...
All reporting is done via Crystal Reports.
Custom Logos
A custom logo can be assigned in the Appliance Settings page under Reports. Reports must be configured to load that logo. You do not need customised reports to replace the default Wise Owl logo.
TODO: standard logo size.
Reports and Slots
Reports are stand-alone entities, which may or may not be referenced in other parts of your Appliance. Custom reports can be added and out of the box reports can be replaced (although standard reports cannot be removed or overwritten by end users). A list of reports is shown on the Metrics page and in the Appliance Settings under Reports.
Report Slots are how you can set a report against a particular page in Wise Owl. Reports are assigned to slots based on a page data model or the page name. The former is best used by developers, the latter can be used by anyone. When a report is assigned to a slot, the Print ico, (in the top right of all pages) is enabled; clicking it will display the report.
Named Report Slots are used for various special reports throughout the Appliance. You can add new named slots, but they will never be used as they need to be referenced in the Appliance code. However, you can swap out a report assigned to a named slot for a customised version, if you desire.
TODO: Karen to give me a list of named reports
Crystal Reports
This details conventions and requirements for developing Crystal Reports.
...
| Crystal Name | Data Type | Sample Value | Comments |
|---|---|---|---|
__ApplianceRootUrl | string | https://demo.wiseowllegal.com.au | Used to load a custom logo: combine with "/CustomReportLogo" |
__CurrentUser | string | larry.lawyer | The current user name who is running the report |
__ReportName | string | Trust Trial Balance | The name of the report as listed in the reports in Wise Owl Legal. Note that this may be different from the Crystal Report name. |
__ReportId | integer | 8 | The report id which is being run. You can access additional information about the report via the table report.CrystalReport. |
...
Any reports viewed directly from the report list will rely on the Crystal Reports parameters dialog.
Reports in Named Slots will have specific parameters required. As these parameters are known beforehand, developers will assume the reports have them and set them via code.