Custom Report - Account Services and Packages Detail

Summary

This article outlines how to create a custom report to display a list of accounts, their services/packages, and details.

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.

This report will contain the following columns:

• Name

• First Name

• Last Name

• Amount

• Detail

• Service Name

• Package Name

• Period Start

• Period End

• Company

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     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

EngageIP Configuration

1. Log in to EngageIP Billing

2. Click the Setup tab

3. Select the Custom Reports option under the Configuration section

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 User ID and Password (XYZ) with the correct values

   server=localhost;Trusted_Connection=false;database=boss;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 the Setup tab

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

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 the Reports tab

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.