Configuring the EDM Reports and Reports Page (Repository)

Configuring the Reports page consists of two steps: configuring the page itself and configuring the individual reports.

Configuring the Reports Page

For the Reports page, you can configure the name of the tabbed heading for the page and the type of object returned. Do not modify the URL of the entrance to the Reports page. Following is a sample of the Reports page configuration elements.

<reports>
   root-object>Company</root-object>
   <tab-name>Reports</tab-name>
   <tab-entrance>/EnterReportSearchAction.do</tab-entrance>
   <search-page-field-per-row>2</search-page-field-per-row>

The report configuration section of the Enterprise Data Manager configuration file defines the appearance of the Reports page, and is located within a set of reports tags near the end of the file.

To Configure the Reports Page

1. In the Projects window, expand the Configuration node in the project you want to modify, and then double-click the Enterprise Data Manager file.

   The file opens in the NetBeans XML editor.

2. Scroll to the reports element. This is located near the end of the file.

3. Modify the values for any of the elements described in Table 1.

4. When you have finished configuring the Reports page, save the file.

Configuring Reports

A configuration section is defined for each of the six production report templates and for each of the three activity reports. Use these sections to configure each production and activity report to display information as you want to view it. You can also specify which reports can be run from the EDM. Following is an example of a report configuration stanza.

<report name="Potential Duplicate" title="Potential Duplicate Report">
   <enable>true</enable>
   <max-result-size>1000</max-result-size>
   <page-size>100</page-seize>
   <fields>
      <field-ref>Company.CompanyName</field-ref>
      <field-ref>Company.CompanyType</field-ref>
      <field-ref>Company.StockSymbol</field-ref>
      <field-ref>Company.ContactPerson</field-ref>
      <field-ref>Phone.Phone</field-ref>
      <field-ref>Address.AddressLine1</field-ref>
      <field-ref>Address.AddressLine2</field-ref>
   </fields>
</report>

To Configure Reports

Perform the following steps for each production and activity report.

1. In the Projects window, expand the Configuration node in the project you want to modify, and then double-click the Enterprise Data Manager file.

   The file opens in the NetBeans XML editor.

2. Scroll to the reports element. This section is located near the end of the file.

3. For each report, specify values for the elements and attributes listed in Table 2.

4. For production reports only, define the fields to include on the report by modifying, adding, or removing field elements.

5. When you have finished configuring each report, save and close the file.