Note: Before following 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 setup 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. To learn more and see a visual example of the report, refer to: Getting started with Report Builder

This article provides instruction and information on the following:

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. Browse to C:\PaladinPOS\Export.
  2. Open the PaladinData Data Source.rdl file.

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

  1. In Paladin, from the top menu, select Reports > MS Report Builder.
  2. In Microsoft Report Builder, in the Getting Started window, select Open.
  3. Click the Insert tab.
  4. In the toolbar, click Matrix, then select Matrix Wizard.
  5. In the Choose a dataset pane, select Create a dataset, then click Next.
  6. In the Data Source Connections window, select PaladinData, then click Next.

Note: For multi-stores: In the Design a Query list, select Edit as Text.

  1. 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.

  1. Click Next.
  2. In the Row Groups box, drag the following fields:
    • INV_ID
    • INV_PARTNUMBER
    • INV_DESCRIPTION1
    • INV_LOCATIONID
    • INV_DEPTID
  3. In the Values box, drag the following file: INV_EXPANSION
  4. Click Next.
  5. Make sure that the Show subtotals and grand totals check box is not selected.
  6. Make sure that the Expand/collapse groups check box is not selected.
  7. Click Next.
  8. In the Style box, select a style.
  9. Click Finish.
  10. In the Report Data pane, next to Data Sources, click +.
  11. Right-click PaladinData, then click Data Source Properties.
  12. Click Credentials.
  13. Check Do not use credentials, then click OK.
  14.  In the main Report Builder area, enter a title, then edit the column headings as needed.
  15. When you are done making changes, press CTRL+S to save the report settings.
  16. Choose a location and name for your report file, then click Save.

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How to recall a saved report

  1. In Paladin, from the top menu, select Reports > MS Report Builder.
  2. In Microsoft Report Builder, in the Getting Started window, select Open.
  3. Browse to a saved report, 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.

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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: 12/09/24