e-Services Report Engine Overview

The e-Services Report Engine was developed to give super-users the ability to respond to changing business needs. Reports can be created on demand and shared with one's own department or with other departments to address information needs as rapidly as possible.

Reports Builders allow for quick generation of reports without having to write SQL statements.

Reports can be viewed several ways:

 

Navigating to

The Report Engine home page is navigated to from the e-Services home page. The Report Engine or Report link is located under almost every Department heading on the left side of the page.

CIS Report Builder can be navigated to from the e-Services home page. The Report Builder link is found under:

 

Custom Reports

Custom Reports can be created for specific departments or shared between departments. SQL statements can be directly typed in the text box or a SQL Builder Graphic User Interface (GUI) Editor can be used for quicker and easier SQL statement development.

 

Clusters

Clusters are pre-built modular query column definitions that can be used in the SELECT portion of a SQL statement. These Clusters allow for re-using SQL code that has already been developed and tested. Using Clusters will decrease the time it takes to create new reports and increase efficiency. Clusters have been designed for:

 

Snippets

Snippets are pre-built modular query criteria definitions that can be used in the WHERE portion of a SQL statement. These Snippets allow for re-using SQL code that has already been developed and tested. Using Snippets will decrease the time it takes to create new reports and increase efficiency. Snippets have been designed for:

 

CIS Report Builder

There are several CIS Report Builders within e-Services. These Report Builders allow the user to quickly generate relevant reports without typing the SQL statement. The SQL statement that is generated by the report is displayed within the HTML code. Copying this SQL statement and pasting it into the Reports Engine allows for saving the report for future use.

 

Data Dictionary

The Data Dictionary lists all of the tables available for retrieving information. Information on these tables are used when developing SQL statements to generate the desired reports. The following information is listed in the tables:

 

Keyword Search

The Reports with the user's security access can be searched via keywords. This allows for quick filtering of the displayed reports.

 

Related Links

CRM Procedures

Report Menu

SQL Editor Form

Excel Tips

Report Builder

Data Dictionary