Creating Custom Reports

Overview Within Enginuity, there are multiple ways to access reports (management, context, and ad hoc). The templates used in displaying these reports were created using Microsoft’s report design tools. Adsystech now offers the ability for users to create their own templates and publish them for use to the general user community.

Where It Fits Within Enginuity Report Design Overview MS Report Designer Security Manager Local Agencies System Admin Security Wizard Assign Role(s) 1. Download Training DB 2. Design Reports 3. Upload to Report Inventory 5. Assign Report to User Group(s) 4. Assign Reports to one or more Applications Hosting Site Training DB Training DB Nightly Extract of Training Region Training DB Fttp://Copy of Training DB

Terms and Definitions: Report Inventory–Repository for storing all reports to be accessed within the system. Report Publishing– Once a report is uploaded into the report inventory it must be published to the reporting service before users can be provided access. Report Template (RDL)– Report Design Language (RDL) provides the required descriptive information to render a report format for viewing. This template is populated with data based on the users data selection criteria “query”. MS Visual Studios – Microsoft’s Report Design tool is included in this development kit. The report designer can be used to design report templates that can be uploaded for use within the application. FTP DB Site– Web site where the latest backup of the training database can be downloaded. This database can be used to build reports that are to be published.

Key Product Features Walkthrough Design Report Template Upload to Inventory Publish to Instances Assign to Application (Security Wizard) Assign to User Groups (Security Manager) Detail Process Flow: Design Report Template Download Database – copy from ftp site sample report training backup database to local system. Restore Backup – restore the local copy of the training database for use (MS SQL or Express). MS Report Designer – use report designer to develop report template (RDL). Upload to Report Inventory Publish to Instances (Prod, Test…) Assign Roles (Security Wizard) Assign User Group Access (Security Manager) Note: At the completion of this step, the reports have been designed.

Key Product Features Walkthrough Design Report Template Upload to Inventory Publish to Instances Assign to Application (Security Wizard) Assign to User Groups (Security Manager) Detail Process Flow: Design Report Template Upload to Report Inventory Upload RDL – upload the report template from the local drive into the report inventory. Upload Report Documentation – upload report design documentation (PDF, SQL views used…). Publish to Instances (Prod, Test…) Assign Application (Security Wizard) Assign User Group Access (Security Manager) 1 2 Note: At the completion of this step, the reports have been uploaded to the report Inventory database.

Key Product Features Walkthrough Design Report Template Upload to Inventory Publish to Instances Assign to Application (Security Wizard) Assign to User Groups (Security Manager) Detail Process Flow: Design Report Template Upload to Report Inventory Publish to Instances (Prod, Test…) Select report from report inventory. Select instances to publish report into. Push select reports to report permission listing. Assign Application (Security Wizard) Assign User Group Access (Security Manager) 2 1 3 Note: At the completion of this step, the reports have been published to Test, Production,…instances.

Key Product Features Walkthrough Design Report Template Upload to Inventory Publish to Instances Assign to Application (Security Wizard) Assign to User Groups (Security Manager) Detail Process Flow: Design Report Template Upload to Report Inventory Publish to Instances (Prod, Test…) Assign Application (Security Wizard) Select report from report listing. Select applications from application listing. Push select reports to application report listing. Assign User Group Access (Security Manager) 2 1 3 Note: At the completion of this step, the reports have been made available for use in all appropriate applications.

Key Product Features Walkthrough Design Report Template Upload to Inventory Publish to Instances Assign to Application (Security Wizard) Assign to User Groups (Security Manager) Detail Process Flow: Design Report Template Upload to Report Inventory Publish to Instances (Prod, Test…) Assign Application (Security Wizard) Assign User Group Access (Security Manager) Select report from report listing. Select user group from user group listing. Push select reports to report group permission listing. 2 1 3 Note: At the completion of this step, permission to access selected reports has been granted by local administrative staff.

Adsystech References & Resources Downloads: FileZilla: http://filezilla-project.org/ SQL Server 2005 Express Edition with Advanced Services: http://www.microsoft.com/downloads/details.aspx?familyid=4C6BA9FD-319A-4887-BC75-3B02B5E48A40&displaylang=en SQL Server Express Edition Toolkit: http://www.microsoft.com/downloads/details.aspx?familyid=3C856B93-369F-4C6F-9357-C35384179543&displaylang=en Download site for backups using FileZilla: sftp://enginuity5.esserver.com Reference Documents: Creating Custom Report Guide