Loading
Uniconta
Search
Generic filters
Free trial signup
  • Visit a Country Site
    • Dansk
    • Uniconta GermanyDeutsch
    • Eesti
    • Uniconta GermanyÍslenska
    • Lietuva
    • Uniconta NetherlandsNederlands
    • Norsk
    • English
  • Search
  • Uniconta
    • What is Uniconta ?
    • Modules
    • Ledger
    • Customer
    • Sales Order
    • Vendor
    • Purchase
    • Inventory
    • Logistics
    • Project
    • Light Manufacturing
    • CRM
    • Fixed assets
    • Dashboard
    • Company
    • Adaptability
    • Uniconta Assistant App
    • Uniconta Upload App
  • Download
    • Uniconta for Windows
    • Uniconta for Mac
    • Download for Developers
    • Free trial signup
  • Resellers
    • Find a reseller
    • Become a reseller
    • Uniconta Partner info Login
    • Uniconta Partner info Sign up
  • Developers
    • Become an integration partner
    • Documentation
    • Samples
    • Downloads
  • Accountants
    • Become a Univisor
  • News Overview
    • Blog
    • News
    • Uniconta Update
    • Customer cases
  • About us
    • About us
      • Management
      • Contact
      • IT Security ISAE 3402
      • System status
    • Terms & Conditions
      • License Agreement
      • Data Processing Agreement (DPA)
      • Privacy policy
      • Cookie policy
      • Sub-processors

Unipedia

  • Introduction
    • Get started with Uniconta
    • Which browser are you using?
    • Get started with an existing set of accounts
  • Converting to Uniconta
    • Conversion tool
    • What can be converted to Uniconta?
    • Converting from NAV to Uniconta
    • Converting from e-conomic to Uniconta
    • Converting from C5 to Uniconta
    • Converting from eCtrl to Uniconta
    • Checking your accounts after conversion
  • General Ledger
    • How to split voucher PDF
    • Chart of Accounts
      • Chart of Accounts
      • Account types
      • System Accounts
      • Import a Chart of Accounts
    • General journals
      • Journal Entries
      • Import from a file
      • Import Bank statement
        • Automatic account selection
      • Posting in foreign currency
      • Posting customer payments
      • How to manage voucher number series
      • Setting up Journals
      • Cancel voucher/delete journal/delete record
    • Bank Reconciliation
      • Bank Management / Bank reconciliation
      • Automatic account selection
    • Budget
      • Budget
    • Reports
      • Account statements
      • Transactions
      • Financial Statement
      • Physical Vouchers
      • Posted Journals
    • VAT reporting
      • VAT reporting – Denmark
      • VAT specification – Denmark
      • EU sales
      • Intrastat
      • EU sales list
    • Pivot table
    • Maintenance
      • Dimensions
      • – Join two dimensions
      • – Reverse charged VAT – Denmark
      • Voucher number series
      • – Automatic allocation of number series
      • Terms of payment
      • – Managing cash discounts
      • Accounting year
      • – Year end closing/opening balances
      • Join two accounts
    • Audit activities
      • Company accounts templates
      • Export transactions
  • Customer
    • Customer
      • Customer
      • – Reconciling Customer Accounts
    • Quick invoice
      • Quick invoice
    • Sales
      • Sales orders
      • – Create purchase/sales order
      • Quotations
      • Mass update
      • – Generate UBL
      • – Purchases and sales without VAT
      • Order journal
    • Reports
      • Statement
      • Transactions
      • Open transactions
      • Payment proposals (SEPA)
      • Ageing report
      • Interest and collection letter
        • – Collection letter messages
      • Invoices
      • Delivery note
      • Stock transactions
      • Order lines
      • Customer statistics
      • Pivot table
    • Maintenance
      • Customer groups
      • Order groups
      • Shipments
      • Terms of delivery
      • Layout groups
      • Number sequences
        • – Error messages
      • Invoice layout
        • – Creating watermarks
      • E-mail setup
        • – Setting up SMTP
        • – Mail server set up
        • – Forwarding e-mails to Uniconta
      • Document messages
      • SEPA set up
      • Mandates (SEPA)
      • Customer Direct Debit
      • Join
        • Join two accounts
        • Join two sales orders
        • Join many
  • CRM
    • – Introduction to CRM
    • Prospects
      • – Creating an quotation for a prospect
      • – Create follow-up
    • Customers & Prospects
    • Follow-up activities
    • Create e-mail list
    • Campaign
    • Maintenance
      • Interests
      • Products
      • CRM groups
      • Follow-up groups
      • Campaign groups
  • Vendor
    • Mass update
    • – Purchases and sales without VAT
    • Reports
      • Statement
      • Merge payments
      • Ageing report
      • Pivot table
    • Maintenance
      • Vendor groups
      • Purchase order groups
      • Vendor layout groups
      • Number sequences
      • File formats for methods of payment
        • – Setting up messages for vendor payments
        • – Setting up bank days
      • Join
      • – Join two accounts
      • – Join two purchase orders
      • – Join many
  • Inventory
    • Items
    • Stock Journal
    • – Posting in the stock journals
    • – BOMs in Uniconta
    • – Handling packaging fees
    • Reports
      • Inventory account statement
      • Inventory transactions
      • Item stock status
      • On-hand
      • Re-order list
      • Pivot table
    • Maintenance
      • – Purchasing number series items
      • Join two items
      • Variants
        • – Default variants
        • – Importing old inventory transactions
  • Project
    • Get started with Project and Time
    • Invoicing in the project module
    • Project Categories
    • Pivot table
    • Project groups
  • Company
    • Company information
    • View a demonstration company
    • User rights
      • Manage users
      • Requests for company access
      • Request company access
    • Maintenance
      • Configure application functionality
      • Preferences
      • Subscription (Administrators)
      • – Create subscription (Administrators)
      • – Create subscription (Client)
      • – From trial period to subscription
      • – Counting financial items
      • – Azure Authentication in Uniconta
      • Modification URL
      • Create a new company
    • Contacts
  • Administrator
    • Distributor Administration
    • User Login History
    • Partner Plugin
  • Tools
    • Main Menu
    • Save layout as a menu item
    • User Plugin
      • How to change Uniconta’s default plugin path
    • Report Generator
      • Report Generator
        • Acccount statement
        • Collection letter documents
        • Company accounts cover page
        • Picking list
        • Purchase documents
        • Sales documents
      • Create a report to be viewed externally
      • Expression binding for Reports
    • Additional setup
      • Local backup
      • Import e-conomic
  • Data Access
    • Transfer data from Uniconta to Excel
    • OData filter function
  • General
    • User Interface
      • User Profile
      • Shortcut Keys in Uniconta
      • Layout
      • Templates
      • How to search in Uniconta
      • Filter/Clear Filter
      • General tips
    • General Functions
      • Attachments
      • Copy and paste in Uniconta
      • Export data and reports to file format
      • Send documents and data by e-mail
      • Print reports and list forms
      • National company number lookup
      • Excel, export and import
    • Security
      • Forgot Password
      • Backup
      • Uniconta Security
    • Installation
      • Installation on RDS – Remote Desktop Server
      • Optimal internet access for Uniconta
      • Install Uniconta in Windows 7
      • Uniconta in the Microsoft App-Store
      • Uniconta for Mac
Search
Generic filters

Custom-source Reporting

1,445 views 3 September 2019 29 October 2020 4 minutes
Print Friendly, PDF & Email

Learn more about:

  • Layout
  • Filter/Clear Filter
  • Templates
  • How to search in Uniconta
  • Attachments
October 29th, 2020

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.Wizard screen
    • 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.Source Screen to setup the custom source
    • 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.Selecting the Source provider
        • Here user can select the available table types in Uniconta. It will display both Tables and UserTables of the company.Defining the source for application source provider
        • Now user selects the type of report he wants to create for.Defining the source for the type of report
        • Here the report is loaded without any layout and settings. User can see all the public properties listed.Report loaded screen for selected table type
      • 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 DebtOrderSource definition for user assemblies
        • 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;
          }

           

  • Was this Helpful ?
  • YesNo
Categories: Plugins, Report Generator, Unipedia
Home » Unipedia » Tools » Report Generator » Custom-source Reporting

Get in touch with us

Uniconta

  • Uniconta
  • Modules
  • Downloads
  • Free trial signup
  • Subscription Terms
  • System Status

PARTNER

  • Become a Reseller
  • Uniconta API key application
  • For Developers
  • For Accountants (Univisor)
  • Uniconta Partner info

INFO

  • News
  • Updates
  • Customer cases
  • Video
  • IT Security
  • About us
  • Management

Support

  • Unipedia
  • API information
  • Contacts
  • Visit a Country Site
    • Dansk
    • Uniconta GermanyDeutsch
    • Eesti
    • Uniconta GermanyÍslenska
    • Lietuva
    • Uniconta NetherlandsNederlands
    • Norsk
    • English
Uniconta
© Copyright 2019 | All rights reserved | [email protected] | Terms & Conditions
Facebook LinkedIn Youtube