Identity Manager 8.0 - Configuration Guide

Editing the Report Form

You can create and edit reports in the edit view of the Report Editor. The Stimulsoft Reports.Ultimate Report Designer is integrated into the edit view. You can find accurate descriptions and the functionality of individual components in the Stimulsoft online help (www.stimulsoft.com).

The following functions are appended to the Stimulsoft Reports.Ultimate Report Designer toolbar:

Table 308: Extensions to Stimulsoft Reports.Ultimate Report Designer Toolbar

Icon	Meaning
	Imports a reports (XML format).
	Export a report (XML format).
	Globalization editor. Opens the Report Designer globalization editor.
	Opens the "Translate Text" dialog box.

Detailed information about this topic

• Adding Data Fields to a Report Form
• Translating Reports
• Example of a Simple Report with Data Grouping

Adding Data Fields to a Report Form

Add the control elements for the data you want to appear in the report on the report form and link the them to the data source columns. After you created the data sources, they are listed with all the columns used in the Report Designer’s dictionary under the entry "Quest". The report parameters are also available under the "Quest" entry.

You can find accurate descriptions and the functionality of individual components in the Stimulsoft online help (www.stimulsoft.com).

To insert data boxes into the report form

1. Select the column you want to add to the report in the dictionary (tab Dictionary).
2. Place the column on the report form using "Drag and drop".

   This creates a new control element on the report form which includes some predefined variables.

   TIP: You can add other control elements as necessary with the Report Designer tool palette.

3. The Report Designer properties window (tab Properties) allows you to customize individual control elements.
4. Use the Preview to view the report during editing. The preview takes some sample parameter values to determine the data for the preview display.

Figure 51: Report Designer with Report Form (1), Dictionary/Properties View (2), Tabs for Swapping between Dictionary/Properties (3), Toolbox (4),Preview (5), Import/Export of Report Pages (6), translate report (/)

Related Topics

• Example of a Simple Report with Data Grouping

Example of a Simple Report with Data Grouping

We want to create a report that lists all employees as grouped in their respective departments.

1. A new report is created to do this.
   • The report is given the name "CCC_Employee_by_Department". The display name is "Employees by Department %UID%".
   • A data source "Employee by department" is created for the report with the query module "SQL". The data query should return the employees assigned to a department. The department is found with the object key (XObjectKey). This is passed as a parameter to the report. The employee‘s first name (firstname), last name (lastname) and department name (departmentname) are queried.

     Select Firstname, Lastname, Departmentname

     from person join Department

     on person.uid_Department = department.uid_Department

     where Department.XObjectKey = @UIDDepartment

   • This adds the parameter "UIDDepartment" to the report and fill the preview with a sample value.
2. Next, the control elements for the database columns are arranged on the report form.
   • Add a band of type "group header" from the Report Designer‘s toolbox to the report form. The column name used for grouping has to entered as "grouping condition", which is Departmentname in the example.

   Figure 52: Specifying the Grouping Condition

   

3. Afterwards drag and drop the column Departmentname from the Report Designer‘s dictionary (tab Dictionary) into the group header. This creates a new control element on the report form.

   Figure 53: Creating a Group

   

4. To display employees, add a new band of type "data band" to the report form using the Report Designer‘s toolbox. Specify the data source to be "Employee by Department".

   Figure 54: Specifying the Data Source

   

5. Next, drag and drop the columns Lastname and Firstname from the Report Designer‘s dictionary (tab Dictionary) into the data band. This creates the respective control elements on the report form.

   Figure 55: Organizing Control Elements on a Report Form

   

6. Other control elements such as a title (PageHeader) can be added as necessary with the Report Designer. The Report Designer properties window (tab Properties) allows you to customize individual control elements.
7. The preview can be used to view the report during setup. The preview uses the sample parameter values in the parameter view of the report edit dialog to determine the data for this.

   Figure 56: Report Preview

   

Detailed information about this topic

• General Report Properties
• Creating a Data Source
• Editing Report Parameters
• Editing the Report Form

Translating Reports

A report can contain several elements which require translating in order to display the report in more than one language:

• Database columns used in the report definition.

  Translate database columns with the Language Editor in the Designer.

• Display name/ReportAlias

  The report's display name used when a report is created as ReportAlias. Enter the display name in the report properties dialog box and translate it there. Translate the given text using the button.

• Text elements on the report form.

  Translate text elements directly in the Report Editor with the Globalization Editor.

To translate all text elements in a report

1. Select the report in the report list and open it with double-click or with Edit from the context menu.

   This opens the report form in the Report Designer.

2. Start the Globalization Editor.
   • Click on the button in the Report Designer toolbar.

     - OR -

   • Select the report on the Properties tab in the Report Designer’s properties view and open the Globalization Editor using Globalization Strings.

     NOTE: You can only start the Globalization Editor from the Report Designer’s properties view when you have selected the configuration type "Professional". You can change the configuration type later in the edit view using the context menu in the property view.

3. Ensure Auto localize report on run is set.

   This means the report is generated in the current language.

4. Enter a culture for the language using Add culture and translate each entry.

To translate single captions

1. Select the report in the report list and open it with double-click or with Edit from the context menu.

   This opens the report form in the Report Designer.

2. Select the caption on the report form.
3. Open the dialog box using the in the Report Designer toolbar.
4. Translate the text and confirm the changes with OK.

Related Topics

• Editing Translations in the Language Editor
• General Report Properties