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Ricky
93 posts
Joined
3/26/2007

Run report
Posted: 17 Sep 07 7:42 AM
I've created a new report ... and I want allow users to see (run) the report.

For see the results I must:
Select report tab
Select report name (link) in the reports list
Click the run button

This is OK for an admin... but for a standard user, is there an easy solution for view the results of created reports?

Thanks
dutchinusa
51 posts
Joined
5/24/2006

Re: Run report
Posted: 17 Sep 07 12:18 PM Modified By dutchinusa  on 9/17/2007 12:21:50 PM)

I have done this but I wouldn't even know how to begin explaining the changes needed.  There were quite a few of them (the first step was to make BuildReportSql a static method).  I could send what I did to Splendid and they could potentially incorporate the changes if they are deemed beneficial.

I altered the Report 'engine' so that (some of these edits may have already been completed by Splendid but I am working on codebase of version 1.2):

1. User can view the report without having to go to EditView.

2. Date time fields are adjusted to exclude time components.  This works well for me because I also created a new field for all activities in the database called 'ACTIVITY_DATE'.  This way, I am able to work with all activities (Tasks, Calls, Meetings, and Emails) based on this 'normalized' field.  I can also work with it in a 'dynamic' fashion if you will (just like working with other standard fields like ASSIGNED_USER_ID).  So all date time fields are formatted for reports to show only the Date portion UNLESS it is the ACTIVITY_DATE field, then I show the full Date and Time.  Works for me, maybe not for others. 

3. User can view the report using the report viewer or click a link to export it directly to Excel or PDF.

4. Added a title to all reports that contains the name of the report and adds a Datetime stamp that the report was generated. 

5. Fixed BindSearchText so that bool case will show a yes/no drop down box.

6. We don't deal with decimal points so I format all fields of data type 'System.Decimal' to format of 'N0'

7. Bit values are translated for the user to 'Yes' or 'No' instead of displaying 1 or 0. 

8. All colums of a report can be sorted within the report viewer.

9. Added 'current_user' filter option for Assigned To fields. 

Ricky
93 posts
Joined
3/26/2007

Re: Run report
Posted: 17 Sep 07 4:50 PM

I dont' know if you complex solution is for my problem...


I would like to allow standard users to see the reports with an easy access to the report... is it possible??

Another question:

in the report detail, I see, for each column, the name of the tab

[Calls CALLS] Calls: Object
[Calls CALLS] Calls: Start Date
...

I would like to see only the name of the field (Object, Start Date) ... is it possible?

Thanks

support
2240 posts
1st
Joined
1/3/2006

Re: Run report
Posted: 17 Sep 07 5:16 PM

You only see the [Calls CALLS] text when the system has been compiled in Debug mode.

Have you tried publishing a report?  That is the recommended way to display a report for a standard users.

 

Ricky
93 posts
Joined
3/26/2007

Re: Run report
Posted: 17 Sep 07 5:36 PM
Thank you support.... and for my first problem?? An easy solution for view the result of a report....

Bye
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