Custom Report - Credit Notes Listing

Summary

This custom report lists credit notes for users similar to the built in 'Invoices' report.

Configuration

1. Create view

2. Paste in the SQL

   SELECT dbo.[USER].ID AS UserID, dbo.[USER].Name AS 'User', dbo.Owner.Name AS Owner, dbo.InvoiceCredit.Name AS CreditNoteName, dbo.InvoiceCredit.Date, dbo.InvoiceCredit.SentDate, dbo.InvoiceCredit.CreatedDate, dbo.InvoiceCredit.ClosedDate, dbo.InvoiceStatusType.Name AS InvoiceStatus, dbo.InvoiceCredit.BillRunHistoryID FROM dbo.InvoiceCredit INNER JOIN dbo.[USER] ON dbo.InvoiceCredit.UserID = dbo.[USER].ID INNER JOIN dbo.Owner ON dbo.[USER].ActingOwnerID = dbo.Owner.ID AND dbo.[USER].OwnerID = dbo.Owner.ID INNER JOIN dbo.InvoiceStatusType ON dbo.InvoiceCredit.InvoiceStatusTypeID = dbo.InvoiceStatusType.ID

3. Click Execute button to check that the query runs

4. Click Save, enter the name of the view - Remember the name of the view created as it will be used below

5. Click Setup

6. Select the Custom Reports option under the Configuration section

7. Click the Add button

8. 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

9. Enter the following Connection String; replacing User ID and Password (XYZ) with the correct values:

   server=localhost;Trusted_Connection=false;database=boss;uid=XYZ;pwd=XYZ

10. Enter name of custom view in the Table field (table name can also be a view name)

11. Click Save

12. Logout and then back in to EngageIP Billing. This will reset the role permission set and allow you to grant access to the report

13. Click Setup

14. Select the Roles option under the Account and Roles section

15. Select the role from the list to grant view permissions for this report

16. Scroll down to the Role Permissions section and locate the name of the report within the list

17. Select the LIST check box next to that permission

18. Scroll to the bottom of the permission set and click the Save button

19. Repeat steps 11-15 above until all applicable roles have been granted permission to view the report

20. Click Reports

21. Scroll to the bottom of the screen where you will see a new section entitled; Custom Reports

22. Click on the Name of your Custom Report to view the output

Like all other lists within the application, custom reports can be filtered, printed, and/or exported using the appropriate list icons.