Creating a complex report

This example shows you how to create a report called Actual Versus Forecast by Volume Types. This report compares each store's forecasted volume with the actual volume, and the volume numbers are divided by volume type.

When running the report, the user selects a start date and end date for the results. The user also selects the stores for which they would like to receive results.

This report uses the WFMStandard package, with forecast data from the Scheduling namespace and volume data from the Actual Results namespace. Because the data is derived from more than one namespace, a Union must be created to merge data from two queries: one for the Scheduling namespace and one for the Actual Results Namespace.

  1. Follow the steps in Creating a report to create a new report.
  2. Create the QueryMain query:
    1. Click Queries to expand the Queries pane.
    2. Click +.
      Query1 is added to the report.
    3. Right-click Query1 and select Rename Query.
    4. Specify QueryMain and click OK.
  3. Create the union:
    1. Click the Report > Queries.
    2. Click Toolbox and then drag the Union object to the right of the QueryMain object.
    3. Click Show Properties.
    4. Click the Union object and set the Name property to UnionForecastActuals.
    5. In the Duplicates property, select Preserve from the drop-down list.
  4. From the Toolbox pane, drag the Query object to the right of the union object.
  5. Drag another Query object to the right of the union object.
  6. Click Queries.
  7. In Report > Queries folder, right-click Query1 and select Rename query.
  8. Specify Forecast and click OK.
  9. In the Queries folder, right-click Query2 and select Rename query.
  10. Specify Actuals and click OK.
  11. Add data to the Forecast query.
    See Adding Forecast data.
  12. Add data to the Actuals query.
    See Adding Actuals data.
  13. Add query items to the QueryMain query:
    1. Click Query and select QueryMain.
    2. Select the Sources tab under Insertable objects.
    3. Drag the Store Name, Volume Type, Calls, and Volume data items into the Data Items pane.
  14. Prepare the presentation of the report.
    See Preparing the presentation for the complex report.
  15. Create a prompt page containing prompts for the report parameters.
    See Creating a prompt page for the complex report.
  16. Optionally, add a section to the report results page that displays the parameters selected by the user when running the report.
    See Displaying report parameters for the complex report.
  17. To test the report, select Run options > Run HTML.
  18. Click Save to save the report.
  19. Register the report in the application so that other users can access it.
    See Registering reports.