Report

About

Reports offer a powerful way to automate and streamline reporting within your data workflows. By integrating seamlessly with your ETL processes, these reports provide deep business insights, combining data from multiple sources into customizable, professional presentations. Features like dynamic data integration, error tracking, and version control enhance efficiency and accuracy, while automation ensures timely delivery to stakeholders. Scalable and versatile, Reports save time, improve communication, and adapt to complex business needs, making them an essential tool for data-driven decision-making.

Report Designer

Report Tool Bar

1. Report Properties Configure settings and attributes for the report.

2. Notes Add or edit descriptive notes for better documentation and understanding.

3. Saves Report to the Repository Save the current report securely in the repository for future use.

4. Report Connection Select or change the connection used for the report’s data source.

5. Show Only Connections for the Current Project Filter the available connections to display only those relevant to the active project.

6. Manage Versions Access the version history of the report for tracking changes.

7. Add Version Save a new version of the report to version control.

8. Revert to the Previous Version Roll back to an earlier saved version if needed.

9. Make Report Read-Only Restrict editing of the report to preserve its current state.

Creating Basic Report

Select report group from the objects tree and click “new”.

This will bring up the Report Properties tab as shown. Fill in the description, click ok and Follow wizard steps

Parameters Tab

Comments Tab

User Fields Tab

Report Wizard

Data Source

Enter report sql or use query builder

Query Builder

Fields Selector

Groups

Layout

Style

Click “Finish” to create the new report

Report Preview

With the Preview button, reports can be conveniently exported in various formats, including PDF, HTML, or Excel (CSV). Additionally, reports can be emailed seamlessly—either by saving them in one of these formats or directly using the preview functionality. This flexibility simplifies sharing and distributing reports across teams or stakeholders.

Report Parameters

Reports can accept parameters by utilizing variables, offering a dynamic approach to data handling.

Object Naming Requirements

To ensure variables are correctly replaced with their actual values, it is essential to use valid object names. Below are the naming conventions for different connection types:

• ADO (OleDB): Use ADOConnection for the connection object and ADOQuery, ADOQuery1, …, ADOQuery20 for queries.
• UniDAC: Use UNIConnection for the connection object and UNIQuery, UNIQuery1, …, UNIQuery20 for queries.
• BDE: Use BDEConnection for the connection object and BDEQuery, BDEQuery1, …, BDEQuery20 for queries.

Adhering to these conventions ensures the variables in the report function correctly.

Defining Variables

Defining SQL Parameters:

:P1 is an SQL parameter

Linking SQL Parameters to variables

Report Package Parameters

Resetting Report Designer

If certain report designer objects are accidentally hidden, they can be easily restored through the options dialog.

Steps to Reset:

1. Close the report designer.
2. Open the options dialog.
3. Click on the Interface tab.
4. Click the “Reset Report Designer” button.

This will restore all default view settings and ensure all report designer objects are visible again.

Video Tutorials

Posted on July 19, 2025 • 3 min read • 565 words