The Customer Reports form allows you to access external reports you might have created using external tools such as Crystal Reports or Power Builder. By configuring the form to include an external URL to your reports, you can access the report directly via the "Run Report" button. The reports you want to include must be accessible via an HTTP address.
Note: The system does not validate the URL or the Parameter Name field. Make sure you enter the correct values in these fields when you add a new report.
Customer Reports are made available to a user based on the user's Data Access Rights. The rights are configured on the Security Data form. When you configure the data restriction item for Customer Reports (CUSTOMER_REPORT_NAME), only the indicated customer reports are available to the user. If you choose to exclude values, then customer reports that are listed as excluded will not display. If you choose to include values, only customer reports that are listed as included will display.
See Also:
Customer Reports Field Descriptions
Report Name
The unique customer report name.
URL
Identifies the external URL where the report is stored. The URL must include http:// or https://. The system does not validate the URL. Make sure the URL is correct.
The following characters cannot be used in the URL field:
} { \ ( ) < > " ` & ? | %
Include Logged User
When this box is checked, the report URL includes a parameter value based on the logged in user.
Parameter Name
This field is available when you check Include Logged User. Enter the parameter name used to specify the parameter value. Currently, the parameter is limited to person number. The parameter value will default to the person number of the logged in user.
The following characters cannot be used in the Parameter Name field:
\ ( ) < > " ` & ? | % = / ; #
Update Date, Updated By
These fields display when the record was created or updated, and the person who created or updated the record.
Click Main Menu > Reporting > Customer Reports. The available customer reports will display on the form.
Click Find to refresh the form.
Click Main Menu > Reporting > Customer Reports.
Click Add.
Enter a unique Report Name.
Enter the Report URL. The URL must include http:// or https://. The system does not validate the URL. Make sure the URL is correct. Refer to the field descriptions above for a list of invalid characters for the URL field.
If you want to include a URL parameter based on the currently logged in user, check the Include Logged User box.
In the Parameter Name field, enter the parameter name used to specify the parameter value. Currently, the parameter is limited to person number. The parameter value will default to the person number of the logged in user. Refer to the field descriptions above for a list of invalid characters for the Parameter Name field.
The system does not validate the URL or the Parameter Name field. Make sure you entered the correct values in these fields before pressing Save.
Click Main Menu > Reporting > Customer Reports.
Select the record you want to modify and click Modify.
Modify the record.
Click Save.
Note: The system will not allow you to save a duplicate record.
Click Main Menu > Reporting > Customer Reports.
Select the record you want to copy and click Copy.
Modify the report name and any other fields.
Click Save.
Click Main Menu > Reporting > Customer Reports.
Select the record you want to delete and click Delete.
Click OK to confirm the action.
Click Main Menu > Reporting > Customer Reports.
Select the report record you want to run.
Click the Run Report button.