When you want to create a custom report on a Browser Enquiry that can be run from Unit4.

Unit4 allows custom reports in Excel, Word and PDF formats to be created for data pulled in Browser Enquiries.  These reports can be created, updated and deleted by the end user as needed through Unit4 and Report Engine.  

Custom reports are run from the Browser Enquiry, which has been executed with the desired parameter values.   The reports are found under Data | Reports or by clicking the Report icon () after the Browser Enquiry has been opened.

The advantage of doing this is that the report will execute faster and be able to pull more data than the same report run from your desktop.  The report is also available to all users who have access to the Browser Enquiry.

Note, this Confluence page does not provide documentation on how to create an Excelerator or Worderator report, it only lays out how to add the report to the Browser Enquiry in Unit4.

Browser Enquiry Report Setup

If you want to set up a new report starting from an existing Browser Enquiry report, you can export one to your desktop and modify it:

  1. Navigate to the browser enquiry that pulls the data needed for the report.
  2. Open the enquiry and execute to get some results.
  3. Click on the Reports icon (or go to Data | Reports).
    1. If there is an Export Report menu, then open it to see all reports.
    2. If there is not an Export Report menu, use the Design menu item instead.
  4. Double click on the report name to export it.
  5. Unit4 will run the report through Report Engine and open it in the appropriate application (MS Word, MS Excel, Report Designer, etc.)
  6. The report can be modified here and tested against whatever data was pulled when the browser enquiry was executed.
  7. Save your report with the changes:
    1. If you used Design to export the report, the name will contain "garbage" letters that are meant to create a completely unique name.  You'll want to ensure those are removed when saving your changes.

If you want to create a report from scratch, or create a scratch browser enquiry report from an existing desktop Excelerator or Worderator report:

  1. Navigate to the browser enquiry that pulls the data you need for your report.
  2. Open the enquiry and execute to get some results.
  3. Click on the Reports icon (or go to Data | Reports).
  4. You can either start with a blank rerx report (Design New [.rerx]), which provides the most flexibility, or you could start with a predefined report type, as listed under the Predefined menu (Browser [.xlsx], Pivot [.xlxs], Default [.pdf] or Default [.docx]).  
  5. Unit4 will set up a blank template for the report-type selected, with the data from the Browser Enquiry attached for testing.
  6. Set up the report as desired.  You can design from scratch or you can bits you want from existing reports.  In Excelerator, you can cut & paste entire worksheets and control sheets from existing reports.
  7. Save the report somewhere convenient, close it and then import it into Unit4 (instructions below).

  • The easiest way to get an existing desktop report into Unit4 is to create a blank report from scratch and then cut & paste from desktop report into the blank report.
  • To make this change for Excelerator reports:
    • It will be necessary to make sure the query SELECT * FROM ... statement in the top left cell of each worksheet specifies the name of the browser enquiry. E.g.: query SELECT * from [Cohort Lists]. It is a common practice to use the same name in ReSQL as in the browser so, it may be the same but, it could be different and it should be checked.
    • Reports that are run from Unit4 cannot prompt for the parameter values the way that the Excelerator reports on the desktop do so, the statement:
      .declare period_from Int 201901 ? in the ReSQL file will cause an error when the report is run from Unit4.
      If you have a need to keep the ReSQL statement in the report, then just the "?" can be deleted, leaving the statement as: .declare period_from Int 201901
  • Reports that are run off a Browser Enquiry in Unit4 use the results that are displayed (or tagged) on the browser Results tab.  Any default parameter values specified in the .rerx file are not used.

To import a new report into Unit4:

  1. From the Browser Enquiry, click on the Reports icon.
  2. Double-click on Import Report
  3. Browse to the location of the report and open it
  4. Unit4 will tell you if it imported successfully or not and, if it did, the report is available as a report on the Unit4 server and it will run on whatever results are set up in the Browser Enquiry.

To replace a report with the updated version you need to first delete the existing report from the Reports window and then import the replacement:

  1. From the Browser Enquiry, click on the Reports icon.
  2. Expand the Delete Report menu item.
  3. Double-click on the report you want to replace (Unit4 will not allow two reports on the same name on a browser enquiry and it will not automatically overwrite an existing report with the same name).
  4. If you are sure you have the right one, say Yes when it asks.
  5. Click on the Reports icon again.
  6. Double click on the Import Report menu item.
    1. Navigate to the report and Open it.
    2. Note: make sure the report file is not open, it won't import if it is.
  7. Unit4 will tell you if it imported successfully or not.
  8. Once imported, it can be run on demand.

Known Oddnesses

After working on and importing one .rerx file, and then carrying on to open or create a second report, a message sometimes comes up about recovering orphaned folders on the previous file.  

 If this happens:

  • Click on OK
  • Close the log file that comes up
  • Go back to: Reports | Create New [.rerx] and try again.