This wizard is designed to help users create their own list reports, to suit their requirements, without requiring any specific knowledge of BIRT Designer (the report design tool).
It comprises a header and three sub-tabs: Data, Filter and Structure.
It is possible to preview a report at any time to check whether the information entered corresponds to your needs.
Note that this feature is not available from all contexts.
Specifically, the report creation wizard is not available from the following functions:
- Search for automatic job executions.
- Search for customization group forms.
- Search for custom forms.
- Search for custom form application values.
- Search for equipment events.
- Search for stored receipts.
- Search for invoices.
- Search for transfer items/lines.
- Search for POs/invoices.
- Search for order lines.
- Search for purchase request lines.
- Search for print reports.
- Search for technicians.
- Search for user connection history.
- Search for work orders to be scheduled.
- Work order follow-up.
Header
- Report (required): Identifier of the report, unique in the application.
- Name (required): Name of the report.
- Orientation (required): Select Portrait or Landscape orientation.
- Public: Check this box if you would like to make this report public. If this box is checked, the report will be available to all users.
- Comment: Comment on the report.
- Report template (required): Select a report template. A TEMPLATE_LIST report is available by default.
- Search criteria use: Option enabling the CARL Source filter to be taken into account when performing the report.
[Data] sub-tab
This tab is used to define the elements to be incorporated in the report.
The attributes initialized when the wizard is called correspond to the attributes of the columns included in the list of results from which the report was generated, with the exception of columns containing the result of a calculation.
The attributes offered are related to the report being created (entity concerned by the report).
When an attribute is selected from the left hand list, it is automatically added to the [Data] table on the right hand side:
- Attribute: Internal identifier of the CARL Source attribute - retrieved automatically.
- Name: Attribute name - Retrieved automatically - Editable - Corresponds to the column header in the report.
- Width: Width of the column on the report.
- Displayed: Box checked by default, attribute displayed on the report.
- Value if null: Alternative text if a null value is returned by the query.
- Sort: Sort in ascending or descending order.
The order in which the attributes are shown determines the left-to-right order of the columns in the report.
The 
icons can be used to re-organize the order of data if necessary.
[Filter] sub-tab
This tab is used to define the filter criteria for the report.
The attributes offered are related to the report being created (entity concerned by the report).
- Initialize with filter: Option to automatically retrieve the criteria from the selected filter.
When an attribute is selected from the left hand list, it is automatically added to the [Criteria] table on the right hand side:
- Attribute: Internal identifier of the CARL Source attribute - retrieved automatically.
- Name: Name of the attribute, can be changed.
- Infozone: If the value is to be selected from an existing list.
- Group: For a collection called several times, see Filter.
- Mult: To be checked if the criterion authorizes multiple value choices.
- Operator: Type of comparison between the desired value and the value entered for the criterion.
-
Magnifying glass icon: Select:
- Either an attribute or a date expression, for date and/or time criteria
- Or an attribute, for criteria of any other type (attribute compatible with the criterion type, e.g. a numeric attribute if the criterion is a number)
- value: Default value. You may use a dynamic expression, particularly for dates.
[Structure] sub-tab
This tab is used to define the operating rules (groups, sub-totals and totals) in the report.
Groups
One or more data groups can be added, depending on the attributes selected in the [Data] tab.
- Group attribute: Internal identifier of the CARL Source attribute used for grouping.
- Attribute displayed Internal identifier of the CARL Source attribute displayed for grouping.
- Name: Attribute name - Modifiable - Corresponds to the name for the group in the report.
- Concat. : Check this box to concatenate the group attribute and the attribute displayed.
- Hidden if empty: Check this box to hide the group attribute if the value returned is empty.
- Page break: Check this box to insert a page break in the document for each group.
- Bookmark: Check this box to display the bookmarks used to find a page in the document.
- Repeat header: Check this box to repeat the grouping header for each new page of the document.
Sub-totals by group
One or more sub-totals can be added depending on the grouping attributes.
- Attribute: Internal identifier of the CARL Source attribute based on which the sub-total is calculated.
- Aggregation: Calculation formula applied.
Examples:
- Number of values: number of elements in the group.
- Sum: sum of the elements in the group.
- Maximum value: maximum value of the elements in the group.
- Name: Name of the selected aggregation.
- Hidden if empty: Check this box to hide the sub-total if the value returned is empty.
Totals
One or more totals can be added depending on the grouping attributes.
The total is displayed at the bottom of the report.
- Attribute: Internal identifier of the CARL Source attribute based on which the total is calculated.
- Aggregation: Calculation formula applied.
- Name: Name of the selected aggregation.
- Hidden if empty: Check this box to hide the total if the value returned is empty.