Creating a New Custom Report
To create a new custom report:
- Sign in to Unifier as a Company Administrator and go to the Company tab (Company Workspace), ensure that you are in Administration mode > Configuration > Custom Reports.
- Click New to create a new Custom Report (With Internal Data Model).
- Enter a name (for example, Invoices) and a description.
- For Report Level, choose Project since this report will be run at the Project level.
- For Main View, select the Data View that you created.
Note: An error message appears if you do not add PROJECT_ID as one of the columns in your SQL statement. You can always go back to the Data View, mark the PROJECT_ID as Draft, correct the SQL statement, and re-publish.
- Click the View tab.
- Click Add, on top, to add a new view.
- For Main View, select the Data View that you created.
- Enter a name and a tag for your data set (for example, Inv for Name and Inv for tag. The same name for both fields.).
For the Line Items view:
- Click Add, on top, to add a new view.
- For Main View, specify the View Type as a Sub Report View.
- Enter a name and a tag for your data set (for example, Inv for Name and Inv for tag. The same name for both fields.).
Row
| View Name
| View Type
| Data Set Name
| Data Set Tag
|
0
| Invoices
| Main View
| inv
| inv
|
1
| InvoicesLI
| Sub Report View
| LineItem
| LineItem
|
At this point, set the relationship between the Main View and the Sub Report View that you have added.
- Go to the Data Links section and click Add.
- Link the ID field, from the Invoices Data View, to the RECORD_ID field, from the Invoices Line Item Data View.
Example
Source Data Set: inv
Source Element Name: INV_ID
Target Data Set: LineItem
Target Element: INV_LI_RECORD_NO
- Click OK to add to add the link.
- Click Apply.