Configuring reports
Prerequisites
- Access to the Configuration > Customize > Report (CM027) menu.
- Jaspersoft Studio version 6.17.0 or higher installed.
Introduction
The Configuration component provides a menu that allows for viewing the default reports and creating customized reports to be used in the various components of SoftExpert Suite.
The reports identified with the System icon in the T (Report type) column are made available along with the package of SoftExpert Suite components acquired by your organization.
These reports can be generated through the 
button shown on the main screens of SoftExpert Suite. They cannot be deleted or edited, but it is possible to copy their records and customize them as desired.
See how to configure a report:
Configuring a report
1. Access the Configuration > Customization > Report (CM027) menu.
2. Click on the 
button.
3. Enter an ID # and a title for the report. This title will be shown in the report button, on the screen of the component in which it will be available to be generated.
4. Select the image that will represent the report button on the screen of the component in which it will be available to be generated.
5. If necessary, associate a template to be applied to the report.
6. Click on the 
button.
7. After saving, perform the necessary configurations:
File
This tab displays the template files that compose the report.
The .properties and .class files must be created by the user who generates the report, but they are not required. To create a new report, these files will not be necessary.
The side toolbar has the following buttons available:
|
Click on this button to add a template file to the report. |
 |
Click on this button to edit the default template file selected in the list of records. It will only be enabled if the default template file is selected. See more details in the Editing default template files article. |
 |
Click on this button to delete the template file selected in the list of records. |
 |
Click on this button to set the selected template file as default. The default file is the primary file containing all the other files referenced within it. |
Menu
This tab displays the SoftExpert Suite components and menus in which the report will be available for generation.
To associate the report with a system menu or component, follow the steps below:
1. Click on the button.
2. On the screen that will open, select the Component in which the report will be available.
3. In the Menu tab, check the component menus in which the report will be displayed.
4. Click on the 
button.
Use the button if you wish to disassociate the report from the component/menu selected in the list of records.
Screen
In some system menus, it is necessary to open the record data screen so that the reports can be generated.
This tab displays the system screens on which the report is available to be generated.
It is not possible to make changes in this tab, as it is the SoftExpert teams that determine when the reports can be generated within the data screen of the records.
Use the side toolbar button to disassociate the report from the data screen selected in the list.
For example, the SEWF01 system report can be used to generate reports on the workflow data screen, when said screen is opened through the view menu.
8. Upon finishing all the necessary configurations, click on the button.
• See how to edit report parameters.
• Learn how to configure report access by clicking here.
• Learn how to configure report scheduling.
• Customized reports can be identified in two ways: in the Report type column, they will be shown as New, and the inserted ID # will be preceded by the new prefix.
Conclusion
With the report configured and duly associated with a menu, it can be used to generate reports.