Product Description
General Information
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Modules
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Workflow Plus Reports on Cards and Requests
Workflow Plus Reports on Cards and Requests
Instantly view SRSS report on Card and in Workflow request
It takes a few keystrokes before you can see a specific report on a card or while you are in a workflow request you need to access information that’s in ESE or other SQL database.
This tool provides:
- Look at the SRSS report directly on the card:
- Instantly view data that is not currently displayed on the card.
- Data which is in a different SQL database may be combined with ESE fields to display information directly on the card.
- Multiple SSRS Reports can be placed on a single card
- SSRS Reports can be viewed from the following cards:
| · Account | · Item |
| · Contact | · Opportunity |
| · Division | · Project |
| · Cost Unit | · Resource (Person) |
| · Cost Center |
Look at the SRSS report ‘directly’, usually a Tab, in the workflow request:
- Reports to be viewed are pre-created and placed in a Section (usually a Tab) within the Workflow Request
- Up to 5 individual reports can be placed in a single workflow request
- SSRS reports are refreshed each time the workflow is opened, enabling instant current information
- Parameters may be added to the SSRS Report within the workflow request definition
