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Exercise 1 Creating and Linking a Basic Report

Overview

The following exercises will enable you to create a basic report and link the subsequent Microsoft Excel workbook back to Sage Intelligence Reporting as a Microsoft Excel template. As the company report writer for R.K.L Trading, you have been requested to create a report that displays all the transactions from the Customer Documents container created in the Connector tutorial.

In this exercise you will complete the following tasks:

• Add a folder
• Add a report to a folder
• Run the report
• Link the report back to Sage Intelligence Reporting

Step 1: Add a folder

Read the help topic: Creating a Folder and then create a new folder called Training.

Step-by-Step Solution:

Create the folder by doing the following:

1. Open the Report Manager.
2. Do one of the following:
   • Right-click on the Home object and select Add folder
   • Click the Add folder icon on the toolbar
3. From the Add folder dialog box, enter the name of the folder.
4. Click OK. The folder is displayed below the Sage Intelligence Reporting Home icon.

Step 2: Add a Report

Use the help topic Creating a Report to assist with the task. Add a new report named Document History with the following details:

• Container: Customer Documents

• Parent Connection: Sage Intelligence Reporting Tutorial

• Columns:
  • CustomerName
  • CustomerCode
  • Date
  • TotalExcl
  • TotalTax
  • TotalCost
  • DocNo
  • DocType
• Description: This report provides all customer documents for the RKL Trading

Step-by-Step Solution:

Add a report, by doing the following:

1. Do one of the following:
   • Right-click on the new folder and select Add Report
   • Click the Add Report icon
2. Choose the type of report to add: in this case a Standard Report.
3. From the Add Report dialog box, enter the name of the report.
4. Click OK. The Select Data Container dialog box is displayed.
5. Select the data container to be used as the source of the report and click OK.
6. In the Choose Column Fields dialog box, check the columns to be displayed and click OK. The report is displayed under the specified folder.

Step 3: Run a Report

Run the Document History report located under the Training folder. Use the help topic: Running a Report to assist with this task. Read the help topic: How Data is Rendered to gain an understanding of the processes that are performed when data is rendered to Microsoft Excel.

Step-by-Step Solution: Run a report

To run the report, do the following:

1. Select the Document History report in the object window.
2. Click the Run button. The report creation process commences and the progress and process monitors are displayed. The report results are displayed in Microsoft Excel.

Step 4: Link a Report

Link the Microsoft Excel workbook generated from the Document History report to Sage Intelligence Reporting . Leave the name of the template as Document History.xlt. Read the help topic  Creating and Linking a Report to assist you with this task.

Step-by-Step Solution: Linking the report

To link the Microsoft Excel workbook to the report in the Sage Intelligence Reporting Report Manager do the following:

1. Leave the workbook open in Microsoft Excel and activate the Sage Intelligence Reporting Report Manager.
2. In the Report Manager, ensure that the Document History report is selected.
3. Click the Create and Link template icon on the toolbar. The Select a workbook to convert to a Template dialog box is displayed. Click Yes.
4. Select the workbook and click OK.
5. In the Specify Template Name dialog box enter the name of the template and click OK. The template is saved to the template folder.

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