Report Manager Grid

Predefined SSDT template report definitions as well as user-created reports are displayed under Report Manager. A template report is basically a 'starter' report available to you to generate as is or to customize to your specific requirements. Previously saved report definitions may be generated, viewed, renamed, tagged, deleted, downloaded, and shared with specific roles. The SSDT template reports may be generated, tagged, viewed, and downloaded. However, when a user views a SSDT template report definition, it will take them to the 'Custom Report Creator' option where they can edit the report options, allowing them to save the edited report definitions, enter filters, and save it under a new report name. Their username will be tied to the newly created report.

The Import Report option allows the user to Import a Report definition.

The Create Forms option allows the user to create alternate versions of forms, like a custom PO form or an A/R Billing form. The user can add their own "Form" and then the transaction dropdown will show as an option to choose instead of the default form.

Listed below is the Report Manager grid with some of the SSDT's available template reports. Please click on SSDT Template Reports for a complete listing of all available template reports.

Generate and Download Report

Automatically generates the report as is, allowing you to save or recall desired report settings, select the format, orientation, and name of the report before it is generated.

From the Report menu, select 'Report Manager'.
Click on
beside the desired report. This is the ‘Generate and Download Report' option, which automatically generates the report as is, allowing you to save or recall desired report settings, select the format, orientation, name of the report, and query parameters before it is generated. (Please see 'Query Parameters’ section for more details.)
1. Save and Recall options:
  1. Most Recent: By default, it will remember the entries you made from your previous report run.
  2. Default: If you want to select the 'default' settings of the report, select 'default' from the drop-down menu.
  3. To Save current report settings (in order to be used again), select the blank option and enter a save name. Once you tab off the field, the 'save' icon will be active. Click on
    to save your report and parameter settings. Your saved report name will now be included in the 'save and recall' drop-down menu. To delete an existing saved report, select the saved report and click on
    .
2. Report Direct Link:
  1. The Show Report Link icon
    will become available for any report parameters saved via the Save and Recall option. The icon will open a window containing a direct hyperlink to execute the report. The link may be bookmarked, sent via email, placed on a web page, etc.
  2. Include Parameters? - This checkbox can be used to include all of the current parameters in the report link. When used, the report link will always use the original saved parameters. If this is not checked, the report link data will be run with the currently saved parameters for the Save and Recall name. If the saved parameters are changed and saved, the changes will affect future invocations of the link.
  3. The Report Direct Link can also be used in Excel as a Web Query (Get Data from Web) to pull data directly from the application without downloading the output. In this case, one of the HTML (Table or FieldName) output formats should be selected. When used in Excel, these output formats can be understood and formatted as a sheet. A web query in Excel this way can also be refreshed on demand.
  4. A username is required to access the report via direct link.
  5. The report direct link can be shared with other users. Each user will be required to log in with their USAS credentials when accessing a report link.
3. The Summary Report will generate a summary version of the current report. The summary will include any property designated as a Control Break or a Control Header and the related total and subtotal amounts.
4. Show Report Options will include a printout of the report options selected for the report run. This option applies only to the PDF format.
5. Job Scheduler icon
  1. Allows you to schedule a report to run as a background or periodic job and automatically email to a specified person. Please click here for further details on how to schedule a report run based on a cron expression.

Report Generation Options and Dynamic Sort

The Report Generation Options are split into three separate tabs - Report Options, Query Options, and Sort Options. These options can be updated when generating a report to define format, filters, sort, and subtotals on the report. Information entered and/or updated in all three tabs will be saved in the 'Most Recent' Save and Recall and can be saved when creating a custom Save and Recalls. Users can navigate through these three tabs by clicking the tab names across the top or by using the left and right arrows below the options.

Report Options - These report options define the general format settings and the report title. These will be standard for all template reports.
1. Format - Defines the output type of the Report generated
  1. PDF
  2. Excel-Data - Standard Excel spreadsheet of information. Summary Report and Control break options will not be included in this format type
  3. Excel-Fieldnames - Standard Excel spreadsheet of information where the headers include field names that can be used for importing data back into Redesign. Summary Report and Control break options will not be included in this format type
  4. Excel - Includes fonts and formatting
  5. Comma Separated Values (CSV) - Data format. Summary Report and Control break options will not be included in this format type
  6. Comma Separated Values-Fieldnames - Same as the CSV format, but the headers will include field names that can be used for importing data back into Redesign. Summary Report and Control break options will not be included in this format type
  7. Plain Text
  8. Tab Separated Values
  9. HTML-Table - Most commonly used with the Report link option. Will display data in a simple table on a web page
  10. HTML-Fieldnames - Can also be used with the Report link option. Will display data in a simple table on a web page and where the headers include field names that can be used for importing data back into Redesign.
  11. View(HTML) - View report in a web page
  12. Jasper Report Design
2. Page Size - When generating options for printing, like in PDF format, the Page Size setting determines the dimensions of the pages in the final file. Options include standard Page sizes like Letter or Legal.
3. Orientation - Select page orientation as Portrait or Landscape for the report.
4. Name - The entered text will appear as the Title at the top of each page of the report.
5. Summary Report - Generates a summary version of the current report. The summary will include any property designated as a Control Break or a Control Header, the related total and subtotal amounts.
6. Show Report Options includes a printout of the report options selected for the report run. This option applies to PDF format only.
Query Options - The Query Options determine how to filter the information that will be included on the report. The Query Parameters vary by report and can be customized by modifying the Report Template.
Sort Options - The Sort Options will determine how the information in the report is sorted, subtotaled, and if page breaks are included.
1. Sortable Properties - Any Properties that are included in the report definition would be available to use as a Sortable Property (see the Select Properties section of the Custom Report Creator page for information). These include fields that would appear as the report columns, along with any additional properties that are suppressed. To choose properties to sort on, users can click and drag the property to the 'Select Properties' box on the Sort Options. To move multiple Sortable Properties at once, click the check box in front of each property, then click and drag the properties together. When dragging and dropping properties into the list of Selected Properties, the property being added can be placed anywhere within the list. Once properties are added to the Selected Properties, they cannot be reordered. Instead, remove the property and then re-add the property. When re-adding the property, place it in the desired order within the list.
2. Selected Properties - The properties shown in this section will determine the order in which the report will be sorted. The property listed highest in the list will determine the first sort priority. By default, the report will show the Selected Properties based on the Sort Priority order defined in the report definition.
  1. Ascending - When checked, the sort on this property will display in Ascending order - from smallest to largest for numerical fields and A to Z for alphabetical fields. If the box is unchecked, the sort on this property will be displayed in descending order - from largest to smallest for numerical fields and Z to A for alphabetical fields.
  2. Control Break - When checked for a property, the property will be bolded and included as a report subheader each time that property changes. This will also add subtotals each time the property changes for any numerical fields that are configured with the Sum Function.
  3. Page Break- When checked for a property, the report will advance to a new page each time the property changes.