CUBI REPORT FEATURES

[rhossis]

I hope you have been well. I wanted to get your ideas on a couple of
items maybe they are in the Report product map already?

1) Print and Analysis view for reports. Currently the print format for
reports is exactly the same as analysis format. Print format should
allow for additional information to be narrated in the DB like
footers, headers, logo.
2) Report Book feature where by if I had a number of reports for
example 6 reports which i do regularly i could create a report book,
which would batch and produce them in one go and lay out for printing
(placing a page break between each report) instead of having the user
generate and print 6 reports.

[Rocky Swen]

1. Print vs normal browser page
- In order to add print specific header, footer and log, you can set css for print media.
- Suggest changing the report template to include print css file
- Reference links: http://www.greytower.net/archive/articles/cssmedia.html, http://codex.wordpress.org/Styling_for_Print

2. Report book to organize reports and enable batch printing
- You can use report folder to organize report today
- For batch printing, it sounds that you want to have a report container including individual reports. Would you consider using iframes that point to sub reports?

BTW, would you mind sharing your work progress on top of Cubi or Cubi report? Thanks.

[rhossis]

Hi,

1) Thanks for the feedback and styling for print link. Shall try that
out with the reports.
We shall post in some of the progress during the working week this
week.

2) Regarding the reports container, can we load the sub-forms in one
view rather than Iframes?
Also I am thinking of having a structure like the tree format where
we can have a report_from and report_to field
that rolls up the report to its parent container, and thus can
also allowing roll-up of containers as well
which can assist providing different dimensions for different
departments. These can also be navigated on the
sidebar tree navigation like the current MyReport component.

Regards,
Cyril

On Feb 3, 9:47 pm, Rocky Swen <rockys...@gmail.com> wrote:
> 1. Print vs normal browser page
> - In order to add print specific header, footer and log, you can set css
> for print media.
> - Suggest changing the report template to include print css file

> - Reference links:http://www.greytower.net/archive/articles/cssmedia.html,http://codex.wordpress.org/Styling_for_Print

[Openbiz.me]

Would you draw a couple of wireframes to explain your ideas of report tree format?

Sent from my iPhone

[rhossis]

Hi,

This is an idea of the additional data layer entities for reports to
support the feature.
Kindly review / critique.

Regards
https://lh3.googleusercontent.com/cj91P_kYXS6B1JJAEcqhATTVCE_Emq37tTHg6zBAbD3NEEioxEXUlZVZeRyubCRyCkiL_t4dNIAmAAIeulHxhMl01RcpqucE6fs=w1600

> >> - Reference links:http://www.greytower.net/archive/articles/cssmedia.html,http://codex....

[Rocky Swen]

The link returns 403 error code. Please set the right permission.
Your client does not have permission to get URL /cj91P_kYXS6B1JJAEcqhATTVCE_Emq37tTHg6zBAbD3NEEioxEXUlZVZeRyubCRyCkiL_t4dNIAmAAIeulHxhMl01RcpqucE6fs=w1600 from this server. (Client IP address: 69.106.228.143)

[rhossis]

Hi I have now removed the privacy settings. Sorry about that.
You can proceed to download.

On Feb 8, 7:28 pm, Rocky Swen <rockys...@gmail.com> wrote:
> The link returns 403 error code. Please set the right permission.
> Your client does not have permission to get URL
> /cj91P_kYXS6B1JJAEcqhATTVCE_Emq37tTHg6zBAbD3NEEioxEXUlZVZeRyubCRyCkiL_t4dNIAmAAIeulHxhMl01RcpqucE6fs=w1600from
> this server. (Client IP address: 69.106.228.143)
>
>
>
>
>
>
>
> On Wed, Feb 8, 2012 at 2:32 AM, rhossis <cog...@gmail.com> wrote:
> > Hi,
>
> > This is an idea of the additional data layer entities for reports to
> > support the feature.
> > Kindly review / critique.
>
> > Regards
>

> >https://lh3.googleusercontent.com/cj91P_kYXS6B1JJAEcqhATTVCE_Emq37tTH...

[Rocky Swen]

Still not be able to access.

[rhossis]

Hi Rocky,

Please use this link, regards.

https://docs.google.com/leaf?id=0B4oPIH0nketxY2JhZGJkYzYtMmQyYy00M2UwLWE1YzItYWI3YzZkZTcyNGEy&sort=name&layout=list&num=50

[Openbiz.me]

Your suggestion on supporting join on more than one physical tables makes sense.

For your other points like report rollups and report sections, would give a couple of examples?

Sent from my iPhone

[rhossis]

Below are some of the additional points:
- Report section: This defines the placement of a form on the screen
to provide better ability of the user to create
a customized report. Depending on configuration of report section,
one may be able to for example flag to add
a pagebreak, or some more advanced layout, which would depend on
the design of the .tpl file in use. With time
use should be able to define some form of layout of the report.

- Report rollup: Report rollup basically already exists within cubi
report in the report map feature where there is parent-child
relationship, but rather than just representing a path, rollup will
attempt to add certain functionality:
1) Element Consolidation: Where two similar different reports
are rolled up e.g. a balance sheet for sub-divisions in two provinces
in China, numeric values can be consolidated using a certain
arithmetic (addition in this case) while text values can be
consolidated as new elements in the new report. using this we can
support multiple rollup and drilldown. I note that we can currently do
this using the SQL aggregation functions; this format is to help keep
the SQL under the hood not write query strings on front end.

2) Report Consolidation: Consolidating reports under a
container, like current report-map infrastructure, but adds
possibility of report containing several sub-reports

3) Report Book Feature (for pdfing/ printing): Consolidate
reports for printing / export to pdf e.g. if I can consolidate
the reports Balance Sheet, Trial Balance, Statement of
Income and roll them up as Financial Statements,
user can select the report book "Financial Statements" for
export to PDF, and it consolidates the 3
reports applying appropriate format e.g. page break between
each report.

I think this is the main suggestion. Lets have comments/critiques.
Regards.

On Feb 11, 8:57 pm, "Openbiz.me" <ro...@openbiz.me> wrote:
> Your suggestion on supporting join on more than one physical tables makes sense.
>
> For your other points like report rollups and report sections, would give a couple of examples?
>
> Sent from my iPhone
>
> On Feb 9, 2012, at 12:16 AM, rhossis <cog...@gmail.com> wrote:
>
>
>
>
>
>
>
> > Hi Rocky,
>
> > Please use this link, regards.
>

> >https://docs.google.com/leaf?id=0B4oPIH0nketxY2JhZGJkYzYtMmQyYy00M2Uw...

[Rocky Swen]

Thanks for giving some details. Do you know a couple of other BI applications that have similar features? They will give us good references.

[rhossis]

Some examples of the software that can do BI reports are Jaspersoft,
Crystal Reports, Pentaho

[Openbiz.me]

Will these applications do all the features as you mentioned?

Sent from my iPhone

[rhossis]

For Jaspersoft it is possible to do it. Not very familiar with Pentaho


For Jaspersoft it is possible to do all these, not too familiar with
Pentaho and Crystal Report.