General Report Manager

Opening General Report Manager

Call General Report Manager (GRM) tool or use main menu Tools → General Report Manager… .

Adding a new report

There are 2 options available.

Creating the report from scratch

1. Using the Navigator, mouse right-click on the Reports label.
2. Choose the menu item: New Empty Report.
3. Enter the name for the new report group and the new name.
4. Rename reports, if required, by right-clicking on the menu item: Rename Report.
5. Five tabs will be displayed: Output, SQL, Lua, Template and Description.
6. Choose the tab: SQL, insert the SQL script into the editor window, check that the SQL script finishes with a semicolon, then press the Save button.
7. Press the Test button to execute the SQL script.
8. If the test is passed the Create Template button will become available. Press it to generate an HTML template for the report.
9. Press the Run button to get the HTML report in the Output window.

Report Parameters

For MMEX version 1.3.4 there is a possibility to transfer dates into a report’s SQL script. There are three options available: &single_date, &begin_date, &end_date. In case if a SQL contains one of the parameter above it will be replaced with a date from a calendar widget. For example, this SQL script returns all accounts balances for the specified date:

with b as  (
    select ACCOUNTID, STATUS
        , (case when TRANSCODE = 'Deposit' then TRANSAMOUNT else -TRANSAMOUNT end) as TRANSAMOUNT
        , TRANSDATE
    from CHECKINGACCOUNT_V1    
    where STATUS <> 'V'
        and TRANSDATE <= '&single_date'
    union all
    select TOACCOUNTID, STATUS
        , TOTRANSAMOUNT ,TRANSDATE
    from CHECKINGACCOUNT_V1
    where TRANSCODE = 'Transfer'
        and STATUS <> 'V'
        and TRANSDATE <= '&single_date'
    )
select a.ACCOUNTNAME, a.ACCOUNTTYPE,
total(TRANSAMOUNT) + a.INITIALBAL as Balance
from ACCOUNTLIST_V1 as a
left join b on a.ACCOUNTID=b.ACCOUNTID
where a.STATUS = 'Open'  and a.ACCOUNTTYPE !='Investment'
group by a.ACCOUNTNAME order by a.ACCOUNTNAME asc;

Importing report

There are a lot of reports provided by users or developers on GitHub.

Exporting report definition

If you have created any helpful report it may be exported into ZIP file.