Related Information
Use the Data Access tab to:
MyOrg-CustomerService-Work.ProductID Is Equal MyOrg-Sales-Data-Products.SKU
Field |
Description |
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| Prefix |
Specify a short text string to be used as an alias for the joined class and its properties. The Prefix must be used to qualify all references to properties in the class on all tabs in the rule form. |
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| Class Name |
Select a class to be the primary class for the join. The Prefix plus this class name specify the joined class. If this work type is derived from Work-, choose carefully whether you want to join to an implementation class, or to a framework class. Note: You cannot join to a class in a different database than the Applies To class of the report. |
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| Edit Conditions |
Click to open the Enter filter conditions form and specify filter conditions that describe how to join or match corresponding instances in the Applies To class of the report and the joined class. Add rows for multiple filter conditions by clicking the Add join filter link. Complete the fields for each condition:
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| Type |
Accept the default choice If you choose another option, you can instead use an outer join for the report in which all instances of one of the classes are included in the report, even if they have no matching instances in the other class:
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| Note: When you define a join from one class to another, the report results might include multiple entries for each work item, if there are multiple corresponding entries in the other class or table. | |||||||||||||
This area lists instances of Rule-Declare-Index rules used to access embedded properties from the Applies To class of the report. Normally, this area is read-only and does not need to be modified, because declarative indexes are automatically added to this list as references to embedded properties are added to the report.
Field |
Description |
| Prefix |
Specify a text string to be used as an alias for the joined declarative index class and all its properties. The prefix is assigned to all the properties in the class and used to reference these properties on other tabs of the rule form. |
| Index Name |
Select the Index- class created by the Declare Index rule. |
| Type |
Optional. The default choice, Only include matching instances, indicates that the report will only include instances in the Applies To class that have a matching instance in the declarative index (referred to in database terms as an inner join). If you choose a different option, you can instead use an outer join for the report, in which all instances of the Applies To class are included in the report, even if they have no matching instances in the declarative index. |
This read-only area lists any Association rules included in the report. See the PDN article When and how to create an association rule to support reporting.
Subreports enable results from any report definition (including a report definition defined on a different Applies To class) to be referenced and included in another report definition. Any report definition to which you have access, and which does not have its own subreport, can serve as a subreport.
Using a report as a subreport does not change its definition or design, and you can still run the report directly and independently.
See the PDN article When and how to use sub-reports in Report Definition reports.
To add a subreport, click the Add subreport link in the Subreports section. Fill in the three fields:
Field |
Description |
| Prefix | Specify a unique prefix for the subreport, consisting of letters, numbers, and the underscore character, with no spaces. This prefix must not be the same as the prefix for any other subreport, or for a Class join or Declarative Index join, in this tab. |
| Class name | Select the Applies To class of the report you want to use as a subreport. |
| Name | Select the name of the report to use as a subreport. If you select a report that has its own subreport, a message displays when you click the Configure button. You must select a report that does not have a subreport. |
After you add a subreport, click the Configure subreport button to display the Configure subreport use form. Complete the form as follows:
Field |
Description |
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| Number of rows returned by this subreport? | Select either More than 1 Row (the default) or 1 Row. Your selection, together with your selection for the next option, Where will you use this subreport?, determines whether you must specify filter conditions to join or match corresponding rows of the subreport to those in the main report. |
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| Where will you use this subreport? |
Indicate where columns from the subreport are referenced on the Query tab. Select all options that apply for any of the columns in the subreport:
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| How will you join rows in the reports? |
Click the Add join condition link to add filter conditions for joining or matching corresponding rows of the subreport to those in the main report. For each condition provide information in the fields as follows:
Use the labels to enter an expression in the Conditions field to describe how the conditions are combined, using the condition labels AND, OR, and parentheses as needed. Each filter condition must be referenced in the Conditions expression. Select one of the options in the drop-down menu to specify whether the report includes:
The default option is Do not match rows. Note: You must specify join conditions for a subreport that returns more than one row, unless the only reference to the subreport is as a Value entry in the Edit Filters section of the Query tab. |
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| Ignore filter conditions from the subreport in this report | Select this option to ignore any filter conditions specified in the subreport. Selecting this option means that only the filter conditions in the main report determine the report results; otherwise, only the subreport results that satisfy the filter conditions of the subreport are included in the main report. | ||||||||||
| Local names for subreport columns | For each column in the subreport, specify an alias (composed of letters, numbers, and the underscore character, with no spaces). The report uses these aliases in its selection menus when listing subreport columns as options. | ||||||||||
| Subreport parameters |
If the subreport has input parameters, select the Auto-populate parameter values from the main report box, if you want the subreport parameters to have the same values as the corresponding parameters in the main report. This assumes that these parameters exist in both reports. Otherwise, specify values for the parameters of the subreport. |
You can enter settings for some of these options on the Designer Studio> Reporting > Settings landing page that will serve as defaults for all reports.
Field |
Description |
| Maximum number of rows to retrieve |
Optional. Specify a maximum number of rows of results to retrieve for the report. As a best practice during testing, accept the default value If you exceed the established limit, the rows that have been retrieved are displayed, and the report header displays the total number of rows. No error dialog or error message display, and an error is not written to a log. When the Use Paging check box on the User Interactions tab is selected, this value is ignored (and not available). You can advance through pages with no limit. |
| Maximum elapsed time in seconds |
Optional. Specify the maximum elapsed time in seconds that the report execution is allowed to run before being interrupted. If you leave this blank, the system enforces a default limit of 30 seconds. If the report exceeds the maximum elapsed time, a dialog opens explaining that the report took too long to run and that the filter conditions must be more specific. A report typically runs faster by adding additional filter conditions, or by making the existing ones more constraining. |
| Maximum number of rows for export | Optional. Specify a maximum number of rows of results to be exported. If you leave this blank, the system enforces a limit of 10,000. |
| Maximum elapsed time in seconds for export | Optional. Override the default of 30 seconds if your system generally requires more time to export a report. |
| Restore defaults |
Click to clear any custom values and to restore the system defaults for the four settings in this section. |
| Display unoptimized properties in data explorer |
Select this check box to have unoptimized properties (properties stored in the BLOB column) display as selection options in the Data Explorer for the Report Editor, in the Calculation Builder, and when defining report filters. Caution: Selecting an unoptimized property might significantly reduce report performance. See the PDN article When to use — and when not to use — unoptimized properties in reports. Caution: Calculations in reports cannot read data from encrypted BLOB columns. If the BLOB column is encrypted, you must optimize the properties that you want to use. |
| Report on descendant class instances |
Select this check box to include data from one or more descendant classes of the Report Definition's primary class. If descendant classes are mapped to multiple class tables, the generated query will use UNIONs to include this data. You can select a specific subset of descendant classes to include or exclude by adding a filter condition on .pxObjClass. When selected, the following options are displayed:
Note: Performance may be poor unless all relevant database columns are indexed in all included class tables. Caution! If descendant classes are in multiple class tables, the query may fail if the referenced properties are not optimized. |
| Use alternate database |
Select to have the report use the database identified in the Reports Database field of the Data-Admin-DB-Table instance that supports the Applies To class of this report. See Setting up a reports database. If an alternate database is not identified, selecting this check box has no effect. If the report uses JOIN operations that draw from multiple database tables, all tables must be in the same reports database. |
| Ignore formatting when exporting to Excel | Select to ignore the column formatting in the report definition in the Excel spreadsheet. |
| Ignore formatting when exporting to PDF | Select to ignore column formatting in the report definition in the PDF file. |
| Ignore application skin when exporting to PDF | Select to remove the styles that were applied from the application skin when exporting to PDF. This option is useful for improving performance when exporting to PDF. You can add custom styles to pyReport_ExportToPdfStyles.css when selected. |
Field |
Description |
| Get row key |
If you select this check box, the key of the table (usually the pzInsKey property, for internal classes) is included among the columns listed in the By default, this check box is selected. However, when you select the Remove Duplicate Rows option on the Design tab, this check box is cleared. If a unique row key is included, there are no duplicate rows. |
Field |
Description |
| Privilege | Optional. Use SmartPrompt to select the security privileges that are required to run this report. Click the Add Privilege link to add additional privileges. |