Setup Reports

Moorgate supports local mode processing reports. This means you don't need to have a Reporting Server running. Reports are designed to Reporting Services and the rdl is uploaded into Bank Recon directly. We use the Microsoft Report Viewer 2012 runtime to display the reports and this needs to be installed on the Application server. The rdl's need to be designed in Visual Studio 2010, 2012 or the stand-alone Report Builder 3 tool.

8 standard reports ship with Moorgate. These will always be created in the install folder. If you want to use them, then select the Reports option as part of the msi and they will be available from the UI. If you decide you want to use them later, upload them as per the steps below. We'll always maintain the standard reports and update them as required. If you feel you have another report that should be standard, send us a sample and we'll add it, if it makes sense.

Setup Reports

• Selecting Setup>Reports navigates to the Reports screen and lists all the available reports

• A specific report can be updated by selecting the name of that report and then uploading a new version of the RDL

• A new report can be added by clicking the Add button

• • Click on the Report Data Sources link to view and edit the connection strings associated with the Reports. The Default Connection is called Moorgate.

Defaulting a Report Parameter to an Application Value

To default a Report Parameter to the application value, set up the Parameter Name in the RDL as follows (exact text and case):

• • UserID

  • ProductCompanyID

  • ProductID

  • FundCompanyID

  • FundID

To ensure a user can only run reports for Product Companies they are assigned too, add the UserID parameter to your report, give it a list of values from the Database and make it hidden. Then make the Product Company dropdown dependent on the UserID. This makes it a defaulted and disabled parameter. The user cannot change the logged in value.