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Report Configuration

Use Report Management to create custom parameters and related report metadata. The reports configured in Report Management are run in Interaction Reporter in IC Business Manager. The Report Configuration page allows you to edit and manage metadata related to a report.

Report Configuration page

The Report Configuration page has two views, the master view and the details view.

Master View

The master view displays a list of report Categories and the Reports associated with them.

You can take actions on the master view. The actions include: Adding, Editing, Copying, Deleting, and Ordering Categories and Reports in the lists.

Note: In order to edit a report, you must click the lock icon to unlock the report. You can unlock reports if you have the Interaction Report Administrator security right. For more information, see Assign security rights.

If Genesys updates the definition of a standard report, the new version will overwrite any customizations that have been made to it. Therefore, if you want to create a custom report, first copy a standard report. On the General details tab, change the value in the File Name field. Then make your customizations and save the report. Your copied report will not be overwritten by future PureConnect releases.

Details View

The details view displays specific information about the item selected in the master view, grouped by tabs.

Report Management groups the metadata information in the details view in the following tabs:

General Tab

The General details tab contains basic information for the selected report. The detailed information for the fields on this tab is described in the following table.

General Tab

Field

Description

Name

Name of the report

SubTitle

Subtitle of the report

Description

Description of the report

Friendly Key

A unique value that easily identifies the instance in the database

Assembly Name

The assembly within which the report exists

Class Name

The class name that identifies the report with the assembly

Orientation

Identifies if the report is printed in landscape or portrait

IC Data Source

The CIC data source of the report

File Name

This is the file name of a Crystal Reports report. All Crystal Reports reports must have a file name with an .RPT extension.
This field is not used for Active reports.

 

Parameters Tab

The Parameters details tab contains metadata information for report parameters. The parameter list displays parameters for the selected report in the master view. The parameter information is defined in sub-tabs by: General, Data, Custom Data, Miscellaneous, SQL Table Columns, and the sub-tab fields are defined in the following table. You can take actions on the Parameters tab. The actions include: Adding, Editing, Deleting, and Ordering Parameters in the list.

Parameters Tab

Sub-tab

Field

Description

General

Name

Name of the parameter

 

Description

Description of the parameter

 

Friendly Key

A unique value that easily identifies the instance in the database

 

Assembly Name

The assembly that houses the parameter

 

Class Name

The class name of the parameter within the defined assembly

 

Required

Check box to select if the parameter is required to run the report

 

Data

Source

The source of the parameter, user supplied or fixed

 

Data Type

The type of data the parameter is expecting, for example, number, date, or string

 

Default Value

Default value for the parameter

 

Convert Date to GMT

Check box to select if the datetime value of the parameter should be converted to GMT (does not work for reports that use stored procedures, such as Crystal Reports and Active reports)

 

Custom Data

Custom Data 1

A bucket field that can be used for any purpose when building your own parameters

 

Custom Data 2

A bucket field that can be used for any purpose when building your own parameters

 

Custom Data 3

A bucket field that can be used for any purpose when building your own parameters

 

Miscellaneous

Allow Sample

A check box to indicate if the parameter allows for a search of distinct values from the reports stored procedure that uses the stored procedure sample

 

Allow Or

A check box to indicate if the parameter supports OR logic

 

Allow And

A check box to indicate if the parameter supports AND logic

 

Parameter Type

Drop-down box to select parameter type, Filter, Informational, or Threshold

 

Visible

A check box to select if the parameter is visible within IC Business Manager

 

User Control Assembly Name

The assembly that houses the parameter

 

User Control Class Name

The class name of the parameter within the defined assembly

 

SQL Table Columns

Column Name

The name of the parameter in the Crystal template that maps to the data in the database column.

 

Column Name2

An additional column name to use if the parameter references two columns in the stored procedure

Note: You can configure secure report parameters to limit which data users can report on. For more information, see Configure secure report parameters.

Flexible Columns Tab

The Flexible Columns details tab contains metadata information for the selected report. The detailed information for the fields on this tab is described in the following table. You can take actions on the Flexible Columns tab. The actions include: Adding, Editing, and Deleting Flexible Columns in the list.

Flexible Columns Tab

Field

Description

Name

Name of the flexible column as used by metadata

Description

Description of the flexible column

Flexible Column Name

Name of the flexible column as shown on the report

 

Sections Tab

The Sections details tab contains metadata information for the selected report. The detailed information for the fields on this tab is described in the following table. You can take actions on the Sections tab. The actions include: Adding, Editing, and Deleting Sections in the list.

Sections Tab

Field

Description

Name

Name of the report section

Section Visible

Check box that indicates if the report section is visible in the final report

 

Tables

The Tables details tab displays the where the data used to build Crystal Reports comes from. For active reports, the fields in the Tables detail tab are unavailable.

Custom Data Tab

Field

Description

Table Name

Name of the database table

IC Data Source

Name of the CIC data source.  

 

Custom Data Tab

The Custom Data details tab contains metadata information for the selected report. The detailed information for the fields on this tab is described in the following table. You can take actions on the Custom Data tab. The actions include: Adding, Editing, and Deleting Custom Data elements in the list.

Custom Data Tab

Field

Description

Name

Name of the custom data

Description

Description of the custom data

Custom Data

A bucket field that can be used for any purpose when building your own report

Encrypted

A check box that indicates if the data put in the custom data field should be encrypted when saving to the database

 

Advanced Tab

The Advanced details tab contains metadata information for the selected report. The detailed information for the fields on this tab is described in the following table.

Note: Most of the fields on this details tab are for Active reports only. They do not apply to Crystal Reports.

Advanced Tab

Field

Description

Report Visible

Check box that indicates if the report is visible in IC Business Manager

Report Type

A list that displays the report type: Active Report or Crystal Report.

Stored Procedure

Stored procedure the report runs to retrieve its data

Stored Procedure Count

Stored procedure run to indicate the size of the total return of the reports stored procedure

Stored Procedure Samp

Stored procedure that returns a subset of the report's stored procedure, usually a collection of single distinct values

Linked Report Friendly Key

This value represents a Friendly Key of another report. The Linked Report Friendly Key is used to link reports, such as when a summary report might have detail links that a user can click to see all the information for a particular detail.

Allow Edit Params

A check box that indicates if the user can edit the report's parameters within IC Business Manager

Allow Count Button

A check box that indicates if the report allows for the stored_procedure_count sproc to be run in IC Business Manager

Require ACL

A check box, selected for true, indicates that the Access Control List is checked to verify that the user has permission to view the report from the report list in Interaction Reporter.  

Report Timeout Period

The period of time, in seconds, before the report times out--default is 1800

Notes

User notes field

Related Topics

Report Configuration Export

Report Configuration Import

Report System Settings

Report Management 

Restrict report results with secure parameters