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  1. Open Microsoft SQL Server Management Studio

  2. Connect to and open the BOSS database

  3. Right Click on the VIEW directory and select the New View... option

  4. Close the Add Table window

  5. Copy the following query in to the view:

    Code Block
    SELECT     dbo.[USER].Name, dbo.Contact.FirstName, dbo.Contact.LastName, dbo.StatementDetails.Amount, dbo.StatementDetails.Detail,
    dbo.Service.Name AS Service_Name, dbo.Package.Name AS Package_Name, dbo.StatementDetails.PeriodStart, dbo.StatementDetails.PeriodEnd,
    dbo.Contact.Company
    FROM         dbo.StatementDetails INNER JOIN
    dbo.[USER] ON dbo.StatementDetails.UserID = dbo.[USER].ID LEFT OUTER JOIN
    dbo.Contact ON dbo.StatementDetails.ID = dbo.Contact.ID LEFT OUTER JOIN
    dbo.Package ON dbo.StatementDetails.PackageID = dbo.Package.ID LEFT OUTER JOIN
    dbo.Service ON dbo.StatementDetails.ServiceID = dbo.Service.ID

  6. Click the Execute SQL button [ ! ] or [CTRL]+R, to run the query

  7. Save the View (no special characters or spaces, under scores can be used in place of spaces). Remember the name of the view as you will need to enter this value in EngageIP Billing

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