System Settings → Report Templates → Custom Reports → Building Report Definitions
To build a report definition, you must first establish a connection to data services and then use SQL Reporting services to define the report. Use this procedure to create a data source. Users must have Access Data Services permission granted in the Administration module.
In addition to standard SQL Reporting Services parameters, the View Report page uses certain special parameters to take advantage of features when running reports.
A report may be associated with either items or resource teams. Reports associated with items must have at least one string parameter, named InvestmentId, which is the internal unique ID of the item in the application.
Resource reports must have at least one string parameter, named ResourceId. These parameters are hidden from the user when the report is run, and they are supplied by the application.
|Parameter Name Format||Value Type||Sample Parameter Name||Parameter Description|
|InvestmentId||String||InvestmentId||The item(s) with which the report instance is associated.|
|ResourceId||String||ResourceId||The resource team(s) with which the report instance is associated.|
|DateRangeBegin<ID>||DateTime||DateRangeBegin1||The start date of a date range. This is compared against the matching DateRangeEnd parameter to ensure it is a valid date range.|
|DateRangeEnd<ID>||DateTimeDateTime||DateRangeEnd1||The end date of a date range. The string that comes after DateRangeEnd must match the string that comes after DateRangeBegin.|
|PESCurrency||String||PESCurrency||Produces a list of supported currencies on the system.|
|PESCurrencyEffectiveDate||PESCurrencyEffectiveDate||The date of the exchange rate used to generate the report.|
|PESDimension<ID>||String||PESDimension5||Produces a list of the dimensions configured.|
|PESList<AttributeName>||String||PESListCity||Where <AttributeName> is the XML Name of a PES List Attribute, provides a list of the members of that list.|
|PESUser||String||PESUserName||Provides a list of users in the format of last name, first name.|
Once parameters have been added to the report definition, they can be integrated into the query text. The InvestmentId parameter can be added to the example above by converting the query text to an expression that builds the query: ="SPGetPESObject" & Parameters!InvestmentId.Value.
Once the query has been converted to an expression, the Refresh Fields and Run buttons in the Data tab toolbar are not available. You can still get data by using the Preview tab.
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