Defining Report Templates

A default HTML report template is provided out-of-the-box under <calypso home>/client/resources/com/calypso/templates/report/default.html. It can be customized or you can create your own templates using View > Views > HTML > Configure HTML View from any report. HTML report templates must be registered in the domain “REPORT.Templates”.

Templates contain free-form text as well as template keywords to retrieve information from reports. All available report keywords are described below. Keywords have the format |keyword name|, they are bracketed using the "|" symbol.

 Ⓘ   [NOTE: Template files need to be copied to <calypso home>/tools/calypso-templates/resources/com/calypso/templates/report. You will then need to deploy the files to your applications servers]

 

Keyword Names Description

APP_VERSION

Calypso Version of Application

CURRENT_DATETIME

Current Date and Time

DATE

Current Date

DB_URL

Database URL

DS_NAME

Data Server Name

END_DATE

Specified End Date of Report

FILTER_SET

Name of Filter Set used, if any

MARGIN_CALL_PO

Margin call - processing org

MARGIN_CALL_COUNTERPARTY

Margin call - Counterparty

MARGIN_CALL_CONTRACT_ID

Margin call - contract id

MARGIN_CALL_CONTRACT_TYPE

Margin call - contract type

MARGIN_CALL_PROCESS_DATETIME

Margin call - process date and time

PARAMS

Table containing report template parameters

PATCH_VERSION

Patch Version

PRICING_ENV

Pricing Environment

RECEIVER_ID

rec.getId()

RECEIVER_LEID

rec.getLegalEntityId()

RECEIVER_ROLE

rec.getLegalEntityRole()

RECEIVER_CONTACT_TYPE

rec.getContactType()

RECEIVER_CONTACT_NAME

rec.getContactName()

RECEIVER_TITLE

rec.getTitle()

If null return PARENT_RECEIVER_TITLE

RECEIVER_ADDRESS

rec.getMailingAddress()

RECEIVER_EMAIL

rec.getEmailAddress()

If null return PARENT_RECEIVER_EMAIL

RECEIVER_FAX

rec.getFax()

If null return PARENT_RECEIVER_FAX

RECEIVER_TELEX

rec.getTelex()

If null return PARENT_RECEIVER_TELEX

RECEIVER_PHONE

rec.getPhone()

If null return PARENT_RECEIVER_PHONE

RECEIVER_SWIFT

rec.getSwift()

If null return PARENT_RECEIVER_SWIFT

RECEIVER_COMMENT

rec.getComment()

RECEIVER_CODE

le.getName()

RECEIVER_FULL_NAME

LegalEntity le = BOCache.getLegalEntity(dsCon,rec.getLegalEntityId())

le.getName()

RECEIVER_CITY

rec.getCityName()

If null return PARENT_RECEIVER_CITY

RECEIVER_ZIPCODE

rec.getZipCode()

If null return PARENT_RECEIVER_ZIPCODE

RECEIVER_STATE

rec.getState()

If null return PARENT_RECEIVER_STATE

RECEIVER_COUNTRY

rec.getCountry()

If null return PARENT_RECEIVER_COUNTRY

REPORT_OUTPUT

HTML Table representing Report Data

REPORT_TITLE

Title of Report

REPORT_TYPE

Type of Report (Trade, Transfer, Message, ...)

SENDER_FULL_NAME

LegalEntity le = BOCache.getLegalEntity(dsCon,sender.getLegalEntityId())

le.getName()

SENDER_CODE

le.getName()

SENDER_ID

sender.getId()

SENDER_LEID

sender.getLegalEntityId()

SENDER_ROLE

sender.getLegalEntityRole()

SENDER_CONTACT_TYPE

sender.getContactType()

SENDER_CONTACT_NAME

sender.getContactName()

SENDER_TITLE

sender.getTitle()

If null return PARENT_SENDER_TITLE

SENDER_ADDRESS

sender.getMailingAddress()

If null return PARENT_SENDER_ADDRESS

SENDER_EMAIL

sender.getEmailAddress()

If null return PARENT_SENDER_EMAIL

SENDER_FAX

sender.getFax()

If null return PARENT_SENDER_FAX

SENDER_TELEX

sender.getTelex()

If null return PARENT_SENDER_TELEX

SENDER_PHONE

sender.getPhone()

If null return PARENT_SENDER_PHONE

SENDER_SWIFT

sender.getSwift()

If null return PARENT_SENDER_SWIFT

SENDER_COMMENT

sender.getComment()

SENDER_CITY

sender.getCityName()

If null return PARENT_SENDER_CITY

SENDER_ZIPCODE

sender.getZipCode()

If null return PARENT_SENDER_ZIPCODE

SENDER_STATE

sender.getState()

If null return PARENT_SENDER_STATE

SENDER_COUNTRY

sender.getCountry()

If null return PARENT_SENDER_COUNTRY

START_DATE

Start Date of Report

TEMPLATE_NAME

Name of Report Template used

USER

Name of User running report

VALUATION_DATE

Valuation Date