Add A Crystal Report
To enable users to view reports, reports must be added to CSSPortal. This section will cover adding reports to CSSPortal, adding existing reports to CSSPortal, and assigning reports to groups.
Adding a Report
To add a report to CSSPortal, Click on the reports section. Crystal Reports or SSRS Reports can be added.
Step 1: Basic Information
Name the instance of this report, and then select the report.
Name: Name this report
Upload Report: If the report is not already on the server, it can be uploaded by browsing to the report.
Select Report: If the report already resides on the CSSPortal server, a new instance of the report can be added. This will not affect any other instances of the same report on the server.
Choose Group: Select the group that the report will be assigned to.
Description: Describe the report.
Tags: Adding tags enable you to sort various reports by keyword. They can be sorted in the main menu.
Refresh Path: You can set the Crystal Report to refresh at regular intervals or every time a user runs a report. This enables you to always use the latest version of the Crystal report in CSSPortal. Enter the full UNC path to the location CSSPortal will be used to refresh the report.
Click on Next Step to Continue
Step 2: Parameters
Section 2 deals with report Parameters. If your report has parameters, they would be selected here. Parameters can be handled in two ways:
Let Users Select Parameters: At run time, users will pick the parameters. User prompted parameters will always be "Live" reports. Selecting this option also allows you to customize the parameter names displayed to the user. Simply enter the parameter name you prefer as well as some further instructions for the user.
Custom Parameter Options and Pick Lists: Using CSSPortal, you can also manually specify values or pick lists for your reports. This limits the values a user can select when running a report or specify a value for the user, hiding it from their view at run time. This level of control can be done in one of two ways, each explained in the following sections:
Custom Parameters - Report Level - Specify parameter pick lists for all users that execute this report.
Custom Parameters - User level - Specify parameter values or pick lists for a specific user that runs this report.
Any settings created at a user level will override the report level's parameter settings for the user that is running the report.
You can auto calculate times and dates using the Value Builder. They can be copied and pasted into your parameters as you see fit. This is perfect for reports that must have their parameter values pre-selected.
Click on "Build" to create a value.
Create values such as "Yesterday" "Last Week Start" and click on submit.
Your created value can now be copied and pasted into your parameters. When applied the report will always run with the supplied constant value. This function is particularly helpful when you wish to auto populate dates and times for reports. For example, this report must always run for the last seven days, regardless of the date selection options.
Click Next Step.
Step 3: Report Options
This step determines the database credentials and login settings to be used by this instance of the report. These settings are saved here and will not be needed at runtime of the report. If these settings are incorrect, CSSPortal will error at the reports runtime. Be sure to check the box "Use the following credentials for my report" in order for CSSPortal to use them.
The advanced Tab enables you to configure your login credentials for each table. Click on the arrow on the right hand side of the advanced bar to reveal these options.
Click Next Step to continue.
Step 4: Finish
Live: The report will be will be generated with the latest data given at runtime of the report.
Daily, Weekly, Monthly, and Annually cached reports: Cached reports will generate given data at a specified time. A cached report can be continuously generated in a specified interval. For example, a daily report can be cached every evening at 11PM. When the user views the report, it will only contain data that is recent as 11PM.
*HINT: Cached reports can reduce the work load on your database server. Rather than users constantly running reports containing unchanging data, a cached report is run from the CSSPortal server and can be accessed any number of times without significantly impacting performance.
Output Format: By default CSSPortal will save the reports as PDF files. However alternate formats can be selected. There are 2 ways this can be handled:
Let the Users Choose Report Format: When the user runs the report, they will be prompted for report format in addition parameters (if applicable). The user will simply select the report format and generate the report.
Pre-select Report Format: The administrator selects report format. When the user runs the SSRS report, it will automatically generate in the specified format.
*Note: To view the report in browser, select PDF. For MS Excel output, The report can be downloaded to the user's machine after they have generated the report.
Click Complete to finish the report. It has now been added to the Portal and can be accessed by the corresponding group.