Operations Reports
Report Designs
Report Designs view
Prerequisites
To access the Report Designs view, you need to assign the Report Designs - Add privilege to your user role.
The Report Designs view displays the report designs that exist at the current scope level. A report design includes information about the type of report, the entity on which the report is based, the scope at which the report is run, and the physical layout of the data in a report. A report design is further enhanced and configured using report definitions (on page 1).
You can add, edit, and delete report designs from this view.
When creating a report design, in addition to the N4 data, you can add information such as the date and time of creation or your company logo. To add:
The date of creation to a report design, see the built-in functions in iReport.
The logo to a report design, see the Media Assets view (on page 1).
Multi-language support to reports, please contact your Navis Professional Services representative.
If you are using iReport, ensure that you set the default language to Java. To change the default language, right-click a report in the iReport interface, select Properties in the Report Structure tab, and change the default language to Java.
In addition, you can use the Actions Export SNX File option to export the selected report designs as an XML file using the snx.xsd format.
To add the standard set of report designs, see Set-up Database view (on page 1).
N4 allows you to create two types of reports, Reportable Entity and SQL Query.
Reportable Entity
The Reportable Entity reports are based on the reporting entities defined in N4. These reports have certain limitations. For example, you cannot generate reports for entities that do not have a direct relationship (a parent-child relationship).
SQL Query
The SQL Query reports are more configurable as they use a database query instead of the reporting entities to retrieve data. When using the reports, you can include entities that may or may not have a direct relationship. The SQL Query reports in N4 support all the database fields and are specific to the database that you use for your site. You can use the iReport tool to design the report layout and to define a SQL query to retrieve the data for your report.
N4 allows you to set up reporting jobs (on page 1) for both report types, Reportable Entity and SQL Query. However, you can include a SQL Query report in a reporting job only if the SQL Query report does not accept any parameters as user input.
For both, Reportable Entity and SQL Query reports, you can add a database field (Metafield) to a report design, even if it does not have an External Tag defined in the reporting entity. For example, instead of adding BookingNbr to a report, which is the External Tag for the Booking Number, you can add the internal Metafield ID, eqboNbr, of the Booking Number to the report design. Make sure the Metafield ID is correct; otherwise, the report fails.
To add a new record:
Click .
To edit or delete a record:
In the list view, select the record(s) that you want to edit or delete.
Do one of the following:
Click to edit a selected record.
Click to delete the selected record(s).
Short Label |
Long Label |
In Filter? |
Sorting? |
---|---|---|---|
Broadest Scope |
Broadest Reportable Scope |
|
|
Changed |
Record Changed Date |
X |
X |
Changer |
Record Changed User |
X |
X |
Created |
Record Create Date |
X |
X |
Creator |
Record Create User |
X |
X |
Description |
Description |
X |
X |
Entity |
Reporting Entity |
X |
X |
Name |
Report Design Name |
X |
X |
Narrowest Scope |
Narrowest Reportable Scope |
|
|
Report Type |
Report Type |
X |
X |
Scope |
Visible Scope |
X |
X |