Orax SDI Cloud Reference

 
  1. Introduction
  2. Self-Management tools
  3. Communication and Content management
  4. Sales and Customer Relationship Management
  5. Services & Service level management
  6. Billing and customer statements
  7. Inventory & Asset management
  8. Production management
  9. Human Resources and Payroll
  10. Procurement and Supply chain
  11. Ledgers & Accounting
  12. Reporting and Analytics
  13. Administration & configuration
  14. Business Improvement
  15. Development and Process management
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Custom Reports & Statements

Orax SDI has a large set of reports available for managing your company, department or team. Only a small number of these are available in the portal by default. If you have a specific need please speak to your support team or contact Orax Support. If the report is available in the repository it can be linked in your portal at no cost.

If you need additional or specific custom reports, power users, Orax developers, partners and SDK developers are able to efficiently develop these reports using several tools.

Data Analyser - User friendly report development:

The first and most user friendly tool to use for report development is the Data Analyser. Using the Data Analyser (from the Reports page) you're able to quickly build queries. These queries can be presented as datasets and graphs and saved with a name. Once saved, you can use one or more of these queries in a report created on the Reports page.

Trends Analyser - User friendly report development:

Like the Data Analyser, the Trends Analyser can be used to build trend graphs on datasets in the Orax SDI database. Once saved, these trends are also available for use in Reports.

Dashboards VS Reports - User friendly VS development power:

Reports are usually one or more queries (datasets or graphs) combined in a one or multiple page document. The document (page(s) with header and footer) is called a Report or Dashboard. The queries in the report can be called widgets and are usually a combination of Data Analyser queries, Trend Analyser widgets, Standard Dashboard Widgets and custom queries.

There are 2 options for creating a report (container). The "Dashboard" is the most user-friendly but has less freedom so developers may not go for this. A Dashboard is created on the "Reports" page and then populated with one or more widgets. It ends up working just like are report. Custom reports on the other hand are also created on the "Reports" page or the SDK but have an open interface. They allow you to enter custom text, styles, code, security and much more. Once configured a report can be a standalone item in the menu, be located under specific records and is also available on the "Reports" page. A custom report can be as simple or complex as needed.

Scheduling and viewing:

Both Dashboards and Reports can be viewed from the "Reports" page. They can also be scheduled to send recurring reports (eg. weekly).

Customer Statements - custom reports:

The customer statement have several formats available by default. If none of these satisfy the need of a specific customer it is possible to develop a custom report as a customer statement. The report as to be configured as a "Generic report" and contain the word "statement" in its title. The customer statement function will pass the customer account number as "PARAMETER1", the start of the ageing period as "PARAMETER2" and the statement date range as "PARAMETER3" to "PARAMETER4". Queries in the report has to make use of these Parameters to ensure the correct data for the customer account and period is compiled.


For more information please see the Development Guide or contact Orax Support.

 

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