{"id":1342,"date":"2013-05-09T11:36:34","date_gmt":"2013-05-09T11:36:34","guid":{"rendered":"http:\/\/www.knowledgement.ie\/?p=1342"},"modified":"2024-01-15T09:06:39","modified_gmt":"2024-01-15T09:06:39","slug":"using-pentaho-report-designer-to-create-reports-for-openerp-v7","status":"publish","type":"post","link":"https:\/\/targetintegration.com\/en_us\/using-pentaho-report-designer-to-create-reports-for-openerp-v7\/","title":{"rendered":"Using Pentaho Report Designer to Create Reports for OpenERP v7"},"content":{"rendered":"

You can use Pentaho Report Designer to Create Reports for OpenERP v7 – Here’s a brief tutorial on how to get started.<\/p>\n

    \n
  1. Simply open your Penatho Report Designer, and click\u00a0<\/span>Data > Add Datasource > Advanced > OpenERP Data Access<\/span><\/li>\n
  2. Enter your hostname and port number (8069 will be selected by default, change this if your OpenERP server runs on a different port)<\/span><\/li>\n
  3. You will then be prompted to select the correct database name in the ‘Database’ drop-down list.<\/span>\u00a0Add in your\u00a0login credentials, and for ‘Model Name’, select the object on which you want to report on (for example, ‘res.partner’ to report on Partners)<\/span><\/li>\n
  4. Finally, click ‘Test’ to ensure you can connect to the database – you should get a ‘Connection was successful’ message.<\/span><\/li>\n
  5. T<\/span>hen, click ‘OK’ to start creating your report.<\/span><\/li>\n<\/ol>\n

    Now you are back in Pentaho’s Report Design interface. On the top right panel in the designer, switch from ‘Structure’ to ‘Data’, then double click on ‘Data Sets’.<\/p>\n

    You will then see ‘OpenERP Data Access’, double-click on that to get to ‘Query1’ – double-click on this.<\/p>\n

    This will then display 3 options –<\/p>\n

    1) Data Source (which we configured already, but, should you wish to switch databases you can)<\/span><\/p>\n

    2) Search Fields – clicking on this will show you all the fields that ‘flow’ from the object, such as ID, Dates, etc – you can drag and drop these into the ‘Selected Fields’ panel, and start building your query. You can select ‘Preview’ at any time to view your progress;<\/span><\/p>\n

    Here, we can see the ‘Email’ field being added to the Query – note how it also shows up in the ‘Structure’ panel on the right:<\/p>\n

    \"Query0\"<\/a><\/p>\n

    (To ensure you are selecting the correct fields, it is highly recommended that you switch on Developer Mode in your OpenERP database –<\/span> Click Here<\/strong><\/a><\/span> – this will allow you to hover over the fields in OpenERP, and give you the correct field names that you wish to incorporate into the query)<\/span>
    \n<\/span><\/p>\n

    3) Filters – this allows you to refine the query on the field(s) selected in the last step – click the object you want to filter, and click the circular ‘+’ button – this will then give you the option to apply standard filtering methods (NOT, AND,), select the field within the object itself (ID, Date, etc), Comparator (=, >, <) and value – this is especially good for filtering ‘null’ values from your queries.<\/span><\/p>\n

    Once you are happy with the results in ‘Preview’, save your work and move on to the next stage – adding the field(s) to your report page: Click Here<\/span><\/strong><\/a><\/p>\n

    Thank you for reading this blog.\u00a0\u00a0If you have questions on any of the above, please get in touch with us by filling out the form here<\/strong><\/span><\/a><\/p>\n","protected":false},"excerpt":{"rendered":"

    You can use Pentaho Report Designer to Create Reports for OpenERP v7 – Here’s a brief tutorial on how to…<\/p>\n","protected":false},"author":4,"featured_media":0,"comment_status":"open","ping_status":"closed","sticky":false,"template":"","format":"standard","meta":{"_acf_changed":false,"inline_featured_image":false,"footnotes":""},"categories":[1],"tags":[145,40,53,146,157,155,158,159,160,156],"class_list":["post-1342","post","type-post","status-publish","hentry","category-article","tag-easiest-way-for-website-building","tag-finance","tag-market","tag-openerp","tag-openerp-consultants-in-uk","tag-openerp-in-ireland","tag-pentaho-reports","tag-search-engine-optimisation","tag-seo","tag-why-to-register-the-domain"],"acf":[],"yoast_head":"\nUsing Pentaho Report Designer to Create Reports for OpenERP v7 -<\/title>\n<meta name=\"description\" content=\"You can use Pentaho Report Designer to Create Reports for OpenERP v7 - Here's a brief tutorial on how to get started.\" \/>\n<meta name=\"robots\" content=\"index, follow, max-snippet:-1, max-image-preview:large, max-video-preview:-1\" \/>\n<link rel=\"canonical\" href=\"https:\/\/targetintegration.com\/en_us\/using-pentaho-report-designer-to-create-reports-for-openerp-v7\/\" \/>\n<meta property=\"og:locale\" content=\"en_US\" \/>\n<meta property=\"og:type\" content=\"article\" \/>\n<meta property=\"og:title\" content=\"Using Pentaho Report Designer to Create Reports for OpenERP v7 -\" \/>\n<meta property=\"og:description\" content=\"You can use Pentaho Report Designer to Create Reports for OpenERP v7 - 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