Using the Report Designer

The purpose of the Report Designer wizard is to provide a fully integrated tool to create reports in XMPro. The DevExpress End-User Report Designer is used to provide this functionality. Access the Report Designer from the WorkFlow Designer, Design tab, Report Designer.

Opening XMPro Report Designer

This procedure describes how to open the XMPro Report Designer using the WorkFlow Designer.

If the Report Designer is grayed out, contact your Site Administrator.

Fig 1. Access to Report Designer

1. On the ribbon, click the Design tab, click Report Designer from the Reporting Group in WorkFlow Designer. The XMPro Report Designer opens.

To use the Report Designer please refer to Report Designer for WinForms | DevExpress End-User Documentation for more details.

Displaying a Report in WorkFlow Designer

This procedure describes how to display a report in WorkFlow Designer.

1. Access the Fast Field Editor by double-clicking the Reference Label control.

2. Remove the Width setting.

3. Remove the Caption.

4. Give it a relevant name.

5. Drag a new Reference Label control onto the activity.

6. In WorkFlow Designer, open the particular Activity you would like to display the report on.

7. Check the OnLoad box under the Behaviour section.

8. Select the Report Link radio button.

9. Enter the Report Name (this should match the name of the report setting created earlier).

10. Set Width to 100%.

11. Select the database connection to use.

Deploying a Report in WorkFlow Designer

This procedure describes how to deploy a report in WorkFlow Designer.

The following prerequisites must be met to deploy a report.

Prerequisites

• Create an Activity from the WorkFlow Designer.

• Configure the properties using the Activity Configuration Wizard.

• Right-click the Activity and select XMPro Wizard.

• Ensure that the Static field contains the Report: keyword. For example, Report: Loan Application Report.

• Configure the Routing Type and Routing Group.

• Click Advanced tab.

• Select the Trigger Style.

• Click OK.

• On the quick access toolbar, click Save icon or press CTRL+S to save your changes.

1. On the ribbon, click the Administration tab in WorkFlow Designer.

2. On the ribbon, click Reports in the Custom Settings group. The customSettings\XMPro\Reports directory displays a list of existing Reports.

3. Click Setting and provide the values as follows:

   • Name: This should match the filename of the report file but should exclude the “.repx” extension. e.g., For a report file SalesReport.repx, the setting should be SalesReport

   • Value: This should contain the full physical path to the report file including the “.repx” extension

   • Type: This should be set to “value”

4. On the quick access toolbar, click Save icon or press CTRL+S to save your changes.

Rebuild Report Dataset

This procedure describes how to rebuild the report dataset in the XMPro Report Designer.

When the underlying data source changes, the Data Set needs to be rebuilt as follows:

1. In Report Designer, delete the existing Dataset and Table Adaptor.

2. Open the Data Source drop-down from the Property Grid and select Add New DataSource.

3. Run the Report Wizard and configure the data source.

Once the data set has been rebuilt the new or changed fields can be added to the report.

Existing fields should not need any changing unless the underlying dataset field names have been changed.