Reports

Chapter 13. Reports

Information processed in Tillypad XL is used to generate reports, which show your business figures for specified periods. Reports are used to analyse business figures, business partner relationships, as well as to receive data that need to be sent to an external organisation, e.g. to the tax office.

Reports are created and are stored in Tillypad XL Manager electronically.

Reports allow you to receive necessary text documents that contain information from multiple directories or lists. Data required to build the report is gathered by an SQL query or an SQLite query.

A report contains SQL and SQLite queries, a data grid model created when the query is run, one or more print layouts, a list of filters for preselecting data and a list of functions available to the user after report generation.

To generate text documents, reports use print layouts. The print layout contains a final layout of the document, links to data that will be displayed in the text document and code fragments (scripts) for managing data that appear in the document.

The print layout can be created as an HTML page. Such print layouts are used only in Tillydroid .

Report print layouts can be in different languages. For each language, you can create a separate print layout.

Sequence of actions when working with a report:

  • specifying boundary conditions for data selection;

  • data selection;

  • performing additional operations;

  • viewing the report and its print layouts.

Reports are located in the Report settings directory. Reports are combined into groups. Report groups can be managed in both the Report settings and Report groups directories. The descriptions of system reports are also grouped and can be found in corresponding chapters of this section.

Reports are used in Tillypad XL Manager and Tillypad XL POS, as well as in Tillydroid .

The Reports section can be accessed via the Reports section in the main menu.

Figure 13.1. Opening reports and directories of the Reports section


The Reports menu consists of two parts: The first part contains a list of report groups, e.g. Tillypad, Sales and Stock control. This part is used for selecting a report within the group and opening the report viewing window.

Figure 13.2. Opening a report viewing window


After you select a report, for example Menu, a filter window opens. After you complete filter wizard steps, the report viewing window opens.

Figure 13.3. The Stock items with waste percentages report viewing window


The second part contains commands for opening the Report settings and directories Report groups .

The Report settings directory is used to create, edit and delete reports and report groups.

The Report groups directory is used to create, edit and delete report groups only. The directory contains a tree list of all report groups in the section Reports.

In Tillypad XL Manager, reports are generated based on data sets gathered by SQL Transact queries. The queries can return sets of independent data or data sets with a tree structure.

One query can generate multiple data streams, and each stream can return its own data set. A separate panel in the report viewing window us used to display each data set.

Figure 13.4. Report viewing window with multiple data sets


Reports with a tree structure contain parent and child items.

Figure 13.5. Viewing window for a report with a tree structure


Different data streams of the same query can return both simple data sets and data sets with a tree structure.

The report viewing window contains the Print layout panel, using which you can view how the report print layout will look when printed.

Figure 13.6. Print layout preview panel