Create a Report with Fetch Designer

Fetch Designer creates a data source drawing entities and their attributes and select how their value will be displayed with conditions that must be met in order to include a record into the data rendered. A report is essential in data analysis and analyzing a situation.

Task at hand

Create a report using a data source built with Fetch Designer. We will draw on the Customer entity with specific attributes and intersect them with another entity. What we wish to see is all the individual customers with a deposit, not a savings account.

Before you begin

Before you launch into the present task, configure the following:

  • Create an entity Account and an entity FTOS_IB_BankAccountObjective with a many-to-many relationship.
  • Create two banking products: savings and deposit (they can have any specifications).
  • Create a Form Driven Flow attached to the entity Account. The Form Driven Flow is for a customer to create a savings/ deposit.
  • Populate the Form Driven Flow at least with two records, one record with a savings account, one with a deposit.
  • Create a business unit "Goals'' and security role ''Goals'' which have CRUD operations on the entities.

1 Configure the data source with Fetch Designer

Follow the path: Innovation Studio > Analytics > Data source.

Click the Insert button.

Insert the name and display name ''Data Source''. Here we will join the two entities and add conditions.

Click on Fetch Designer. For the first entity, Account, we will select the following attributes:

  • CommercialRegistration
  • DateOfBirth
  • FirstName
  • Name
  • PIN
  • PlaceOfBirth
  • typeId.
IMPORTANT!  The Fetch Designer is a one-way tool. Once you add the entities and their attributive and save them, when you open the designer again, it will not remember the selection. Only the code snippet has the data.

Join the first entity with FTOS_IB_BankAccountObjective and its attributes:

  • accountId
  • assignedAccountId
  • associatedAccountTypeId
  • bankAccountId
  • bankingProductId
  • hasRegularPayments
  • initialAmount
  • maturityDate
  • Name
  • productPeriodTypeId
  • productTypeId
  • remainingAmount
  • targetAmount
  • tenor.

Click on Conditions. We wish to have in the report only the information which meets these conditions.

  1. The client is an individual.
  2. The banking product is a ''deposit'' from the attribute associatedAccountTypeId.
HINT  
If you are writing the JavaScript, and not using Fetch Designer, write the alias for the attributes, otherwise, it will not work. After saving, the fetch designer will erase your selection, and can only edit through the code snippet.

For details, see Tabular reports.

2 Create the report

Follow the path: Innovation Studio > Analytics > Reports.

Field Details
Name Insert the name for the report. e.g. ReportonDeposits

Display Name

Insert the display name, e.g. Report on Deposit.

Scope Select General.
Type Select Simple Grid Report.
 

Attach a report item. This is where you will add the data source and the time-line for where to fetch the data.

FieldDetails
Start DateSelect the start date.
End Date

Select the end date.

IMPORTANT!  
Be sure that the time interval selected is included in the time interval of the banking product. It is outside of that interval, no data will be fetched.

For example, a savings account product has 1/1/2021 as start date and 1/1/2025 as end date. The report dates should be between that time-frame, e.g. 1/4/2022 to 1/8/2024.

Data Source Select the data source created in the first step.
Is Default Tick the boolean.
 

Click the Save and reload button.

Attach the security role Registered User and Goals.

3 Attach the report to a Portal

Follow the path: Innovation Studio > Digital Frontends > Digital Experience Portals >Menu items.

Click the Insert button.

FieldDetails
Type Select Report.
ReportSelect the name of the report, e.g. ReportonDeposits.
Select an iconSelect any icon you desire.
 

Click the Save and reload button.

Attach the security role Registered User and Goals. For details, see Grouping Entities in Menu Items.

Congratulations! You have created a report!