Reports Setup

Reports > Report Setup and Administration

Reports Setup

The way in which Mover’s Suite identifies documents available to be rendered, and how they are to be generated, is accomplished through the Reports setup within the Administration Tool. Use this tool to identify, update, and add to the list of reports that can be generated through Mover’s Suite.

Administrative setup of Reports involves the following areas:

• Report Type Settings

• Report Name Settings

• Report Path Settings

• System ID Settings

• Render Type Settings

The following procedure can be used to generically identify which documents are available to users through the Mover’s Suite application. One can follow this procedure to add documents, modify existing ones, or isolate problems.

Adding a Reports document

1. Access the Administration Tool,

2. Open the Common > Reports > Reports setup,

Figure 15: Reports setup section.

3. Click the mouse in the row describing “Click here to add a new row”,

4. Enter a Menu Name. This is the name that appears for the document within the Reports menu of Mover’s Suite application,

5. Enter a Report Name. This is name of the physical file as it exists within the application server or the name recognized by Reporting Services. See the Report Name Setting section for details,

6. Enter Report Path. This is the path (directory) that is a prefix of the Report Name. See the Report Path Setting section for details,

7. Select a Report Type. This setting determines which application is to be used to process the document. See Report Type Setting section for details,

8. Optionally enter a System ID to have the document available through a button. See the System ID Setting section for details,

9. Optionally select a Render Type. This value instructs the program as to which file extension to use when saving the output of the document, when generated through a batch process. See the Report Type Setting section for details,

10. Press the Tab key to add the record to the database,

11. Repeat Steps 3 through 10 to define other documents.

Once successfully defined, the Reports documents can be associated to a report profile (a grouping of reports that can be assigned to personnel) as described within the Allowing Access to Reports Documents section.

Refer to the Custom Report Document Setup section for specifics on custom reports settings.

The Sample Reports Settings section contains several examples of the Reports setup.

Quick Reference to Reports Settings

A quick reference to the Reports settings is listed in the table below.

Refer to this section when making changes to the Reports table from within the Administration Tool.

Field Name

Description

Menu Name

(required)

The name that appears for the document within the Mover’s Suite application.

Example: “Confirmation Letter”

Report Name

(required)

The name of the physical file as it exists on one’s system, or the name recognized by Reporting Services document. This option is dependent on what is set for the Report Type.

For documents that have a Report Type of Letters, then this must be a Microsoft Word document with the filename extension of either doc or docx (Microsoft Word 2007).

Example: “Confirmation.docx”

For documents defined with a Report Type of Crystal Reports, the file referenced must have been created using the Crystal Reports application and have a file extension of rpt.

Example: “Printer_Alignment_Form.rpt”

Reporting Services Reports documents must be referenced by their file name and the directory structure as they exist on the server.

Example: “/[Account]/Move Management Services/Task List”

This is where [Account] represents the top-level directory within the Reporting Services Report Manager and may indicate a specific release of Mover’s Suite.

For custom Reporting Services Reports, a user may want to create a Custom folder at the highest level within the Report Manager. See the Custom Report Document Setup section for more information on custom reports.

Report Path

(required)

This is the path (directory) that is a prefix to the Report Name. As with the Report Name, this option is dependent upon the Report Type setting.

For documents that have a Report Type of Letters and Crystal Reports, this will be the location within the server that contains the files.

Example: “\\[Server Name]\mssShare\mssLetters\Crystal Reports\”

This is where [Server Name] represents the name of the server that hosts Mover’s Suite.

For Reporting Services Reports documents, this would be the URL that references the report server and the Reporting Services web service.

Example: “http://[Server Name]/ReportServer”

This is where [Server Name] represents the name of the report server.

See the Custom Report Document Setup section for more information on custom reports.

Report Type

(required)

The Report Type instructs the program on how the file should be generated.

Options:

Crystal Report,

Letter,

Reporting Services Report.

System ID

(optional)

In general, the System ID is a four-character identifier that allows the document to be launched from a button within the Mover’s Suite application.

For example, assigning a System ID of “CLAM” will allow for the document to be made available through the Report/Letters button from within the Claims interface.