Jaspersoft 9.0 Upgrade and Migrate Advanced Reporting

Jaspersoft 9.0 brings enhanced capabilities and improved performance to your reporting and analytics environment, empowering organizations to make data-driven decisions efficiently. Upgrading to this latest version ensures access to cutting-edge features, and long-term support for your advanced reporting needs. A successful migration of advanced reporting content ensures continuity and maximizes the value of your existing data and reports.

Key Features of Jaspersoft 9.0

Improved User Experience and Accessibility: The updated interface offers streamlined navigation, customizable layouts, and improved accessibility. These features ensure quicker access to tools, cater to diverse needs, and enhance productivity with minimal training.

Advanced Reporting Capabilities: Discover improved report design tools, new visualization options like heatmaps and geospatial analytics, and interactive dashboards with drag-and-drop functionality. Enhanced ad hoc reporting empowers users to create insightful, visually compelling reports with ease.

Enhanced Performance and Scalability: With optimized query execution, faster report rendering, and improved data processing, the system now supports high-concurrency environments and large-scale data loads. Efficient memory management ensures smooth operation under heavy usage, reducing delays in accessing critical insights.

Improved Scheduling and Automation: Enhanced job scheduling and automated reporting workflows, including advanced scheduling for recurring reports and batch processing. Trigger-based reporting integrates with workflows to generate reports based on events or thresholds, with expanded delivery options like email and FTP. This streamlines the process and ensures timely delivery to stakeholders.

Legacy Report Compatibility: The system ensures legacy reports and dashboards continue to function without redesign, while offering smooth migration tools for reports, themes, and configurations. Version compatibility allows older reports to work seamlessly in Jaspersoft 9.0, safeguarding your investment while enabling access to modern features.

Summary of Key Enhancements (Ver 7 to 9)

Ø Streamlined User Experience and Accessibility: More modern and customizable interface and better accessibility features.

Ø Reporting Features: Enhanced visualizations, interactive dashboards, and ad-hoc reporting with drag-and-drop functionality for more insightful reports.

Ø Performance: Significant performance supporting high-concurrency environments and large data sets and scalability improvements.

Ø Scheduling/Automation: Advanced scheduling options and report delivery flexibility.

Ø Access to Modern Features with Legacy Support: The new version ensures that legacy reports and dashboards continue to work without the need for redesign

Jaspersoft 9 represents a major leap forward, particularly for organizations looking to modernize their reporting infrastructure, support cloud and hybrid environments, and improve data analytics capabilities.

Admin User – Advance Reporting Admin Role.

Navigation Screens with the Upgraded Version

Create Adhoc View

Navigate to Ad Hoc Views and click Create.

Select the desired domain, choose the data source from the list, and click OK.

Drag Source items from the left panel to the columns on the right side and click OK

Drag the reporting fields to the columns on the right side.

Click Save to save the Ad Hoc View. You can choose to save it as a report or as an Ad Hoc View. Once the Ad Hoc View is created, Click on Create Report, select the newly created Ad Hoc View, and save the report. Select the desired domain, choose the data source from the list, and click OK.

Create Report

To create a report, click Create, then select Adhoc View from the dropdown menu, and click OK. This will generate the Adhoc View Report. To save the report, click Save and choose a directory.

Create Dashboard

Click on Create and select an existing report and drag it to the canvas, click save to Save the Dashboard (see below).

Schedule Reports

Click on Reports to view the list of reports or Library

Right click on any report and Click Schedule

Click Create Schedule and configure the date, recurrence, output file format, email notification to users to whom the report should be sent.

Analyst User – Report Designer

Analysts with this role can create reports using the pre-defined Adhoc Views and Create Dashboards with the Adhoc View Reports they have permission to:

Click on Create - Report and drag the Adhoc View to the canvas and once the report is displayed you can save it as Report.

Similarly, if you want to create a Dashboard

Click on Create - Dashboard and drag the Adhoc View report to the canvas and once the report is displayed you can save it as Dashboard.

Analyst User – Adhoc Designer

Analyst with this role can create and edit Adhoc Views using existing domains.

Click on Create Adhoc View, select the domain click OK

Click Save to save the Ad Hoc View. You can choose to save it as a report or as an Ad Hoc View. Once the Ad Hoc View is created, Click on Create Report, select the newly created Ad Hoc View, and save the report. Select the desired domain, choose the data source from the list, and click OK.

(See above steps under Admin screen to save the report)

Edit Adhoc Views

Click on View – Repository and Open any existing Adhoc View to edit.

Added the email address and Organization.

Schedule Report

Click Library – Right click on Adhoc Report – Create Schedule and then configure the date, recurrence, output file format, email notification to users to whom the report should be sent to schedule the report. (See above Admin section)

Analyst – Dashboard Designer

Analyst with this role can create and edit dashboards using existing reports.

Click on Create Dashboard and open any Adhoc view dragging from left to right and select the location to save the dashboard

Advanced Report Screen

Current screen to view all the Advanced Reports (Adhoc View, Dashboard and Report)

New Screen to view all the Advanced Reports under the Library menu.

Alerts:

Using the JasperReports Server alert feature, you can set alerts for reports from the Report Viewer toolbar. This functionality is available for Tables and Crosstabs. Alerts help you to monitor the data and notifies you when there is any significant change in the data. You can create, view, search, edit, and delete an alert.

Steps to Create Alert Panel:

On the Report Viewer toolbar, click the Turn on alert mode icon . This enables the numeric values or data points.

Click any data point to open the new Create Alert panel.

Click the Condition tab to set the condition for the alert as described in Setting Condition.

Click the Parameters tab to view the parameters for the alert as described in Viewing Parameters.

Click the Schedule tab to set the recurrence and start time for the alert as described in Setting Schedule.

Click the Notifications tab and set up email notifications, as described in Setting Notifications.

Click the Output tab and set the output format and location, as described in Setting Output.

Click Create alert to add and save the alert.

Click the View Alert List icon in the Report Viewer to view the new alert or list of alerts.

Note: The list of alerts in the Alerts panel is only available for the report in which the alert is set up.

The alert mode in the report remains enabled even after closing the Create Alert panel. To disable the alert mode, click the Turn off alert mode icon in the toolbar. The change in color around the alert bell icon indicates that alert mode is turned off.

Open any Adhoc Report and click on the bell icon to turn on the alert mode

Report Drill Down

Drill-down reporting in Jasper Reports 9.0 allows users to click on summarized data in a report and navigate to more detailed information related to that data. This feature is especially useful for IT Service Management (ITSM) ticketing systems, where users can explore ticket metrics at different levels, such as by category, priority, or department.

This is a simple drill down report to filter the Tickets based on Ticket Types. Once you click on the type of ticket the list of tickets are displayed.

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