Share:|

I recently posted a simple yet powerful means of reporting in Track-It!. The drawback with reports created from extracted data and formatted in Excel is that they are not integrated with the Track-It! application. You could not, for example, automate these reports so that they are sent on a scheduled basis or share these reports via the Reporting Module.

 

In order to do this with a custom report, it will need to be written in Crystal Report like all of the standard reports that are included in the off-the-peg application. In the coming weeks I intend to start to look at compiling reports using Crystal so by way of preparation, this post summarises the tools we will need to assist us in this task.

 

Supported Track-It! Enterprise customers are able to download a copy of Crystal Reports from their support profile at;

 

http://support.numarasoftware.com/support

profile.jpg

While visiting the support site, you can go to the Knowledge Base and bookmark http://downloads.numarasoftware.com/support/11erd/Track-It!_11.htm – The Track-It! 11 SQL Server Physical Data Model. Here you can see, which tables are used by a particular module and how they are connected to each other as well as definitions of each table and their columns.

 

erd1.jpg

erd2.jpg

 

Finally, you should already have SQL Server Management Studio installed. This will allow you to run SELECT queries so that you are able to compare and contrast with what is output by any report and keep a check on things as you make progress. Customers with a full version of SQL should have this tool already but those who installed SQL Express when they installed Track-It! will have needed to downloaded a copy for free from Microsoft;

 

SQL 2005 Express

http://www.microsoft.com/en-gb/download/details.aspx?id=8961

 

SQL 2008 Express

http://www.microsoft.com/en-gb/download/details.aspx?id=7593

 

… so while you are familiarising yourselves with all of this, I am going to identify some simple reports we can start with in my next post. If anyone has any ideas, please do leave a comment below.