Difference between revisions of "Creating reports using JasperReports"

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==Introduction==
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This is a guide to the JasperReports library that is included with iDempiere. The focus is on the standard reporting mechanism, but you can also design more complex reports using JasperSoft Studio as described [[Create reports using JasperSoft Studio|here]].
 +
=Introduction=
 
iDempiere includes the Jaspersoft reporting software library as standard to produce reports in a simple format from many Windows, such as Business Partner Details, Bank/Cash, and so on.  
 
iDempiere includes the Jaspersoft reporting software library as standard to produce reports in a simple format from many Windows, such as Business Partner Details, Bank/Cash, and so on.  
  
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You can also use the embedded JasperReports engine to generate reports in your own customized format.
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You can also use the embedded JasperReports engine to generate reports in your own customized format by using JasperSoft Studio to design them.
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==Standard Reporting==
 
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===Ready-made reports===
 
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Many iDempiere Windows include a standard, ready-made report that can be generated by clicking on the Report icon on the Toolbar, or typing Alt-R.
 
  
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By default the standard report format includes key features such as:
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=Standard Reporting=
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* Drill down using hyperlinks (e.g. zoom to a Business Partner from the report);
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==Ready-made reports==
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* Export to HTML, PDF, and Excel;
+
Many iDempiere Windows include standard, ready-made tabular reports that can be generated from the Report button on the Toolbar (or type Alt-R). Some Windows, for example ''Invoices (Customer)'', also have a Print button (Alt-P) that produces a formatted page.
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* Customise report using the Toolbox icon: change the page format, font, display order, sort order, format of the columns, and more;
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* Report Wizard using the Wizard icon: add and remove columns, sort order criteria, grouping criteria, summary columns;
+
By default the standard report format includes features like:
 +
* Zoom across to related documents (e.g. zoom to a Business Partner from the report);
 +
* Drill down using hyperlinks in HTML reports;
 +
* Export to HTML, PDF, and Excel.
  
 
You can see the full list of ready-made reports by logging in as System/System role, then select ''Report&Process'' and execute an advanced query with the filter ''Report=Yes'' to select the reports.  
 
You can see the full list of ready-made reports by logging in as System/System role, then select ''Report&Process'' and execute an advanced query with the filter ''Report=Yes'' to select the reports.  
  
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You can create new reports by copying the format of the ready-made reports and then adding and removing columns and changing the format of the columns to suit your requirements.  
+
Use these ready-made reports as a guide to create your own.
 +
==Customise a standard report==
 +
You can customise these reports and prints using the Toolbox icon from the print-preview window to change:
 +
* Add and remove columns;
 +
* Page format and orientation: A4 Landscape for example;
 +
* Font: serif or sans serif;
 +
* Display order of the items on the page;
 +
* Sort order of the rows or pages;
 +
* Format of the columns: alignment, width, colour, and so on.
 +
 
 +
Once you have made your changes, save the new print format and re-create the print-out.
 +
==Report Wizard==
 +
iDempiere also provides a Report Wizard using the Wizard icon which provides more functionality to customise the standard reports, in particular:
 +
* Grouping criteria: group by date or by customer, for example;
 +
* Summary Fields: provides aggregate functions like sum, count, minimum, maximum, mean, variance, and standard deviation;
 +
* Copy Print Format: make a copy of the standard format of the ready-made reports and then change the format to suit your requirements, leaving the original print format intact.
 +
 
 +
==Reporting selected records==
  
−
Use these ready-made reports as a guide to create your own.
+
JasperReports can access multiple records selected in an iDempiere window through the T_Selection table. The current process instance available through the AD_PINSTANCE_ID Jasper parameter.
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===Create new reports===
+
 
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You can also create your own reports using a Report View, which is an iDempiere tool for creating a view of the database tables, or by creating a database view using SQL. Follow the [[Report View|guidelines here]].
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For queries supporting both individual records and multiple selections, use RECORD_ID for the individual record and T_Selection for the record collection.
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==Customised reporting==
+
 
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If you want the freedom to create any kind of report, with different layouts, fonts, colours and logos, especially for documents that are external such as customer invoices or statements, you can create reports using JasperSoft Studio and integrate them into iDempiere. See [https://www.youtube.com/watch?v=qupDLprUoJE this video by Evenos] about using JasperSoft Studio.
+
See [[Create reports using JasperSoft Studio#Filtering by records selected in iDempiere|Filtering by records selected in iDempiere]] for parameter declarations and SQL examples.
 +
 
 +
==Create new reports using built-in reporting functionality==
 +
You can also create your own reports using iDempiere's built-in reporting functionality by creating a Report View for a database table or a more complex database. Follow the [[Report View|guidelines here]].
 +
 
 +
=Customised reporting=
 +
==Create new reports using JasperSoft Studio==
 +
The standard reporting mechanism is suitable for simple reports, but using the built-in Print Format tools to customise layouts and create new reports can be cumbersome and time-consuming.
 +
 
 +
If you want to create more sophisticated reports and print-outs with professionally designed layouts, fonts, colours and logos, you should rather use JasperSoft Studio to do the design, then load the JRXML report definition into iDempiere for execution by the JasperReports engine.  
  
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There is a shorter, word-less [https://www.youtube.com/watch?v=B9mtzNm7CRc video here].
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Follow these guides:
 +
* [[Create reports using JasperSoft Studio]]
 +
* [https://www.youtube.com/watch?v=qupDLprUoJE Video about JasperSoft Studio by Evenos]
 +
* [https://www.youtube.com/watch?v=B9mtzNm7CRc Short video about JasperSoft Studio].
  
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There is also [http://youtu.be/JW7WmuknBUo a video by Red1] demonstrating a powerful [[Plugin:_JasperReports|plug-in by Niemcor]], with ready made sample reports, that uses OSGi to install the plugin without restarting the server.
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==JasperReports plug-in by Niemcor==
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See this [http://youtu.be/JW7WmuknBUo video by Red1] demonstrating a useful JasperReports plug-in by Niemcor, with ready made sample reports. Follow the [[Plugin:_JasperReports|instructions here]].
  
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=See Also=
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=See also=
 
* [[Making fonts available to your JasperReports]]
 
* [[Making fonts available to your JasperReports]]
 
* [[Finding resources in JasperReports|Making resources such as images and language files available to your JasperReports]]
 
* [[Finding resources in JasperReports|Making resources such as images and language files available to your JasperReports]]
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* [http://www.adempiere.com/HOWTO_Use_Jasper_On_Financial_Reports Another link to historical Compiere documentation about Financial Reports]
 
* [http://www.adempiere.com/HOWTO_Use_Jasper_On_Financial_Reports Another link to historical Compiere documentation about Financial Reports]
  
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[[Category: System administration]]
 
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[[Category: System settings]]
 
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[[Category: Issue (print)]]
 
 
[[Category: JasperReports]]
 
[[Category: JasperReports]]
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[[Category: HowTo-Technical|J]]
 
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[[Category: HowTo-Functional|R]]
 
 
[[Category: Development|P]]
 
[[Category: Development|P]]
 
[[Category: Developer documentation‏‎]]
 
[[Category: Developer documentation‏‎]]
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[[Category:Reference]]
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[[Category: NeedsToBeUpdated]]
  
 
[[en:Creating reports using JasperReports]]  
 
[[en:Creating reports using JasperReports]]  
 
[[es:Crear reportes usando JasperReports]]
 
[[es:Crear reportes usando JasperReports]]

Latest revision as of 19:27, 16 August 2026

This is a guide to the JasperReports library that is included with iDempiere. The focus is on the standard reporting mechanism, but you can also design more complex reports using JasperSoft Studio as described here.

Introduction

iDempiere includes the Jaspersoft reporting software library as standard to produce reports in a simple format from many Windows, such as Business Partner Details, Bank/Cash, and so on.

You can also use the embedded JasperReports engine to generate reports in your own customized format by using JasperSoft Studio to design them.

Standard Reporting

Ready-made reports

Many iDempiere Windows include standard, ready-made tabular reports that can be generated from the Report button on the Toolbar (or type Alt-R). Some Windows, for example Invoices (Customer), also have a Print button (Alt-P) that produces a formatted page.

By default the standard report format includes features like:

  • Zoom across to related documents (e.g. zoom to a Business Partner from the report);
  • Drill down using hyperlinks in HTML reports;
  • Export to HTML, PDF, and Excel.

You can see the full list of ready-made reports by logging in as System/System role, then select Report&Process and execute an advanced query with the filter Report=Yes to select the reports.

Use these ready-made reports as a guide to create your own.

Customise a standard report

You can customise these reports and prints using the Toolbox icon from the print-preview window to change:

  • Add and remove columns;
  • Page format and orientation: A4 Landscape for example;
  • Font: serif or sans serif;
  • Display order of the items on the page;
  • Sort order of the rows or pages;
  • Format of the columns: alignment, width, colour, and so on.

Once you have made your changes, save the new print format and re-create the print-out.

Report Wizard

iDempiere also provides a Report Wizard using the Wizard icon which provides more functionality to customise the standard reports, in particular:

  • Grouping criteria: group by date or by customer, for example;
  • Summary Fields: provides aggregate functions like sum, count, minimum, maximum, mean, variance, and standard deviation;
  • Copy Print Format: make a copy of the standard format of the ready-made reports and then change the format to suit your requirements, leaving the original print format intact.

Reporting selected records

JasperReports can access multiple records selected in an iDempiere window through the T_Selection table. The current process instance available through the AD_PINSTANCE_ID Jasper parameter.

For queries supporting both individual records and multiple selections, use RECORD_ID for the individual record and T_Selection for the record collection.

See Filtering by records selected in iDempiere for parameter declarations and SQL examples.

Create new reports using built-in reporting functionality

You can also create your own reports using iDempiere's built-in reporting functionality by creating a Report View for a database table or a more complex database. Follow the guidelines here.

Customised reporting

Create new reports using JasperSoft Studio

The standard reporting mechanism is suitable for simple reports, but using the built-in Print Format tools to customise layouts and create new reports can be cumbersome and time-consuming.

If you want to create more sophisticated reports and print-outs with professionally designed layouts, fonts, colours and logos, you should rather use JasperSoft Studio to do the design, then load the JRXML report definition into iDempiere for execution by the JasperReports engine.

Follow these guides:

JasperReports plug-in by Niemcor

See this video by Red1 demonstrating a useful JasperReports plug-in by Niemcor, with ready made sample reports. Follow the instructions here.

See also

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