Reports in BxMobile (handheld terminal) and BxWebManager

A dedicated reporting module is now available in BxMobile and BxWebManager. These reports are based on SQL queries configured in BxAdmin.

Setup

1. Start by logging in to BxAdmin

2. Activate the module

   1. Go to the Configuration menu
   2. Select "Add Property"
   3. Enter the following values:
   • Area/Routine: report
   • Name: enabled
   • Value: true

   4. Click "Confirm"

   

3. Create SQL Queries

   1. Go to the SQL Integration menu
   2. Click "+Add"
   3. Name the query. Start with report for easier identification
   
   
   
   4. Write you desired query, e.g., monthly sales statistics on Visma Business orders
   
   
   
   5. Click "Run Query" to test it
   
   6. Click "Save" when finished

4. Create Reports

   Go to the Reports menu
   Fill in the fields:
   • Report Id: A unique identifier for the report
   • Report title: The title shown in BxMobile
   • Query Name: Name of the SQL query
   • Description: (Optional) Additional description displayed on the report
   
   
   
   Add the required fields (by default, all columns from the query are displayed). Fields can also be used to set custom column titles.
   
   
   
   Add any report parameters (e.g., year, order number, etc), and then click "Save".
   
   

Final Steps

• The report is now set up and will be visible in BxMobile.
• Remember to download settings on the handheld terminal for the report to appear.

Cloud vs. OnPrem Integration

• OnPrem Integration: Data is fetched in real-time when running the report.
• Cloud Integration: Data must be downloaded before running reports.