“General” tab

In order to create a new report, proceed as follows:

  1. Make sure that you are in the “General” tab.
  2. Click on the Add button above the list of reports. Following this, a new report with empty input fields is generated. Just the input field “Identifier” contains an identifier that was assigned by the system.
  1. Possibly edit the identifier of the report.
  1. Possibly specify a right as the user right. Users to whom the respective right is assigned to will then be able to run the report.
    1. In the “User right” field, click on the three-dot across button. Then appears a dialog box that shows the directory structure of the existing rights.
    2. Choose the desired right from the user rights directory. Possibly use the text search to filter the list of rights by a search term.
    3. CLick on the right to select it.
    4. Click on the ACCEPT button. Then the dialog box closes and the selected user right is shown in the “User right” field.
  1. Possibly activate the option to run the report manually:
    • In order to activate the option to run the report manually, move the “Execute immediately” toggle switch to the on position.
    • In order to deactivate the option to run the report manually, move the “Execute immediately” toggle switch to the off position.
  2. Possibly activate the use of native SQL which means using database-specific SQL queries:
    • In order to activate the use of native SQL, move the “Native SQL” toggle switch to the on position.
    • In order to deactivate the use of native SQL to use database-independant JPQL statements instead, move the “Native SQL” toggle switch to the off position.
  1. Possibly enter multilingual names in the different input fields of the “Name” card.
  1. Possibly enter multilingual descriptions in the different input fields of the “Description” card. Here you can describe in short words which product data is retrieved by the SQL query and by which criteria the query is narrowed down.
  • In order to save your settings, click on the SAVE button. If the process was successful, a corresponding message will appear.
  • In order to cancel the process and empty the input fields , click on the RESET button.
Note
The third toggle switch refers to system reports. These are predefined reports for iPIM. The switch is activated respectively deactivated by the corresponding database setting.

FAQ

What is the “User right” field for?

The “User right” field allows you to specify a right. Users to whom this right is assigned will then be able to run the report.

What does the “Execute immediately” toggle switch do?

The “Execute immediately” toggle switch allows you to specify whether a report can be run manually.