Reports

Configuring Core Reports

To configure a core report:

1. Assign the Report action to the desired context menu action, see Report.
2. Enter the name of an existing report format.

Configuring Client Reports

Example for a client report based on an order record:

1. Assign the ClientReport action to the desired context menu action, see ClientReport.

   Example:

   
   
   

You can influence the element names in the XML file:

1. Switch to the List control of the client report's field group (in the following example the AUClientReport field group that is available in the update.tablet configuration of the OTC vertical).
2. Ensure that the following Functions (i.e. the fields' XML element names) are assigned:

   Field	Function
   Order No.	OrderNumber
   Status	Status
   Date	Date
   Company	CompanyName
   Street	Address0
   Postal Code	Address0ZIP
   City	Address0City
   Country	Address0Country
   Street	Address1
   Postal Code	Address1ZIP
   City	Address1City
   Country	Address1Country
   Order Value	Value
   Delivery Date	DeliveryDate
   Discount	Discount
   Status	Status
   Rep ID	Rep

Sending a Client Report by E-Mail

You can also define that a client report can be sent by e-mail, e. g. the order preview that the user can send to the client for information purposes.

To enable the "Send by e-mail" function:

1. Assign the ClientReportWithAction action to the desired menu action or button, see ClientReportWithAction.
2. Define the following input arguments:
   • SendByEmail
   • SendByEmailAction
   • SendByEmailAttachReport
3. You can define with the SigningConfig input argument that a client report can only be sent by e-mail after it has been signed by the customer, e. g. an order, see SigningConfig Input Argument.