PIMS User Guides

Configuration

Before you can start to use the Pims Status Reporting module, it must be configured to meet your report requirement. Open the Setup form located in the status Reporting navigation menu to configure or review Status Reporting key settings. This section is not intended for regular users of the Status Reporting module, usually an administrator or super users will complete the configuration.

Status Reporting Setup

Note that these settings are project specific and will have to be defined on all projects.

Report Types

In the Report Types tab you can review the different report types that’s should be available to the end users.

Figure 2: Report Types Tab

Report Status

In the Report Status tab you can review the different status types that should be available to set on the report.

Figure 3: Report Status Tab

Section Types

In Section Types tab you can review the different sections that should be available for the end users when creating or modifying reports. You can select available section types from the dropdown in the Section Type column. Each section will display its own content editor when selected in the Report Editor.

Figure 4: Section Types Tab

After you have selected a section type you need to provide a report to be used when generating the section. You can also provide a filter to be used on that specific section.

The report generator will use tag replacement to format the Report Filter and replace values embedded in brackets ({}). Available fields in the report filter are:

Field Description
PrimKey The primkey of the section being generated.
CutOff The cutoff set on the Status Report

Key information for Section Types includes:

Column Description
Section Type Sections that should be available to the end-user.
Report ID The report that should be used when generating the section.
Alternate Report ID An alternative report based on end-user input in the editor section that can
be used when generating the section. (E.g. the attachment editor which can be
rendered in portrait or landscape mode based on end-user input)
Report Filter The filter to be used when generating the report.