Build a Generic Report

Prepare an Empty Report Object

The highlighted name is where the report name will be inserted
The highlighted categoryId, category, subCategoryId and subCategory is where the categories and sub-categories will be updated
The highlighted reportDataSource is where the selected data source will be added

{"name":"","type":0,"previewRecord":10,"advancedMode":true,"allowNulls":false,"isDistinct":false,"categoryId":null,"category":{"id":null,"name":"","type":0,"tenantId":null},"subCategory":{"id":null,"name":"","type":0,"tenantId":null},"subCategoryId":null,"reportDataSource":[],"reportRelationship":[],"reportFilter":{"logic":"","visible":true,"filterFields":[],"id":null,"reportId":null},"reportPart":[],"header":{"visible":false,"items":[{"type":"image","label":"Image","id":"formatDetails_57","positionX":0,"positionY":0,"width":6,"height":6,"name":"Logo Image","value":"","font":{"family":"Roboto","size":14,"bold":false,"italic":false,"underline":false,"color":"#000","backgroundColor":"#fff"},"color":"#000","imageUrl":"http://","dashStyle":"solid","thickness":1},{"type":"text","label":"Text","id":"formatDetails_58","positionX":20,"positionY":0,"width":12,"height":2,"name":"Report Name","value":"{reportName}","font":{"family":"Roboto","size":14,"bold":false,"italic":false,"underline":false,"color":"#000","backgroundColor":"#fff"},"color":"#000","dashStyle":"solid","thickness":1},{"type":"thinHorizontalRule","label":"Horizontal Rule","id":"formatDetails_59","positionX":20,"positionY":4,"width":12,"height":1,"name":"Upper Separator Line","value":"{horizontalRule}","font":{"family":"Roboto","size":14,"bold":false,"italic":false,"underline":false,"color":"#000","backgroundColor":"#fff"},"color":"#000","dashStyle":"solid","thickness":2},{"type":"text","label":"Text","id":"formatDetails_60","positionX":20,"positionY":5,"width":6,"height":2,"name":"Report Generated","value":"Report Generated:","font":{"family":"Roboto","size":14,"bold":false,"italic":false,"underline":false,"color":"#000","backgroundColor":"#fff"},"color":"#000","dashStyle":"solid","thickness":1},{"type":"text","label":"Text","id":"formatDetails_61","positionX":20,"positionY":7,"width":6,"height":2,"name":"User","value":"User:","font":{"family":"Roboto","size":14,"bold":false,"italic":false,"underline":false,"color":"#000","backgroundColor":"#fff"},"color":"#000","dashStyle":"solid","thickness":1},{"type":"text","label":"Text","id":"formatDetails_62","positionX":20,"positionY":9,"width":6,"height":2,"name":"Tenant","value":"Tenant:","font":{"family":"Roboto","size":14,"bold":false,"italic":false,"underline":false,"color":"#000","backgroundColor":"#fff"},"color":"#000","dashStyle":"solid","thickness":1},{"type":"dateTime","label":"Date Time","id":"formatDetails_63","positionX":26,"positionY":5,"width":6,"height":2,"name":"Current Date Time","value":"{currentDateTime}","font":{"family":"Roboto","size":14,"bold":false,"italic":false,"underline":false,"color":"#000","backgroundColor":"#fff"},"color":"#000","dashStyle":"solid","thickness":1},{"type":"text","label":"Text","id":"formatDetails_64","positionX":26,"positionY":7,"width":6,"height":2,"name":"Current User Name","value":"{currentUserName}","font":{"family":"Roboto","size":14,"bold":false,"italic":false,"underline":false,"color":"#000","backgroundColor":"#fff"},"color":"#000","dashStyle":"solid","thickness":1},{"type":"text","label":"Text","id":"formatDetails_65","positionX":26,"positionY":9,"width":6,"height":2,"name":"Tenant Name","value":"{tenantName}","font":{"family":"Roboto","size":14,"bold":false,"italic":false,"underline":false,"color":"#000","backgroundColor":"#fff"},"color":"#000","dashStyle":"solid","thickness":1},{"type":"horizontalRule","label":"Horizontal Rule","id":"formatDetails_66","positionX":0,"positionY":11,"width":32,"height":1,"name":"Lower Separator Line","value":"{horizontalRule}","font":{"family":"Roboto","size":14,"bold":false,"italic":false,"underline":false,"color":"#000","backgroundColor":"#fff"},"color":"#000","dashStyle":"solid","thickness":4}]},"footer":{"visible":false,"items":[{"type":"horizontalRule","label":"Horizontal Rule","id":"formatDetails_67","positionX":0,"positionY":0,"width":32,"height":1,"name":"Separator Line","value":"{horizontalRule}","font":{"family":"Roboto","size":14,"bold":false,"italic":false,"underline":false,"color":"#000","backgroundColor":"#fff"},"color":"#000","dashStyle":"solid","thickness":4},{"type":"text","label":"Text","id":"formatDetails_68","positionX":0,"positionY":1,"width":10,"height":2,"name":"Footer Text","value":"Footer Text","font":{"family":"Roboto","size":14,"bold":false,"italic":false,"underline":false,"color":"#000","backgroundColor":"#fff"},"color":"#000","dashStyle":"solid","thickness":1},{"type":"text","label":"Text","id":"formatDetails_69","positionX":20,"positionY":1,"width":4,"height":2,"name":"Page","value":"Page","font":{"family":"Roboto","size":14,"bold":false,"italic":false,"underline":false,"color":"#000","backgroundColor":"#fff"},"color":"#000","dashStyle":"solid","thickness":1},{"type":"pageNumber","label":"Page Number","id":"formatDetails_70","positionX":24,"positionY":1,"width":8,"height":2,"name":"Page Number","value":"{pageNumber}","font":{"family":"Roboto","size":14,"bold":false,"italic":false,"underline":false,"color":"#000","backgroundColor":"#fff"},"color":"#000","dashStyle":"solid","thickness":1}]},"titleDescription":{"visible":false,"items":[{"type":"title","label":"Title","id":"formatDetails_71","name":"Title","value":"","font":{"family":"Roboto","size":14,"bold":false,"italic":false,"underline":false,"color":"#000","backgroundColor":"#fff"},"color":"#000","dashStyle":"solid","thickness":1},{"type":"description","label":"Description","id":"formatDetails_72","name":"Description","value":"","font":{"family":"Roboto","size":14,"bold":false,"italic":false,"underline":false,"color":"#000","backgroundColor":"#fff"},"color":"#000","dashStyle":"solid","thickness":1}]},"version":0,"schedules":[],"ownerId":"","accesses":[],"exportFormatSetting":{"orientation":0,"margins":0,"centerOnPage":{"horizontally":false,"vertically":false},"pageBreakAfterReportPart":false,"marginSettings":[{"type":0,"topValue":0.75,"bottomValue":0.75,"leftValue":0.7,"rightValue":0.7,"headerValue":0.3,"footerValue":0.3},{"type":1,"topValue":0.75,"bottomValue":0.75,"leftValue":0.25,"rightValue":0.25,"headerValue":0.3,"footerValue":0.3},{"type":2,"topValue":1,"bottomValue":1,"leftValue":1,"rightValue":1,"headerValue":0.5,"footerValue":0.5},{"type":3,"topValue":0.75,"bottomValue":0.75,"leftValue":0.7,"rightValue":0.7,"headerValue":0.3,"footerValue":0.3}]},"createdById":null,"dynamicQuerySourceFields":[],"snapToGrid":false,"excludedRelationships":null}

Populate Report Name and Categories

Populate the fields:

name with the actual report name
category and subCategory with the actual categories
Get the list of categories from GET report/allCategories/{type}/(tenant_id)

{"name":"Example Report Name","type":0,"previewRecord":10,"advancedMode":true,"allowNulls":false,"isDistinct":false,"categoryId":"0ecf1821-dc37-43dd-8b4c-654961b37038","category":{"id":"0ecf1821-dc37-43dd-8b4c-654961b37038","name":"TestCategory","type":0,"tenantId":null},"subCategory":{"id":null,"name":"","type":0,"tenantId":null},"subCategoryId":null,"reportDataSource":[],"reportRelationship":[],"reportFilter":{"logic":"","visible":true,"filterFields":[],"id":null,"reportId":null},"reportPart":[],"remaining_fields":"are omitted"}

Populate selected data sources

Get the list of available data sources grouped by data source categories from POST report/loadDataSourceCategory with this payload:
```
{"tenantId":null,"reportKey":{"key":null}}
```

For each selected data source (ReportQuerySource object), build a corresponding ReportDataSource object

{"querySourceId":"<id of the selected ReportQuerySource>","querySourceName":"<name of the selected ReportQuerySource>","aliasId":"<querySourceId>_<querySourceName>","selected":true,"categoryId":"00000000-0000-0000-0000-000000000000","primaryFields":["<populated by an array of only primary key fields>"]}

`SampleReportQuerySource`	`SampleReportDataSource`
{"id":"af773c7b-878e-461b-9345-27ee6592db1a","name":"Orders",	{"querySourceId":"af773c7b-878e-461b-9345-27ee6592db1a","querySourceName":"Orders","aliasId":"af773c7b-878e-461b-9345-27ee6592db1a_Orders",
"selected":false,	"selected":true,
	"categoryId":"00000000-0000-0000-0000-000000000000",
"fields":[	"primaryFields":[
{"name":"OrderID","alias":"","dataType":"int","izendaDataType":"Numeric","allowDistinct":false,"visible":true,"filterable":true,"querySourceId":"00000000-0000-0000-0000-000000000000","parentId":null,"expressionFields":[],"filteredValue":"","type":0,"groupPosition":0,"position":0,"extendedProperties":"{\"PrimaryKey\":true}","physicalChange":0,"approval":0,"existed":false,"matchedTenant":false,"functionName":null,"expression":null,"fullName":null,"calculatedTree":null,"reportId":null,"originalName":"OrderID","originalId":"00000000-0000-0000-0000-000000000000","isParameter":false,"isCalculated":false,"hasAggregatedFunction":false,"querySource":null,"querySourceName":null,"categoryName":null,"inaccessible":false,"originalAlias":null,"fullPath":null,"id":"b648344c-526e-4984-bfc3-7be462b800fe","state":0,"deleted":false,"inserted":true,"version":null,"created":null,"createdBy":null,"modified":"0001-01-01T00:00:00.0000000+07:00","modifiedBy":null},	{"name":"OrderID","alias":"","dataType":"int","izendaDataType":"Numeric","allowDistinct":false,"visible":true,"filterable":true,"querySourceId":"00000000-0000-0000-0000-000000000000","parentId":null,"expressionFields":[],"filteredValue":"","type":0,"groupPosition":0,"position":0,"extendedProperties":"{\"PrimaryKey\":true}","physicalChange":0,"approval":0,"existed":false,"matchedTenant":false,"functionName":null,"expression":null,"fullName":null,"calculatedTree":null,"reportId":null,"originalName":"OrderID","originalId":"00000000-0000-0000-0000-000000000000","isParameter":false,"isCalculated":false,"hasAggregatedFunction":false,"querySource":null,"querySourceName":null,"categoryName":null,"inaccessible":false,"originalAlias":null,"fullPath":null,"id":"b648344c-526e-4984-bfc3-7be462b800fe","state":0,"deleted":false,"inserted":true,"version":null,"created":null,"createdBy":null,"modified":"0001-01-01T00:00:00.0000000+07:00","modifiedBy":null}
]}	]}

Populate the field reportDataSource with the array of ReportDataSource objects.

{"name":"Example Report Name","type":0,"previewRecord":10,"advancedMode":true,"allowNulls":false,"isDistinct":false,"categoryId":"0ecf1821-dc37-43dd-8b4c-654961b37038","category":{"id":"0ecf1821-dc37-43dd-8b4c-654961b37038","name":"TestCategory","type":0,"tenantId":null},"subCategory":{"id":null,"name":"","type":0,"tenantId":null},"subCategoryId":null,"reportDataSource":[{"querySourceId":"af773c7b-878e-461b-9345-27ee6592db1a","querySourceName":"Orders","aliasId":"af773c7b-878e-461b-9345-27ee6592db1a_Orders","selected":true,"categoryId":"00000000-0000-0000-0000-000000000000","primaryFields":[{"name":"OrderID","alias":"","dataType":"int","izendaDataType":"Numeric","allowDistinct":false,"visible":true,"filterable":true,"querySourceId":"00000000-0000-0000-0000-000000000000","parentId":null,"expressionFields":[],"filteredValue":"","type":0,"groupPosition":0,"position":0,"extendedProperties":"{\"PrimaryKey\":true}","physicalChange":0,"approval":0,"existed":false,"matchedTenant":false,"functionName":null,"expression":null,"fullName":null,"calculatedTree":null,"reportId":null,"originalName":"OrderID","originalId":"00000000-0000-0000-0000-000000000000","isParameter":false,"isCalculated":false,"hasAggregatedFunction":false,"querySource":null,"querySourceName":null,"categoryName":null,"inaccessible":false,"originalAlias":null,"fullPath":null,"id":"b648344c-526e-4984-bfc3-7be462b800fe","state":0,"deleted":false,"inserted":true,"version":null,"created":null,"createdBy":null,"modified":"0001-01-01T00:00:00.0000000+07:00","modifiedBy":null}]}],"reportRelationship":[],"reportFilter":{"logic":"","visible":true,"filterFields":[],"id":null,"reportId":null},"reportPart":[],"remaining_fields":"are omitted"}

Call Save report as draft API

Prepare the ReportSavingParameter object

The highlighted report is where the ReportDefinition object will be inserted

{"reportKey":{"key":null,"modified":null,"tenantId":null},"section":0,"saveAs":false,"ignoreCheckChange":false,"report":{},"expandedLevel":0}

Populate the ReportSavingParameter object with the ReportDefinition then call the Save report as draft API
Receive back the ReportSavingResult object

ReportSavingResult object with the success field true and report id assigned in reportKey.key and report field populated:

{"reportKey":{"key":"796c20b6-d42e-4a46-b143-6d16eecc78ac","tenantId":null},"report":{"inaccessible":false,"category":{"name":"TestCategory","type":0,"parentId":null,"tenantId":null,"canDelete":false,"editable":false,"savable":false,"subCategories":[],"checked":false,"reports":null,"dashboards":null,"id":"0ecf1821-dc37-43dd-8b4c-654961b37038","state":0,"deleted":false,"inserted":true,"version":null,"created":null,"createdBy":"John Doe","modified":null,"modifiedBy":null},"subCategory":{"name":"","type":0,"parentId":null,"tenantId":null,"canDelete":false,"editable":false,"savable":false,"subCategories":[],"checked":false,"reports":null,"dashboards":null,"id":null,"state":0,"deleted":false,"inserted":true,"version":null,"created":null,"createdBy":"John Doe","modified":null,"modifiedBy":null},"reportRelationship":[],"reportPart":[],"reportFilter":{"filterFields":[],"logic":"","visible":true,"reportId":"796c20b6-d42e-4a46-b143-6d16eecc78ac","id":"96bb6406-621d-4375-8cef-1ae9c31c5ac8","state":0,"deleted":false,"inserted":true,"version":null,"created":null,"createdBy":"John Doe","modified":null,"modifiedBy":null},"calculatedFields":[],"accesses":[],"schedules":[],"dynamicQuerySourceFields":[],"name":"Example Report Name","reportDataSource":[{"reportId":"796c20b6-d42e-4a46-b143-6d16eecc78ac","querySourceId":"af773c7b-878e-461b-9345-27ee6592db1a","querySourceCategoryId":null,"connectionId":null,"selected":true,"id":"3067c607-e143-47ed-8ab5-b6c3ad918f75","state":1,"deleted":false,"inserted":false,"version":null,"created":null,"createdBy":"John Doe","modified":null,"modifiedBy":null}],"type":0,"previewRecord":10,"advancedMode":true,"allowNulls":false,"isDistinct":false,"categoryId":"0ecf1821-dc37-43dd-8b4c-654961b37038","categoryName":null,"subCategoryId":null,"subCategoryName":null,"tenantId":null,"tenantName":null,"description":"","title":"","lastViewed":null,"owner":"John Doe","ownerId":"9fc0f5c2-decf-4d65-9344-c59a1704ea0c","excludedRelationships":null,"numberOfView":0,"renderingTime":0,"createdById":"9fc0f5c2-decf-4d65-9344-c59a1704ea0c","modifiedById":"9fc0f5c2-decf-4d65-9344-c59a1704ea0c","snapToGrid":false,"usingFields":null,"hasDeletedObjects":false,"header":{"visible":false,"items":[{"type":"image","label":"Image","id":"formatDetails_57","positionX":0,"positionY":0,"width":6,"height":6,"name":"Logo 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Line","value":"{horizontalRule}","font":{"family":"Roboto","size":14,"bold":false,"italic":false,"underline":false,"color":"#000","backgroundColor":"#fff"},"color":"#000","dashStyle":"solid","thickness":2},{"type":"text","label":"Text","id":"formatDetails_60","positionX":20,"positionY":5,"width":6,"height":2,"name":"Report Generated","value":"Report 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Separator Line","value":"{horizontalRule}","font":{"family":"Roboto","size":14,"bold":false,"italic":false,"underline":false,"color":"#000","backgroundColor":"#fff"},"color":"#000","dashStyle":"solid","thickness":4}]},"footer":{"visible":false,"items":[{"type":"horizontalRule","label":"Horizontal Rule","id":"formatDetails_67","positionX":0,"positionY":0,"width":32,"height":1,"name":"Separator Line","value":"{horizontalRule}","font":{"family":"Roboto","size":14,"bold":false,"italic":false,"underline":false,"color":"#000","backgroundColor":"#fff"},"color":"#000","dashStyle":"solid","thickness":4},{"type":"text","label":"Text","id":"formatDetails_68","positionX":0,"positionY":1,"width":10,"height":2,"name":"Footer Text","value":"Footer Text","font":{"family":"Roboto","size":14,"bold":false,"italic":false,"underline":false,"color":"#000","backgroundColor":"#fff"},"color":"#000","dashStyle":"solid","thickness":1},{"type":"text","label":"Text","id":"formatDetails_69","positionX":20,"positionY":1,"width":4,"height":2,"name":"Page","value":"Page","font":{"family":"Roboto","size":14,"bold":false,"italic":false,"underline":false,"color":"#000","backgroundColor":"#fff"},"color":"#000","dashStyle":"solid","thickness":1},{"type":"pageNumber","label":"Page Number","id":"formatDetails_70","positionX":24,"positionY":1,"width":8,"height":2,"name":"Page Number","value":"{pageNumber}","font":{"family":"Roboto","size":14,"bold":false,"italic":false,"underline":false,"color":"#000","backgroundColor":"#fff"},"color":"#000","dashStyle":"solid","thickness":1}]},"titleDescription":{"visible":false,"items":[{"type":"title","label":"Title","id":"formatDetails_71","name":"Title","value":"","font":{"family":"Roboto","size":14,"bold":false,"italic":false,"underline":false,"color":"#000","backgroundColor":"#fff"},"color":"#000","dashStyle":"solid","thickness":1},{"type":"description","label":"Description","id":"formatDetails_72","name":"Description","value":"","font":{"family":"Roboto","size":14,"bold":false,"italic":false,"underline":false,"color":"#000","backgroundColor":"#fff"},"color":"#000","dashStyle":"solid","thickness":1}]},"sourceId":null,"checked":false,"copyDashboard":false,"exportFormatSetting":{"orientation":0,"margins":0,"centerOnPage":{"horizontally":false,"vertically":false},"pageBreakAfterReportPart":false,"marginSettings":[{"type":3,"topValue":0.75,"bottomValue":0.75,"leftValue":0.7,"rightValue":0.7,"headerValue":0.3,"footerValue":0.3},{"type":0,"topValue":0.75,"bottomValue":0.75,"leftValue":0.7,"rightValue":0.7,"headerValue":0.3,"footerValue":0.3},{"type":1,"topValue":0.75,"bottomValue":0.75,"leftValue":0.25,"rightValue":0.25,"headerValue":0.3,"footerValue":0.3},{"type":2,"topValue":1,"bottomValue":1,"leftValue":1,"rightValue":1,"headerValue":0.5,"footerValue":0.5}]},"deletable":false,"editable":false,"movable":false,"copyable":false,"accessPriority":0,"active":false,"id":"796c20b6-d42e-4a46-b143-6d16eecc78ac","state":1,"deleted":false,"inserted":false,"version":0,"created":null,"createdBy":"John Doe","modified":null,"modifiedBy":"John Doe"},"success":true,"messages":null,"data":null}

Populate the report parts

Extract the populated ReportDefinition from report field.
Prepare the report part objects:
For each report part object, build a corresponding ReportPartDefinition object
- Highlighted reportPartContent is to be updated by the report part object
- Highlighted title field is to be updated by the user-selected title
1 2 3 4 5 6 7 8
{"reportPartContent":{},"width":12,"height":4,"positionY":0,"positionX":0,"title":"Grid"}
Update the reportPart field of the extracted ReportDefinition with the array of ReportPartDefinition objects. (example in the step below)

Call Save report API

Prepare the ReportSavingParameter object and call Save report API similarly to Call Save report as draft API step.

reportKey.key filled with the assigned id
section = 2 (Fields) to save the report parts section only
report extracted from Call Save report as draft API step
report.reportPart populated with the sample grid in Build a simple Grid

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