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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 – SRS – This option is selected if you have designed a SSRS report.

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  • STEP 1: Select “Microsoft SRS” as report type and fill in the required fields.

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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.

Info

Notes: This is ticked by default. If un-ticked reports will be invisible.

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.

Info

Notes: This value is only visible within the application.

Optional

Report File

Browse and select the new report file to be uploaded.

Info

Notes:

  • Maximum file upload size should not exceed 10MB.

  • As SSRS reports can contain Master report and sub-reports separately, all relevant report files must be zipped into one [.zip] file before uploading. Make sure that the zip file does not contain any folders.

  • If there is only one file for the SSRS report, it can be uploaded as .rdl file.

Mandatory

Folder Name

User has to define a folder name.

Info

Notes:

  • Once the report is uploaded and saved, 2 folders with this name will be created within the Report server to keep/extract the SSRS report files and to refer to the necessary Data sources.

  • If a user adds an already existing folder name, the new report will override the existing report files.

Mandatory

Location

This will display the server location where the report is saved.

Info

Notes:

  • This location will only be displayed in the screen once the user clicks on ‘Save’.

  • SSRS reports will be saved in the Report Server.

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*‘Report Category Group’ tree – This hierarchy tree lists the report categories, which a report can be uploaded against. User is allowed to change the respective category through this selection tree.

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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.

Parameter Table:

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.

Info

Note: This drop-down menu only lists the existing list of parameters which are being used in the system. If the user requires a completely new parameter, it should be notified to CAMMS.

Mandatory

Parameters

Enter the same parameter name used within the ‘Parameter Fields’ of your Crystal/SSRS report, for the selected parameter.

Info

Notes: Multiple parameters can be added as comma separated values. i.e. Date From, Date To.

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.

Info

Note: If this field is left blank, the ‘Name’ value of the parameter would be used by default within the report filter page.

Optional

Default Values

Select a default value to be loaded for the parameter, when being displayed within the report filter page.

Info

Notes:

  • The user must save the parameter prior to using this option and then click on ‘Edit’ to enable editing of this field.

  • User will be presented with a pop-up which loads the parameter and its respective values. User can select a preferred default value and ‘Save’.

  • The ‘Clear Default Values’ tick box available within this pop-up window allows to reset the value.

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.

Info

Note: This will only be applicable if a ‘Default Value’ has been set for the parameter. Else the user will be requested to set a ‘Default Value’ prior to hiding the parameter.

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

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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