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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 CSV and HTML.

What does this section cover?

Table of Contents

...

For an introduction to reports, go to Report Pages.

1.

...

Report

...

Layouts

a. 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/WebContentsrc/main/webapp/WEB-INF/reports/ directory

1. A00_A0_Landscape_Data.jrxml

2. Landscape: A00 A00_A3_Landscape_Data.jrxml

3. A00_A4_Landscape_Data.jrxml

4. A00_A4_Landscape.jrxml

Expand

title	Landscape Report Page Example

25. Portrait: B00_A4_Portrait.jrxml

36. Report (A00_A4_Landscape_With_SubReport.jrxml) with sub-report (A00_A4_Landscape_SubReport.jrxml)

...

To create a new report criteria and content page, you need to create an XML file under

<custom_project>/web/WebContentsrc/main/webapp/WEB-INF/reports/<module_name> directory.

In the following example AccountsReward_ReceivableParticipants_BalanceList.xml is created under ../reports/AccountsReceivableRewards

Code Block

language	xml
theme	Eclipse
language	xml
title	AccountsReward_ReceivableParticipants_BalanceList.xml
collapse	true

<?xml version="1.0" encoding="UTF-8"?><definition xmlns:xsi="http://www.w3.org/2001/XMLSchema-instance" xsi:noNamespaceSchemaLocation="../../xsd/reports.xsd">
	<name>key_accountsreward_receivable_balance<participants</name>
	<description>key_rewards_participants_balance</description>
	<entityTable>ACCOUNTSRECEIVABLE</entityTable>
	<entityField>ACCRECID</entityField>
_a_financial_report_that_displays_all_the_financial_transactions_that_were_posted_within_a_specific_period_of_time.</description>
	<dataset/>
	<orderBy>ACCRECNUM<entityTable>REWARDPARTICIPANTS</entityTable>
	<entityField>REWPARTID</entityField>
	<orderBy>REWPARTSIGNUPDATE ASC</orderBy>
	<joins>
		INNER JOIN ACCOUNTSRECEIVABLE ON ACCOUNTSRECEIVABLE.ACCRECID = REWARDPARTICIPANTS.ACCRECID
		INNER JOIN ACCCLASSIFICATIONS ON ACCCLASSIFICATIONS.ACCCLASSID = ACCOUNTSRECEIVABLE.ACCCLASSID
		INNER JOIN CONTACTINFORMATION ON CONTACTINFORMATION.CIID = ACCOUNTSRECEIVABLE.CIID
		INNER JOIN CONTACTINFODEFINITIONS ON CONTACTINFODEFINITIONS.CIDEFACTIVE = 1 AND CONTACTINFODEFINITIONS.CIDEFDELETED = 0
		INNERLEFT  JOIN OUGROUPSWALLETS ON OUGROUPSWALLETS.OUGIDACCRECID = ACCOUNTSRECEIVABLE.OWNEROUGIDACCRECID  		INNER JOIN CREDITLIMITSTATUS ON CREDITLIMITSTATUS.CREDITLIMITSTATUS_ID=ACCOUNTSRECEIVABLE.ACCRECID
	 	LEFT JOIN OUTSTANDINGAMOUNT ON OUTSTANDINGAMOUNT.OUTSTANDINGAMOUNT_ID=ACCOUNTSRECEIVABLE.ACCRECID
AND WALLETS.WALLETDELETED = 0 AND WALLETS.LIFECYCLESTATE = 'EFFECTIVE'
		INNER JOIN BALANCEOUUNITS ON BALANCE.BALANCE_ID=ACCOUNTSRECEIVABLE.ACCRECID
 		INNEROUUNITS.OUUID = REWARDPARTICIPANTS.REWPARTSIGNUPBYOUUID
		LEFT JOIN CURRENCIES ON CURRENCIES.CURRENCYID = ACCOUNTSRECEIVABLEREWARDPARTICIPANTS.CURRENCYID
		LEFT JOIN CURRENCYRATEPERIODS ON CURRENCYRATEPERIODS.CURRENCYID =  CURRENCIES.CURRENCYID AND CURRENCYRATEPERIODS.CURRATEPERIODTODATE IS NULL
		LEFT JOIN SYSTEMSETTINGS ON SYSTEMSETTINGS.SYSTEMSETTINGNAME= 'DEFAULT_CURRENCY' AND SYSTEMSETTINGS.SYSTEMSETTINGDELETED=0
		LEFT JOIN CURRENCIES DEFAULTCURRENCIES ON DEFAULTCURRENCIES.CURRENCYID = SQL_CLOBTOCHAR(SYSTEMSETTINGS.SYSTEMSETTINGSTRINGVALUE )SQL_CLOBTOCHAR
	</joins>
	<conditions>
		ACCOUNTSRECEIVABLEREWARDPARTICIPANTS.ACCRECDELETEDREWPARTDELETED = 0 
	</conditions>
	<with><template>Rewards/Reward_Participants_List</template>
	<subReports>

 		OUTSTANDINGAMOUNT<subReport> (OUTSTANDINGAMOUNT_ID, OUTSTANDINGAMOUNT_VALUE) AS
			<name>walletSubReport</name>
			(<folder>Rewards</folder>
		SELECT  ACCOUNTSRECEIVABLE.ACCRECID, SUM(INVOICES.INVOICETOTALAMT - COALESCE((SELECT SUM(ALLOCATEDAMT) 
		FROM INVOICEALLOCATIONS 
		WHERE 
		...
	</with>
	<template>A00_A4_Landscape</template>
	<criteria>
		<criterion>
			<criteriatype>0</criteriatype>
			<label>key_owned_by_group</label>
			<extralabel>key_owned_by_group</extralabel>
			<tooltip/>
			<hibernatefield/>
			<entitytablename>OUGROUPS</entitytablename>
			<entityfieldname>OUGID</entityfieldname>
			<displaytable>OUGROUPS</displaytable>
			<displaylabel>key_name</displaylabel>
			<displayfield>OUGNAME</displayfield>
			<fieldtype>ftXString</fieldtype>
			<fieldsize>32</fieldsize>
			<sourcealias>OUGID</sourcealias>
			<displayalias>OUGNAME</displayalias>
			<datasetname>networkmanagement.loadgroups</datasetname>
			<lookupname/>
			<treename/>
			<multiselect>1</multiselect>
			<isMandatory>1</isMandatory>
		</criterion>
		<criterion>
			<criteriatype>0</criteriatype></subReport>
		<subReport>   
			<name>participatingSchemesSubReport</name>
			<folder>Rewards</folder>
		</subReport>
		<subReport>   
			<name>signedOffSchemesSubReport</name>
			<folder>Rewards</folder>
		</subReport>
		<subReport>   
			<name>accessTokensSubReport</name>
			<folder>Rewards</folder>
		</subReport> 
	</subReports>
	<criteria>
		<criterion>
			<label>key_rewards_participant_schemes</label>
			<extralabel>key_rewards_participant_schemes</extralabel>
			<entitytablename>REWARDSCHEMES</entitytablename>
			<entityfieldname>REWSCHID</entityfieldname>
			<existclause>
				SELECT 'x' 
				FROM REWARDPARTICIPATINGSCHEMES 
        			INNER JOIN REWARDSCHEMES ON REWARDSCHEMES.REWSCHID = REWARDPARTICIPATINGSCHEMES.REWSCHID
				WHERE REWARDPARTICIPATINGSCHEMES.REWPARTID =REWARDPARTICIPANTS.REWPARTID
				AND REWARDPARTICIPATINGSCHEMES.REWPARTSCHEMEDELETED = 0
			</existclause>
			<isMandatory>0</isMandatory>
			<managedbeanname>rewardParticipantsView</managedbeanname>
			<method>searchRewardSchemes</method>		
			<componentType>selectcheckboxmenu</componentType>
			<className>com.crm.dataobject.rewards.CRMDORewardScheme</className>			
		</criterion>
		<criterion>
			<label>key_life_cycle_state</label>
			<extralabel>key_life_cycle_state</extralabel>
			<tooltip<entitytablename>REWARDPARTICIPANTS</>entitytablename>
			<hibernatefield<entityfieldname>LIFECYCLESTATE</>entityfieldname>
			<entitytablename>ACCOUNTSRECEIVABLE<<isMandatory>0</entitytablename>isMandatory>
			<entityfieldname>LIFECYCLESTATE<<managedbeanname>rewardParticipantsView</entityfieldname>managedbeanname>
			<displaytable<method>getParticipantLifeCycleStateOptions</>method>	
			<displaylabel>key_life_cycle_state</displaylabel><componentType>selectcheckboxmenu</componentType>
			<displayfield>LIFECYCLESTATE</displayfield>
<className>com.crm.dataobject.rewards.RewardsParticipantLifeCycleState</className>				<fieldtype>ftXString</fieldtype>
			<fieldsize>32<</fieldsize>criterion>
			<sourcealias>LIFECYCLESTATE</sourcealias><criterion>
			<displayalias/><label>key_sign_up_date</label>
			<datasetname/><extralabel>key_sign_up_date</extralabel>
			<lookupname>ejb/CRMUIAccountReceivable.getLifeCycleStateOptions:</lookupname><entitytablename>REWARDPARTICIPANTS</entitytablename>
			<isMandatory>1<<entityfieldname>REWPARTSIGNUPDATE</isMandatory>entityfieldname>
		<	<componentType>calendar</criterion>componentType>
		<criterion>	<isMandatory>0</isMandatory>
			<criteriatype>0</criteriatype></criterion>
		<criterion>
			<label>key_datesign_up_created<unit</label>
			<extralabel>key_sign_dateup_created<unit</extralabel>
			<tooltip<entitytablename>OUUNITS</>entitytablename>
			<hibernatefield<entityfieldname>OUUID</>entityfieldname>
			<entitytablename>ACCOUNTSRECEIVABLE<<componentType>autocomplete</entitytablename>componentType>
			<entityfieldname>ACCRECCREATEDDATE<<managedbeanname>genericReportView</entityfieldname>managedbeanname>
			<displaytable<method>searchUnits</>method>
			<displaylabel<isMandatory>0</>isMandatory>
			<displayfield/><className>com.crm.dataobject.networkmanagement.CRMDOUnit</className>	
			<fieldtype>ftXDate</fieldtype></criterion>
		<criterion>
			<fieldsize>-1</fieldsize><label>key_scheme_sign_up_date</label>
			<sourcealias/><extralabel>key_scheme_sign_up_date</extralabel>
			<displayalias<entitytablename>REWARDPARTICIPATINGSCHEMES</>entitytablename>
			<datasetname<entityfieldname>REWPARTSCHEMESIGNUPDATE</>entityfieldname>
			<lookupname/>
			<treename/>
			<multiselect>0</multiselect>
			<isMandatory>0</isMandatory>
		</criterion>
		...
	</criteria>
  	<columns>
			<column>
        		<fieldname>ACCRECNUM</fieldname><componentType>calendar</componentType>
			<existclause>
				SELECT 'x' 
				FROM REWARDPARTICIPATINGSCHEMES 
				WHERE REWARDPARTICIPATINGSCHEMES.REWPARTID =REWARDPARTICIPANTS.REWPARTID
				AND REWARDPARTICIPATINGSCHEMES.REWPARTSCHEMEDELETED = 0
			</existclause>
			<isMandatory>0</isMandatory>
		</criterion>
		
		<criterion>
			<label>key_scheme_sign_off_date</label>
			<extralabel>key_scheme_sign_off_date</extralabel>
			<entitytablename>REWARDPARTICIPATINGSCHEMES</entitytablename>
			<entityfieldname>REWPARTSCHEMESIGNOFFDATE</entityfieldname>
			<componentType>calendar</componentType>
			<existclause>
				SELECT 'x' 
				FROM REWARDPARTICIPATINGSCHEMES 
				WHERE REWARDPARTICIPATINGSCHEMES.REWPARTID =REWARDPARTICIPANTS.REWPARTID
				AND REWARDPARTICIPATINGSCHEMES.REWPARTSCHEMEDELETED = 0
			</existclause>
			<isMandatory>0</isMandatory>
		</criterion>
		<criterion>
			<label>key_scheme_sign_up_unit</label>
			<extralabel>key_scheme_sign_up_unit</extralabel>
			<entitytablename>OUUNITS</entitytablename>
			<entityfieldname>OUUID</entityfieldname>
			<existclause>
				SELECT 'x' 
				FROM REWARDPARTICIPATINGSCHEMES 
        			INNER JOIN OUUNITS ON OUUNITS.OUUID = REWARDPARTICIPATINGSCHEMES.REWPARTSCHEMESIGNUPBYOUUID
				WHERE REWARDPARTICIPATINGSCHEMES.REWPARTID =REWARDPARTICIPANTS.REWPARTID
				AND REWARDPARTICIPATINGSCHEMES.REWPARTSCHEMEDELETED = 0
			</existclause>
			<componentType>autocomplete</componentType>
			<managedbeanname>genericReportView</managedbeanname>
			<method>searchUnits</method>
			<isMandatory>0</isMandatory>
			<className>com.crm.dataobject.networkmanagement.CRMDOUnit</className>	
		</criterion>
		<criterion>
			<label>key_accounts_receivable_classification</label>
			<extralabel>key_accounts_receivable_classification</extralabel>
			<entitytablename>ACCCLASSIFICATIONS</entitytablename>
			<entityfieldname>ACCCLASSID</entityfieldname>
			<isMandatory>0</isMandatory>
			<managedbeanname>accountsReceivableSummaryView</managedbeanname>
			<method>searchClassifications</method>	
			<componentType>selectcheckboxmenu</componentType>
			<className>com.crm.dataobject.accounts.CRMDOAccountClassification</className>				
		</criterion>
		
		<criterion>
			<label>key_termination_date</label>
			<extralabel>key_termination_date</extralabel>
			<entitytablename>REWARDPARTICIPANTS</entitytablename>
			<entityfieldname>REWPARTTERMINATIONDATE</entityfieldname>
			<componentType>calendar</componentType>
			<isMandatory>0</isMandatory>
		</criterion>
		<criterion>
			<label>key_rewards_participant_gender</label>
			<extralabel>key_rewards_participant_gender</extralabel>
			<entitytablename>CONTACTINFORMATION</entitytablename>
			<entityfieldname>CIGENDER</entityfieldname>
			<isMandatory>0</isMandatory>
			<managedbeanname>subscriptionChangeAccountView</managedbeanname>
			<method>getGenderOptions</method>	
			<componentType>selectcheckboxmenu</componentType>
			<className>com.crm.dataobject.contactinfo.Gender</className>				
		</criterion>
		<criterion>
			<label>key_rewards_participant_age_range</label>
			<extralabel>key_rewards_participant_age_range</extralabel>
			<entitytablename>EXTRACT(YEAR FROM CURRENT_DATE) - COALESCE(CONTACTINFORMATION</entitytablename>
			<entityfieldname>CIYEAROFBIRTH,EXTRACT(YEAR FROM CURRENT_DATE))</entityfieldname>
			<fieldtype>ftXInteger</fieldtype>
			<componentType>inputText</componentType>
			<multiselect>0</multiselect>
			<isMandatory>0</isMandatory>
		</criterion>
	</criteria>

  	<columns>

		<column>
        		<fieldname>REWARDPARTICIPANTS.REWPARTID</fieldname>
				<alias>PRIMARY_KEY</alias>
        		<hidden>1</hidden>
     	</column>
     	<column>
        		<fieldname>REWPARTNUM</fieldname>
        		<width>10</width>
        		<widthType>PERCENTAGE</widthType>
        		<header>key_number</header>
     	</column>
     	<column>
			<fieldname>ACCOUNTSRECEIVABLE.ACCRECNAME</fieldname>
        		<alias>ACCOUNTSRECEIVABLE</alias>
        		<width>20</width>
        		<widthType>PERCENTAGE</widthType>
        		<header>key_accounts_receivable</header>
     	</column>
     	<column>
			<fieldname>
			CASE WHEN REWARDPARTICIPANTS.LIFECYCLESTATE='TERMINATED' then 'Terminated'
			     WHEN REWARDPARTICIPANTS.LIFECYCLESTATE='EFFECTIVE' then 'Effective'
			END			
			</fieldname>
			<alias>LIFECYCLESTATE</alias>
			<width>6</width>
			<header>key_life_cycle_state</header>
        		<widthType>PERCENTAGE</widthType>
		</column>
		<column>
        		<fieldname>ACCCLASSNAME</fieldname>
        		<width>10</width>
        		<widthType>PERCENTAGE</widthType>
        		<header>key_accounts_receivable_classification</header>
     	</column>
     	<column>
        		<fieldname>REWPARTTERMINATIONDATE</fieldname>
        		<fieldtype>FTXDATE</fieldtype>
        		<width>10</width>
        		<widthType>PERCENTAGE</widthType>
        		<header>key_termination_date</header>
     	</column>
     	<column>
     		<fieldname>
			CASE WHEN REWARDPARTICIPANTS.rewpartterminationreason='CUSTOMER_REQUEST' then 'Customer Request'
			     WHEN REWARDPARTICIPANTS.rewpartterminationreason='FRAUD' then 'Fraud'
			     WHEN REWARDPARTICIPANTS.rewpartterminationreason='DUPLICATION' then 'Duplication'
			END			
			</fieldname>
 			<alias>REWPARTTERMINATIONREASON</alias>
        		<width>10</width>
        		<widthType>PERCENTAGE</widthType>
        		<header>key_termination_reason</header>
     	</column>
     	<column>
        		<fieldname>REWPARTSIGNUPDATE</fieldname>
        		<fieldtype>FTXDATE</fieldtype>
        		<width>10</width>
        		<widthType>PERCENTAGE</widthType>
        		<header>key_sign_up_date</header>
     	</column>
     	<column>
        		<fieldname>OUUNAME</fieldname>
        		<width>10</width>
        		<widthType>PERCENTAGE</widthType>
        		<header>key_sign_up_by_unit</header>
     	</column>
     	  <column>     	
			<fieldname>
			(
		    	select count(1) from rewardparticipatingschemes rps where 
				rps.rewpartid=REWARDPARTICIPANTS.rewpartid
				and 
				(rewpartschemesignupdate > SQL_FIRST_DAY[[SQL_CURRENT_DATE]]SQL_FIRST_DAY 
				or 
					rewpartschemesignupdate = SQL_FIRST_DAY[[SQL_CURRENT_DATE]]SQL_FIRST_DAY) 
				and 
				rewpartschemesignupdate < [SQL_CURRENT_DATE]
				and rps.rewpartschemedeleted=0 and  rewpartschemesignoffdate is null
			)
			</fieldname>
    		<alias>THIS_MONTH_SCHEME_SIGN_UPS</alias>
    		<width>1</width>
    		<hidden>1</hidden>
    		<widthType>PERCENTAGE</widthType>
    		<header>key_sign_ups</header>
    		<fieldtype>FTXINTEGER</fieldtype>
    		<displaydefaultcurrencysymbol>true</displaydefaultcurrencysymbol>
     	</column>  
     	<column>     	
			<fieldname>
			(
		    	select count(1) from rewardparticipatingschemes rps where 
				rps.rewpartid=REWARDPARTICIPANTS.rewpartid
				and rewpartschemesignoffdate is not null and 
				(rewpartschemesignoffdate > SQL_FIRST_DAY[[SQL_CURRENT_DATE]]SQL_FIRST_DAY 
				or 
					rewpartschemesignoffdate = SQL_FIRST_DAY[[SQL_CURRENT_DATE]]SQL_FIRST_DAY) 
				and  rewpartschemesignoffdate < [SQL_CURRENT_DATE]
					
				and rps.rewpartschemedeleted=0 
			)
			</fieldname>
    		<alias>THIS_MONTH_SCHEME_SIGN_OFFS</alias>
    		<width>1</width>
    		<hidden>1</hidden>
    		<widthType>PERCENTAGE</widthType>
    		<header>key_sign_offs</header>
    		<fieldtype>FTXINTEGER</fieldtype>
    		<displaydefaultcurrencysymbol>true</displaydefaultcurrencysymbol>
     	</column>
     	<column>     	
			<fieldname>
			(
		    	select 1 from rewardparticipants RP
		    	where LIFECYCLESTATE='EFFECTIVE' and RP.rewpartid =REWARDPARTICIPANTS.rewpartid
			)
			</fieldname>
    		<alias>EFFECTIVE_PARTICIPANTS</alias>
    		<width>1</width>
    		<hidden>1</hidden>
    		<widthType>PERCENTAGE</widthType>
    		<header>key_effective_participants</header>
    		<fieldtype>FTXINTEGER</fieldtype>
    		<displaydefaultcurrencysymbol>true</displaydefaultcurrencysymbol>
     	</column>
     	<column>     	
			<fieldname>
			(
		    	select 1 from rewardparticipants RP
		    	where LIFECYCLESTATE='TERMINATED'  and RP.rewpartid =REWARDPARTICIPANTS.rewpartid
			)
			</fieldname>
    		<alias>TERMINATED_PARTICIPANTS</alias>
    		<width>1</width>
    		<hidden>1</hidden>
    		<widthType>PERCENTAGE</widthType>
    		<header>key_terminated_participants</header>
    		<fieldtype>FTXINTEGER</fieldtype>
    		<displaydefaultcurrencysymbol>true</displaydefaultcurrencysymbol>
     	</column>
     	<column>     	
			<fieldname>
			(
		    	select  1 from rewardparticipants RP where 
		    	REWPARTTERMINATIONDATE is not null and 
				(RP.REWPARTTERMINATIONDATE > SQL_FIRST_DAY[[SQL_CURRENT_DATE]]SQL_FIRST_DAY 
				or 
					RP.REWPARTTERMINATIONDATE = SQL_FIRST_DAY[[SQL_CURRENT_DATE]]SQL_FIRST_DAY) 
				and  REWPARTTERMINATIONDATE < [SQL_CURRENT_DATE]
					and RP.rewpartid =REWARDPARTICIPANTS.rewpartid
			)
			</fieldname>
    		<alias>THIS_MONTH_TERMINATIONS</alias>
    		<width>1</width>
    		<hidden>1</hidden>
    		<widthType>PERCENTAGE</widthType>
    		<header>key_balance</header>
    		<fieldtype>FTXINTEGER</fieldtype>
    		<displaydefaultcurrencysymbol>true</displaydefaultcurrencysymbol>
     	</column>
     	<column>     	
			<fieldname>
			(
		    	select  COALESCE(sum(COALESCE(rewawardtrxnamt,0)),0) from rewardawardtransactions where 
				rewardawardtransactions.rewpartid=REWARDPARTICIPANTS.rewpartid
				and rewawardtrxndeleted=0 
			)
			</fieldname>
    		<alias>THIS_MONTH_AWARDED_AMOUNT</alias>
    		<width>1</width>
    		<hidden>1</hidden>
    		<widthType>PERCENTAGE</widthType>
    		<header>key_balance</header>
    		<fieldtype>FTXINTEGER</fieldtype>
    		<displaydefaultcurrencysymbol>true</displaydefaultcurrencysymbol>
     	</column>
     	<column>     	
			<fieldname>
			(
		    	select COALESCE(sum(COALESCE(rewspendtrxntotalamt,0)),0) from rewardspendtransactions where 
				rewardspendtransactions.rewpartid=REWARDPARTICIPANTS.rewpartid
				and rewspendtrxndeleted=0 
			)
			</fieldname>
    		<alias>THIS_MONTH_SPEND_AMOUNT</alias>
    		<width>1</width>
    		<hidden>1</hidden>
    		<widthType>PERCENTAGE</widthType>
    		<header>key_balance</header>
    		<fieldtype>FTXINTEGER</fieldtype>
    		<displaydefaultcurrencysymbol>true</displaydefaultcurrencysymbol>
     	</column>
		<column>
        		<fieldname>(SELECT COUNT(WALLETID) FROM WALLETS WHERE WALLETS.ACCRECID = ACCOUNTSRECEIVABLE.ACCRECID AND WALLETS.WALLETDELETED = 0)</fieldname>
				<alias>NUMOFWALLETS</alias>
        		<hidden>1</hidden>
    		<fieldtype>FTXINTEGER</fieldtype>
     	</column>		
		<column>
        		<fieldname>(SELECT COUNT(REWPARTSCHEMEID) FROM REWARDPARTICIPATINGSCHEMES WHERE REWARDPARTICIPATINGSCHEMES.REWPARTID = REWARDPARTICIPANTS.REWPARTID AND REWARDPARTICIPATINGSCHEMES.REWPARTSCHEMEDELETED = 0 AND REWPARTSCHEMESIGNOFFDATE IS NULL)</fieldname>
				<alias>NUMOFSIGNUPSCHEMES</alias>
        		<hidden>1</hidden>
    		<fieldtype>FTXINTEGER</fieldtype>
     	</column>
		<column>
        		<fieldname>(SELECT COUNT(REWPARTSCHEMEID) FROM REWARDPARTICIPATINGSCHEMES WHERE REWARDPARTICIPATINGSCHEMES.REWPARTID = REWARDPARTICIPANTS.REWPARTID AND REWARDPARTICIPATINGSCHEMES.REWPARTSCHEMEDELETED = 0 AND REWPARTSCHEMESIGNOFFDATE IS NOT NULL)</fieldname>
				<alias>NUMOFSIGNOFFSCHEMES</alias>
        		<hidden>1</hidden>
    		<fieldtype>FTXINTEGER</fieldtype>
     	</column>
		<column>
        		<fieldname>(SELECT COUNT(ACCESSTOKENID) FROM ACCESSTOKENS WHERE ACCESSTOKENS.REWPARTID = REWARDPARTICIPANTS.REWPARTID AND ACCESSTOKENS.ACCESSTOKENDELETED = 0 AND ACCESSTOKENS.LIFECYCLESTATE= 'EFFECTIVE')</fieldname>
				<alias>NUMOFACCESSTOKNES</alias>
        		<width>10<<hidden>1</width>hidden>
        		<widthType>PERCENTAGE<<fieldtype>FTXINTEGER</widthType>fieldtype>
     	</column>
  		<header>key_number</header></columns>

 	<groups>
  		</column><group>
     			<column><groupid>ACCOUNT_RECEIVABLE_CLASSIFICATION</groupid>
 				<fieldname>ACCOUNTSRECEIVABLE<sortorder>ACCOUNTSRECEIVABLE.ACCRECNAME<ACCCLASSID</fieldname>sortorder>
        		<alias>ACCOUNTSOWNER</alias>
 <groupbyheader>key_accounts_receivable_classification</groupbyheader>
 			<header>
      			<width>10</width><column>
        				<widthType>PERCENTAGE<<fieldname>ACCCLASSNAME</widthType>fieldname>
        				<header>key_account_information</header><width>25</width>
     				<<widthType>PERCENTAGE</column>widthType>
     		<column> 				<fieldname> 					CASE WHEN ACCOUNTSRECEIVABLE.LIFECYCLESTATE='ACTIVE' then 'Active'
<header>key_accounts_receivable_classification:</header>
					
    		WHEN ACCOUNTSRECEIVABLE.LIFECYCLESTATE='SUSPENDED' then 'Suspended'	</column>
 			</header>
 			<footer>
		 		<column>
  		WHEN ACCOUNTSRECEIVABLE.LIFECYCLESTATE='TERMINATED' then 'Terminated' 					END
				<fieldname>=COUNT({EFFECTIVE_PARTICIPANTS})</fieldname>
		        		<alias>ACCOUNT_LIFECYCLESTATE</alias>
<header>key_effective_reward_participants:</header>
		    		<width>25</width>
		    		<width>10<<widthType>PERCENTAGE</width>widthType>
		 		</column>
		 		<column>
		    		<widthType>PERCENTAGE</widthType>
    <fieldname>=COUNT({TERMINATED_PARTICIPANTS})</fieldname>
		    		<header>key_lifeterminated_cyclereward_state<participants:</header>
 		    		<<width>25</column>width>
 		    		<column><widthType>PERCENTAGE</widthType>
		 		<fieldname>ACCRECCREATEDDATE<</fieldname>column>
 				<width>10</width></footer>
  		</group>
  		<group>
 			<header>key<groupid>SIGN_dateUP_created<UNIT</header>groupid>
 			<sortorder>OUUNITS.OUUID</sortorder>
    		<groupbyheader>key_sign_up_unit</groupbyheader>
 			<widthType>PERCENTAGE</widthType>
   <header>
    		<fieldtype>FTXDATE</fieldtype>
		</column>
		<column>
			<fieldname>COALESCE(COALESCE(CURRENCYRATEPERIODS.CURRENCYPERIODINVERSERATE,1) * OUTSTANDINGAMOUNT_VALUE,0)</fieldname>     				<alias>OUTSTANDINGAMOUNT_VALUE<<fieldname>OUUNAME</alias>fieldname>
    			<width>10<	<width>25</width>
    				<widthType>PERCENTAGE</widthType>
       				<header>key_outstanding_amount<sign_up_unit:</header>

   		<fieldtype>FTXFLOAT</fieldtype>
			<displaydefaultcurrencysymbol>true</displaydefaultcurrencysymbol>
	    			</column>
 		...			</header>
 			<footer>
	</columns>	 		<groups>
 <column>
		<group>      		<groupid>OUGNAME</groupid>
     		<sortorder>OUGNAME</sortorder><fieldname>=COUNT({EFFECTIVE_PARTICIPANTS})</fieldname>
		         	<groupbyheader>key_owned_by_group</groupbyheader>
		<header>key_effective_reward_participants:</header>
		    		<width>25</width>
		<header>    		<widthType>PERCENTAGE</widthType>
		   		</column>
		 		<column>
		      		<fieldname>=COUNT({TERMINATED_PARTICIPANTS})</fieldname>
		     			<fieldname>OUGNAME</fieldname>
    <header>key_terminated_reward_participants:</header>
		    			<width>25</width>
		    		<widthType>PERCENTAGE</widthType>
		 		</column>
 			<widthType>PERCENTAGE<</widthType>footer>
  		</group>
	</groups>

	<footers>
     			<header>key_owned_by_group:</header><column>
    		<fieldname>=COUNT({REWPARTNUM})</fieldname>
        		<header>key_number_of_reward_participants:</column>header>
     		<<width>15</header>
width>
    		<footer><widthType>PERCENTAGE</widthType>
	 	</column>
	 	<column>
		    		<fieldname>=COUNTSUM({ACCRECNUMTHIS_MONTH_SCHEME_SIGN_UPS})</fieldname>
		    		<header>key_scheme_numbersign_ups_ofduring_accountsthis_receivablemonth:</header>
		    		<width>33<<width>15</width>
		    		<widthType>PERCENTAGE</widthType>
        	<fieldtype>FTXINTEGER</fieldtype>
		 	</column>
			 	<column>
 			   		<fieldname>=SUM({OUTSTANDINGAMOUNT_VALUETHIS_MONTH_SCHEME_SIGN_OFFS})</fieldname>
			    		<header>key_outstanding_amountscheme_sign_offs_during_this_month:</header>
 			   		<width>33<<width>15</width>
 			   		<widthType>PERCENTAGE</widthType>
   			 		<displaydefaultcurrencysymbol>true<<fieldtype>FTXINTEGER</displaydefaultcurrencysymbol>fieldtype>
	 			</column>
	 			<column>
		    		<fieldname>=SUMCOUNT({BALANCEEFFECTIVE_VALUEPARTICIPANTS})</fieldname>
		    		<header>key_effective_accountreward_balanceparticipants:</header>
		    		<width>33<<width>15</width>
		    		<widthType>PERCENTAGE</widthType>
	 	</column>
	 	<column>
  		<displaydefaultcurrencysymbol>true</displaydefaultcurrencysymbol>  				<fieldname>=COUNT({TERMINATED_PARTICIPANTS})</column>fieldname>
     		<header>key_terminated_reward_participants:</footer>header>
    		<<width>15</group>width>
    		...
	</groups>
	<footers>
     	<widthType>PERCENTAGE</widthType>
	 	</column>
	 	<column>
	    		<fieldname>=COUNT({ACCRECNUMTHIS_MONTH_TERMINATIONS})</fieldname>
	    		<header>key_numberterminations_ofduring_accountsthis_receivablemonth:</header>
	    		<width>33<<width>15</width>
	    		<widthType>PERCENTAGE</widthType>
	 	</column>
	 	<column>
	    		<fieldname>=SUM({OUTSTANDINGAMOUNT_VALUETHIS_MONTH_AWARDED_AMOUNT})</fieldname>
	    		<header>key_outstandingawarded_amount_during_this_month:</header>
	    		<width>33<<width>15</width>
	    		<widthType>PERCENTAGE</widthType>
	    		<alias>OUTSTANDINGAMOUNT_VALUE</alias>
				<displaydefaultcurrencysymbol>true</displaydefaultcurrencysymbol>
    		<widthType>PERCENTAGE</widthType>
	 	</column>
	 	<column>
	    		<fieldname>=SUM({BALANCE_VALUETHIS_MONTH_SPEND_AMOUNT})</fieldname>
	    		<header>key_account_balancespent_amount_during_this_month:</header>
	    		<width>33<<width>15</width>
	    		<widthType>PERCENTAGE</widthType><displaydefaultcurrencysymbol>true</displaydefaultcurrencysymbol>
    				<displaydefaultcurrencysymbol>true<<widthType>PERCENTAGE</displaydefaultcurrencysymbol>widthType>
	 	</column>
	</footers>
</definition>

Expand

title	Accounts Receivable Balance Reward Participants Report Criteria

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Expand

title	Accounts Receivable Balance Reward Participants Report Results

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For a full list of report page attributes, go to Report Pages Documentation

...

In order for the report to be available to the user, it must be defined in metadata file modules.xml, which is located under<custom_project>/src/webmain/WebContentresources/metadata directory.

Code Block

language	xml
title	modules.xml
collapse	true

<modules>
	<module>
		<moduleid>ACCOUNTS_RECEIVABLE<<moduleid>REWARDS</moduleid>
		<applicationid>FINANCE<<applicationid>REWARDS</applicationid>
		...
		<features>
			<feature>
				...
				<reports>
			    	<report>
				      		<id>ACCOUNTS<id>REWARD_RECEIVABLEPARTICIPATING_BALANCELIST_REPORT</id>
			      			<name>key_accountsreward_receivableparticipants_balance<list</name>
				      		<description>key_view_the_accountsreward_receivableparticipant_balance<list</description>
			      			<reportfilename>AccountsReceivable<reportfilename>Rewards/AccountsReward_ReceivableParticipants_BalanceList.xml</reportfilename>
				    	</report>
					...
			    </reports>
			</feature>
			...
		</features>
	</module>
</modules>

Expand

title	Reports Menu

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For a full list of metadata report attributes, go to Reports Metadata.

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