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About the Report module

Content

The Reports module is as a comprehensive feature, enabling users to create, configure, and manage various types of reports. This module allows users to generate PDF and text reports, create and read XML and JSON files, consume web services, and provide data to external applications. Seamlessly integrated with other modules, it offers advanced features and options for efficient reporting and data handling.

Designed to offer an intuitive experience, the Reports module includes a configuration workflow for creating report forms, saving and visualizing reports, and generating WebData definitions. Furthermore, it promotes data exchange between systems by enabling users to publish and consume WebData objects. The module's usability extends to runtime execution, integration with other modules such as PDF viewers and web services, and customizable advanced features and options.

To ensure smooth operation, the software platform includes a dedicated section on troubleshooting and best practices for the Reports module. This section provides guidance on common issues and solutions, best practices and recommendations, and dataset report runtime attributes. Its goal is to equip users with the necessary knowledge and resources to address potential challenges and optimize their report management experience.


On this page:

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Key Concepts and Terminology

Form

Content

Web Data

Content



How the Report module works

Tópico

Conteúdo

Tópico

Conteúdo



Features Highlights

Generating PDF and Text reports

Conteúdo

Creating and reading XML and JSON files

Conteúdo



Consuming Web Services

External application data providing

Conteúdo

Architecture implementation

Conteúdo



Configuring the Report Module

Configuration Workflow

Conteúdo

Creating Report Forms

Conteúdo

Saving and visualizing Reports

Conteúdo

Creating  WebData definitions

Conteúdo

Publishing and Consuming WebData Objects

Conteúdo



Working with the Report module

Runtime execution

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Report module integrations

PDF viewer on Displays

Conteúdo

Using Web Services from Displays

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Report in-depth

Advanced features and settings

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Tópico

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Troubleshooting and best practices

Common issues and solutions

Conteúdo

Best practices and recommendations

Conteúdo

Dataset Report runtime attributes

Conteúdo



NEW ORGANIZATION

About the Report Module

Key Concepts and Terminology

* Forms

* WebData

How the Report Module Works

Features Highlights

Generating PDF and Text reports

Creating and readnig XML and JSON files

Consuming Web Services

         Provinding Data to External Application

         Implementation Architecture

   Configuring the Report Module

        * Configuration Workflow

        * Creating Report Forms

* Saving and Visualizaing Reports

* Creating  WebData Definitons

* Publlising and Consuming WebData Objects

Working with the Report Module

* Runtime Execution

        * Integration with Other Modules

** PDF viewer on Displays

** Using Web Services from Displays

       * Advanced Features and Options

Troubleshooting and Best Practices

* Common Issues and Solutions

* Best Practices and Recommendations

* Dataset Report Runtime Attributes

The Remote Module can generate reports on the fly. This can even be done on client displays or for saving in files like XPS, HTML, Unicode, ASCII, and PDF.

These reports can have multiple graphical components like tables, tags, grids, trends, etc. All of these components have the ability to update data when a report is generated. This provides users with the most up-to-date data in their reports. 



Creating Reports

This section allows you to configure and save a report's basic properties. Standard content can be added with the report editor. Then, application users can run reports.

To create or edit a report:

  1. Go to Edit → Reports → Reports.
  2. Select a report name or select the insert row (first row) to create a new report.
  3. Enter or select information, as needed.


Report Configuration Properties

Field

Description

Name

Enter a name for the report. The system allows you to know if the name is not valid.

Padding

Select padding when replacing a tag name with its value (the field for a tag will have the same number of spaces as the tag name is long). 

  • Compact—Removes any extra characters and displays only the tag value.
  • PadRight—Puts extra space for each character to the right of the tag value.
  • PadLeft—Puts extra space for each character to the left of the tag value.

SaveFormat

Select the report format:

  • XPS
  • HTML
  • Unicode
  • ASCII
  • PDF

SaveFileName

Enter a string and {ObjectProperties}. Use the full path.

SaveTrigger

Enter an object property that will be the trigger.

Append

Enter the file to append the report

Size

Report size configuration.

EditSecurity

Check what user groups can edit the report

Header

Choose another report to be the Header.

Footer

Choose another report to be the Footer.

Legacy

Read-only. Show if the report is a legacy.

Description

Enter a description of this report.


Note

To change the report format between “portrait” and “landscape”, you need to change it in both NovaPDF (printer used by our Platform ) and the target printer.



Using the Report Editor

You create text, formatting, and values using the text editor.

To use the text editor:

  • Go to Edit → Reports → TextEditor.
  • Create the text, tags, and formatting for the report.
  • Click Save.
  • Configure the report properties for the display dynamics or script that will run the report.

Examples:

Dataset Module Properties examples

Property

Type

Description

Dataset.IsStarted

Boolean

Flag indicating if the Module Dataset has started

Dataset.OpenStatusMessage

String

Message OK or error when initiating the Module

Dataset.Query.Query1.SelectCommand()

DataTable

Executes the Query1 return a DataTable object the values



The Report Namespace

The Report namespace exposes properties and methods of the .NET objects used by the Dataset Module execution.

Info
For more information on namespaces and objects, go to Objects and Attributes.

This section describes only some commonly used properties, for the full list properties and methods, go to the Namespaces Reference.



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