Generate Report Programmatically

Question

Let's say that I have created a report using the Acumatica Report Designer and it is linked to the relevant DAC.

I also have a custom screen with an Action. When the user executes this action, I want to generate the report so that it the user downloads it as pdf.

What is the approach to generate the report as PDF programmatically through the Acumatica API?

Answer 1

Please refer to code snippet below for an example showing how to generate report programmatically as PDF file and show SaveFileDialog to download/save generated PDF:

public PXAction<IOITInboundTestWorkOrder> GenerateReportAndRedirectToFile;
[PXButton]
[PXUIField(DisplayName = "Generate Report and Download as PDF")]
protected void generateReportAndSaveToDB()
{
    Actions.PressSave();
    PXLongOperation.StartOperation(this, () =>
    {
        PX.SM.FileInfo file = null;
        using (Report report = PXReportTools.LoadReport("SO641012", null))
        {
            var orderNbr = ITWO.Current.OrderNbr;
            if (report == null) throw new Exception("Unable to access Acumatica report writter for specified report : " + "SO641012");
            Dictionary<string, string> prams = new Dictionary<string, string>();
            prams["ITWONbr"] = orderNbr;
            PXReportTools.InitReportParameters(report, prams, PXSettingProvider.Instance.Default);
            ReportNode repNode = ReportProcessor.ProcessReport(report);
            IRenderFilter renderFilter = ReportProcessor.GetRenderer(ReportProcessor.FilterPdf);

            using (StreamManager streamMgr = new StreamManager())
            {
                renderFilter.Render(repNode, null, streamMgr);
                string fileName = string.Format("Inbound Test Work Order #{0}.pdf", orderNbr);
                file = new PX.SM.FileInfo(fileName, null, streamMgr.MainStream.GetBytes());
            }
        }
        if (file != null)
        {
            throw new PXRedirectToFileException(file, true);
        }
    });
}