Dynamic Report views creation

The reports are normally available in a standard format in the ERP with all relevant fields useful for the report.

Depending on our requirement & purpose we can create different views of the same report. This is called Dynamic Report views creation.

For e.g., Employee details report – The existing report will contain many columns like Empcode, EmpName, address, mob no, email I’d, father name, blood group, etc.

Suppose we need to provide the contact details of the employees to the nearest blood bank we will require a report with only selected fields like Empname, Blood group, Mob No.

In such cases, the Dynamic Report views creation comes into play.

Benefits of Dynamic Report view creation: 

The following can be done in the new view report

• Addition or deduction of selected columns
• Interchange the columns
• Change the size(width) of the column

Steps involved:

(A) Naming the new view

(B) Selecting the fields for the new view

(C)Ordering the fields

(D)Sizing the fields.

How to create the dynamic report views?

Path:  Module > Reports > Select the specific report >> View settings

1.Go to the specific report for which a different view needs to be created and click on tools  button found on the top right of the screen.

For e.g., HRMS Module> Late Arrival Report The report gets displayed on the screen and Click 

2.Clickview: this will show the different views already created and available for that report. If no one has created any view this will show the only view with the standard format available in the system.

3.Select the specific view. This will display the report in HTML format on the screen. This view can be exported in CSV or PDF and saved for reference & comparison with the new view that is going to be created.

4.To create a new view for the report – Click view settings.

The lightbox opens up. The already created views are listed here.

(a)Click the Add button to create the new view.

(b) View Name: Enter the ViewName for e.g., Employee blood groups, Employeewise later arrival, depthwise late arrival, etc.

(c) Remarks: The information like the purpose of the report or the requester of the report with date etc, can be entered here.

(d) View type: Select Grid.

(e) Show Display fields: select this check box

The Grid displayed below will show all the fields in the existing view in the same order displayed.

(b) Click Deselect all: This should be done to undo the existing view settings.

(c) Name: The names of the columns at the back end.

(d) Display Name: The names of the columns displayed in the report.

(c) Now Select the checkboxes under the Display to select the columns required in the new view and change the names to be displayed if required.

(d) Other options available by selecting the checkboxes under them are.

M– Merge

G– Grouping

ST-Subtotal

GT-Grand total

(e) Click Advanced. This displays the width & format in the grid.

Width- To change the size of the column

Format – To change the order of the columns as required.

5.Click the Save button.

6. Wait till the popup appears on the screen to confirm that the view is created successfully.