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SYSPRO Reporting Services

SYSPRO Reporting Services (SRS) forms part of the SYSPRO Enterprise Reporting suite, enabling you to modify standard SYSPRO reports, design your own reports, schedule the running of reports and manage the archiving of these reports.

Toolbar and menu

Field Description
File  
New SRS Report Creates a new report (see New SRS Report and SRS Report Designer).
Open Other Menu Displays the menu defined for another SYSPRO company, group, operator or role.
Save Menu Saves the menu that is currently open if you have made changes to the current menu.
Save Menu For Saves the currently displayed menu for all SYSPRO companies or a specific company, group, operator or role.
View  
Main Menu Displays the Main Menu.
Report Preview Displays a preview of the report highlighted in the tree view pane.
Show/Hide Schedule Status Within the Report Scheduler window, show or hides the Schedule Status pane.

See SRS Report Scheduler
Available Reports Indicates a tree view menu of reports that can be run or maintained using SYSPRO Reporting Services.

The order in which items are displayed for a customized menu is first by role, then operator code, group, company and system-wide. If none exists then the default menu is displayed.

See Available Reports
Report Archive

Displays archived SRS reports in the Archived Reports window.

See also SRS Report Archiving.
Report Scheduler Displays the Report Scheduler window.

Every operator, including the SYSPRO system administrator, can only view and maintain their own schedule. Every scheduled item in SYSPRO Reporting Services is operator and company-specific.

See SRS Report Scheduler
Tickover refresh rate Indicates the rate at which the system must notify you of its progress when producing reports.
Print Queue

If you are using SRS server-side printing, then this enables you to view completed reports or reports that are in the reporting queue.
Maintain This menu option is only available for operators belonged to a group that has administrator rights.
Report Menus Displays a treeview with the levels at which SRS report menus can be defined, together with the report menus you have already defined.

You can add, maintain and delete menus at system, company, group, operator and role level.

When adding a new report menu, you can create a blank menu (to which you can then add reports) or one that is based on an existing menu (either the standard SYSPRO Reporting Services menu or a menu already defined for a company, group, operator or role).
Report Templates Maintains report templates.

See also: Notes and warnings.
Report Control

Maintain and optionally delete the control file for customized report configurations.

This deletes report forms and control files if you no longer want the report to be available to run or to be added to other menus.
Setup  
Add SRS Menu Item Adds existing reports to the current menu. You would typically use this to add reports to a new menu or to restore previously deleted reports to the current menu.
Add Other Menu Item Adds a report to the current menu (typically an externally written report). See Add Other Menu Item).
Design Form Customizes the form of the currently highlighted report (see SRS Form Designer).
Design Report Uses Crystal Reports to customize an existing report.

See Crystal Reports
Report Control Maintains the report controls for the selected report (see SRS Report Control).

You should avoid changing the report control details of standard SYSPRO reports.
Themes Maintains existing themes and creates new ones. Themes enable you to change the look of a report (using colors, borders and fonts) without changing the report content.
Setup Options Configures default options for SRS (see SRS Options).

This is only enabled for operators with System administrator rights (Groups).
Business Object Configuration Displays the associations between business objects and schemas (see SRS Business Objects).
Search Windows Indicates the search windows you want to include in an extended search.

Once you have ticked the search windows you want to include, you can perform advanced searches on any SRS report form when you select the browse icon.

OptionDescription
Search windowIndicates the available key fields available in search windows. These include:

  • Account

  • Contact

  • Customer

  • Job

  • Ledger code

  • Multiple ship address

  • P&C contract

  • Purchase order

  • Quotation

  • Requisition

  • RMA

  • Sales order

  • Stock code

  • Supplier

  • Serial

When browsing on a key field you will be able to enter:

  • Search criteria

    • Column

    • Operator (equal to, not equal to, greater than, not greater than, greater than or equal to, less than, less than or equal to, contains)

    • Variable Value

    • Modifier (And, Or)

  • Search statement

    This is area that you build the search expression based on the search criteria entered. The statement can include brackets (up to 3 levels deep).

Use for browsingThis allows browsing on the corresponding key field for your operator code, using the search window.

For example: If you enable the Supplier search window, then any SRS report which includes the supplier as a selection criterion lets you locate the supplier according to extensive search criteria from the browse function.

Apply system-wideThis allows browsing on the corresponding key field for all operators, using the search window.

This creates the system-wide SearchWindows.xml file in the \Base\ReportingCustomized\Preferences\ folder.

See Activity considerations in Notes and warnings.
Archive

Show This Lets you view reports archived in .pdf format, .rpt format, or both.
Purge Archive This deletes archived reports according to the date on which they were generated.

Available Reports

Field Description
Add New Folder

Adds a new folder within the selected folder. Up to two levels of folders and sub folders is permitted.
Add SRS Menu Item

Adds existing reports to the selected folder.
Add Other Menu Item

Adds an externally written report to the selected folder (see Add Other Menu Item).
Delete Menu Item(s)

Deletes the currently selected item from the tree view. If deleting a folder, then sub folders are also deleted.
Report Control

Maintains report controls for the selected report (see SRS Report Control). You should avoid changing report control details for standard SYSPRO reports.
Export Report Configuration

Stores, deploys or protects report configurations outside of SYSPRO Reporting Services (typically customized or user-defined reports).

This function takes all the components associated with the selected report and packages them into a .rpt file and an .xml file.
Import Report Configuration

Imports a report that has previously been exported from SYSPRO Reporting Services.
Default Paper Size

Sets the default paper size for the report.

See also: Notes and warnings.

Notes and warnings

Deletion considerations

  • Report form and control files are not deleted when deleting a report template (i.e. the report is still available to run and can be added to other menus).

Coding considerations

  • The size of a report has a direct impact on report performance. The warning message Report size is therefore displayed when saving a designed report that exceeds 700 KB. You need to confirm that you want to continue to save the report.

Default Paper Size

  • The default paper size set within the Setup Options within SYSPRO Reporting Services is a company-wide setting and is saved in C:\SYSPRO7\BASE\SETTINGS\srs_options_{company_id}.xml.

    <ReportingServicesOptions ServerUpdated="0">
  <Archive Type="RPT" />
  <Theme Name="No Theme" Enabled="True" />
  <Output Save="False" DisableSave="False" Archive="False" DisableArchive="False" DefaultSave="True" />
  <Printing PaperSize="1" />
</ReportingServicesOptions>

    If an operator with System administrator rights set this default paper size to Letter (for example) then this sets the default paper size to Letter for non-system administrator operators. After setting the Default Paper Size to Letter, when a non-administrator operator opens the SYSPRO Reporting Services program, and right-clicks on any report, and selects Default Paper Size, Letter will be selected, but this can be changed per report.

Restrictions and limits

  • Entries made in the Selection criteria fields on SRS reports are not validated.

    For example if you enter a non-existent stock code in a selection criteria field, the report will be generated with no content. No error message is returned to indicate that the stock code could not be found.

  • No entries are created in the Job logging file when SRS reports are run. See Job Logging Query.

Role considerations

  • When maintaining, saving or opening a customized menu, the Role option is only available if you have enabled the Role layout design option against the operator code (Operators).

Activity considerations

Operator access to the following activities within this program can be restricted. You configure this using the Operators program.

Activity Description
SRS Allow purging of SRS archived items Controls whether an operator can purge archived SRS reports.
SRS Allow report scheduling Controls whether an operator can create, edit and deleting report schedules.
Main Menu - Allow to create system-wide search windows Controls whether an operator can set Search windows to be available system-wide. This affects the availability of the Apply system-wide option in Search windows defined from the Main Menu (Administration) and in SYSPRO Reporting Services.