Custom-source Reporting

In the report designer, users are able to design the report based on the source which was pre-filled. The user really did not have any control over the structure of their source. The source has always been filtered and controlled by Uniconta. User had to design the report with reference to the source.

But now with this new feature of custom-source reporting, the user not only can design the report but also can create the structure of data source. This feature is applicable to Simple reports and Special reports like Invoice, Order Confirmation, Requisition and so on.

User can create the custom source report from within the application using the standard wizard or user can program in their own user plugins to create and design both layout of report and structure of the data source.

1. Create Custom-Source Report
   • Open the report designer. Click New to launch the wizard to create a report.
   • Select Custom Source and click next.
   • In the new screen there are two options for source provider

• • • Application: Use this option when using the existing tables in application to create a source.
    • Plugins: Use this option when using the tables from within the plugins.
  • When user selects the application option, user needs to define his source. Three parameters are required

• • • Type: Table type on which report is to be made.
    • Source name: User can give some name to the source which would be displayed on the field list.
    • Report: It’s for which report type.
      • Here user can select the available table types in Uniconta. It will display both Tables and UserTables of the company.
      • Now user selects the type of report he wants to create for.
      • Here the report is loaded without any layout and settings. User can see all the public properties listed.
    • If User select Plugins option as the source provider then to define his source he has to provide four parameters
      • User Assembly: Specify the user assembly created by the user. It will list out all the assemblies loaded
      • Type: Provide the type defined in the user assembly.
      • Source name: Name for the source.
      • Reports: Type of the report which is to be created.
      • Here it will populate the list of types available in the plugin. So as an example, we have created two classes namely DebtorExteded and DebtOrder
      • Inside the plugin DLL, we have two classes DebtorExtended  which inherits from DebtorClient  and second one is DebtOrder  which contains DebtorOrderClient

        switch (ActionType)
        {
            case "OrderDesigner":
            case "OrderPreview":
            try
            {
                var arrayDebtOrder = Array.CreateInstance(typeof(DebtorOrderClient), 1);
                arrayDebtOrder.SetValue(selectedItem, 0);
        
                if (ActionType == "OrderPreview")
                {
                    string repParams = "Report=DebtOrderSampleRep;reportType=PackNote";
                    object[] src = new object[2] { arrayDebtOrder, repParams };
                    AddDockItem(TabControls.ReportsPreviewPage, src, "custom rep preview");
                }
                else if (ActionType == "OrderDesigner")
                globalEvents.NotifyOpenExternalReport(typeof(DebtorOrderClient), arrayDebtOrder, "debtOrder");
            }
            catch (Exception ex)
            {
                MessageBox.Show(string.Format("{0}\n{1}", ex.Message, ex.StackTrace));
            }
            break;
        
            case "xDesigner":
            case "xPreview":
            try
            {
                var DebtOrd = new CustomPageSample.DebtOrder(selectedItem);
                var debtOrdCollection = Array.CreateInstance(typeof(CustomPageSample.DebtOrder), 1);
                debtOrdCollection.SetValue(DebtOrd, 0);
        
                if (ActionType == "xPreview")
                {
                    string repParams = "Report=customDebtOrderSampleRep;reportType=OrderConfirmation";
                    object[] src = new object[2] { debtOrdCollection, repParams };
                    AddDockItem(TabControls.ReportsPreviewPage, src, "custom rep preview");
                }
                else if (ActionType == "xDesigner")
                globalEvents.NotifyOpenExternalReport(typeof(CustomPageSample.DebtOrder), debtOrdCollection, "debtOrder");
            }
            catch(Exception ex)
            {
                MessageBox.Show(string.Format("{0}\n{1}", ex.Message, ex.StackTrace));
            }
            break;
        }

        switch (ActionType)
        {
            case "Designer":
            case "Preview":
            try
            {
                var debtEx = new CustomPageSample.DebtorExtended();
                StreamingManager.Copy(selectedItem, debtEx);
                var arrayDebt = Array.CreateInstance(typeof(CustomPageSample.DebtorExtended), 1);
                arrayDebt.SetValue(debtEx, 0);
        
                if (ActionType == "Preview")
                {
                    string repParams = "Report=customDebtSampleRep;reportType=Statement";
                    object[] src = new object[2] { arrayDebt, repParams };
                    AddDockItem(TabControls.ReportsPreviewPage, src, "custom rep preview");
                }
                else if(ActionType== "Designer")
                globalEvents.NotifyOpenExternalReport(typeof(CustomPageSample.DebtorExtended), arrayDebt, "DebtExtended");
            }
            catch(Exception ex)
            {
                MessageBox.Show(string.Format("{0}\n{1}",ex.Message,ex.StackTrace));
            }
            break;
        }