Deploy Reports Record View
- Emma Greenwood
- Tom Williams
The purpose of the Deploy Reports Record View is to deploy/re-deploy reports to the report server for use within NorthScope. Deploying a report is the process that installs it on the Report Server, making it accessible within NorthScope to users, based on their report access rights. This page is launched from the Manage Reports page by clicking the 'Deploy Reports' header toolbar icon. If no reports were selected when the icon is clicked, the page will open with all the reports that have not yet been deployed (status of "Not Deployed") listed in the Grid. If one or more reports were selected when the icon is clicked, the page will open with those reports listed in the Grid.
Software Version: 2021.02.19 and newer
Page Header
| Fields | Description |
| Server | Displays the URL of the report server. Database Field: ERPx_MFSysPreferences WHERE PreferenceName = 'ReportServerURL' |
| Data Source | Identifies the Data Source that SSRS connects to for generating the report. |
| Report Folder | Displays the folder within the Report Server where the physical report file (RDL) is located. Database Field: ERPx_MFSysPreferences WHERE PreferenceName = 'ReportServerDirectory' |
Page Detail
Toolbar Icons | Description |
|---|---|
| Deploy Reports | Selecting one or more reports and clicking the 'Deploy Reports' icon deploys them to the report server, assuming there are no errors. |
| Re-Deploy DataSource | Selecting one or more reports and clicking the 'Re-Deploy DataSource' icon will re-deploy the corresponding report. |
| Help | Opens the online WIKI help page for the current page.
|
| Fields | Description |
| Checkbox | Used to select the report to deploy/re-deploy. |
| Current Version | Identifies the existing version of the report on the server. If the report does not currently exist on the report server, this field will be blank. If a version of the report exists on the server an eight digit number will be displayed representing the associated date for that report. For example, 20200529 would mean the current version is May 29th 2020. This field is never editable. Database Field: ERPx_RSReportDefinition.VersionNumber |
| Error | Displays a message to the user with any known issues with the report prior to it being deployed. |
| Latest Version | Identifies the most recent version of the report. If the report does not currently exist on the report server, this field will be blank. If a version of the report exists on the server an eight digit number will be displayed representing the most recent date for that report. For example, 20200529 would mean the latest version is May 29th 2020. This field is never editable. Database Field: ERPx_RSReportDefinition.VersionNumber |
| On Report Server | Identifies whether or not the report exists on the report server. This field displays 'Yes' when the report exists on the report server and is blank when it does not. This field is never editable. |
| Report Name | Identifies the report file name (RDL Name) of the report installed on the Report Server. This is required and must be <= 50 characters. This field is not editable after save. This field is not editable after save on the Manage Reports Record View. Database Field: ERPx_RSReport.ReportName |
| Status | Identifies the current status of the report. For standard reports shipped with NorthScope, the status will default to 'Not Deployed' until the user deploys it. Reports that are manually added by the user, if successful, will save as 'Deployed'. Reports that are not found on the report server or their location is not in the standard location will display a status of 'Unknown'. Reports that are not able to be deployed, usually because no report definition exists, will display the status 'Error'. This field is required and never editable by the user. Database Field: ERPx_RSReport.ReportStatusEN |
| Use in Company | Identifies which Company/Companies within NorthScope will have access, after the selected report(s) are deployed. This is a multi select lookup that defaults to the value that was selected on the record view for the associated report. This field is not required, however if no company is selected the report will not be available for use within NorthScope. Database Field: ERPx_RSReportCompany.DataEntityCompanySK |
This icon is only visible on pages that are documented in the online help.