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Create an Entity Report

 
The following steps walk a user, with write access to the module and architecture, through creating an Entity report in Reporter.

1. After a new report has been created, it must be designed. Ensure you are in the Report Designer pane of the Outlook Bar. Locate the newly created report in the tree view (under the Programs viewpoint in this example).
 
2. The default report type is Class, so you first need to change it. In the Home tab of the Ribbon Bar, find and select Entity in the Report Type gallery (you can use the arrows to scroll through the menu).
 
3. A confirmation window appears. Click OK to change the report type.
 
4. In the Report Details group of the Home tab, rename the report. The report name changes in the Outlook Bar once you click off of the Name field. If desired, add a description in the Description field.
 
5. New reports, and reports where the type was changed, are initialized without any nodes or relationships added. This report type shows how elements in a node are connected through the use of tables and rows; an Entity report must have at least one table and one row defined. Click Add Node twice in the Configuration group of the Ribbon Bar. This adds them to the Data Source Setup tab in the Content Pane.
 
6. The first element identifies the main shapes (the tables) of the Entity report, using the High Level Operational Concept node in our example. Select it in the Content Pane, and click the pencil icon in the upper right corner to enable editing. Complete the Info and Model Data tabs with the information shown. Click the Save button when finished.
 
7. The second element identifies the elements of the tables: the rows. Select it in the Content Pane, and click the pencil icon in the upper right corner to enable editing. Complete the Info and Model Data tabs with the information shown. Click the Save button when finished.
 
8. In the Home tab of the Ribbon Bar, click the Save Report button. This saves the entire report design.
 
9. The next step is to add and configure the relationship. Click Add Relationship from the Ribbon Bar, which adds the relationship to the Data Source Setup tab.
 
10. Next you need to configure the relationship. Select it in the Content Pane, and click the pencil icon. Complete the Info and Source Data tabs with the information shown. Click the Save button when finished.
 
11. Click the Save Report button again to save the updated report design. You can now generate your report in the Report Viewer pane.
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