webMethods, OneData, and Terracotta  10.2 | Managing Master Data with webMethods OneData | webMethods OneData User’s Guide | Working with Reports | Creating Reports | Creating a Summary Report
 
Creating a Summary Report
You can generate summary report while viewing an object through the data manager, while other reports can be customized and can be saved.
OneData provides configurable options for creating summary reports. You can customize the following options on the report:
*Report level: Choose the level of detail to generate on the report.
*Summary. Displays data in tabular format. This report only includes columns that are set as Show In Summary or Show In Both in the Show in Report? column level property.
*Summary & First Level. Displays data in row format. This report only includes columns that are set as Show In Summary or Show In Both in the Show in Report? column level property.
*Details. Disabled, as it is not functional.
*Report type. Defines the output format of the report as HTML, PDF, or Excel and specifies the encoding.
*Columns. Defines that data to include in the report and the order in which to display it. If no columns are selected, all columns are included in the report. The setting of the Show in Report? property in the column definition determines whether the column is selectable for the report. See Reporting Permissions for more information.
*Delivery options. Defines whether OneData mails the report if Mail Report is selected.
Only objects defined to display in default mode provide the multi-select column option for summary reports.
* To create a summary report when viewing data
1. On the Menu toolbar, click View > Browse.
2. Navigate to the object that you want to edit and select it.
3. To display the records associated with the object, do one of the following:
*Click the Values tab to display all the records associated with the object.
*Enter filtering criteria to display only records that match specific values. Click Next.
4. Select the records you want to export and click Delivery Options > Summary Report.
a. Define the input report options:
Input Report Option Field
Description
Report Level
Indicates the level of detail to include in the report:
*Summary
*Summary & First Level
*Level 2
Report Type
Indicates the output format of the report as HTML, pdf, or Excel.
Encoding
Indicates the type of encoding to use when generating the report.
b. Select the columns to display on the report using the left and right arrows. Specify the order of columns on the report using the up and down arrows.
c. To mail the generated report to an internal or external user, click MailReport.
d. Click Next.
OneData displays results if MailReport option is not checked and if it is checked it will provide a pop up for populating mail recipient fields.
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