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General Report Manager

Opening General Report Manager

Call General Report Manager (GRM) tool or use main menu ToolsGeneral Report Manager… .

GRM Toolbar

Adding a new report

There are 2 options available.

Creating the report from scratch

  1. Using the navigation tree, mouse Right-Click on the Reports label.
  2. Choose the menu item: New Empty Report.
  3. Enter the name for the new report group and the new name.
  4. Rename reports, if required, by right-clicking on the menu item: Rename Report.
  5. Three tabs will be displayed: Output, SQL, Lua, Template and Description.
  6. Choose the tab: SQL, insert the SQL script into the editor window, check that the SQL script finishes with a semicolon, then press the Save button.
  7. Press the Test button to execute the SQL script.
  8. If the test is passed the Create Template button will become available. Press it to generate an HTML template for the report.
  9. Press the Run button to get the HTML report in the Output window.
Creation of a new report from scratch animation

Report Parameters

For MMEX version 1.4.0 there is a possibility to transfer dates into a report's SQL script. There are six options available: &single_date, &begin_date, &end_date, &budget_years, &fin_year_day, &fin_year_month. In case if a SQL contains one of the parameter above it will be replaced with a date from a calendar widget or a value from the MMEX settings. For example, this SQL script returns all accounts balances for the specified date:

with b as  (
    select ACCOUNTID, STATUS
        , (case when TRANSCODE = 'Deposit' then TRANSAMOUNT else -TRANSAMOUNT end) as TRANSAMOUNT
        , TRANSDATE
    from CHECKINGACCOUNT
    union all
    select TOACCOUNTID, STATUS, TOTRANSAMOUNT ,TRANSDATE
    from CHECKINGACCOUNT
    where TRANSCODE = 'Transfer'
    )
select a.ACCOUNTNAME,
total(TRANSAMOUNT) + a.INITIALBAL as Balance
from ACCOUNTLIST as a, b
where a.STATUS = 'Open'
    and b.ACCOUNTID = a.ACCOUNTID
    and b.STATUS <> 'V'
    and b.TRANSDATE <= '&single_date'
group by a.ACCOUNTNAME order by a.ACCOUNTNAME asc;
GRM report output using single date parameter
    example

Importing report

There are a lot of reports provided by users or developers on GitHub

Exporting report definition

If you have created any helpful report it may be exported into ZIP file.