Creating new reports

Users can create new reports by passing Infor HMS parameters to external report applications. Only system administrators should create new reports because the process involves modifying critical Infor HMS features.

After creating a report, define the report parameters and generate the authored report.

Note:  Infor HMS reports do not support numbers with more than 16 digits.

To create reports:

  1. Select Administration > Setup > Reports.
  2. On the List View tab, click New Record. A new Record View tab is displayed.
  3. Specify this information:
    Report
    Enter a unique code identifying the report, and then enter a description of the report in the adjacent field.
    Class
    Enter the class of the report.
    File Name
    Enter a name for the report definition file.
  4. Click Save.

Defining report parameters

After creating a report, define new report parameters or modify the properties of system-supplied report parameters as necessary.

Note:  Infor HMS reports do not support numbers with more than 16 digits.

To define report parameters:

  1. Select Administration > Setup > Reports.
  2. On the List View tab, select the report for which to define parameters, and then click the Parameters tab. The Parameters tab is displayed.
  3. Click Add Parameter.
  4. Specify this information:
    Line
    Enter the sequence number of the report parameter.
    Parameter
    Enter the parameter value for the report.
    Data Type
    Select the data type of the parameter, e.g., character, data, numeric, etc.
    Length
    Enter the maximum length of the parameter.
    Custom Label
    Enter a custom name for the parameter to be used on the Report Parameters page.
    Lookup Name
    The name of the lookup to which the report is linked.
    System Screen
    Enter the code of the entity that corresponds to the report parameter.
    Type
    Enter the code of the type entity that corresponds to the report parameter.
    Parameter Default or Radio Button Default
    Enter the default value of the parameter.
    Mandatory
    Select to make the parameter mandatory.
    Uppercase
    Select to enforce uppercase characters for the parameter.
    Remember
    Select to carry over a remembered value (from a preceding screen) as a default value.
  5. Click Save.
    Note: To delete a parameter, select the parameter to delete, and then click Delete Parameter.

Defining text for reports

After creating a report, define text for form names, tab labels, and field labels.

To define text for reports:

  1. Select Administration > Setup > Reports.
  2. On the List View tab, select the report for which to define text, and then click the Text tab. The Text tab is displayed.
  3. Select a text label from the grid.
    Text
    Enter a new text label.
  4. Click Save.