BIRT Closure Notes Report

Prerequisites:

To use Custom Reports your product registration key must include the Report (R) add-on module as an option. This task covers the basic and necessary steps to view the Closure Notes Report in the Reports area of this application. For additional information see topic, Create a Custom BIRT Report.

This task requires:

  • Knowledge of BIRT designer.
  • BIRT must be installed using the proper version of Eclipse.exe available on the Customer Portal.
  • Java SE Development Kit 8u66 - Download jdk-8u66-windows-x64.exe
  • Access to the System area in this application
  • Reports authority must be granted in the Authority Levels section of the System area.
  • View Roster authority must be granted in the Security section of the Setup area.
  • Application version 6.7+

To create the Position Closure Note custom BIRT report:

  1. Launch the BIRT application, then click birt.exe located in the birt-designer after it is installed.
  2. Go to Custom Reports in the System area.
  3. Click Add, to create a new custom report.
  4. Name the report.
  5. Select BIRT Report in Report Type.
  6. Click Add to open the Report Data panel in Data Source.
    1. Select Position Closure from the Data Source menu box. This is the.rptdesign data source template for your birt-designer and the report’s layout without any modifications.
    2. Click OK to generate your new position closure.rptdesign data source report template. This report template includes the data limitations previously specified, if any.
  7. Supply dynamic dates in the Dynamic Dates panel. For this task, type TODAY in both the From and Through fields. The user can change the From and Through parameters as desired in the Reports area.1
  8. Click Save to embed the default date in your.rptdesign template.
  9. Click Download.rpt.design to obtain the Position_ClosureNotes report. This is the layout of the report which includes any data limits and the dynamic dates supplied. Save this file for the next step.
  10. Drag thePosition_ClosureNotes.rptdesign file into the birt-designer workspace.
  11. Click Save.
  12. Click Publish to share with others and make this report accessible in the Reports area.