so by
passing the specific day in this field.
Limit
Days: Limits of the frequency is set.
Report
Code: The report code which is generated at the time of registration of the
report in Register form.
Creation
Base Date: This is the specific day, you want to generate report. E.g. Month
End, etc. This is related with the frequency you select. If you select
“Monthly” in the frequency column then in Creation Base Date it shows “Month
End” and “select…”. Similarly if you select “Daily” then creation base date
will be “Same Day”.
Holiday
Treatment:: If on the report generation day there is holiday then in this combo
you have to specify how your report generation work will be treated. You can
select “Next Day” for the same. It means if it is holiday the same process is
to be done on the “Next Day”.
Execution
Days Gap: You can set the execution day gap here.
To
move forward click “Branch Info” in the tabbed pane.
Branch Info
This is branch
information page. You can set branch for which the report is to be generated.
To select branch you have
to check “Selection”.
You can select more
than one options at a time.
Terms associated with
this form:-
Report ID: Report id,
which is automatically generated in the Register form.
Report Name: Name of
the report which is being generated.
S.No: Serial number
of the branch.
Selection: This is
check box to select the branch. You can select multiple branch at a time.
Branch Name: The name
of the branch you have set for your organization.
RO/HQ: Regional
Office or Head Quarter. This shows the name
of the Regional Office or The head quarter of the branch.
To save your
selection, click “Save”.
If branches are too
many to be viewed in the display you can find it by passing appropriate
parameter(s) and click “Go”.
Last
Generation
This is last
generation form for the report.
You can set Last
Generation Date and Execution Date for the report you are making.
The dates are set
according to the branch you have chosen in the Branch Info form. If you have selected
three branches you have to set Last Generation Date and Execution Date for all
three branches separately.
To set date you have
to click the calendar icon which is shown just behind the text boxes.
After selecting
appropriate date click “Save”.
Terms related with
this form:-
Report ID: Report id,
which is automatically generated in the Register form.
Report Name: Name of
the report which is being generated.
Branch Name:
Batch ID:
Version:
Last Generation Date:
Execution Date:
To save your setting
click “Save”.
If branches are too
many to be viewed in the display you can find it by passing appropriate
parameter(s) and click “Go”.
Distribution
Info
This
is distribution strategy form. You can set the mode of distribution of the
report. You can set Distribution Method as
By Post
E Mail
Hard Copy
Etc
Terms
Related with this form:-
Report
ID: Report ID which is generated in the Register form.
Report
Code: Code of the report which is passed in the Register form.
Selection:
You can set distribution method by checking this check box.
Name:
Name of the person designated to receive report.
Division:
Name of the division of the organization.
Section:
Name of section of the organization.
Distribution
Method: The distribution methods available in Kautilya. You have to choose the
method you want to have.
To
Save your selection click “Save”.
If
the list is too big to be displayed then to find your name/division/section you
have to pass appropriate parameter(s) and click “Go”.
Section
Info
Section:
Section is the logical division of the report. A single report can be divided
into ‘n’ number of sections.
A
single section may contain ‘n’ number of lists.
The
Architecture of multi-section report: Type of report view, Data base view
Multi-section
report supports multiple databases located at different locations.
In
this form you can make sections.
Follow
the instructions given below to make sections:-
i.
Click Section Info tag of the Report Register.
ii.
The Section Info form will be opened.
iii.
Enter section code and section name (English) [section name (Bilingual) is
optional.]
iv.
Click “Add/Edit” to add the section.
v.
The section will be displayed in the list given below containing Selection,
section id, section code, section name.
vi.
To view the information about the section; click the hyperlink on Section id of
the sections list.
Now
you can add lists in a section.
Terms
related with Section Info:-
i.
Report ID: Report ID of the report automatically generated in Register
form.
ii.
Report Code: Report code which is automatically generated in Register
form.
iii.
Section ID: Section ID is generated automatically after successful
submission of this form.
iv.
Section Code: Code for this section.
v.
Section Name(English): Name of the section in English.
vi.
Section Name (Bilingual): Name of the section in the language which is
supported by Kautilya.
After
filling this form “Add/Edit” button is clicked.
The
new section will be shown as one entry in this form. It shows Selection,
Section Id, Section Code and Section Name.
To
find your section you can use the search wizard by passing appropriate
parameter and pressing “Go”.
To
Delete the section, select the section in the selection check box and click
“Delete”.
List
Info
This
is list Information form. List exists within section.
Topics
related with this form:-
Report
ID: Report id of the report which is being created.
Report
Code:
List
ID: ID of the list which is created. It is generated automatically after
successful submit of this form.
List
Code: Code of the list which is to be passed by you.
List
Name (English): Name of the list in English.
List
Name (Bilingual): Name of the list in the language supported by Kautilya.
List
Type: Type of the list which is being created. There are 3 types of lists.
Fixed Column: Number of columns are
fixed.
Multi-section: Reports with multiple
sections using order by and group by clause.
Fixed Page: Number of report pages
are fixed.
Making
Fixed Column list or Multi-section list follow the following instructions:-
When
you choose “Fixed Column” as List Type, the form is expanded and new fields are
added. The description of these fields are as follows:-
Edit
Flag:
Query:
In this text box you will have to write SQL query to retrieve data from the
database. In this query you must exclude the parameter part which is to be passed
at the run time. Check whether the query written by you is correct or not. You
can do so by clicking “Check Query” button, if it shows “Successfully executed”
then the query is correct otherwise make appropriate modification.
Database:
This combo box contains the list of databases which are configured with
Kautilya. Choose the database for which you have written the query.
Row
Per Page: Number of rows per page in the display. By default it is 20 and you
can set values according to your report.Data Column: Number of data columns
required in this report or number of data columns you want to show.
Query
Type: Type of query you are writing in
the . There are 3 number of query types.
Normal Query: Normal or simple query without using any
special codes.
Stored Procedure: Stored Procedure made at data base level.
Total
Column: Total number of columns which are required in the report.
Totaling
Column: Total number of columns which are used for totaling eg. Total, Gross,
Average etc.
After
filling the form and checking the query (if present) press “Save”.
To find your list you can use the search wizard by passing
appropriate parameter and pressing “Go”.
Parameter
This is the parameter section and you can set parameter(s)
by using this wizard.
To set parameter follow the following instructions:-
select the section.
Select the list.
If you want range (from this point to this point) then check
the Parameter range box.
If you want to impose restriction on the user that he/she
must pass parameter(s) you can make it mandatory by checking Mandatory check
box.
Pass display name for parameters Which is to be displayed
before the user.
Select the table name in the list displayed in the combo
box.
Select the column name on which you want to pass parameter.
Select the appropriate SQL syntax which is used to process
your parameter.
Check everything is ok or not and press “Add/Edit” button
and it will insert the parameter automatically.
Graph