Using Report Builder

Learn to Use Report Builder:

  • Check out the Custom Reports page for Report Builder downloads.

  • Learn to use the tool by reading MSDN SSRS Tutorials.

  • Learn to write T-SQL statements.

  • Third, follow the patterns found in existing standard reports. Important: to obtain the code for a standard report, please contact support.

Important Report properties:

  • Language: Set to "=User!Language"

  • Description: Set to the Feature Mnemonic from HAAL (i.e. R163, etc.)

    • This is used to correlate the feature permissions with the report object.

    • If the Mnemonic is not found in HAAL, the report will not be shown.

The following parameters are automatically replaced with session values when a report is run:

  • CNN: Connection String

  • TIMEOFFSET: Current UTC time offset in minutes (PT = -480)

  • IMG: Company image URL

  • ALIAS: User alias

  • USERID: UserId in HAAL

  • USERPARTY: PartyId of the User's Party record

  • Locale: 5 character Locale code (en-US)

  • IsGlobal: If this parameter exists, the UI will show report on main menu even if other rules would hide it

  • REPORT: The name of the report as it was run from the UI

Notes:

  1. You do not need to have all of these parameters on every report. Just pick the ones that apply.

  2. If a parameter is the same as the Primary or Secondary Key for a particular form (such as Booking == BookingId), then the report will automatically be shown on that form.

Hyperlinks in Reports

  • To open a Shipper form from within a report, set a hyperlink action in the report using the following url:

    • http://autourl.aspx?[FEATURE]=[ID]

    • [FEATURE] is the Feature Mnemonic from HAAL

    • [ID] is optional and is the database primary key of the object. For example: http://autourl.aspx?B008=12345

  • To open an attachment:

    • ="javascript:void(window.open('autourl.aspx?ATT=30717&FN=2011-08-17-020933.jpg','_new'))"

    • Where 30717 = the AttachmentId

    • AND 2011-08-17-020933.jpg = the File Name

Notes:

  1. You can also use this same method for any web page displayed within the hosted browser window of Shipper!

Where to save Reports:

  • Custom Reports are typically /Custom/[CustomFolder]

    • If the Mnemonic of a report is the same as a standard report, the custom report will replace the standard report wherever it may be found and will inherit the standard report's permissions.

    • Otherwise, custom reports are only shown in the Custom Reports folder.