Report Uploader – Overview
The Report Uploader Facility allows users to upload their own Crystal or SSRS reports to Camms.Strategy®. This can be achieved by:
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The Report Uploader feature must be activated by CAMMS before it can be used.
Report uploader does not allow to ‘Edit’ (does not allow to add new Parameters) or ‘Remove’ CAMMS Standard Reports OR any client specific reports developed and deployed by CAMMS for the client. This will only allow the client to Add/Edit/Remove custom reports designed and uploaded by the clients themselves.
Any client specific developed report from client end - if any issues are found CAMMS are able to provide support on this, however if the issue is with the crystal report/SSRS report development, developed by the client then this work will be chargeable. Time taken can be used through clients’ customer care hours to fix this, or else we will send invoice at a rate of $225 per hour (our standard helpdesk support rate).
These reports are developed by the client either from scratch or using our standard reports with our existing procedures/functions to develop the report. However, since CAMMS owns the IP of the product we may modify the database schema and procedures based on our requirements i.e. Enhancements, roadmap, custom modification, in line with our releases. This could impact on the standard database schema which clients have used on their custom reports and it is therefore expected that the client will have adequate report development skills to analyse the Database level changes and modify their custom report to adopt the changes, or alternatively, if the clients do not have the expertise CAMMS can do this for them however that will come with a cost.
If a report is running and shows the data consistent from Crystal reports, however shows a mismatch from within Camms.Strategy® itself, this means that the client has given the wrong report parameters in the report uploader, that is why it works in Crystal IDE but not in Camms.Strategy®. (i.e.; if customer gives wrong report parameter type(s) in the uploader that affects the output of the report, when you run from Crystal IDE user gives the correct ID values for parameters.)
Adding a new report
This can only be done by an Administrator.
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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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Adding a Crystal Report
STEP 1: Select 'Crystal Report' as the report type and fill in the required fields.
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STEP 2: Click 'Save' to upload the report.
Adding a Microsoft SRS report
STEP 1: Select “Microsoft SRS” as report type and fill in the required fields.
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Note: When the user clicks on ‘Save’ and if it is an SSRS report with multiple reports, the user will be prompted with another screen listing all the .rdl files of your new SSRS report (see below). User must select the specific .rdl file which should be used as the Master report for the new report. If the SSRS report only contains one report file, this prompt will not appear. |
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Database Diagrams
The CAMMS SQL Database contains some overview database diagrams, which are available within the Microsoft SQL Server Management Studio.
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Please contact CAMMS for further information regarding this.
Adding Parameters
Once you have uploaded your new report, the "Add New Parameter" button will appear below the details of the report.
Preconditions
A report file (Crystal/SSRS) should already be uploaded.
The report file must NOT be a standard report in Sycle.
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The System Period parameter is automatically filtered by the application and therefore it does not need to be added manually. |
Adding Parameters to Crystal Reports
This should be done by a Crystal Report writer or by someone who has a good knowledge in coding Crystal Reports.
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STEP 1: Open the Crystal Reports application and load the required report.
STEP 2: Navigate to the field explorer and select the new parameter field.
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Creating a new parameter
STEP 1: Enter a descriptive name for the Parameter name.
STEP 2: Select the Data Type.
STEP 3: Select the List of Values.
STEP 4: Select the Value Field.
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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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Note: Check whether all the parameters added to the report through the report uploader parameter grid are being displayed here. |
Existing Report
Editing a standard report
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
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Editing a custom report
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.
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