Drag and Drop Reports & ZEN Update - InterSystems Benelux

DeepSeeVisual Report BuilderBill McCormickProduct Manager

Reporting: Why?•Every commercial application needspre-built and ad hoc reports•Reporting is expensive and requiresdomain expertise•Application vendors need to reducecost and complexity•Browser and mobile solutionsrequire reports in PDF, XML, or Excelformats2

Zen ReportsReport ClassXSL/FOPDF•Generates PDF and HTML reportsfrom meta data• Data Definition• Display Definition•Ability to drive reportsprogrammatically•Flexible and extensible•Included in Caché•Requires programming3

Zen Reports in Action•TrakCare being deployed to numerous majorhospitals in Chile and 100s of clinics•Requirement for localized reporting•Crystal license was more then we were chargingfor TrakCare•Decision made to port all standardized reports toZen Reports instead of Crystal•Done without a graphical editor!4

Visual Report BuilderReport BuilderReport ClassXSL/FO•Primary focus has been for lineitem reports and preformattedforms•APs can use the Report Builderwithout a Deep See license•End Users require a DeepSeeRuntime to use the Report BuilderPDF5

Implementation DetailsData SourceReportLayoutDeploy• Two phase Development process• Define the DataSource• Define a Layout• Optionally you can “import” a data source from an existingZen Report• Existing Zen Reports cannot be manipulated in the new UI6

Data Source Definition•Create a new DataCollection•Select a class as a DataSource•Arrange groupings•Aggregates•Non DB items7

Alternate Data Sources• Extract the data elements from an existing Zen Report• Generate a Data source from an XML file• Hand craft a schema• Point the extraction tool at anything that returns a Resultset• Class Queries• Stored Procedures8

Building the Layout• Select a data source• Define fields to be displayedin the header, footer, reportbody, etc• Autofill• Properties of layout• Fonts• Bolding• Coloring• Save and go.....9

Other OptionsPivot TableXSL/FO• DeepSee Pivots can drive PDFgeneration• This is an easy way to createcrosstab and other summaryreportsPDF10

Roadmap•In limited release today, will be part of 2013.1.•It does not supplant the existing Zen Report engine. Therewill always be a place for programmatic reports11

DeepSeeVisual Report BuilderBill McCormickProduct ManagerBill.McCormick@intersystems.com