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Integration

Report

Overview

Overview

Overview

History

The IBI Complex Report Designer is based on the open-source project UReport2. By iterating over cells, it can achieve arbitrarily complex Chinese-style reports. The Report module is more suitable for scenarios with high requirements on table formats, such as financial statements and audit submissions.
Compared to BI self-service cross-tables, the characteristics of this type of report are:

  • Complex structure, nested multi-level headers, and inter-cell calculations.
  • More challenging to design.

Changes

We have made the following changes on top of UReport2:

Overall Architecture

  • Rewrote the entire frontend template interaction and UI for better usability.
  • Changed report definition storage from XML to JSON in the database.
  • Integrated IBI data sources and datasets:
    • Dataset reading includes table comments as aliases.
    • Integrated IBI datasets with multidimensional queries v1.10.
  • Integrated report resource permission control.
  • Supports adding IBI dashboards and large-screen displays:
    • Large-screen table style configuration pop-up.
    • Supports BI dashboard parameters, active linkage event definitions, passive linkage event responses, and click-to-popup functionality.
    • Dashboard export supports complex report export.
  • Deprecated UReport2 variables in favor of IBI's variable mechanism:
    • Queries support variables.
    • Plain text supports variables.
    • Expressions support variables.

Functional Improvements

  • Cross-tables automatically add multi-level parent-cell associations. The original system's parent-cell lookup only supported one-level association for scenarios with both left and top parent cells.
  • Aggregation methods now include count and distinct.
  • Supports custom sorting.
  • Supports column width adjustment.
  • Accumulative cell coordinate calculations now support parent cells with merged cells. The original system only supported accumulative calculations with parent cells as lists.
  • HTML output hides columns with widths less than 0.
  • Inserting or deleting columns now properly handles merged cell settings.

Expression Improvements

  • Added comment matching for single-line and multi-line comments.
  • Supports set expressions, similar to SQL syntax IN (1, 2, 3).
  • Fixed calculation errors for all cell expression filtering.
  • Supports column-only parent-cell offsets: C1[;B1:-1].
  • Supports SQL-standard CASE expressions: CASE WHEN THEN ELSE END.
  • Introduced a new coordinate expression @ to replace : and ! for relative offsets.
  • Added compound conditional expressions:
    • Graphical multi-level filtering expressions.
    • Supports SQL-standard multi-level expressions, e.g., A1 > 1 OR A1 < 10 AND B2 > 100.

Operational Experience

  • Menu Section:
    • Optimized color, border, alignment, border style, and clear content operations.
    • Font, background, and border settings remember the last selection, allowing direct execution with a single click.
    • Preview mode now uses a pop-up window for hot previewing.
  • Designer:
    • Supports cell copy and cut operations.
    • Added expression editor and expression templates.

Deprecated or Temporarily Unsupported Features

  • Original report parameter mechanism.
  • Original chart components.
  • Original table click events.
  • Image cells and QR code cells.

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OverviewChangesOverall ArchitectureFunctional ImprovementsExpression ImprovementsOperational ExperienceDeprecated or Temporarily Unsupported Features
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