Reporting Services

Our state of the art Reporting Services solution provides an intuitive web interface for designing and amending reports. By implementing a cloud first, server only solution, we are increasing the scalability and making it easier to design and maintain reports with a simpler deployment.

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Exploring

  • Easier to design and maintain reports.

  • Simple deployment as a server only solution.

  • Intuitive interface for designing and amending reports.

The programs related to this feature are accessed from the Program List of the SYSPRO menu:

  • Program List > SYSPRO Reporting Services

A third-party report in SYSPRO typically refers to a custom report or document that was developed by an external consultant, partner, or independent developer. These are reports that are not part of the standard reports that are included in the SYSPRO product.

Setup programs

Maintain SRS Document Templates

Query programs

SRS Report Queue

Starting

To use this feature, these components must be installed in the following order using the SYSPRO Installer Application:

  1. SYSPRO Reporting Services

  2. SYSPRO Application Gateway Service service

  3. SYSPRO Reporting API

    • When installing theSYSPRO Application Gateway Service SYSPRO Reporting APIand you are prompted to supply a valid gateway endpoint and authentication key before you can continue installing SYSPRO 8 2025.

    • The SYSPRO Reporting API and the services required to run it can be located on different machines.

To use this feature, the following setup option(s) must be enabled/defined:

Setup Options > System Setup > SQL

  • Company database connection

    • Company database authentication

    • SQL Server name

  • SQL Server administrative information

  • SQL Server standard user information

    • The administrative and standard SQL user must have access to create a database and tables within the database, as well as access to read and write data.

  • SRS reporting database connection

    The SRS reporting database connection is strictly used for the data that reports will use and will not be consumed by the SYSPRO Reporting API or the SYSPRO Reporting Services.

    • SRS authentication

    • SRS SQL Server name

    • SRS login password

      Select Test SQL connection to verify that the connection to the SYSPRO Reporting Services database is successful.

Setup Options > System Setup > Legacy Reporting

  • Maximum rows per report

Setup Options > System Setup > E.Net Service Details

  • Server name

  • SOAP port

  • REST port

Setup Options > System Setup > Reporting

  • Reporting configuration

    This must be defined as Server-side reporting using SQL.

  • Reporting service API endpoint

    The endpoint is created automatically by the SYSPRO Application Gateway Service service.

Setup Options > System Setup > Connectivity

  • Application Gateway service settings

    • Use Application Gateway service

    • Application Gateway service endpoint

    • Authentication key

      Select Test connection to verify that the connection to the SYSPRO Application Gateway Service is successful.

To use this feature, the following module(s) must be installed according to the terms of your software license agreement:

  • SYSPRO Reporting Services

You can secure this feature by implementing a range of controls against the affected programs. Although not all these controls are applicable to each feature, they include the following:

  • You restrict operator access to activities within a program using the Operator Maintenance program.
  • You can restrict operator access to the fields within a program (configured using the Operator Maintenance program).
  • You can restrict operator access to functions within a program using passwords (configured using the Password Definition program). When defined, the password must be entered before you can access the function.
  • You can restrict access to the eSignature transactions within a program at operator, group, role or company level (configured using the Electronic Signature Configuration Setup program). Electronic Signatures provide security access, transaction logging and event triggering that gives you greater control over your system changes.
  • You can restrict operator access to programs by assigning them to groups and applying access control against the group (configured using the Operator Groups program).
  • You can restrict operator access to programs by assigning them to roles and applying access control against the role (configured using the Role Management program).

  • Batch preview is not supported when printing a batch of documents, as this would open multiple preview panes.

Solving

A default limitation of 500 000 line items was implemented to address the inconsistency in processing large reports with extensive data, which previously resulted in unpredictable behavior.

The limit can be configured at the Maximum rows per report setup option (Setup Options > System Setup > Legacy Reporting).

This message is displayed if the SYSPRO Reporting API is not running.

Start the SYSPRO Reporting API service or check the event viewer for the reason and resolve.

This message is displayed if you attempt printing a document that is linked to a legacy template.

Link the document to a template supported by the SYSPRO Reporting Services engine using the Maintain SRS Document Templates program.

Permission to create a new SRS report is determined by the Report designer setup option against the operator.

You can give an operator permission to design new SRS reports by following these steps:

  1. Access the Operator Maintenance program and select the operator.

  2. Select the Options tab and navigate to the Access section.

  3. Enable the Report designer option.

You can create a new report in SYSPRO Web UI (Avanti) or SYSPRO Desktop.

To create a new report in SYSPRO Desktop follow the below steps

  1. Open SYSPRO Reporting Services (Program List > SYSPRO Reporting Services).

  2. Selecting the File option at the top of the page.

  3. Select New SRS Report and follow the steps seen in section 3 below, to create your report.

To create a new report in SYSPRO Web UI (Avanti) follow the below steps:

  1. Select the hamburger menu icon to the top left of the page.

  2. Within the hamburger menu navigate to Reporting Services > Setup > New Report.

    A New Report popup will be displayed.

  3. Under Action select, Create new report.

  4. Under Report Type or Report based on select your preferred option between:

    • Standard(Business Object in Desktop)

      This refers to reports that are included by default in the SYSPRO package, for example the Credit Management or the Inventory Journal Report . These reports are based off business objects using the predefined schema as a dataset.

    • Custom Datasource

      This refers to reports imported from an external source such as 3rd party or designed in SYSPRO using a data management tool (SQL, Excel, Oracle) as a database connection.

    • GL Financial Report

      This refers to a report previously created using the GL Financial Report Writer reports in SRSGL Financial Report Writer . You can use SYSPRO Reporting Services to convert such a report into a more flexible and dynamic format.

  5. Once you’ve finished entering your requirements and details for the report, select Save.

    The Report Designer will automatically be displayed.

When creating a report, you will need to connect to a valid data source before generating a dataset into the Report Designer canvas. Doing so, is important when creating reports from a Custom Datasource.

Follow these steps to generate a dataset:

1. Connecting to the database and adding a data set:

  1. Select the Data panel icon (found to the right of the Properties icon).

    You’ll automatically be connected to the database that you are logged into. Your connection will be displayed under Data Sources.

  2. Select the +Add button under Data Sets and choose your data from the options provided.

2. An Edit Data Set popup will be displayed.

  1. Add the query that will be used to interrogate your data, to the Query section.

    For example:

    An example of a query to select data from a BAQ:
    “select * from your_baqs_name”

  2. Select Validate, followed by OK.

    The selected data set will be displayed under Data Sets .

3. Adding Data to the Canvas.

  1. Select a format to add the data (such as a table), which can be selected from the Control Box on the left and dragged into the canvas.

    Select an area of the table to add a field from your dataset to the selected area.

  2. Alternatively you can select the data directly from the Data Sets section on the right side of the canvas.

    Select the Select Fields icon found to the right of the data set. This will convert every field in your data set to a checkbox item.

  3. Once you’ve checked your intended fields, drag your dataset into the canvas.

    A table will be generated displaying your selected fields.

  4. Select Save and Preview to view your report.

  • On the left of the page, you’ll see a Control Toolbox which can be used to add various items including textboxes, images and tables.

  • In the center of the page is the Canvas, where your data can be placed and updated.

  • On the right-hand side of the page is the Properties section, which includes Advanced Properties where the layout, preview settings and data can be edited.

Once you've generated a dataset into the Report Designer there are many methods to edit and update it.

  • To add details or input to your data, select a field in the canvas and update it as required.

  • You can change the font size, put in bold, adjust the alignment, save or preview your work, using the toolbar at the top of the page.

  • To move columns in a table, select a column and drag it to the intended location

  • You can further format your data using the Properties tab. Select the fields in your canvas that you wish to format before selecting the Properties tab. Using the Properties tab you can edit your table’s borders, background, and features of your selected text.

  • Parameters define rules and criteria for selecting specific data. For instance, a parameter might specify that data related to a particular type of customer will be selected from a dataset.

  • Filters apply the rules of parameter to a selected destination.

You can search any function in the expression editor and the syntax or formula will be displayed, as well as a brief description of the function.

For example:

Syntax: Max(<Values>)

Description: Returns the maximum non-null value from the specified expression.

Follow these steps to use the Expression Editor:

  1. With the Report Designer open, select a field in the canvas where you intend to use a function.

  2. Navigate to the Properties tab on the right of the page.

  3. Under Common select the data binding button (displayed as a gray square to the right of the Value field).

  4. The Expression Editor will be displayed.

    Select the Search field and enter the name of the function you intend to use.

    The function's syntax and description will be displayed.

  5. Double-click your intended function displayed under Functions.

  6. Enter the required data into the fields displayed under Expression.

  7. Select Save and Preview your report.

The lookup function in SYSPRO requires a field from your source and a field from your destination to match the two. Lookups are useful for transferring data from one dataset, to be displayed in another.

Follow these steps to use the lookup function:

1. With the Report Designer open, select a field in the canvas where you intend to perform the lookup.

2. Navigate to the Properties tab on the right of the page.

3. Under Common select the data binding button (displayed as a gray square to the right of the Value field).

4. The Expression Editor will be displayed. Select the Search field and enter lookup. The lookup function's syntax and description will be displayed.

5. Double-click the Lookup button displayed under Functions. The lookup function will be displayed under Expression.

6. Enter your intended data into the fields displayed under Expression.

7. Select Save and Preview your report.

  1. Right-click on the report in the Program List and select Design Report.

    The Report Designer will be displayed.

    This option only applies to SYSPRO Desktop and will be visible if your operator is set up to be a report designer.

    In SYSPRO Desktop this feature is found on the Report Form, using the gear on the top right corner.

  2. Select the ReportBody tab to change the information in the body of the report.

  3. Add a secondary data source to the report:

    1. Select Data to display the data panel and view the data sets and available fields.

    2. If the required data set is not displayed, select Add in the Data panel and select the data source to be used for the new dataset.

      The Edit Data Set widow is displayed.

    3. Add a name for the data set in the Name field of the General section.

    4. Enter the query statement in the Query field.

    5. Select Validate to validate the query statement.

    6. Select OK.

      The custom form fields will be displayed in the Data panel below the data set.

  4. If a secondary data set is used, you must use a lookup function to link the secondary data set.

    1. Select Properties gear to view the Textbox panel.

    2. At the Value field select the Data Binding option and then select the Expression editor.

      The Common - Value window is displayed.

    3. Select the Lookup function from the Functions drop-down.

      The function will be displayed in the Expression box.

  5. Save your changes.

Data sources are automatically created for all companies in the SysproAdmin table.

Grouping data refers to creating hierarchies within your selected information.

For example:

You may wish to create a view of your business’ branches, customers per branch, and the sales value per customer. In this case, you would group your data by branch, then by customer, then by sales values.

To group your data:

  1. With the Report Designer open, select the field in your canvas that you wish to use as your data heading (grouping) and select the Data panel to the right of the canvas.

  2. A handle titled Groups will be displayed. This handle can be used to manage the hierarchy of your groupings.

  3. Select the field you intend to group your data with, from your data set.

    Drag the field into the handle, to group the data within your table. Doing so will automatically create a group heading and group footer.

  4. Select Save and Preview your report.

The group heading row can be used to insert titles for each field per grouping, while the footer row can be used to create totals for each column.

When adding a field to the group footer, the field will automatically aggregate the total value of the field in the grouping. For example, if a “sales value” field is added to the footer, the sum of the sales value for that grouping will automatically be displayed.

A nested table is a table within a table. Nested tables can be used to transport entire tables or grids from one dataset to another.

With the Report Designer open, ensure that both the table you wish to nest and the table that will contain the nested data are displayed on the canvas.

Follow these steps to create a nested table:

  1. Select the table you wish to nest.

  2. Drag the selected table into a field (or several merged fields) of the table you intend to nest it in.

  3. Filter the nested table's data:

    1. Select the cells of the nested table before navigating to the Properties tab to the right of the canvas.

    2. Navigate to the Filters field under Data and select +Add....

    3. The Filters section will be displayed.

      Select the + Add... button to create a filter.

    4. Add the criterion to ensure it filters the required data from your intended data-source into your nested table.

  4. Save and Preview your report.

Watermarks can be created in SYSPRO without using layers. However creating a watermark using layers, will ensure you have greater control over which reports the watermark will appear in.
1. Follow these steps to create layers within your report:

  1. Launch the Report Designer and select the Report Toolbox bar on the left of the page.

  2. Select the Layers function.

    By default, there is only one layer per page.

    Optional: For ease of use, select the “Hide Layer” icon to hide the default layer while adding the watermark.

  3. Select the + Add Layer button to create Layer1.

    Using layers you can select which Target Device or type of report the layer will be displayed on or left off.

    With the Layer selected, navigate to the Layer tab under Properties. Under Target Device you can toggle the option to display the selected layer when previewed on Screen, used as an Export or when printed on Paper.

2. Follow these steps to create a watermark on your report:

  1. With Layer1 selected, add the item that will contain your watermark to the canvas.

    This container could be an image, textbox, or any option of your choice.

  2. Select the container and navigate to the tab (the tab name depends on the selected container, e.g. Textbox if you have selected a textbox container) under Properties.

  3. Select Layer1 under Layer Name of the Layout section.

  4. To push your watermark to be displayed behind the contents of your report, select the Z-index under Layout and update the value to 0.

  5. Select the container in the canvas and add your intended watermark or message.

  6. Resize and center the container to ensure it displays as required in your report.

  7. Unhide your default layer.

  8. Save and Preview your report and ensure your watermark displays as intended.

Drilling through refers to a report, in which each linked section leads to a separate child report, that does not necessarily maintain the format of the initial report (the parent report).

Follow these steps to use the jump-to feature to create a drilled through report:

1. Using the Jump-to functionality.

  1. Launch the Report Designer .

  2. Select the item in the canvas (your intended section of a plot, table, graph etc.) and navigate to the Properties. Under Properties, the Plot tab will be displayed.

  3. Under the Action section of Plot, select the Type field and choose what type of destination you intend for your report to lead to.

    The options available in the drop-down:

    • Jump to Report

    • Jump to Bookmark

    • Jump to URL.

  4. Depending on your selection, a new field will be displayed under Type. Select the exact destination you wish your report to link to, such as a specific URL, report, or bookmark.

  5. You can add a parameter to parse your data into the linked report.

    Select the + Add button displayed in the Parameters field in the Action section, before adding the details of the parameter.

  6. Save the report.

2. Creating a filter for the child report.

To ensure that the jump-to reflects the section of the data that you intend, you may need to add a corresponding filter to the child report.

  1. Open the child report and display it in the Report Designer.

  2. Navigate to the Data tab and select Add + under Parameters.

  3. Select the newly created parameter and enter your intended details.

  4. Select the entire table or the portion you wish to filter before selecting the Properties tab to the right of the canvas.

  5. Under Tablix the Data tab will be displayed. Select + Add... next to the Filters field.

  6. Add the details to the filter.

  7. Save the report.

3. Using the drilled through report.

  1. Navigate back to the parent report.

  2. Select the Preview icon and test the functionality of the jump-to features you've added.

You can use the Import function that is displayed on the toolbar of the SRS Document Templates Maintenance program.

This option is only available to administrators and may not displayed due to security limitations. You can define the group access as Administrator to use this option.

If a report has been exported from SYSPRO Reporting Services, using the Export report configuration function, the files will reside in a zip file which can then be imported using the Import report configuration function. Doing so, will import the template as well as a corresponding control file and form. If the file that needs to be imported is an rdlx template, it can be imported using the Import Templates function below.

  1. With the SRS Viewer open and displaying the report you wish to export, select the Export icon.

    The Export tab will be displayed to you.

    When exporting a report from the SRS Viewer, you’ll be able to use the Advanced Settings of the export function.

    Select the Advanced Settings checkbox under the Export tab to view the full package of export features and options.

  2. Select your intended format (such as PDF) and any other options of your choice before selecting the Export button.

    Doing so, will create your report and send it to the downloads folder of your device.

With SYSPRO Reporting Services open:

  1. Select the report you wish to export from Available Reports.

  2. In the pop-up window, select the Export Report checkbox.

    Next to the checkbox is the Export Options button.

    The options available in Export Options are not as extensive as those available when previewing a report in the SYSPRO Viewer.

  3. Select the Process button, once you’ve finalized your selections.

Printing directly can be a time-consuming process. To save time, you can send your report to the queue to be printed, which enables you to keep working in SYSPRO while your report is printed in the background.

To send a report to the queue using SYSPRO Desktop, follow the below steps:

With SYSPRO Reporting Servicesopen:

  1. Select the report you wish to print from Available Reports.

  2. Select the Output Options tab before deselecting Preview Report.

  3. After deselecting Preview Report select Process.

    Doing so will send the report to the queue.

  4. To view the report in the queue navigate to SYSPRO before selecting the Report Queue icon.

To send a report to the queue using SYSPRO Web UI (Avanti) follow the below steps:

  1. Select your intended report either through a tile or through the hamburger menu.

  2. Select the Add to Queue icon.

  3. To view the report in the queue navigate to SYSPRO before selecting the Report Queue icon.

The information is saved in the Jobs and ScheduledJobs tables within the SysproReportingService database.

Using

  1. Install the SYSPRO Reporting Services engine.

    1. Install the SYSPRO Reporting Server 8.00.298

    2. Review the following product parameters:

      • SQL Server connection string

        For example:

        Data Source=SQLSERVER;User ID=user;Password=password;TrustServerCertifiate=False;

        Replace SQLSERVER with the SQL server name, user with the username of the SQL Server user and password with the SQL server user password.

      • Installation directory

  2. Install the SYSPRO Application Gateway Service service.

  3. Install the SYSPRO Reporting API service.

The following indicates areas in the product that may be affected by implementing this feature:

Program List > SRS Documents > Document Setup

This program lets you maintain document templates that can be linked to document types.

Program List > SRS Documents > Document Setup

This program lets you create and maintain documents and link these to document templates.

We have updated the following sections in this program:

  • You can import and export documents, as well as maintain document templates by selecting the Functions option from the toolbar.

  • You can specify the output folder where you want to store printed documents by selecting the Configure hyperlink at the Output options field.

  • You can view the template used, schema and sample XML by selecting the View hyperlink at the Document details field.

  • You can view the operator, date and time details by selecting the View hyperlink at the History field.

  • All reports have been updated and converted for the new SYSPRO Reporting Services engine.

  • Various 'List of' reports have been deprecated, as these can be easily created.In most cases the information contained in these reports can simply be exported from the listview containing the data. You can view the list of programs deprecated in SYSPRO 8 2025.

SYSPRO Ribbon bar > Home

This program lets you manage, execute (i.e. print, email, export) and schedule all your reports on the server.

  • We added the Type field where you can select to view either documents and reports in the queue.

  • We added the Additional filters option that lets you filter by document types, dates, times and status.

  • The Preview hyperlink lets you preview reports and documents.

  • Listviews refresh automatically as you select options.

The following indicates the business objects that are affected by this feature:

The Post System Setup Options business object lets you post system setup options for the Setup Options program.

The Query System Setup Options business object lets you query the system options configured within the Setup Options program.