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AppBase supports uploading a Jasper (JRXML) file that defines instructions on building reports. For example, it can build a report of all open Insurance Claim Cases, group them by Customer, and save it all in an easy-to-read PDF.


Steps

  1. On the top right, navigate to 

    cog
     → Application Studio → <<solution>>

  2. Navigate to Reporting → Categories from the left-hand navigation menu.
  3. Click the Upload Report button to add a new workflow definition.
  4. Assign a Name to the report.
  5. Add a Description for the workflow.
  6. Select the Default Format between Excel and PDF.
  7. Click the Plus icon to select the Default File (PDF) from your local folder.
  8. Click the Plus icon to select the Excel File from your local folder.
  9. If the files are already in the Solution Resources/Report folder, use the fields PDF Local Path and Excel Local Path to indicate their location instead of the previous options to upload them.
  10. Click Upload to save the configuration.
  11. After a successful upload, click the hyperlink on the Name of the new report (category).
  12. In the pop-up window, select the Properties tab. From this tab, edit the Title, Position, and/or Required of the parameters for the report double clicking the parameter.
  13. Click Edit and then Save.


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