Create a SQL Template
The initial display of the SQL Template Designer window displays:
Tabs to navigate the configuration steps. Use either the tabs at the top of the window, or click at the bottom of the window.
Designer components that can be configured for users to select at run-time.
Template Designer | Using the checkboxes, select which parameters you want the user to specify in the Scope Selector window when the report is generated. To customize any of the above options refer to the following. See Configure SQL Template Scope Selector Components. After you complete the selections within the tabbed Report Designer window, click to go to the window where you will construct the SQL query. |
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Query | Type your SQL statement using the list of valid database views and fields. Click to check your SQL statement for valid syntax before moving on to formatting and saving. This task actually executes the query in order to validate the syntax. Seemingly simple queries could return a large amount of data and therefore may take some time to validate. |
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Formatting | To format the output for a report template, select the information that you want included in the report, as well as the report output style--Table, Bar Chart, Donut Chart, Gauge Chart, Area Chart, Stacked Area Chart, Horizontal Bar Chart, Pie Chart, Pivot Table, Stacked Bar Chart, Horizontal Stacked Bar Chart. |
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Save & Share | Save and share report templates with others. Assign the category for placement and set up the Inventory Report Configuration. See Inventory Report Configuration. You can also select individual users or groups to share with. |