Individual Activity Profile

Configuring the Report Control for Individual Activity Profile - CSM1002

The Individual Activity Profile - CSM1002 report provides a list of the selected employees' activities. This report provides a list of activities for the employees within the group selected for the report. Group managers are only allowed to select a group for the report that they are currently managing. For every employee included in the report, the report lists the following information:

· Membership Information

· Meeting Registrations

· File Purchases

· Subscriptions

· Inventory Product Purchases

· Other Product Purchases

· Certification Registrations

· Committee Service

Parameters are provided to allow the group manager to select one, some, or all employees within a user-specified group. The group manager can also specify a date range, which will limit selected orders, registrations, and committee service to the dates specified by the group manager.

Control Settings

The section below details how to set up the Report control to display the Individual Activity Profile - CSM1002 report on your website. The instructions are intended for a user with web admin/host privileges.

This report must be deployed in the BusinessObjects server before group managers are able to run this report on the web. See BusinessObjects Installation for more information. In addition, this control uses the service operation "GetOnlineReportGenerateURL" from data services. The control uses this URL, which connects to the BusinessObjects server, to open or render the report in the current page in the form of PDF. Through the service operation "GetOnlineReportGenerateURL", data services generate the URL. See Personify Data Services for more information.

You MUST have a proper named user license in order to be able to view the report(s) online.

For every Crystal or Webi-PDF report that you want a group manager to be able to run, you will have to create a new page, and configure the Report control for the report you want to run on that page. For example, if you want a logged in web user to be able to run five different reports on your website, you will have to create five different pages and configure the control five different times on each page. As a best practice, create a landing page that contains links to the separate pages that contain the different reports, as shown below. If you are using DNN, you can use the Links Module. See Configuring the Links Module for more information. The only exception to this is for Webi-HTML reports, which open right on the page (i.e., Analysis of Chapter Member Health).

To configure the web settings for the Report control:

1. Add the "PersonifyBoReport" control to the desired page. For more information, please see Adding a Page on Your Site Using DNN.
The Control Settings for this control display, as shown below.

Text fields have a 250 character limit.

2. If necessary, in the Additional CSS Class for Control field, enter the CSS class.
This option allows you to add additional layout to the skin by developing a new DOTNETNUKE style, which requires an advanced understanding of HTML and CSS. See Applying a Default Site Container for information.

3. If necessary, select or create a new Error Message.
The error message will display on the control for the action that was being performed at the time of the error.

a. If left blank, the default error message, "An error occurred while performing [Insert Action]. If the problem persists, please contact the site administrator", will display. [Insert Action] will be substituted with the action the control was performing at the time of the error.

b. If you wish to change the default error message, customize it with a PWF Parameter. See Setting up PWF Parameters to learn more about these parameters and why your website's redirect URLs are managed there.

Although there are more fields listed on the Report control, the settings listed are the only values necessary in order to run this report on the web.

4. In the Param 01: Key field, enter "@GroupMasterId".
This is the report parameter key. This is the group master customer ID for which the report is being run.

5. In the Param 01: Value field, enter "pb_AFMRosterBag%$%GroupMCID".
This is the report parameter value. See Logic Behind the Report Control for more information.

6. In the Param 02: Key field, enter "@GroupSubId".
This is the report parameter key. This is the sub master customer ID for which the report is being run.

7. In the Param 02: Value field, enter "pb_AFMRosterBag%$%GroupSCID".
This is the report parameter value. See Logic Behind the Report Control for more information.

8. In the Param 03: Key field, enter "@EmployeeName".
This is the report parameter key. This is to filter by specific employee name.

9. Leave the Param 03: Value field, empty.
This is the report parameter value.

10. In the Param 04: Key field, enter "@ActivityFromDate".
This is the report parameter key. This allows users to narrow the list of orders, certifications, and committee service selected for report.

11. Leave the Param 04: Value field empty.
This is the report parameter value.

12. In the Param 05: Key field, enter "@IncludeMemberships".
This is the report parameter key. This allows users to specify whether membership orders should be included.

13. In the Param 05: Value field, enter "Y".
This is the report parameter value.

14. In the Param 06: Key field, enter "@IncludeRegistrations".
This is the report parameter key. This allows users to specify whether meeting registrations orders should be included.

15. In the Param 06: Value field, enter "Y".
This is the report parameter value.

16. In the Param 07: Key field, enter "@IncludeINVProductPurchases".
This is the report parameter key. This allows users to specify whether inventory orders should be included.

17. In the Param 07: Value field, enter "Y".
This is the report parameter value.

18. In the Param 08: Key field, enter "@IncludeOtherOrders".
This is the report parameter key. This allows users to specify whether other orders where the subsystem is not MTG, MBR, ECD, SUB, or INV should be included.

19. In the Param 08: Value field, enter "Y".
This is the report parameter value.

20. In the Param 09: Key field, enter "@IncludeCRTRegistrations".
This is the report parameter key. This allows users to specify whether certification registration should be included.

21. In the Param 09: Value field, enter "Y".
This is the report parameter value.

22. In the Param 10: Key field, enter "@IncludeCommitteeService".
This is the report parameter key. This allows users to specify whether committee membership should be included.

23. In the Param 10: Value field, enter "Y".
This is the report parameter value.

24. Leave the Param 11-15 Value and Key fields empty.

25. Leave the Parameters to Exclude and Report Name Key fields empty.

Although there are more fields listed on the Report control, the settings listed are the only values necessary in order to run this report on the web.

26. In the Report Name Value field, enter "CSM1002".
The "Report Name Value" field tells BusinessObjects the type of report you want to render. It needs to be an EXACT match, since BusinessObjects is searched based on the report's name in order to render the report on the web. If you do NOT know this value, the report will not run and no results will be rendered. See BusinessObjects for more information.

27. From the Report Type drop-down, select "Crystal".

28. Click Save.