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Flexible Solutions, Inc. – GP Reports Viewer

78

MODIFYING A REPORT FOR USE WITH CUSTOMER STATEMENTS

You can use your existing Crystal and SQL Reporting Services reports with the Customer Statements feature of GP Reports Viewer, but you will need to make a few modifications to your reports first.

The sample report that ships with GP Reports Viewer will provide a good example of how to modify a report to work with Customer Statements. The steps needed are listed below:

1.

Replace all existing parameters on the report with the following four parameters:

Parameter

Type

USERID

String

STATEMENTID

String

CUSTNMBR

String

PRINTALL

Boolean

Description Used to ensure that the report will only include documents for the current user.

Similar to the USERID parameter, this is used to ensure that the report will only include documents for the current user's report printing session. This parameter is used to limit the customer(s) that the report will print for when emailing statements. Used to facilitate the option to email the statements for all customers with a valid email address and print the rest.

The parameters should be added to the report in the order shown above.

2.

Add the GPRV00142 table and link this table to the RM20101 or RM00101 table on the CUSTNMBR field. The link in your report should be an Inner Join link type and in Crystal Reports it will look like the following:

In SSRS you will need to modify your dataset to link in the GPRV00142 table, for example:

SELECT <...field list...> FROM RM20101 INNER JOIN GPRV00142 ON RM20101.CUSTNMBR = GPRV00142. CUSTNMBR

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