Designing Studio Reports

This chapter explains how to design reports using Intellicus Studio’s graphical user interface (GUI). The Layout Editor provides an intuitive, drag-and-drop environment to add fields, sections, formatting, and parameters, enabling the creation of both simple and complex reports. You can also modify or delete existing elements during the design process.

Report Design Workflow

You can design the report manually using SQL Designer or with predefined templates using SQL Report Wizard.

Using SQL Report Wizard

The SQL Report Wizard provides a step-by-step interface to help you create reports quickly. It is ideal for simple, tabular, or form-style reports.

To open the wizard:

• Select File > New > SQL Report.

Open

The wizard contains the following tabs:

• Report Type: Specify the report title and layout settings.

• SQL Source: Define SQL query to fetch data.

• Fields: Select fields to include in the report.

• Groups: Define groupings.

• Totals: Add summary fields.

Reports created using the wizard are saved with the .irl (Intellicus Report Layout) extension.

You can continue designing a saved report by opening it via File > Open, and use additional controls and formatting as required.

Additional Design Actions

After creating or opening a report, you can perform the following tasks:

• Add a Label to name the report.

• Add or replace data fields (e.g., AgencyKey, Agency Name, Industry Type, System Date/Time) in header or footer sections.

• Add parameters using Tools > Parameters.

• Add database connections using Tools > Connections.

• Insert sections and modify control properties.

• Place a Frame and set visibility based on input parameters.

• Insert basic controls (e.g., line, checkbox, page break, shape, barcode) or advanced controls (e.g., chart, image, cross-tab).

• Add sub-reports and configure them independently.

• Set up hyperlinks to other reports or URLs using the Properties pane.

• Use scripting to compute fields or manipulate values (e.g., profit calculations).

• Add formula fields, conditions, and configure report/field properties.

To preview the report, click the Preview icon. Use the Save icon to save the design and Upload icon to publish the report.

Once uploaded, open the report in the Intellicus portal from Explorer > [Report Name] > Run Report, then click View Now to view the report output.

You can export the report in multiple formats such as PDF, Excel, CSV, Text, and Word.

Creating Reports Without Wizard

To manually create an SQL report, start by configuring the database connection. This allows Intellicus Studio to fetch data from your desired tables.

Configure Database Connectivity

Each report in Intellicus Studio requires a database connection. To configure a connection:

• Go to Tools > Connections or click the Connection icon on the toolbar.

This dialog displays available connections defined on the Intellicus Report Server. The following columns are shown:

To set a connection:

1. Select a row by clicking its first column.

2. Click Set.

3. Click OK.

If the selected connection is runtime-enabled, a Connect To dialog will appear. Enter credentials and click Connect to proceed.

Refreshing Metadata Cache

Metadata is cached when Intellicus Studio is launched. To refresh it manually:

1. Open the Connections dialog.

2. Select the desired connection.

3. Click Refresh Schema.

4. Confirm the refresh action.

Working with Multiple Data Sources

While reports typically use a single connection, Intellicus Studio supports multiple data sources. You can assign:

• Separate SQL queries for each component (e.g., chart, crosstab, sub-report).

• Different data connections to different report sections.

This allows flexible design of complex reports using diverse datasets.

To learn how to create SQL queries using Kyvos Semantic Models, refer to the chapter below.