Configure Ad Hoc reports using configurable XML functionalities

This section explains how configurable XML functionalities is used to configure an Ad Hoc report. The parameter called 'Design tool' in 'Ad Hoc Report Group. Open' (AHS100) controls which Ad Hoc Report Designer to use.

Alternative 0: When selected, 'Information Browser. Open' (CMS100) is used to configure an Ad Hoc report.

Alternative 1: When selected, 'Ad Hoc Report Designer. Open' (AHS112) is used. In this program, options to open the configurable XML programs are available to configure an Ad Hoc report.

Workflow

When an Ad Hoc report is created in 'Ad Hoc Report Group. Open' (AHS110), metadata values are automatically created in 'Printer File Variants. Open' (CMS004) and 'XML Structure. Open' (CMS006). This connects the Ad Hoc report to the configurable XML programs. All configurable XML functionalities, such as custom sections, custom subtotal sections, and global sequence number can then be used in an Ad Hoc report.

The current limitation of 800 positions and 30 columns is removed. Both output formats, XML and CSV, can be used to produce a PDF or Excel file. It is also possible to point to a specific Word (used to generate a PDF) or Excel template using user-defined attributes. As a complement to email, Ad Hoc report can also be archived in Infor Document Management (IDM).

Create Ad Hoc report group and enable the configurable XML functionalities
  1. Start 'Ad Hoc Report Group. Open' (AHS100).
  2. Set the Ad Hoc report group name and click Create.
    Note: 
    • Ad Hoc report group names cannot contain '&'.
    • Ad Hoc report group names cannot be more than nine characters long.
  3. Specify a description and name.
  4. Specify the master table from which the Ad Hoc report values are based on.
  5. Set the design tool to 1-'Configurable XML'.
  6. Click Next twice to finish.
Create and print Ad Hoc report
  1. Start 'Ad Hoc Report Group. Open' (AHS110).
  2. Set the Ad Hoc report name and click Create.
  3. Specify report text, file type, report location, archive, and email information.
  4. Click Next to go to 'Ad Hoc Report Designer. Open' (AHS112).
  5. Click these buttons to go to the configurable XML programs to configure the Ad Hoc report:
    • XML Sections – 'XML Structure. Open Section' (CMS007/B1)
    • Detail Settings – 'XML Structure. Open' (CMS006/E)
    • Archive Settings – 'XML Structure. Open' (CMS006/F)
  6. Click 'Run report' to print an Ad hoc report.
  7. Press F3 to finish.
View Ad Hoc report output
  1. Start 'Output. Manage per Job' (MNS270).
  2. 'Output. Manage per Job' (MNS270) may also be accessed through related option 20='Ad Hoc Report Run. Open'. in 'Ad Hoc Report. Open' (AHS110).
  3. Specify '&' + 'Ad Hoc report group name' as printer file.
  4. Press Enter to finish.
Configure Ad Hoc report using configurable XML functionalities
  1. Start 'XML Structure. Open' (CMS006).
  2. Specify '&' + 'Ad Hoc report group name' as printer file.
  3. Specify an Ad hoc report name as XML structure.
  4. Press Enter.
  5. For complete documentation of all possibilities in configurable XML, see previous sections.
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