Introductory Concepts: Report Definition and Generation

To create a report, you need to define a template, an output format, and input parameters (data). Reports are stored in the database. Data are mixed with document structures to generate a final report file formatted by an output format.

Here are presented the steps to be performed to generate a report.



  • Create and edit your template.

    For more information, see Creating a Template and Editing a Report Template.

  • Create or add your output format in the Report Generation app.
  • Create your report from a template, an output format, and parameters in the Report Generation app.
  • Generate your report file with or without post-editing in the Report Generation app.