Adding Report Security Parameters

Reports run against the Civic Platform database must have a specific security parameter. This parameter filters the report to display only the data that relates the agency specified. You can add other parameters to hard code the report data by module type or record type.

The report writer should add these parameters to each report and you must verify it before adding the report to Report Manager. If the parameter is not present, the steps to add the security parameter to a Crystal Report are available below. For information on how to enter parameters for Microsoft or Oracle reports, see the documentation that came with your reporting software. The security parameter that is mandatory for each report run from Civic Platform is SERV_PROV_CODE = <AgencyID>.

To add the security parameter to a crystal report

  1. Open a Crystal Report that needs the security parameter.

  2. Click Select Expert on the toolbar.

    Crystal Reports displays the Choose Field window if it is the first parameters in the report.

    Crystal Reports displays the Select Expert window if it is not the first parameter in the report.

  3. If the Choose Field window displays, expand the appropriate table and highlight the SERV_PROV_CODE field. If the Select Expert window displays, click the <New> tab.

  4. Click OK.

    Crystal Reports displays the Select Expert Window.

  5. In the first drop-down list, select is equal to.

  6. In the second drop-down list, either select the agency you want to filter the data by or enter the agency name into the drop-down list.

    Crystal Reports closes the Select Expert popup window.

  7. To test the report; click Refresh on the toolbar.

    Crystal Reports displays a Refresh Report Data message.

  8. Click OK.

    Crystal Reports displays the refresh parameters window.

  9. Select Use current parameters values to refresh the report with the parameters entered the last time a user launched the report. Select Prompt for new parameter values to enter new parameter values. Click OK.

    Crystal Reports displays the parameter prompt window.

  10. Enter the parameter values, and then click OK.

    Crystal Reports refreshes the data in the report for the agency specified.