HR Leave · Australia

07 — Reports & Dashboards (Studio From Scratch)

Report Leave Requests by State + dashboard widget — every wizard property

Scopex_786686_hr_leave
sys_ide5f5bc9493a303507520703efaba104d
Instance labdev398980
URL token{BASE}
Quick open Visual map Reports Dashboards

Visual map — Ch.07 · Reports & dashboards

See in 10 seconds

Leave by State report → dashboard widget

You build

Scoped report + dashboard

Track

Administration

RPTBy state
→
ACLViewer rows
→
DASHWidget
→
SHARERoles
↗ $report.do↗ $pa_dashboard.do
✓ No names on leadership slides✓ Report in app scope✗ Run-as admin on dashboards

Full visual path (all chapters): VISUAL_FROM_SCRATCH_00_16.html

Studio-only from scratch: Build reports in the Reports module wizard — no external tooling.

Also open: Properties + Direct Links · Schema · Studio Create All Objects · Previous: 06 Notifications

How reports and dashboards relate

Part 1 Report groups req_v2 by u_state → Part 2 Dashboard embeds report as widget for hr_admin/manager.

Rule 0 — Before any object (Application + Update Set + Studio)

Repeat these checks before creating or editing any application file. This section is also section 00 Update Set — create the capture set first.

  1. Application picker — top-right globe / application menu → select HR Leave (x_786686_hr_leave). Never leave Global selected when creating scoped artifacts.
  2. Update Set — All → System Update Sets → Local Update Sets → New:
    FieldValue
    NameHR Leave – Build
    ApplicationHR Leave
    StateIn Progress
    DescriptionCaptures all HR Leave lab artifacts
    After submit: open the record → click Make Current. Direct list: {BASE}/sys_update_set_list.do
  3. Open Studio — {BASE}/$studio.do → confirm header shows HR Leave.

If artifacts land in Global scope, delete them and recreate under HR Leave. ACLs and events created globally will not behave correctly for this app.

Verify Update Set: Create a test Script Include in Studio → open HR Leave – Build → Related List Customer Updates shows the new file.

Part 1: Report Wizard — Leave Requests by State

Purpose

Visual report grouping leave requests by state.

Navigation path

Direct URL

{BASE}/sys_report_list.do

Prerequisites

Form fields — Report wizard

Wizard stepSelection
1 Source typeTable
2 TableLeave Request [x_786686_hr_leave_req_v2]
3 Report typeBar chart or Pie chart
4 ConfigureGroup by: State (u_state), Aggregate: Count
5 TitleLeave Requests by State
ApplicationHR Leave

Step-by-step create

  1. Reports → Create New → Table → req_v2.
  2. Choose Bar or Pie → Group by u_state → Count.
  3. Title: Leave Requests by State. Application HR Leave.
  4. Run report → verify segments for draft/submitted/approved.

Verify checklist

Demo / test

Seed 2 draft, 3 submitted, 1 approved → chart reflects counts.

Part 2: Dashboard + Widget

Purpose

HR Leave dashboard with embedded report widget.

Navigation path

Direct URL

{BASE}/$pa_dashboard.do

Prerequisites

Form fields

FieldValue
NameHR Leave Dashboard
Widget typeReport
ReportLeave Requests by State
Roleshr_admin, manager

Step-by-step create

  1. Dashboards → New → Name HR Leave Dashboard.
  2. Add widget → Report → select report from Part 1.
  3. Share with roles hr_admin, manager. Save dashboard.

Verify checklist

Demo / test

manager1 opens dashboard → chart visible.

Reports verify checklist

  1. Report scoped to HR Leave.
  2. Dashboard shared with manager/hr_admin.

HR Leave · Studio from scratch · scope x_786686_hr_leave · replace {BASE} with your instance URL