Overview
The Camms.Strategy® Configuration menu provides access to default configuration settings which the Administrator can change according to the organisational requirements. Please click on each of the configuration items in the menu to view the details and rules.
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STEP 1: To navigate to the Report Uploader page go to Administration > Configuration > Reports.
STEP 2: Select the area of reporting that you wish to upload to i.e.; ‘Strategic community planning'. Any reports you have already uploaded are displayed along the left. Click NEW.
STEP 3: To Upload a new report click on the Icon to the right on the reports title. |
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STEP 4: Now select the type of report that you wish to upload. (Navigate to these hyperlink pages for the next steps based on the report type you are using).
Crystal Report – This option is selected if you have designed a Crystal report.
Microsoft SRS – This option is selected if you have designed a SSRS report.
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Field | Selection | Mandatory/Optional | ||
|---|---|---|---|---|
Report Type | Select type as ‘Crystal Report’. | Mandatory | ||
Title | Define a name for the report (This will be displayed in the reports area). | Mandatory | ||
Sequence | Input a number to define the order of the new report among the existing report list visible in Sycle > Reporting > Relevant reporting area. | Mandatory | ||
Visible | Tick the box to make the new report visible in Sycle > Reporting > Relevant reporting area.
| Optional | ||
Report Version | Define a report version for the report. For example, if it is a 2nd version to an existing report, the user can enter either 1.1 or 2 as the version number.
| Optional | ||
Report File | Browse and select the new report file to be uploaded.
| Mandatory | ||
Location | This will display the server location where the report is saved.
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Field | Selection | Mandatory/Optional | ||
|---|---|---|---|---|
Report Type | Select type as ‘Microsoft SRS Report’. | Mandatory | ||
Title | Define a name for the report (This will be displayed in the reports area). | Mandatory | ||
Sequence | Input a number to define the order of the new report among the existing report list visible in Reporting > Relevant reporting area. | Mandatory | ||
Visible | Tick the box to make the new report visible in Sycle > Reporting > Relevant reporting area.
| Optional | ||
Report Version | Define a report version for the report. For example, if it is a 2nd version to an existing report, the user can enter either 1.1 or 2 as the version number.
| Optional | ||
Report File | Browse and select the new report file to be uploaded.
| Mandatory | ||
Folder Name | User has to define a folder name.
| Mandatory | ||
Location | This will display the server location where the report is saved.
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A report file (Crystal/SSRS) should already be uploaded.
The report file must NOT be a standard report in Sycle.
Once a new report has been uploaded, the ‘Add New Parameter’ button will be displayed.
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STEP 3: Add the Sort order number and check the "Show all" tick box if you need the "Show All" option to be available for the parameter.
STEP 4: Once you have entered all information click Add.
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Field | Selection | Mandatory/Optional | ||
|---|---|---|---|---|
Name | Select the parameter name from the existing list of parameters within the system. For example, if your reports need a ‘Business Unit’ filter you can select the name ‘Business Unit’ from the drop-down.
| Mandatory | ||
Parameters | Enter the same parameter name used within the ‘Parameter Fields’ of your Crystal/SSRS report, for the selected parameter.
| Mandatory | ||
Parameter Name | Enter the parameter name which needs to be displayed within the report filter page (report preview area of the application). The report parameter field names should be entered into the parameters field with no spaces. A space is added automatically when the parameter is added, however ensure that you remove this.
| Optional | ||
Default Values | Select a default value to be loaded for the parameter, when being displayed within the report filter page.
| Optional | ||
Hide | If ticked, the parameter will be hidden within the report filter page. If un-ticked, the parameter will be displayed within the report filter page.
| Optional | ||
Sort Order | Enter the order of the display of parameters within the report filter page. | Mandatory | ||
Show All | Tick the box, if the parameter is a drop-down list and if you require the ‘Show All’ option to be available. | Optional |
| Info |
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Note: The System Period and User ID parameters are automatically passed from the system to the reports. Therefore they do not need to be added manually. |
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Ensure you take a backup of the "CustomReports" folder when upgrading Camms.Strategy®. The default location is C:\Inetpub\wwwroot\cammsstrategy\CustomReports. After the upgrade is complete please restore this folder CustomReports from your backup.
Previewing the Report
STEP 1: Navigate to Camms.Strategy® Reporting section.
STEP 2: Select the relevant reporting area (i.e. Corporate Business Reporting, Strategic Reporting etc.) to where the new report is added. Check whether the new report is appearing within that area and then click on it.
STEP 3: Select the respective parameter values to filter the report content (from the respective list of parameters), and click on ‘preview’ to generate the report.
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STEP 1: Navigate to Report Uploader screen and select the reporting area under which the report is placed.
STEP 2: Select the report which you require to edit and click on the Edit button.
STEP 3: For Standard Report or a Custom report developed and deployed by CAMMS, the user will only be allowed to edit the following fields within the Parameter table.
Default Values
Hide
Sort Order
Show All
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STEP 1: Navigate to Report Uploader screen and select the reporting area under which the report is placed.
STEP 2: Select the report which you require to edit and click on the Edit button.
For a Standard Report or a Custom report developed and deployed by CAMMS, the user will only be allowed to edit the following fields within the Parameter table:
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Go to Administration > Configuration > Spell Check Dictionary.
To add a new word, type in the word in the space given to enter new word and click the ‘Add Word’ button. If the word already exists, you will be notified.
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Actions: Action Details, Action Progress, Action Budget, Action Quick Update and Action Risk pages.
KPIs: KPI details page.
Service profile : Service Profile details page.
STEP 1: Go to Administration > Configuration > Custom Field.
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You can enter your own label for the new field, define what type of field it should be and choose in what areas they want the new field to be shown (editable or read only). You may choose from the following field types;
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STEP 1: Click on the 'Edit' option.
STEP 2: Amend the title accordingly.
STEP 3: Click on the 'Update' button to save the change.
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STEP 1: Define a title for the comment in the space given under the Executive Comment Type column.
STEP 2: Click on the 'Add' button.
Budget Threshold
You can define budget thresholds (on track figure and off-track figures) using this option. This is currently used for defining the threshold for Budget Traffic Lights both within the system and in standard reports. You can choose to define the thresholds either via a percentage or exact value by selecting one of the options provided.
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Define as percentage: Enter percentage values between 0 and 100 for On Track and Off Track cells
Define as Exact Value: Enter any integer values for On Track and Off Track cells.
STEP 3: Click the 'Save' icon.
If a Budget has not been entered, a blank traffic light will be displayed.
If Budget = 0 but Actual > 0, traffic light will be green.
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When Income is recorded with (-), reverse income budget and actual figures to (+) when calculating the variance.
If Percentage value selected
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STEP 1: To do this, go to Administration > Configuration>KPI Quick Update Setting.
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STEP 2: Make the relevant selections to configure the KPI Quick Update screen as below.
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Please note that CAMMS can configure the number of period columns available for users to update progress on, from the KPI Quick Update screen. The default is two previous periods. Please contact CAMMS if you wish to modify this number.
Furthermore, the number of columns displayed for configuration on this page may differ based on the above in conjunction with the "Display Individual Periods" option selected in "Settings". If the above setting is disabled, this screen will only display two period columns by default. (i.e. one for the "current period" and one for the "previous period).
Quick Update Grid Settings
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In this method, for each node the system will take the total number of Actions and KPIs. The system will then check how many Actions and KPIs are in ON TRACK, OFF TRACK, MONITORING and N/A status, separately. Depending on that figure, the system will display the relevant performance status against each node. Following business rules has been defined to arrive at overall action/KPI performance of the node.
If All ON TRACK, OFF TRACK and MONITOR count is 0, then node is N/A
If majority is ON TRACK, then node is ON TRACK
If majority is OFF TRACK, then node is OFF TRACK
If majority is MONITOR, then node is MONITOR
If majority is N/A, then node is N/A
If majority is ON TRACK or OFF TRACK and are equal, then MONITOR
If majority is ON TRACK or MONITOR and are equal, then MONITOR
If majority is ON TRACK or N/A and are equal, then ON TRACK
If majority is OFF TRACK or MONITOR and are equal, then MONITOR
If majority is OFF TRACK or N/A and are equal, then OFF TRACK
If majority is MONITOR or N/A and are equal, then MONITOR
If majority is ON TRACK or OFF TRACK or MONITOR and are equal, then MONITOR
If majority is ON TRACK or OFF TRACK or N/A and are equal, then MONITOR
If majority is ON TRACK or MONITOR or N/A and are equal, then MONITOR
If majority is OFF TRACK or MONITOR or N/A and are equal, then MONITOR
If All are equal ON TRACK and OFF TRACK and MONITOR and N/A then MONITOR
Performance calculation based on averaged action/KPI performance
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