Creating reports

Mongoose offers the capabilities to produce four types of reports:

  • Custom reports generated from Report type forms
  • Custom reports generated from DataViews
  • Standard reports, packaged with Mongoose
  • Custom reports generated from SQL Server Reporting Services (SSRS) templates

Creation of custom reports is a two-stage process:

  • Create the report object that will be used to define the source and potential contents of the generated report.

    Depending on the type of report, this object might be a Report type (template) form, a predefined DataView, or an SSRS report definition file.

  • Create a report criteria form that is used to generate the actual report.
    Regardless of the object used to generate the form, each report type uses an associated report criteria form. This form is accessible to end users.
    Note: This includes the standard reports packaged with Mongoose. The forms that are used to generate these reports are actually report criteria forms for predefined DataViews that we created.

    Typically, this form provides options that users can select to determine what data is generated by and included in the report. This form also usually includes both a Preview button and a Print button.