Stimulsoft Tutorial#

Estimated time to read: 5 minutes

This tutorial explains how to customize or create simple reports using Stimulsoft. If you require more advanced configurations, see Create Stimulsoft Reports ⧉.

The Stimulsoft reports are available under the Business Intelligence menu and are marked with the New Design tag, as shown below.

In this tutorial, we will use the Material History report as example.

Cloning a Report#

Before making any changes, open the original report and select Clone from the More button on the top ribbon to create a duplicate.

Provide a name and a description for the cloned report.

Navigate to the Business Intelligence menu and apply the Only New Design filter. From the filtered list, select the cloned report that was just created.

Expand the panel using the icon and choose the Edit Layout button on the top ribbon.

The report will open in the Stimulsoft Designer ⧉, a third-party editor with a wide range of customization options.

Editing Report and Page Properties#

The editor allows you to edit the properties of any layout element, including the page object and the Report. To access the editor, locate the Properties tab at the bottom of the left panel. From there you may select the different page elements in the main dropdown of the panel.

Depending on the object selected above, the customization options may vary. For example, if you select the Page object, you may set a different Paper Size, Page Width, Page Height, and more. You may also define a Watermark Style by uploading an image or text as displayed below.

Layout Design#

Context#

All values of the Material History Context Items plus the system data items, are available on the Dictionary tab of the layout designer, which is located next to the Properties tab, at the bottom of the left panel. There, you can access the Data Sources, Variables, System Variables, Functions, and Resources.

You can manipulate the Material History report items within the Dictionary tab. For example, if you expand the Data Sources category, you will access all the information that could be displayed in the report. You may add or remove items or even change the position of the data in the report. For each data source, if you right-click on top of an element you will have several options, including accessing the Properties of the same item. Similarly, you may do the same for Variables and System Variables.

Data#

You can tailor the data displayed in the report to meet your specific needs, simply:

1. Navigate to the Dictionary tab in the left panel and select New Data Source from the New dropdown.

   

2. In the Report Connections section, choose DataManager-DWH.

   

3. Select the data you wish to include in the report.

   

4. Drag and drop the desired data into the report layout to use it.

   

Additionally, you can add new Variables, Functions, and Resources. For more information, see Data Dictionary ⧉.

Validation#

To validate your report, select the Check for Issues button, which is located below the Dictionary tab. This feature identifies and displays errors, warnings, informational messages, or report rendering messages that may require your attention.