To use Custom Reports your product registration
key must include the Report (R) add-on module as an option. This
task covers the basic and necessary steps to view the Closure Notes
Report in the Reports area of the application. For additional information
review the step details in Create a Custom BIRT Report topic.
This task requires:
- BIRT designer knowledge.
- BIRT must be installed using the proper version of Eclipse.exe
available in the Customer Portal.
- Java SE Development Kit 8u66 - Download jdk-8u66-windows-x64.exe
- Access to the System page
- Reports Authority granted - Setup > System > Authority Levels
- View Roster granted - Setup > Security > Authority
- Application version 6.7.
To create the Position
Closure Note custom BIRT report:
- Launch the BIRT application. Click birt.exe located
in the birt-designer after it is installed.
- Go to System > Custom Reports
- Click Add, to create a new custom report.
- Name the report.
- Select BIRT Report in Report Type.
- Click Add to open the Report Data panel in Data Source.
- In the Criteria panel, go to the Data Source menu
box and select Position Closure. This is the.rptdesign data
source template for your birt-designer and the report’s layout without
any modifications.
- Click OK to generate your new position closure.rptdesign data
source report template. This report template includes the data limitations
previously specified, if any.
- Supply dynamic dates in the Dynamic Dates panel.
For this task, type TODAY in both the From and Through fields.
The user can change the From and Through parameters as desired in
the Reports area.1
- Click Save to embed the default date in your .rptdesign template(s).
- Click Download.rpt.design to obtain the Position_ClosureNotes report.
This is the layout of the report which includes any data limits
and the dynamic dates supplied. Save this file for the next step.
- Drag thePosition_ClosureNotes.rptdesignfile into
the birt-designer workspace.
- Click Save.
- Click Publish to share the report with others
and make the report accessible in the Reports area.
1 The same dynamic date applies to all of the
report templates if multiple templates exist. Date properties within
each report vary. When multiple reports with varying date properties
are used, only the date properties for the given report enable and
pass data.