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How to Add the Agent Monitoring Report

Prerequisite: Prior to proceeding with the instructions, convert the Task Assignment Report.sql file into a zip format.
 
Follow the steps below to add the Task Assignment Report in the  Manage Standard Reports screen.
  • In PowerForm web, click the button, and select Manage Standard Reports from the menu list.
  • Click the + Add Report button.
  • In the Add Report screen add the following information under the Details section.
    FIELD NAME
    DESCRIPTION
    SUGGESTED/REQUIRED VALUE
    Name
    Mandatory.
    A user friendly name of the standard report. This will be displayed when choosing a standard report to generate.
    This must be unique. If the value in the Report Name text box matches one that already exist in the database, the message “Report already exists" will be displayed during saving.
    Agent Monitoring Report
    Description
    Optional.
    Enter a short description of the report.
     
    Report Type
    The type of report that will be used. Available options:
    • .NET Assembly [.ddl]
    • Crystal Reports [.rpt]
    • Jasper Reports (Internal) [.jrxml]
    • Jasper (External) [.jrxml]
    • Excel [.zip]
    .NET Assembly
    Report File
    The report file to be used. This is provided by Cormant
    MPower.StandardReports.AgentMonitoring.dll
     
    Class Name
    The class name that implements the MPower.StandardReports.IStandardReportBuilder interface.
    MPower.StandardReports.AgentMonitoring.AgentMonitoringReportBuilder
     
  • Click the Upload a Report File (.dll) button.
  • Locate the MPower.StandardReports.AgentTaskMonitoring.dll file and click the Open button. The application will validate if the uploaded file is valid. If valid, the file name of the report file will be displayed after the Upload a report file button.
  • Define the Class Name that will be used.
  • Under Parameters sections, click the Add Parameter button and enter the following: 
    PARAMETER NAME
    TYPE
    LABEL
    REQUIRED
    Agent
    Text
    Agent
    No
    TaskNumber
    Text
    Task Number
    No
    StartDate
    Date
    Start Date
    No
    EndDate
    Date
    End Date
    No
     
  • Under the Roles section, mark the checkbox of th roles that will have access to the report.
       
  • When done, click the Save button on the menu bar.
     
The roles marked under the Role Permission screen should have the permission to the Standard Reports feature to be able to display the Standard Reports screen. This feature is granted to a role during Roles creation. If this feature has not been granted to the role, see the topic  ‘How to Give a Role Permission to Permission to Generate Standard Reports ’. Skip the section if configuration has already been made for the role to use Standard Reports.
 
 
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