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Question

How to create quick report, what is the process?


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Hi,

i want to create a quick report, but i am not sure about the process, is there a guide for this?

 

TR:
Merhaba,

Hızlı rapor oluşturmak istiyorum ama süreç nasıl başlıyor bilmiyorum, bu konuda bir rehber vs. var mı?

15 replies

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  • Superhero (Customer)
  • 1169 replies
  • July 22, 2024

Hi @Noriro2 

it is very easy.

Go to screen Quick Reports and click on the plus icon.

 


Manulak
Hero (Customer)
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  • Hero (Customer)
  • 78 replies
  • July 22, 2024

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  • Do Gooder (Customer)
  • 8 replies
  • July 22, 2024

Hi, 

To create a quick report, go to the area in the image.  

Click on + and On the screen that opens, type the report name in the report title field.

Type: SQL Statement

Select category, Domain fields . You must write your sql query in the query field. You need to publish it after you save it. You should edit who you will give report authorisation with manage grant. 

 

 

 


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  • Superhero (Customer)
  • 1169 replies
  • July 22, 2024

Type your sql code and save it:

After that manage the permissions:

 


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  • Author
  • Hero
  • 112 replies
  • July 22, 2024

Hi @Link ,

Thank you for reply, but i am looking for a guide which explains what is Type? What is Category, what is Field etc. which and when to choose etc.

 

 

 


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  • Do Gooder (Customer)
  • 8 replies
  • July 22, 2024

hi, 

Press f1 to open the ifs directory. 


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  • Superhero (Customer)
  • 1169 replies
  • July 22, 2024

You can define it by yourself.

For us the category the sub department. You can process a quick report by different ways.

By default, you have only SQL and Query Builder.

For more details: IFS Cloud Technical Documentation


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  • Author
  • Hero
  • 112 replies
  • July 22, 2024

Thank you all for reply, 

i followed the given document;
 

but there are things are not explained like why i choose Administration in Domain and Security in Category. And after i published, i could not find it in IFS navigator or in any windows, where is the report? is it accessible in “Quick Reports” window only?


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  • Do Gooder (Customer)
  • 8 replies
  • July 22, 2024

hi, 

only accessed from the quick reports window . 

 

 


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  • Author
  • Hero
  • 112 replies
  • July 22, 2024

Ok, that is a good starting point for me, still not sure about Domain and Category fields, because they are not relative to anything, i can just create new domain and new category;
 

and it works, so they are nothing but for grouping, right?


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  • Author
  • Hero
  • 112 replies
  • July 22, 2024
Link wrote:

You can define it by yourself.

For us the category the sub department. You can process a quick report by different ways.

By default, you have only SQL and Query Builder.

For more details: IFS Cloud Technical Documentation

What do you mean “By default, you have only SQL and Query Builder”, ? can’t i create report for others?


Forum|alt.badge.img+5

Hello,

The category field is defined so that the department for which the relevant quick report was made appears under the relevant category in the quick report breakdown.

 

Solution Manager → Reporting → Ad-hoc Reporting → Qucik Report Categories


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  • Sidekick (Employee)
  • 88 replies
  • July 22, 2024

If you wish to use a 3rd report generator there is also the option to configure and deploy Crystal Reports for quick reports.  I've heard of some customers using MS SSRS as well.  However with SSRS there are some rather complex manual configuration steps to be done with SSRS deployment in Apps 10 environments.

As mentioned above the same technical documentation linked above also includes detailed instructions on how to deploy and configure Crystal reports for Quick Reports.  If Crystal is deployed then an additional report type of Crystal would become available.


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  • Author
  • Hero
  • 112 replies
  • July 23, 2024

thank you all, I have learnt a lot here


hhy38
Superhero (Customer)
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  • Superhero (Customer)
  • 318 replies
  • July 24, 2024

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