Jasper Reporting Overview

Jasper reports allow you to create custom reports that contain data from different Mambu database tables.

To create Jasper reports, you can use Jaspersoft Studio. For more information, see Creating Jasper reports.

Once your reports have been created in Jaspersoft Studio and you have the appropriate JRXML template, you may import this file to Mambu to display the Jasper report using data from various entities in Mambu. You can only import Jasper reports using the Mambu UI, you cannot import it using the API. For more information, see Importing Jasper report templates in Mambu.

If you have done the migration from MySQL 5.7 to MySQL 8.0, you must update your existing Jasper reports. For more information, see Updating Jasper reports.

Jasper report templates and permissions

There are five permissions related to viewing, creating, editing, and deleting reports in Mambu:

• View Jasper Reports (VIEW_JASPER_REPORTS)
• Create Jasper Reports (CREATE_JASPER_REPORTS)
• Edit Jasper Reports (EDIT_JASPER_REPORTS)
• Delete Jasper Reports (DELETE_JASPER_REPORTS)

With regards to reports, there is a Reports tab under the Administration menu item and there is a Reporting menu item on the main menu.

To view the Reports tab under Administration, you need at least one of the mentioned permissions assigned to your user - either directly or via a role.

To view the Reporting menu item on the main menu you need the View Historical Data and the View Reports permissions assigned to your user, either directly or via a role.

Creating Jasper reports

To create your Jasper report templates, you will need to:

1. Install Jaspersoft Studio and MySQL server. For more information on this setup, see Software Requirements.
2. Link the MySQL database to Jaspersoft Studio so that all the data is available in Jaspersoft Studio. For more information on how to create an adapter between Jaspersoft Studio and MySQL Server, see Data Adapter.
3. Download your current Mambu database and then import it into mySQL. For more information, see Database clone and Import Database clone.

Importing Jasper report templates in Mambu

To import a Jasper report template in Mambu, you must first export the JRXML file from Jaspersoft Studio. Once you have this file:

1. In the main menu, go to Administration > Reports.
2. Using the Reports Type dropdown, select the entity for which you would like to create a report.
3. Select Add Report.
4. In the Importing New Report dialog, enter all the necessary information. For more information on the fields, see Fields for reports.

Fields for reports

Controlling access to reports

Access to a report is controlled by the Visibility settings you select when creating or editing the report.

If you select the All Users checkbox, then all roles will be selected and any user that has the appropriate permissions assigned to them either directly, or through a role will have access to the report.

If you do not select the All User checkbox then users will need to be assigned a role with appropriate permissions to allow them access to the Jasper report template. This role needs to also be selected in the list of roles. Users will not have access to the report if they have the permissions directly assigned to them.

Editing, deleting, and rearranging reports

To edit, delete, or rearrange report templates:

1. In the main menu, go to Administration > Reports.
2. Using the Reports Type dropdown, select the entity for which you have created the report you want to edit, delete, or rearrange.
3. To edit or delete a report, find the report in the list and select Actions and then either Edit or Delete. To rearrange the reports, select Rearrange Reports, and then drag and drop the reports into the order you prefer and select Save Changes.

Downloading and previewing the report template

Jasper report templates are compiled before they are stored in the database, but the Jasper SDK is able to decompile reports into JRXML files. A Jasper report template will be decompiled before it is downloaded so that you can open it in Jasperstudio directly.

To download a report template:

1. In the main menu, go to Administration > Reports.
2. Using the Reports Type dropdown, select the entity for which you have created the report you want to download.
3. Select the name of the report, which is a link, in order to go to the report detail page.
4. Select either Download Report Template or Preview Report.

Viewing reports

In order to view a report you have to go to the entity under which you created the report.

For example, if you create a report for the Clients entity, then to view the report:

1. Go to the client detail page of any client.
2. In the top right-hand corner select Reports, then select the name of the report you would like to view.

Viewing reports with report type Other

There is an additional Other report type option. To view reports with the Other report type:

1. In the main menu, select Reporting > Other Reports
2. In the list of reports, select the report you want to view.