Custom Report Development in SyteLine Report Builder
SyteLine Report Builder provides a user-friendly interface for creating and modifying reports without requiring SQL expertise or SSRS development skills. Business analysts and power users can build reports by selecting IDO data sources, dragging fields onto report layouts, and adding parameters, filters, and calculated columns. Report Builder connects to SyteLine's IDO layer, inheriting the same business logic and security context that governs form-based data access.
IDO Data Source Selection and Configuration
Report Builder reports pull data through SyteLine's IDO layer rather than direct SQL, which means they respect IDO-level security, property-level permissions, and business logic. Select the appropriate IDO (SLCos for customer orders, SLJobs for production jobs, SLItems for item master) as the report's primary data source. Related IDOs can be added as linked data regions to create master-detail layouts with parent-child relationships.
- Select SLCos IDO for customer order reports with properties: co_num, cust_num, order_date, stat, and ship_code
- Add SLCoitems as a linked data region to SLCos for order line detail with item, qty_ordered, price, and due_date
- Use SLJobs IDO for production reports with job, suffix, item, qty_released, and sched_start_date properties
- Configure SLItems IDO for item master reports with description, product_code, UM, and planning parameters
- Set the IDO filter property to limit data retrieval at the server side before rendering for performance
Calculated Fields and Conditional Formatting
Report Builder supports calculated fields using expression syntax similar to Excel formulas. Common calculations include extended price (qty * unit_price), margin percentage ((price - cost) / price * 100), and days late (DATEDIFF between due_date and ship_date). Conditional formatting rules highlight overdue orders, low-margin lines, and out-of-stock items with color coding and font changes based on data values.
- Create extended price calculated field: =Fields!qty_ordered.Value * Fields!unit_price.Value for line totals
- Calculate margin percentage: =(Fields!price.Value - Fields!unit_cost.Value) / Fields!price.Value * 100
- Add days late calculation: =DateDiff("d", Fields!due_date.Value, Fields!ship_date.Value) for delivery tracking
- Apply conditional formatting: red background when days_late > 0, yellow when due_date is within 3 days
- Use indicator icons (green/yellow/red) for KPI columns like on-time delivery and margin thresholds
User Parameters and Report Distribution
Report Builder parameters allow end users to filter report data at runtime. Common parameters include date ranges, customer or item selection, status filters, and warehouse scope. Once a report is designed and tested, publish it to SyteLine's report server where users can execute it on demand or subscribe to scheduled deliveries via email in PDF, Excel, or CSV format.
- Add date range parameters (@StartDate, @EndDate) with default values of first and last day of current month
- Create dropdown parameters for status, warehouse, and site using valid value lists from SyteLine lookup IDOs
- Implement a customer search parameter with available values from SLCustomers IDO for type-ahead selection
- Publish completed reports to the SyteLine report server with appropriate folder permissions for user access
- Configure SSRS subscriptions for automated report delivery to distribution lists on daily, weekly, or monthly schedules
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