Posted: 5 Nov 2017 8:44 EST Last activity: 8 Nov 2017 6:02 EST
Reporting on the fields from data class
I have a Auto Loan class where I have Customer page points to a data class of type 'Customer' and CustomerAddress page of type 'Address'. Customer has a credit score information and loan pricing rate differs based on the credit score and state where customer lives.
I wanted a report to show the customer name, creditscore and the state (particular set of risky states where recovery of loan amount is difficult) information of each day. How can I expose these customer and address information for reporting?
One option I know is to have a Declare Index for these pages (no straight way to create declare index for page). There can other reporting requirements in other data classes and I am not sure declare index for each different page is a good option
Is it right approach to have all the data in Data class? OR
if we know that we need some fields for reporting, Is it wise to create them directly in work class? OR
Have a declare expression to have a duplicate property in work class and copy the reporting necessary fields from data class?
I am not convinced with any option fully. Can anyone please advice?
Hi Prakash - Thanks for the response. "Optimize for reporting" enables only for page list and not for page property (Though i can create a temp page list, expose the property and change the declare index from page list to page). Assume I have multiple page properties where i have to expose some properties from each pages, should I create declare index for each? Is it an efficient option?
Declare index rule is not required for your scenario. Please right click the target property in your data class and select Optimize for reporting option.
Have you tried Optimize for reporting option for a property under Page property? If you are not getting that option, you might be lacking the privilege "SchemaPropertyOptimization". If you have this privilege but still facing this issue then please share the screenshot.
Hope the below link also will give you some idea about how to achieve your requirement.