Reports Management

Reports Management is used to register reports with Portal Prodigy.

 

 

Reports grid contains the following columns:

• Report Name – used to enter a name for the report.  This is the name that is displayed on the Report Selection page.
• Reports Group – used to group reports for Report Selections page.  Select a pre-defined group from the list box.
• Report Query – specifies the database query used by the report to retrieve the required data from the database.  Queries may be uploaded to the database by permitted administrators.
• Report File Name – the physical name of the file containing the report definition.
• File Ext. – the name of the file extension for the physical file containing the report definition.  E.g. RPT is the extension for Crystal Reports Definition files and XSL is the extension for Portal Prodigy XML/HTML Report Definitions files.
• Report File – the path on the Web Server where the report file is stored.
• Records Number Limit – places a limit on the number of records returned by the query.  This is often necessary to overcome server disconnections.    It is recommended to limit to 10,000 or less.
• Additional Record Set – specifies an additional query or record-set required by the report.
• Search Criteria – link to display the Report Search Criteria Management page which is used to define search criteria options displayed on the Report Criteria page.

• Report File – link to upload a report file to your PortalProdigy website.  Opens the Upload Report File page.  Use to upload a Crystal Reports RPT file.

• Active – defaults to Yes, set to No to remove the report from the Report Selection page, i.e. to remove it as a selection.