Creating a Published or Personal Report Free-Hand
You can create a new report by manually entering the SQL queries. This option is for advanced users who are familiar with SQL and have experience writing queries. Lookups cannot be performed while creating the query. Therefore, before starting this procedure, note the properties about the data that you want to include in the report.
To create a new report free-hand
1. On the Menu toolbar, access the appropriate reporting menu for the report type:
To create a published report, click
Manage > Publish Reports.
To create a personal report, click
View > Reports > My Reports.
2. Click Add Report to create a new report.
3. Select Use Free Hand and choose New Report or Use Existing Report. Click Next.
New Report: Create a completely new report.
Use Existing Report: Create a new report by modifying a similar existing report.
4. If you are using an existing report as a template, select the report from the Existing Report List field. OneData automatically populates an example report name and creates a select all statement in the SQL field.
5. Define the report properties, using the following table as a guide:
Report Definition Field | Field Description |
Report Name | The name of the report. The report name displays as the title in the report and in the Published Reports screen. |
Description | The description that identifies properties of the report. |
Header | The text that displays at the top of report pages. |
Footer | The text that displays at the bottom of report pages. |
SQL Statement | Specify the objects, columns, sort order, and |
Encoding | Indicates the type of encoding to use for the report. |
Disable HTML Evaluation | Indicates whether OneData displays or applies HTML tags. Selected: Displays HTML tags ( <i>Product Name</i>). Not selected: Applies HTML to the data ( Product Name). |
Execution Mode | Select the option to run, save, or save and run the report. |
Prompted Report | Select Prompted Report to have OneData request user input before generating the report. |
6. Click Finish.
7. To export the data to Excel, click Export to Excel. If the number of records exceeds the maximum value defined in the onedata.job.attachmentmaxrecordcount property, OneData provides a warning and the option to continue or stop the export.