Global report settings
Use the
node in the Reports Manager to specify the defaults used when showing reports. The information entered on this page varies depending on the reporting tool being used. The global settings are grouped in these sections:Ad Hoc Reports
These settings define the type of report used to print ad hoc reports. When an ad hoc report is run, the results are displayed in a grid. To print the report, it must be converted to a printable format.
Use a Crystal report or an XSL style sheet to format the report as HTML. The Reports folder in the Infor Public Sector application folder includes a default Crystal report and a default XSL style sheet for printing ad hoc reports.
- Report Type
- Select the report type to use (Crystal or Xslt).
- If Crystal is selected, specify the path to the .rpt file in the Crystal Report Path field. The default report path (/Reports/CrystalXI/General/PrintRpt.rpt) is automatically displayed.
- If Xslt is selected, specify the path to the XSL style sheet in the Xsl Path field. The default path (/Reports/XSL/Core/PrintAdhocReport.xsl) is automatically displayed. In the Temporary Path field, specify the full path to the directory where the HTML output file is placed, such as C:\TEMP.
Birst
These are the global settings for Birst reports:
- Birst Base Url
- Specify the base URL for Birst.
- Birst Root Report Path
- Specify the root path for Birst Designer reports. The default is shared\.
- Birst Root Dashboard Path
- Specify the root path for Birst dashboards. The default is Collection\.
- Web Service Username
- Specify the user name for Birst.
- Web Service Password
- Specify the password for Birst.
- Birst Spaces
- Specify one or more Birst spaces in the grid.
For each space you must specify a description, the space ID, and the SSO password. The space ID and the SSO password can be found under
in Birst.
This is not required in a multi-tenant environment. In that case, users' Ming.le IDs are passed to Birst automatically.
Crystal Reports
To show Crystal reports in Infor Public Sector, you must configure the instegration with Crystal. See the Infor Public Sector Crystal Reports Integration Guide.
These are the global settings for Crystal reports:
- Crystal Reports Version
- Select the version of Crystal Reports being used.
- Crystal Enterprise Server aspx
- To use Crystal Enterprise Server, enter the full path of
OpenDocument.aspx, which is the
page used to show reports.
- For Crystal
2008, OpenDocument.aspx is located in the OpenDocument/opendoc
directory, so the full path on a server called InforPS is
http://InforPS/OpenDocument/opendoc/opendocument.aspx
. - For Crystal
2011, the path is
http://InforPS/BOE/OpenDocument/opendoc/openDocument.jsp
.
- For Crystal
2008, OpenDocument.aspx is located in the OpenDocument/opendoc
directory, so the full path on a server called InforPS is
- Default Path for Crystal .rpt files
- If you're using the embedded Crystal Reports viewer,
specify the path to the location on your server where the report files are
stored.
Select Enter URL to specify a path, or select Select PreConfigured URL and select the path from a drop-down list. The list shows all paths that have been specified for existing Crystal reports in the Reports Manager.
General
This section contains settings for all report types.
- Report File Export Path
- Specify where report output files will be saved. Users require Write permission on this directory, because they will be creating new files when they export reports.
- Default Path for File System Report Files
- Specify the default path for file system reports in the field.
- Arrange in alphabetical order
- Select for reports to be listed alphabetically on each page.
IDM Document Output
See IDM document output reports.
These are the global settings for IDM document output reports:
- URI
- Specify the URI of the Infor Document Management
site.
To get the correct URL, go to the Infor Document Management API in ION API. The URL is displayed in the grid. Copy the URL up to, but not including the
/api
at the end. - Username
- Specify the user name for Infor Document Management.
- Password
- Specify the password for Infor Document Management.
- Enable ION API Authentication
- Select this check box if you're using an ION API file for authentication. This will bypass the user name and password. You must then upload your ION AP file.
SQL Server Reporting Services (SSRS)
To show SSRS reports in Infor Public Sector, you must install the SSRS integration. See the Infor Public Sector SSRS Integration Installation Guide.
These are the global settings for SSRS reports:
- SSRS Report Manager Url
- Specify the location of the Report Manager.
- SSRS Report Web Service Url
- Specify the URL of the report web services.
- SSRS Root Report Path
- Specify the root path for SSRS report files on the SSRS server. This root path is added to the beginning of the report path of each SSRS report for which the Use Report Root Path check box is selected.
- Remote Errors
- Indicate whether error messages are displayed from the SSRS server. If Enable is selected, error messages are displayed from the SSRS server. If Disable is selected, a generic error message is displayed when SSRS returns an error.
- Use report server prompt for parameters?
- Determines how users will enter parameters when viewing SSRS reports. If not selected, Infor Public Sector shows its own prompt for the user to enter the parameters. If selected, the SSRS prompt from the report server is displayed instead.
URL Reports
This section defines global settings for URL reports.
- Default URL for URL reports
- Specify the URL used to show reports. Select Enter URL and specify a URL, or select Select PreConfigured URL and select the URL from a drop-down list. The list shows all URLs that have been specified for existing reports in the Reports Manager.