isabella232 / reports

Reports

Users can create custom reports in Visual Studio using data from eWay-CRM.

For deeper understanding of report building process google keywords "SQL Server Reporting Services".

Development environment

Visual studio

If Visual Studio 2019 is already installed, you can edit the list of workloads in Visual Studio Installer to include SSDT. If you don’t have Visual Studio 2019 installed, then download and install Visual Studio 2019 Community.

In Visual Studio Installer for SQL Database projects, select SQL Server Data Tools under Data storage and processing in the list of workloads.

Install addon to be able to edit *.rptproj files.

Edit report

Create new file or open existing .rdl file.

Data Sources

Reports use data from local eWay-CRM database. Default server instance is (localdb)\EWAYSQL.

Datasets

Create a Dataset to obtain data from Data Source.

Parameters

Mandatory

There is one mandatory parameter "ReportParameters" which needs to be created in each report. This parameter is used to display selected reports parameters to the user - replaced by eWay-CRM at runtime, not in Visual Studio designer preview.

Other potential parameters can be created manually or automatically by design tool when used in dataset query.

Currently it is not possible to chain parameters even if desing tool is able do that. In other words no parameter can depend on the value of other parameter.

Predefined values

eWay-CRM allows to predefine a report values based on the module from which the Report is generated, module has to be enabled for report by Modules field.

So for example when the parameter is list of projects. You can add default value Projects_ItemID.

When the report is opened from a Project detail, the report will be automatically prefilled with that Project.

In the Projects_ItemID default value, the first part Projects is name of the table (module) and ItemID is name of the column from that table.

Predefined values do not work when Allow multiple values is enabled.

Layout

There is a wide range of object which can be used to display the data. Object are availabe from right-click context menu. Most frequently used are Tablix, Tables or Charts.

Deployment

Created report is deployed to the eWay-CRM via Administration Application.