Custom Report - Contact Details and User Extended Attributes

Summary

This custom report displays contact's phone numbers, email addresses, billing contact addresses as well as user extended attributes.

Configuration

There are basically two steps when creating a custom report:

1. Create a SQL view in Microsoft SQL Server Management Studio

2. Call the view from EngageIP Billing to display the custom report

Creating the SQL View

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:

   SELECT TOP (100) PERCENT u.Name AS [USER], u.ID AS UserID, CT.Name AS ContactType, C.Name, C.Title, X.EmailAddress, X.PhoneNumber, X.Address, u.CreatedDate FROM dbo.Contact AS C INNER JOIN dbo.ContactType AS CT ON C.ContactTypeID = CT.ID INNER JOIN dbo.UserContactConnector AS ucc ON ucc.ContactID = C.ID INNER JOIN dbo.[USER] AS u ON u.ID = ucc.UserID LEFT OUTER JOIN dbo.UserExt ON u.ID = dbo.UserExt.UserID LEFT OUTER JOIN (SELECT CP.ContactID, MIN(CASE CPT.Name WHEN 'Email Address' THEN CP.Value END) AS EmailAddress, MIN(CASE CPT.Name WHEN 'Home Phone' THEN CP.Value END) AS PhoneNumber, MIN(CASE CPT.Name WHEN 'Address' THEN CP.Value END) AS Address FROM dbo.ContactPoint AS CP INNER JOIN dbo.ContactPointType AS CPT ON CPT.ID = CP.ContactPointTypeID GROUP BY CP.ContactID) AS X ON C.ID = X.ContactID ORDER BY [USER]

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

EngageIP Configuration

1. Log in to EngageIP Billing

2. Click Setup

3. Select the Custom Reports

4. Click the Add button

5. 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.

6. Enter the following Connection String; replacing the database name, User ID and Password (XYZ) with the correct values;

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

7. Enter the name of the view you created in SQL in the Table field

8. Click Save

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

10. Click on Setup

11. Select the Roles option

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

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

14. Select the LIST check box next to that permission

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

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

17. Click Reports

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

19. 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.