INTRODUCTION TO INTEGRATION WITH THIRD PARTY REPORTING TOOLS

Third party reporting tools can create reports with Compiere. These reports can leverage the Compiere business view layer for seamless and easy access to business information.

CREATE REPORT

Create a Report using the Business View

You can create a Report using the Business View by opening your third party reporting tool and connecting the Database Schema.

Use the third party reporting tool to create a report based on the Business View and save the report template.

External Report

While still signed into Compiere as the System Administrator role, once the Report is created using the third party reporting tool, you can attach the saved report to an External Report in Compiere.

To attach the saved report template to an External Report in Compiere, open the External Report window form the Main Menu.

 
Enter the Name of this External Report into the Name field. Then select the appropriate Business View from the Business View drop menu.

Select the appropriate Report Template Type from the Report Template Type drop menu.

Leave the Active check box selected. Then click on the attachment button from the toolbar to attach the saved report template to this External Report document.

Report

To add this report to the Menu, while still signed into Compiere as the System Administrator Role, open the Report window form the Main Menu.

 
Enter the Name of the Report to add to the Menu into the Name field and optionally provide a description for this report in the Description field.

Select the appropriate Business View from the Business view drop menu.

Leave the Active check box selected.

Mark this Report as External and select the External Report from the External Report drop menu.

Select the appropriate Data Access level from the Data Access Level drop menu.

Leave the Entity Type field set to User Maintained.

Then click the 'Add to Menu' button to proceed with this action.

Click 'OK' at the Compiere Information prompt.

Once the process completes Compiere will return the results and list the Users with access to this report under Report Access.

Additional Parameters can be added under Parameters.

Role Access Update

To ensure this report is added to the menu and available to the appropriate users, your next step is to run the Role Access update process.

To run this process, while still signed into Compiere as the System Administrator role, click on the Role Access Update process from the Main Menu.

Click 'OK' to begin the process. 

Once the process completes Compiere will return the results and the new menu item will be available on the menu of the users listed under Report Access in the Report window.

The next time you log into Compiere, you will notice the report is available from the Main Menu.