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Reports are used to extract important information about existing data of the Software and are generated using two files: an XML file used to define the report criteria and information displayed, and a JRXML file used to define the report layout. Reports can be generated in any of the following forms: PDF, EXCEL,CSVand HTML.

 

What does this section cover?

Table of Contents

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Create Report Pages

To create a new report page you need to create:

  1. Create a layout file (a) or use one of the existing CRM.COM report layout templates (b) (.jrxml) 
  2. Create a report criteria and content file (.xml)
  3. Define the report in modules metadata file

For an introduction to reports, go to Report Pages.

1.

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Create Report Layout Pages

a.

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Use Report Layout Templates

CRM.COM Software includes the following report layout templates for landscape and portrait page orientation and for reports containing subreports. All report layout templates can be found under <custom_project>/web/WebContent/reports directory

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titleReport with sub-report Page Example

b.

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Design Report Layout Pages

If none of the above templates meet your needs, you can create your own JRXML file using iReport Designer.

2.

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Create Report Criteria and Content Pages

To create a new report criteria and content page, you need to create an XML file under <custom_project>/web/WebContent/reports/<module_name> directory.

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