Creating a Report

Prerequisites

To create a report, you need to set the object to be displayed and the data scope. For details about how to create an object and add data, see Creating a Custom Object.

Creating a Report

1. Log in to the application designer by referring to Logging In to the Application Designer.
2. In the navigation pane, choose Page.
3. (Optional) Click next to Report to add a folder.

   By default, reports are stored in the root folder. Before creating a report, you can create a folder for storing the report. You can drag the report to a specified folder.

4. Click of a report folder. The page for adding a report is displayed.

   If no report folder is created, click next to Report. The page for adding a report is displayed.

5. Set the primary object and label of the report, and click Create New.
   Figure 1 Adding a report
   

   Table 1 Parameters for creating a report

   Parameter	Description
   Primary Object	Select the primary object created in Prerequisites. This object defines the summary subject of a report. For example, if a report needs to display the authors of books, the data comes from the Author__CST object. That is, the Author__CST object serves as the primary object.
   Label	Report label, which is displayed on the page. Value: 1–64 characters.
   Name	Report name, which uniquely identifies a report in the system. The naming requirements are as follows: The value cannot exceed 64 characters, including the prefix namespace. To prevent duplicate data names among different tenants, each tenant must define a unique namespace when first creating an application. A tenant can create only one namespace. After being created, the namespace cannot be modified. Start with a letter and can contain only letters, digits, and underscores (_). Do not end with an underscore (_).
   Report Folder	Select a folder from the drop-down list. PublicReports: for public reports PrivateReports: for private data reports WanrData: for alarm data reports Default value: PublicReports.
   Description	Enter the description of the report.
   Connection	Define the link relationships between objects to be displayed in a report. You can use the data intersection of two objects as the data scope of the report. Alternatively, you can select only one primary object. See Figure 2. Each 'A' record must have at least one related 'B' record: inner join, indicating that the intersection of the two objects is used. 'A' records may or may not have related 'B' records: left join, indicating that the entire set of the left object and the intersection of the two objects are used.

   Figure 2 Selecting the intersection of objects as the report display scope
   

6. Edit the information to be displayed in the report.
   1. Select the fields to be displayed in the report. That is, drag the required fields from the optional fields on the left of the report editing page to the report preview area on the right.
      Figure 3 Selecting a field
      
   2. Click next to a field, choose Group by this Field from the drop-down list, and set the grouping field.
      Figure 4 Field used for grouping
      
   3. Set filter criteria for report data.

      You can set filter criteria to select desired data. The figure below shows books created between February 1, 2019, and March 28, 2019.

      In a report being edited, only the first 20 records are displayed.

      Figure 5 Setting report data filter criteria
      

7. Click in the upper part of the report editing page to save the report.
8. After the report is saved, click . The running report page is displayed.
   Figure 6 Runtime-state report page