Basics of working with reports
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Vertec can generate reports. We provide a variety of reports by default: All Vertec reports at a glance.
You can also design and run custom reports directly from Vertec using the Office report system, with which Word, Excel and PDF reports can be created and printed.
Vertec provides an Office-based, cloud-ready report generator. The Office reports are based on a report definition in the form of Python code. Office reports are generated by Vertec on the server side and the resulting documents are delivered to the apps in Word, Excel or PDF formats.
Office reports are
✔ performant
✔ cloud-ready
and are available in all full-featured apps.
For more information, see Office reports.
For Vertec versions up to 6.5.
Vertec’s Word reporting mechanism allows you to design custom reports in Microsoft Word and run them directly from Vertec.
A Word report is always based on a Word document template. This report template contains, in addition to normal text, special elements with OCL expressions, which are evaluated when the report is run and populated with the corresponding report data.
Word reports can be generated either by Office or by Vertec.
Office-generated and Vertec-generated Word reports differ only in the way they are generated, not in the template.
Vertec-generatedVertec-generated Word reports are generated by Vertec on the server side and the resulting documents are delivered to the apps in Word or PDF formats. They are ✔ performant and are available in all apps. Vertec-generated Word reports run much faster than Office-generated ones. |
Office-generatedOffice-generated Word reports are generated by Vertec on the client directly in Word. A special macro code runs, which interprets certain elements in the report template and accesses the Vertec object system via COM or ActiveX. Consequently, Office-generated Word reports can only be used in the Vertec Desktop App and the Vertec Cloud App. |
Legacy Word reports should always be used Vertec-generated. We recommend you use Office reports instead.
For more information, see Legacy Word Reports.
Legacy Excel reports are always Office-generated and based on an Excel template. Unlike legacy Word reports, there is no built-in Vertec report generator for legacy Excel reports. A legacy Excel report must contain a macro, which is written specifically for the report and is responsible for inserting the report data.
Legacy Excel reports are generated locally on the client and are output as an Excel document. This requires an Office installation on the client. Therefore, legacy Excel reports are only available in the Desktop App and in the Cloud App if there is a local Excel installation and a COM interface installed on the client.
Since legacy Excel reports perform poorly due to communication via COM, we recommend using Office reports with Excel output instead.
For more information, see Excel reports.
Reporting system | Desktop App | Cloud App | Web App | Output format |
---|---|---|---|---|
Office reports | ✔ | ✔ | ✔ |
|
Vertec-generated legacy Word reports | ✔ | ✔ | ✔ |
|
Office-generated legacy Word reports | ✔ | ✔* |
|
|
Office-generated legacy Excel reports | ✔ | ✔* |
|
* Available if the client has a COM interface installed and an Office installation.
In order for reports to appear in the Print
menu in Vertec, they must be registered in Vertec.
To find registered reports in Vertec, go to Settings > Report Templates folder.