SRS Report Setup

Navigate: Closed Reports and Interfaces > SRS Report Setup

Description

The generation of a Report does not require use of keywords. It is necessary for Packet Reports to identify which Reports are relevant dependent on the Module area. Keywords, as are used for data services and correspondence, are used to recognize what data is relevant to which Module area. The SRS Report Setup provides the ability to identify a keyword to an existing Report for inclusion in Packet Reports.

Steps

Access: Reports and Interfaces > SRS Report Setup

Add New Report Definition

  1. Click the New button to access the SRS Report Page.
  2. Click the Select button to see available reports.
    • The Select SRS Report will provide a list of all Reports available for definitions.
    • The list may be filtered by Name, Description, Module/Area, and/or Report Path.
  3. Make a selection by clicking the Select button in the Action column of the row that contains the desired Report.
  4. The SRS Report will display the Parameters identified for the selected report.
  5. Select a Keyword for the parameter that will be recognized by the module.
    • Example: for a parameter of RevObjId, select Revenue Object Id from the available Keywords list.
  6. Click the Save button to commit the entries.
    • The SRS Report Setup page will refresh with the details configured.
    • Confirm entries.
    • Modifications can be made, if necessary.
    • The Save button will become active if further changes are made.
  7. Click the Previous button to return to SRS Reports with the defined Report included in the list.

Edit Existing Report Definition

  1. Click the Pencil icon in the Actions column of the Report row that requires edits.
  2. Make any necessary changes on the SRS Report Setup page.
  3. Click theSave button to commit the changes and refresh to display the changes committed.
  4. Click the Previous button to return to SRS Reports.

Delete Existing Report Definition

CAUTION: Deleting an existing definition will impact existing Packets using the defined report.

  1. Click the Trashcan icon in the Actions column of the Report row that requires deletion.
  2. The system will provide the prompt: "Are you sure you want to delete SRS Report Setup 'ReportName'? NOTE: This cannot be un-done".
  • Click the OK button to complete the delete.
  • Click the Cancel button to return without deleting.

A Delete button is also available while editing an existing configuration. This provides the ability to confirm that the desired report is the correct report prior to deletion. The system will provide the same messaging as identified above.