XML Exports & Reporting

This topic explains how reports are generated in update.CRM web.

Aurea CRM features a newly built general-purpose reporting engine. It operates on XML data, but by using output transformations it can generate PDF or HTML reports.

The Aurea CRM reporting engine operates on XML data. By using output transformations it can generate e.g. PDF or HTML reports. For details, see the article “Reports” at https://support.aurea.com.

Aurea CRM.Web knows three different types of XML exports each with its own XML schema:

• List: A list of records usually the result of a search or a query
• Expand: Details about a single record based on a field group
• Tree: A hierarchy containing the table captions for a set of linked records based on a TreeView configuration

Lists can be exported using two different XML schemata:

• Aurea CRM.Web schema (default)
• Aurea CRM win schema

Exports and reports are executed via buttons. For further details, see Export/Report Buttons.

For information on executing reports via JavaScript, see the “How to Execute a Report from Script” at https://support.aurea.com.

For information on customizing PDF reports using Aurea CRM's reporting plug-in, see the article “How to use the reporting PDF plug-in” at https://support.aurea.com.

Use the SDK page to explore the reporting functionality and test your reports: SDK > Reporting.

For tips on how to improve report performance, see “How to Improve Report Performance” at https://support.aurea.com.