Creating a Report Object for a Report
When a report has been created (for more information, see Creation of Reports and the Required Software), it can be retrieved for use in M-Files Desktop.
For displaying reports, Microsoft .NET Framework (not .NET) 4.7.2, 4.8.x, or later (or the most recent available Client Profile version) is required. If the client computer does not have an appropriate .NET Framework installed, the report is not shown and the user is prompted to install the framework. You can download the most recent .NET Framework version from Microsoft Download Center.
Follow these steps to create a report object:
Attaching a Report Object to a View
You can attach a report object to a specific view, such as Sales by customer or Proposals by salesperson. Do the following steps to attach a report object to a view:
Associating the Report Object with Other Objects
You can associate the Report object with other objects, such as Customers. You can display the report data by customer by selecting a customer from the list if you so specify in the reporting services settings (see Creation of Reports and the Required Software). Then M-Files will show the data (for instance sales by month) for only this specific customer in the report. When you select another customer, the report will be updated with data related to the second customer.
Bringing the Report Up to Date
The data in the report is based on the latest data from M-Files to the reporting service. The data can exported either manually or on a scheduled basis. If a separate update link is created for a report in the reporting services, the report can be updated with M-Files Desktop whenever necessary. For more information, contact our customer support in M-Files Support Portal or your M-Files reseller.