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Summary
This article outlines how to create a custom report to display a list of accounts, their services/packages, and details.
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Create a SQL view in Microsoft SQL Server Management Studio
Call the view from EngageIP Billing to display the custom report.
This report will contain the following columns:
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Log in to EngageIP Billing
Click Load the Setup tabpage
Select the Custom Reports option under the Configuration section
Click the Add button
Enter a Name (no special characters or spaces, under scores can be used in place of spaces) for the report. The value entered here will become a role permission enabling only accounts within that role to view the custom report. It is recommended that you name all your custom reports with a common prefix so that they will be easy to locate within the role permission list.
Enter the following Connection String; replacing User ID and Password (XYZ) with the correct values
Code Block server=localhost;Trusted_Connection=false;database=boss;uid=XYZ;pwd=XYZ
Enter the name of the view you created in SQL in the Table field
Click Save
Logout and then back in to EngageIP Billing. This will reset the role permission set and allow you to grant access to the report
Click on the Setup tab
Select the Roles option under the Account and Roles section
Select the role from the list to grant view permissions for this report
Scroll down to the Role Permissions section and locate the name of the report within the list
Select the LIST check box next to that permission
Scroll to the bottom of the permission set and click the Save button
Repeat steps 11-15 above until all applicable roles have been granted permission to view the report
Click the Reports tab
Scroll to the bottom of the screen where you will see a new section entitled; Custom Reports
Click on the Name of your Custom Report to view the output
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