Strategy Configuration – Reports

1. Report Uploader

The Report Uploader Facility allows users to upload their own Crystal or SSRS reports to Camms.Strategy®. This can be achieved by:

  • Uploading a new report

  • Editing an existing report and uploading

Note: Live hosted clients will need to host a copy of their database on a local server in order to access the database backend and design reports. Please contact the CAMMS Helpdesk if you need any assistance with this.

Please contact CAMMS if you are interested to purchase this solution, as it does not come with the standard suite.

IMPORTANT NOTES

  • 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.)

2. Adding a new report

This can only be done by an Administrator.

  • 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.

Figure 2.1
  • 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.

3. Adding a Crystal Report

  • STEP 1: Select 'Crystal Report' as the report type and fill in the required fields.

Field

Selection

Mandatory/Optional

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)