Using Report Builder

Learn to Use Report Builder:

Important Report properties:

  • Language: Set to "=User!Language"
  • Description: Set to the Feature Mnemonic from HAAL (i.e. R163, etc.)
    • This is used to correlate the feature permissions with the report object.
    • If the Mnemonic is not found in HAAL, the report will not be shown.

The following parameters are automatically replaced with session values when a report is run:

  • CNN: Connection String
  • TIMEOFFSET: Current UTC time offset in minutes (PT = -480)
  • IMG: Company image URL
  • ALIAS: User alias
  • USERID: UserId in HAAL
  • USERPARTY: PartyId of the User's Party record
  • Locale: 5 character Locale code (en-US)
  • IsGlobal: If this parameter exists, the UI will show report on main menu even if other rules would hide it
  • REPORT: The name of the report as it was run from the UI

Notes:

  1. You do not need to have all of these parameters on every report. Just pick the ones that apply.
  2. If a parameter is the same as the Primary or Secondary Key for a particular form (such as Booking == BookingId), then the report will automatically be shown on that form.

Hyperlinks in Reports

  • To open a Shipper form from within a report, set a hyperlink action in the report using the following url:
    • http://autourl.aspx?[FEATURE]=[ID]
    • [FEATURE] is the Feature Mnemonic from HAAL
    • [ID] is optional and is the database primary key of the object. For example: http://autourl.aspx?B008=12345
  • To open an attachment:
    • ="javascript:void(window.open('autourl.aspx?ATT=30717&FN=2011-08-17-020933.jpg','_new'))"
    • Where 30717 = the AttachmentId
    • AND 2011-08-17-020933.jpg = the File Name

Notes:

  1. You can also use this same method for any web page displayed within the hosted browser window of Shipper!

Where to save Reports:

  • Standard Reports are typically /ShipperXL/ShipperXL. These are replaced with every build so do not change or update these reports.
  • Custom Reports are typically /Custom/[CustomFolder]
    • If the Mnemonic of a report is the same as a standard report, the custom report will replace the standard report wherever it may be found and will inherit the standard report's permissions.
    • Otherwise, custom reports are only shown in the Custom Reports folder.