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.

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.