Editing an SSRS report

SSRS reports are managed in SQL Server Reporting Services. Note that the Infor Public Sector out-of-the-box reports are all SSRS reports.

Note: For SQL Server Reporting Services reports, we recommend that you add a script to your database to split up multi-value parameters.

See Script to split multi-value parameters.

  1. Select System > Agency Personalization > Reports Manager.
  2. In the Reports tree, browse to the report you want to edit.
  3. Click the "Report" node.
  4. In the Display Text field, type the name that will be displayed for this report when the Reports button is clicked.
  5. Select SQL Server Reporting Services from the Report Type list.
  6. Specify the path to the report in the Report Path field.
    The report path for an SSRS report specifies the location of the report file on the SSRS server. If you select the Use Report Root Path check box, Infor Public Sector will add the SSRS root report path from your global report settings to the beginning of the report path.
  7. Select the output method you want to use from the Report Output list.
    You can select SSRS Report, PDF, WordDocument, or HTML. Infor Public Sector will show the report in the selected format.
  8. Add parameters to the report as required.
  9. Provide any other information about the report.
    • If you check Set as Default Print for this Page, Infor Public Sector will print the report when you click the Print button on the selected page.
    • Select Use for Lookups Only to create a report based on multiple records that you select in a lookup grid.

      See Adding reports to lookups.

    • The Email Method list defines how the report will be emailed. If you select Attachment, Infor Public Sector will send the report as an attachment. If you select Body, the report will be embedded in the body of the email. You can also select None. Note that this list is not displayed if you're editing a general report.
    • The Email Component field indicates the component Infor Public Sector will use to determine the email address a report should be sent to. For example, a building application report might use the email address of the primary applicant. You can click the popup button to the right of this field to select from a list of available business objects. Note that this field is not displayed if you're editing a general report.
    • If the report you're editing is a general report, you can use the Business Object Component field to specify the business object that will provide the data for the report. This is necessary for general reports because they aren't connected to specific pages.
    • You can use the Access ID field to specify the ID for the permission in Access Control that users will require to view the report.
    • You can use the Formula field to specify a formula that calculates whether the report is added to the page.
    • You can use the Required Component field to specify a business object property that must be populated for the report to be available. For example, if you are editing a work order report, you might use WorkOrder.CompletedDateTime to indicate that a work order must have a completion date for the report to be available.
  10. Click Save.
    Infor Public Sector updates the report with your changes. If you changed the report's display text, the new name is displayed in the Reports tree.