UDF's in XL Reporter

Question

Dear all,
UDF's are not appearing in the report composer area from which we can drag the required data.
Tools>UDF's>Activated visible in XL reporter
But still the UDF's created not coming.Can anyone helpme regarding this issue.
Regards,
Suresh Kannan

Answer 1

Hi Suresh,
              Try this Exercise: Sales report with UDF. This Exercise will help to how to get UDFs in XL Reporter.
6-1     Create a Sales report definition for UDF in Report Designer. Do not assign a template
6-1-1     In Organizer choose the folder Sales, in the pane located on the right, and select New, then Report Definition.
Type in the name: Sales report with UDF, and press Enter.
Click on No to respond to the message: Do you want to assign a Template to you new Report
6-1-2     Select Cell B4, type: Sales report with UDF, give the text a bold font size 16
6-1-3      Select Row 8 and in Advanced Report Builder choose Row Expansion.
6-1-4     Choose Business Partner in the list and choose three dots button to the right
6-1-5     In the Dimension Lookup window select all Business Partners  *
Click OK in Dimension Lookup window and choose Apply button in the right corner of Advanced Report Builder screen.
6-1-6     Select Cell A8 and click on Formula Builder - the fx button in Report Designer toolbar.
6-1-7     Choose to press the plus sign in front of the Business Partners, double left click at BP Code, and double right click at the BP Name
6-1-8     Select Cell C8 and in Formula Builder double-click on Sales A/R – Document Total
6-1-9     Select the Parameters in Advanced Report Builder, select New and enter:
Name     : Period
Category     : Dimension
Type     : Financial Period
Attribute     : Code
Default value:Leave Blank
Prompt     :Specify the Period
Choose OK
6-1-10     Select Column C and in Advanced Report Builder choose Column Expansion
6-1-11     Select Financial Period in the list and choose three dots button to the right
6-1-12     In the Dimension Lookup window choose Parameters tab, select the Financial period parameter @Period. 
Go into the value field, select the button to the right, and select the YEAR TO DATE function from the list. The selection should be YTD(@Period)
Choose OK in Dimension Lookup window and select Apply - button in the right corner of Advanced Report Builder.
6-1-13     Select Column C and select expansion symbol in the Advanced Report Builder to make it the active – changes color to blue.
6-1-14     Click on one right corner of the symbol and drag it to include Column D, Press Apply.
6-1-15 Select the different columns and adjust column width.
6-1-16     Select Cell A7, type: BP code and Name
     6-1-17     Select Cell C7, type: Amount
     6-1-18     Select Cell D7, type: %
6-1-19     Choose to click the Save icon
6-1-20     Select Generate Report from the Report Designer toolbar
6-1-21 After you review the report, click the close button (X) in the upper right corner
          of the screen
6-1-22     Select Cell A9, type: Total
6-1-23     Select Cell D8, type in formula: =C8/C9
6-1-24     Select Cell C9, select the Formula Builder (fx) from the XL Reporter toolbar, and select the Functions tab. Select: Total  Column Total
6-1-25     Choose to copy the formula in Cell C9 and paste it into Cell D9
6-1-26     Select to display the Period Code in Cell C6
6-1-27     Select Cell C6 – D6, right-click → format cells…→ tab alignment →text control → flag Merge cells
Select to center the text by selecting Center from the toolbar
6-1-28     Select Cell A9 to D9, give the area the color Gray-25%, and make the font bold.
Select Cell C6 to D6, give the area the color Gray-40%, and make the font bold.
6-1-29     Choose to click the Save icon
6-1-30     Select Generate Report from the Report Designer toolbar
6-1-31 After you review the report, click the close button (X) in the upper right corner
          of the screen
6-1-32     Choose Column C
6-1-33     Select Cell C7, type: UDF
6-1-34     Choose to click the Save icon. Close XL Reporter
6-1-35     Choose to make a User-defined field in SAP Business One
SAP Business One  User-Defined Field  Manage User Field  Master
     Data  Business Partner  Business Partner
     Choose to create a User-defined field, name the field: BP_UDF
6-1-36     Choose to add some data to the field for five – 5 Business Partners under Business Partner Master Data
6-1-37     Select to go back into XL Reporter and choose to make the User-defined field visible. Choose from the toolbar: Tools  User-Defined Fields
     A list will appear. Choose to flag the User-defined field, named BP_UDF, with the Category Business Partner  OK
     Follow instructions: Updates were successful. You must restart XL Reporter for changes to take affect. Press OK
6-1-38     Restart XL Reporter
6-1-39     Select the Sales folder and choose to open the Sales report with UDF
6-1-40     Select Cell C8 and click on Formula Builder - the fx button in Report Designer toolbar.
6-1-41     Choose to press the plus sign in front of the Business Partners, double left click at BP_UDF
6-1-42     Click the Save icon
6-1-43     Select Generate Report from the Report Designer toolbar
6-1-44 After you review the report, click the close button (X) in the upper right corner
          of the screen
6-1-45     Close the Report Definition
Thanks,
Suresh.Yerra