Reports guide

This service is named reports and allows generating and visualizing charts.

To see the menu entry Reports on the Portal, you need to have the permission reports=view.


If you have the permission reports=*, you can have access to all the functions mentioned below.

View the reports

To read all the reports, you need to have the permission reports=read. Otherwise, you cannot read the data.

If your permission has values like this: reports=read('Report 1', 'Report 2'), you will only see the reports Report 1 and Report 2.

You can view a report by double-clicking on the line associated with the report.

View a report

Edit the reports

To edit the reports, you need to have the permission reports=edit.

You can update the report’s name and description.


The report’s name and the English description are mandatory and cannot be empty.

Edit a report

You can also select the script to generate the report’s data. The suggested scripts are accessible from the service Scripts.

You can edit the report’s template, which is a JavaScript script with the following structure.

// Define the SQL request
var myQuery = 'select * order by creationdate'

 * Get the data using the library Google Charts
 * proxyrooturl: the URL getting the data source associated with a defined report (the variable will be automatically replaced at the report's visualisation)
 * access_token: the user's authentication token (the variable will be automatically replaced at the report's visualisation)
 * table: the table's name built by a stored procedure when the report's transformer is executed
var query = new google.visualization.Query('${proxyrooturl}&access_token=${accesstoken}&table=ds_invoices_today_USD');

// Apply query language statement.

// Send the query with a callback function.

function handleQueryResponse(response) {
    // Handle error message
    if (response.isError()) {
        alert('Error in query: ' + response.getMessage() + ' ' + response.getDetailedMessage());
     // Process the data

    // Use Google Charts to draw the chart

Recalculate a report’s data

From the report’s view, you can recalculate the report’s data.

Recalculate the data

When you recalculate a report’s data, you are running the script associated to the report. This script will rebuild the stored procedures containing the data.


  • The script Reporting_Generate_Today_DataSources builds the data recovered today.
  • The script Reporting_Generate_Period_DataSources builds the data recovered for a year.
  • The script Reporting_Generate_All_DataSources gathers the two scripts above.