Advanced Reports for Pharma

Scenario: You want to integrate Advanced Reports for Pharma with the management platform, configure the reports, and schedule them to run automatically.

 

Reference: For background information, see the reference section.

 

Workflow diagram:

 

Prerequisites:

  • The Advanced Reports for Pharma extension is installed and added to the project.
  • Advanced Reporting is configured, and the templates are synchronized.
  • A view is created that represents the hierarchical structure of the building.

 

Steps:

1 – Configure Pharma Reports
  1. Select Applications > Advanced Reporting.
  1. In the Application Viewer tab, click the Configuration Page.
  • The Advanced Reporting Configuration Page displays.
  1. Click Advanced.
  1. In the Pharma Reports Setting row, click Edit.
  • The Parameter dialog box displays.
  1. Set the fields to your preferences, and then click OK.
  • This completes the configuration of Advanced Reports for Pharma.

 

2 – Configure Web Rules for Pharma Reports
  • Trend Logs are available.
  • System Manager is in Engineering mode.
  • The default View is set to Show Description.
  1. Select Project > System Settings > Libraries > L1-Headquarter > BA > Software > Pharma Reporting > Advanced Reporting Rules.
  1. In the Advanced Reporting Rules folder, select the report you want to use, for example, Trend Chart Report.
  • The Rule Editor displays.
  1. Select the Rule Editor tab.
  1. Click Save As .
  • The Save Object As dialog box displays.
  1. Enter a name and description.
  1. Click OK.
  • The new web rule appears in the Application Link Rules folder.
  1. Open the Trigger Conditions expander.
  1. In System Browser, select the Manual navigation check box.
  1. Drag a trend log object from any view in System Browser to the Path area.
    NOTE: You can select a parent folder to add more than one trend log to the report.
  1. From the menu that displays, select Add new elements and subtree.
  1. In the Output expander, do not change the settings.
  1. In the Application drop-down list, select Pharma Reporting.
  • The default Pharma Reporting parameters display.
    NOTE: You do not need to specify any values here. However, you must specify these values for a saved link to be executed through a reaction.
  1. Click Save .
  1. (Optional) Repeat Steps 1 – 13 to create additional web rules for other report types.

 

3 – Create a Link for Executing Reports
  • System Manager is in Operating mode.
  1. In System Browser, select the view with the hierarchical structure of the building.
  1. Select the building for which you want to generate a report.
  • The list of reports associated with the selected building displays in the Application Viewer tab.
  1. Select the report that you want to schedule.
  1. Click Save As .
  1. In the Save As dialog box, enter the destination for the saved link.
  • The saved link displays in the Applications > Links folder.

 

4 – Set User Credentials
  • System Manager is in Operating mode.
  1. In System Browser, select Application View.
  1. Navigate to Applications > Links.
  1. Select the link you created in the previous procedure.
  1. Click Set Credentials .
  • The Set Credentials dialog box displays.
  1. From the User Account drop-down menu, select the appropriate user from the list of existing software accounts.
    NOTE: You must choose a user with the appropriate privileges. The language associated with the software account determines the language for any reports generated with this account.
  1. In the Extended Operation tab, specify the parameter values for the link.
  • The user credentials are set for the link and parameter values specified.
    NOTE: In the Operating mode, you can run a report in the Application Viewer by selecting the link from Applications > Links, if the value of the P2 parameter is set to HTML. However, if the value of the P2 parameter is set to any other value (for example, XLSX, DOCX, PDF), then you cannot run the report in the Application Viewer. In this case, you can run the report by clicking Execute in the Extended Operation pane, and then specifying the required parameter values.

 

5 – Schedule Automatic Execution of a Pharma Report
  • System Manager is in Engineering mode.
  1. In System Browser, select Application View.
  1. Select Applications > Logics > Reactions.
  1. In the Reaction Editor tab, open the Output expander, and then open the Action expander.
  1. From the Links folder, drag the link to the Scope/Target area.
  1. Select the newly added instruction row, and do the following:
  • To send the report as an email, in the Command drop-down list, select Email [SendEmailExecute].
  • To send the report to a folder, in the Command drop-down list, select Execute [WebAppExecute].
  • In the File Extension drop-down list, select the format of the file. The value specified in this field must be the same as the P2 parameter value specified in the Extended Operations tab. For example, if you have specified PDF as the P2 parameter value, then you must select PDF as the file extension in this field.
  • In the File Name field, enter the file name of the report output file.
  • (Optional) In the File Path field, enter the location to save the report output file. For example, C:\Projects\NewReports.
    NOTE: If you specify the location, the report is saved to this location and will also be sent as an email attachment.
  • In the Section drop-down list, select Save Document [1].
  • In the TimeStamp field, specify the timestamp format that is to be appended to the file name—for example, dd-MM-yyyy.hhmmss.
  1. Open the Triggers expander, and then open the Time and Organization Mode expander.
  1. Enter the date and time you want the report to run.
  1. Click Save As .
  • The Save Object As dialog box displays.
  1. Enter a name and description, and then click OK.
  • Depending on the value specified in the Command drop-down list, the report runs at the date and time specified in the reaction and is either sent as an attachment to the configured email recipients or to the report output folder specified in the File Path field.