Module 10

Reporting
By Kitti Upariphutthiphong
Technical Consultant, ecosoft
[email protected]

ADempiere|ERP
1

Module Objectives
Type of Reports in ADempiere
Report Architecture

Integration with Jasper Report

Financial Report

Types of Reports
Standard Window
Reports

Report
Archived Reports
Print Preview
Print

I.e., Sales Order Form,

Shipment Form

Standalone
Reports

General Tabular
Report
Accept Parameters
Based on Views

I.e., Open Items,

Invoice List

Financial
Reports

Data Cube
Report Analysis
based on Acct
Code and Periods

I.e., Balance Sheet,

Trial Balance
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Module 10.1
Working with Reports

ADempiere|ERP
4

Work with Reports

Report Button displays

information of selected record
Available in every window / tab

Print Preview displays Form of

Document Windows, i.e., Sales
Order, Shipment Form, Payment
Available in some window
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Work with Reports

Print Format
Zoom Across

Edit Print Format

Email / Archive /
Export

Lookup Record

Drilldown

WORKSHOP

Working with Window Report

Login to ADempiere as Client

Username: GardenAdmin
Password: GardenAdmin
Role: GardenWorld Admin
Client: GardenWorld
Organization: Fertilizer

Drill Across
Select Drill option to Business Partner
Double Click on a record
The Report for select Business Partner will be
shown.

Review Print Format

View Report of Purchase Order

Open Purchase Order window

With any record selected,
Click on Report Button
Report of the Order Header will display

Back to Purchase Order Report

Print Format = Order
Click on Customize Report button
This will bring up Orders Print Format window

Lookup Record
Click on Lookup Record icon
Leave all criteria blank and click OK
The report will now show all records.

Print Format is Application Dictionary that control format

of reports in ADempiere. This is an important window and
we will visit it again in the following sections
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Working with Window Report

View Purchase Order Form

Click on Format Item tab, this tab will display all

formatting component of the report.
For example, Logo, is the image with X / Y position,
etc.

Back to Purchase Order window

Click on Print Preview button
Purchase Order From will be displayed

View Print Format of this From

Click on Customize button
This will bring up Orders Print Format window for
this Purchase Order Form

Although we can create or modify format using

ADempieres own Formatting, it is quite difficult.
We will later on learn how to use Jasper Report Tools as a
designer instead.
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Working with Standalone Report

Adempeire provide a lot of Standalone
Reports out of the box. In every module, we
can see relevant report icons as followings,

Click Start to generate the report.

View Open Items Report

Click on Open Items report
As this is standalone report, parameter will be
passed manually, dialog for report parameter will be
shown

In contrary to the Print Format of Window Report which

already link to the Windows Data Table, the Print
Format of this Standalone Report will link to the Report
View (Application Dictionary) in order to generate the result
set.
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Module 10.2
Report Setup

ADempiere|ERP
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Windows Related to Report Setup

1. Report & Process (Master Data)

Master Data of Report, i.e, Name, Help, etc.

Input Parameters
Security Access

2. Print Format

Report Formatting
Data Linkage to

Table and Column

Report View

Optional Jasper Process (Overwrite)

3. Report View (Application Dictionary)

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How a Window find Report?

Table Name
and
RECORD_ID

Default Tables
Print Format

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Print Preview Form (General)

** Report Name is from
field Process in Tab tab
of Window, Tab & fields

Report Name
and
RECORD_ID

Print Format

ADempiere Form

Get Reports
Information

Jasper Process

Jasper Form
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Print Preview Form (Document)

** Report Name is from
field Process in Tab tab
of Window, Tab & fields

Report Name
and
RECORD_ID

Special Report
Rpt C_Order
Rpt C_Payment
Rpt C_InOut
Rpt C_Invoice
Rpt
Rpt

ADempiere Form

Find Print Format by DocType

(1) Document Type (field - print format)
(2) Print Form (field - default print formats)
(3) Business Partner
For example
Invoice: (3) then (1) then (2)
Order: (1) then (2)
Shipment: (1) then (2)

Jasper Form
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Standalone Report

Report

Input
Parameters

Report View

ADempiere Standalone Report

Get Reports
Information

Jasper Process

Jasper Report
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Module 10.3
Working with Jasper Report

ADempiere|ERP
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Why Jasper Report

Easy to create with GUI
Fully integrate to Application Dictionary

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Scenario
Create a new Standalone Tax Report with Jasper. This
file will have a search criteria.
Replace Sales Order form with Jasper Sales Order
Form

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Standalone Tax Report

Verify Sample TaxReport.jrxml
TaxReport.jrxml is the sample jasper file
Open TaxReport.jrxml file by Jasper IReport
Click on Query button to see the SQL Query
of this report. Note that there is still no criteria
yet.

Click on Preview to execute the Report. You

will notice that it will simply return all records.

Add Business Partner as criteria.

Click on SQL button again to open Report
Query dialog.
Click New Parameter button
Parameter Name: C_BPartner_ID
Value Expression: Big Decimal

Click OK to save new parameter

Drag C_BPartner_ID to the query pane and
add where clause

Save change
Click on Preview to execute the Report
Jasper will ask for C_BPartner_ID, please
supply any valid C_Bpartner_ID
Now, the Jasper File is Valid and ready to
deploy.

Create Report in Application Dictionary

Login to ADempiere as System Admin
Username: SuperUser
Password: System
Role: System Administrator

Open Report & Process window.

WHERE bp. C_BPartner_ID = $P{C_BPartner_ID }

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Standalone Tax Report

Click New

Search Key: MyTaxReport

Name: My Tax Report
Report: Selected
Data Access Level: Client + Organization
Jasper Report: TaxReport.jrxml

the left pane

You can actually drag the icon to move it to
proper folder

Click Save
Click on Parameter tab
Click New

Name: My Tax Report

DB Column Name: C_BPartner_ID
System Element: C_BPartner_ID
Reference: Table Direct

Click Save

Register this report to Menu

Open Menu window.
Click New
Name: My Tax Report
Action: Report
Process: My Tax Report

Click Save
Notice that, the new Report icon appear on

Deploy the Report, copy TaxReport.jrxml

into C:\Adempiere\Reports folder
If path is not specified in Report & Process,
C:\Adempiere\Reports is the default location
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Standalone Tax Report

Run the report
Re-Login as GardenWorld Admin
Click on My Tax Report icon
A parameter dialog will appear, you can
choose any Business Partner. I.e., Standard
Click OK to launch the report.

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Use Jasper for Sales Order Form

Verify Sample SalesOrder.jrxml
SalesOrder.jrxml is the sample jasper file
Open SalesReport.jrxml file by Jasper IReport
Click on Query button to see the SQL Query
of this report.

Note that the SQL already have parameter

RECORD_ID, which will be the input
parameter.

Click on Preview to execute the Report

Jasper will ask for RECORD_ID, please
supply any valid C_Order_ID, i.e., 1000001

Open Report & Process window.

Click New

Search Key: MySalesOrderFrom

Name: My Sales Order Form
Report: Selected
Data Access Level: Client + Organization
Jasper Report: SalesOrderForm.jrxml

Click Save
There is no need to setup Parameter.
RECORD_ID will be passed by default.

Register Sales Order Form in place of Print

Format
Re-Login again as GardenWorld Admin
Open Print Form window
Lookup for record for GardenWorld

Create Report in Application Dictionary

Login to ADempiere as System Admin
Username: SuperUser
Password: System
Role: System Administrator
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Use Jasper for Sales Order Form

Right click on Order Print Format field, and
Zoom
Print Format window will be opened
Set the Jasper Process field to My Sales
Order Form

Deploy report, copy SalesOrderForm.jrxml

into C:\Adempiere\Reports folder
Use the Sales Order Form
Run Process Cache Reset to ensure that the
new form is refreshed.
Open Sales Order window
On any valid Sales Order, click on Print
Preview button to see the new form

This Jasper Process will overwrite the Print

Format for Sales Order form
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WORKSHOP

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Module 10.4
Financial Reports

ADempiere|ERP
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Financial Reports

FN Reports are unique

Sample of Reports are

Balance Sheets
Profit and Loss Statements
Statements of Account
Etc.

ADempiere Tools

Report Line Set

Report Column Set
Reporting Hierarchy
Financial Report

They generally have two

dimensional information
These dimensions are
mapped into columns and
lines (or rows)

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WORKSHOP

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Create Report Line Set

We will create a configuration to display only
the Asset, Liabilities, Owner Equity, and
Total report line information.
Login to ADempiere as Client

Username: GardenAdmin
Password: GardenAdmin
Role: GardenWorld Admin
Client: GardenWorld
Organization: Fertilizer

1st data

2nd data

3rd data

Org

Name

Asset

Liabilities

Owner Equity

Sequence

10

20

30

Line Type

Segment
Value

Segment
Value

Segment
Value

Create Report Source

For each record in the Report Line tab. Add
and save the following information on Report
Source tab

Create Report Line Set

Open Report Line Set window
Click New
Organization: *
Name: Account Information

Click Save

Create Report Line

Click Report Line tab and create Report
Lines with following information,

Field

Field

1st data

2nd data

3rd data

Report
Line

Asset

Liabilities

Owner Equity

Type

Account

Account

Account

Account
Element

1 Asset

2 Liabilities

3 Owners
Equity / Net
Worth

For example, 1 Asset account shall contain a summed-up

value taken from listed posting and non-posting accounts
belonging to 1 Asset
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Create Report Line Set

Setup Total Line
Back to Report Line tab
Create Report Line with following information
Field

4th data

Org

Name

Total

Sequence

10

Line Type

Calculation

Calculation

Add Range (Op1 to Op2)

Operand 1

Asset

Operand 2

Owner Equity

There is no need to set Record Source here

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Create Report Column Set

We now need to configure the Beginning
Balance, Debit Transaction, Credit
Transaction, and Ending Balance.
Create Report Column Set

The relative period 0 means the active period, and -1 means

1 period prior to the active period. You can also specify 1,
which means 1 period after the active period.

And for calculation column, add the 2 records

Open Report ColumnSet window

Click New
Organization: *
Name: List of account balances

Click Save

Create Report Column

Click Report Column tab and create Report
Lines with following information,

Field

6th data

7th data

Name

Deviation

Growth (%)

Printed

Deselected

Selected

Sequence

60

70

Posting Type

Actual

Actual

Amount Type

Blank

Blank

Column Type

Calculation

Calculation

Calculation

Subtract (Op1-Op2)

Percentage (Op1 of Op2)

Operand 1

Ending Balance

Deviation

Operand 2

Beginning Balance

Beginning Balance

Field

1st data

2nd data

3rd data

4th data

5th data

Name

Beginning Balance

Debit Transaction

Credit Transaction

Period Balance

Ending Balance

Sequence

10

20

30

40

50

Posting Type

Actual

Actual

Actual

Actual

Actual

Amount Type

Balance (acct sign)

Debit Only

Credit Only

Balance (acct sign)

Balance (acct sign)

Period Type

Total

Period

Period

Period

Total

Column Type

Relative Period

Relative Period

Relative Period

Relative Period

Relative Period

Relative Period

-1

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Create Financial Report

Create Asset, Liabilities and Equity list
report.
Open Financial Report window
Click New
Organization: *
Accounting Schema: GardenWorld US/A/US
Dollar
Calendar: GardenWorld Calendar
Name: Asset, Liabilities and Equity list
Report Line Set: Account Information
Report Column Set: List of account balances

The report appears as follows (the actual numbers

may vary with your installation, but the format
generated should be the same)

Enable List Source option

The previous step only see the summay.
To see the detail of the source of account,
select the List Source option before Create
Report.

Click Save

Click on Create Report button and click OK

on the criteria dialog box.

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What else can be done with Financial Report?

More Specific Financial Report
For our example, we will create a summarized report based on only the Product
account schema element, and involving the following list of 3 products

Jasper and Financial Report

ADempeire also allow Jasper to integrate with Financial Report
http://www.adempiere.com/index.php/HOWTO_Use_Jasper_On_Financial_Reports

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Test Your Knowledge

1. What are types of Reports in ADempiere?
2. What is Print Format?

3. What is the default path for Reports? And if we dont want

to use default path, what can we do?
4. What is the mechanism that FN Report is being
generated?

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