Note:  Before you can follow these procedures, Paladin Support must set up the open database connection (ODBC) and template for the Microsoft Report Builder.  If you are not sure that the set up has been done, contact Paladin Support for assistance.

With the Microsoft Report Builder, you can create and maintain customized reports with access to all store level data that is contained in your database.  Then, you can run an updated version at any time without having to re-enter the data.  Learn more and see a visual example of the report:  Getting started with Report Builder

This article includes the following procedures:

  • How to create a sample report
  • How to recall a saved report

How to create a sample report with Microsoft Report Builder

Note:  If you have already downloaded Microsoft Report Builder, follow these steps to create a simple report that lists the inventory ID, part number, description, location, and department for inventory IDs 1-100.

  1. Open Paladin Point of Sale.
  2. On the Reports menu, select MS Report Builder.
  3. In Microsoft Report Builder, in the Getting Started window, select Open.
  4. Browse to C:\PaladinPOS\Export.
  5. Select the PaladinData Data Source.rdl file.

    Note:  If you do not see this file, contact Customer Support.

  6. Click Open.
  7. Click the Insert tab.
  8. In the toolbar, click Matrix, and then select Matrix Wizard.
  9. In the Choose a dataset pane, select Create a dataset, and then click Next.
  10. In the Choose a connection to a data source pane, click New.
  11. Click Test Connection. If the test is not successful, check the settings, and then test the connection again.
  12. When the test is successful, click OK.
  13. In the Data Source Connections window, select PaladinData, then click Next.
  14. For multi stores:  In the Design a Query list, select Edit as Text.
  15. In the Design a Query box, enter this script: Select * from inventory where inv_id<100

    Note:  This script will include all inventory items with an Inventory ID of less than 100.

  16. Click Next.
  17. In the Row Groups box, drag the following fields:
    • INV_ID INV_PARTNUMBER
    • INV_DESCRIPTION1
    • INV_LOCATIONID INV_DEPTID
  18. In the Values box, drag the following file: INV_EXPANSION
  19. Click Next.
  20. Make sure that the Show subtotals and grand totals check box is not selected.
  21. Make sure that the Expand/collapse groups check box is not selected.
  22. Click Next.
  23. In the Style box, select a style.
  24. Click Finish.
  25. In the Report Data pane, next to Data Sources, click +.
  26. Right-click PaladinData, and then click Data Source Properties.
  27. Click Credentials.
  28. Select the Do not use credentials check box, and then click OK.
  29.  In the main Report Builder area, enter a title, and then edit the column headings as needed.
  30. When you are done making changes, press CTRL+S to save the report settings.
  31. Choose a location and name for your report file, and then click Save.

How to recall a saved report

  1. Open Paladin Point of Sale.
  2. In the Getting Started window, click Open.
  3. Browse to a saved report, and then click Open.
  4. In the main Report Builder area, edit the title and the column headings, as needed.
  5. Click Run to generate the report.

 Note:  If you need help when you are in the Report Builder, press F1 to go to Microsoft Help.

If you have questions or suggestions about this information, contact support@paladinpos.com.

*Content is subject to change. For the most recent version, visit the Help Portal.
Printed on: 6/27/19