Standard Reports

Introduction

APS comes packaged with several standard reports that can be accessed directly from within APS itself.

Customizing Standard Reports

Even though Standard Reports come packaged with APS, they can be customized to a certain degree. For example, User Defined Fields are often an ability leveraged by APS to more closely fit the concerns and constraints of a company. UDF's can be displayed in Standard Reports by going through the System Options | Other | 'Schedule Report Custom Field Script'

From there, the user can construct what is displayed in the "Custom Info" column and it will appear in the Standard Reports

Running Reports

Reports can be run directly from APS. In the "Reports" tab of the Navigation Ribbon, every Standard or Custom Report can be run directly from the links there. Each section has its own "Configure Reports" option that will allow the Report to be run in its native design program, ie. Crystal Reports, SQL Reporting Services, Excel, etc. From here, the Reports can be altered or customized. It should be noted, however, that any changes done to these reports are local to that Client and more specifically, to the username that is currently logged in. Should the Client Updater Service be stopped and restarted from the server side, the changes will be overwritten in the case of the Custom Reports and Example Reports.

Running Reports as a Link

With .NET Framework 4.0 and the deployment of APS as a Click-once application, there are times when the Click-once application lacks permissions to view the Report, especially if the tables used are password protected in the database. Because of this, APS can also run reports as a link/shortcut rather than the file application itself. The format and layout of the report will be the same, but without the need to enter login and password information.

  • To display the Report as a link, hold "CTL" when clicking the Report on the Navigation Ribbon.