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Web Access Help
Add a Report
Administrators can add a report that the client or collections agency created as a client report definition (.rdlc) file using Visual Studio. For more information about creating a report, see your Visual Studio documentation.
Note: If the report doesn't include a where clause, the report returns every record because the report writer doesn't add a customer or Class of Business "where" clause unless a "where" clause is present already. To ensure the report runs correctly, specify "where 1=1" in the report writer.
To add a report
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In the Navigation tree under Admin, click Reports. The Report List page appears.
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At the bottom of the list, click Add New Report. The Report Information page appears.
Report Name: Name of the report.
Description: Description of the report.
Show in Menu: If selected, the system includes the report in the Reports section of the Navigation tree so that it is available to users.
Context: Context for the data in the report. Valid values are: Account, Detail, and Summary.
Category: Report category.
Report Definition File: File that defines the report. The file name extension is “.rdlc”. Click Browse… and then click the file name.
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Complete the information and then click Save. If you selected to show the report in the menu, it appears in the Reports section of the Navigation tree.