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How to Add the Task Assignment 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.
    Task Assignment Report
    Description
    Optional.
    Enter a short description of the report.
     
    Report Type
    The type of report that will be used. Available options:
    • .NET Assembly [.dll]
    • Crystal Reports [.rpt]
    • Jasper Reports (Internal) [.jrxml]
    • Jasper (External) [.jrxml]
    • Excel [.zip]
    Excel
    Report File
    The report file to be used. This is provided by Cormant
    TaskAssignmentReport.sql
     
    Note: Convert this file to a zip format.
    Class Name
    The class name that implements the MPower.StandardReports.IStandardReportBuilder interface.
    MPower.StandardReports.TaskAgingReport.Assembly.TaskAgingReportBuilder
     
  • Click the Upload a Report File (.zip) button.
  • Locate the TaskAssignmentReport.zip 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.
  • Under Parameters sections, click the Add Parameter button and enter the following: 
    PARAMETER NAME
    TYPE
    LABEL
    REQUIRED
    fromDate
    Date
    From Date
    Yes
    toDate
    Date
    End Date
    Yes
    agentId
    Agent
    Agent
    No
    service_group
    Service Group
    Service Group
    No
    service_type
    Service Type
    Service Type
    No
     
  • Under the Roles section, mark the checkbox of the 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.
@2022, Cormant Technologies Inc.