Enterprise Buzz

Looking Back to Plan Ahead

February 26, 2021 11:04:37 AM

End of Calendar Year

January 29, 2021 01:40:55 PM

Contact History Import

January 29, 2021 01:52:03 PM

Tax Receipts

December 18, 2020 11:09:10 AM

We’re celebrating the holidays! That also means that the end of year and the beginning of the New Year tasks are being added to our to-do lists. One of those tasks is issuing tax receipts to our donors. IRS regulations govern what documentation your donors will need to claim a deduction for their charitable contribution.

Holiday Greetings

December 18, 2020 09:25:07 AM

From all of us at Andar Software, we wish you a very merry holiday season! May you be filled with peace, joy, and love — and get lots of rest and relaxation to jump start 2021 with vigor and excitement!

Help Desk Holiday Schedule

December 18, 2020 08:30:00 AM

The holidays are almost here! Please alert your team that our help desk will be closed on the following days:

Christmas Eve: Thursday, December 24th at 12 PM ET
Christmas Day: Friday, December 25th
Boxing Day (Observed): Monday, December 28th
New Year's Eve: Thursday, December 31st at 12 PM ET
New Year's Day: Friday, January 1st

Tribute Management - Tribute Processing and Notification UW

December 11, 2020 01:30:00 PM

Concluding our series on managing the tribute revenue stream, we will discuss adding a tribute transaction and notifying interested parties.

Once a Tribute Account has been established, it is possible to process transactions in association with that account. Processed gift transactions can be linked to a particular tribute account at the time of gift processing.

During gift processing, you can quickly assign a Tribute Account(s) to a particular gift using the Tributes tab.

Unique notifications for a particular transaction can be recorded at the time of gift entry. It is possible to identify a group of individuals responsible for a particular gift as well.

1. Transaction Entry
Tribute transactions are entered in the same manner as all other traditional gifts.

Join 230+ Users in Our New Community

December 11, 2020 01:30:00 PM

Last week we launched the new Andar Software User Group Community, and so far more than 230 users have joined. It is an open space where users can share their questions and experiences about our software and the nonprofit industry in a friendly, collaborative environment. The community has been designed with you in mind. There's even a dedicated space for Enterprise how-to's.

Tribute Management - Tribute Processing and Notification

December 10, 2020 12:18:19 PM

Concluding our series on managing the tribute revenue stream, we will discuss adding a tribute transaction and notifying interested parties.

During gift processing, you can quickly assign a Tribute Account(s) to a particular gift using the Tributes tab.

Unique notifications for a particular transaction can be recorded at the time of gift entry. It is possible to identify a group of individuals responsible for a particular gift as well.

1. Transaction Entry
Tribute transactions are entered in the same manner as all other traditional gifts.

Join 150+ Andar Users in Our New Community

December 04, 2020 08:30:00 AM

This week we launched the new Andar Software User Group Community, and so far more than 150 users have joined. It is an open space where users can share their questions and experiences about our software and the nonprofit industry in a friendly, collaborative environment. The community has been designed with you in mind. There's even a dedicated space for Enterprise how-to's.

Tribute Management - Adding A Tribute Account

December 04, 2020 10:52:35 AM

Continuing our series on managing the tribute revenue stream, we will discuss adding a tribute account.

Tribute records can only be added after an account has been established. You must have an Account ID (FRID) to create a tribute record.

1. Click File: Open: Tribute Management. The Tribute inquiry window opens. Here you can:

Identify the account that gifts will honor or memorialize
Define any designation(s) associated with those gifts
Capture relationships that are specific to that Tribute
Identify the person (or people) that should be notified of gifts received
Review the gifts and notifications associated with that Tribute account

Thank You for Making the World a Better Place

November 25, 2020 02:12:58 PM

As we begin the 2020 Holiday Season, many of you have put in long weeks of work. While the action never stops, and many campaigns are year-round, we know that this time of the year is incredibly hectic.

The staff and management of Andar Software would like to wish you a continued prosperous and fruitful fall campaign. In much the same way that your community depends on you for support, know that you can count on us for assistance too!

We are here for you and your colleagues.

Thank you for the impact you make in your community. You make our world a better place.

Help Desk Schedule

November 25, 2020 02:11:34 PM

Please alert your team that the ENTERPRISE Help Desk will be closed Thursday and Friday this week for the Thanksgiving holiday.

Have a great holiday!

Tribute Management

November 19, 2020 08:02:57 PM

As the holidays approach, donors may be considering alternate gift-giving ideas, and giving a tribute gift might fit their needs perfectly. Over the next few weeks, we will cover the various pieces needed to manage tribute gifts within Enterprise.

Tribute gifts are donations given in honor or in memory of a person. Tribute records are created in the database so that you can track tribute details, such as who the gift honors and who should be notified that the gift was given.

ENTERPRISE Express (Go-Global) Server Maintenance

November 19, 2020 08:51:32 PM

Please note that we will be performing server maintenance on the ENTERPRISE Express network this weekend. The maintenance time period will be Saturday, November 21st, 7:00pm – Midnight ET. During this time period, connectivity to all applications, including ENTERPRISE, NETQuery, NETNotes, etc. will be unavailable.

If there are any issues with this work schedule impacting your organization, please call the Support Line at 877.479.3780, press 13, or email us at EnterpriseSupport@AndarSoftware.com to let us know and we will do our best to accommodate your schedule.

Help Desk Thanksgiving Schedule

November 19, 2020 08:53:16 PM

Thanksgiving is next week, on Thursday, November 26th. Please alert your team that the ENTERPRISE Help Desk will be closed Thursday and Friday for the Thanksgiving holiday.

Site-Specific User Procedures Documentation

November 13, 2020 10:34:50 AM

Do you have processes documented specific to your site and how you handle various functions? Sites can attach a specific document to the Help menu on a variety of windows in Enterprise. This will enable each site to include procedural documentation directly in the application. The User Procedure Documentation Codes (USDOCTAB), lists all available windows with this feature. Access this table via the Table of Tables (using either the Code Tables icon or File >> Open >> Data Management >> Code Tables).

Save Time with Selection Management: Alias Column Names

November 06, 2020 09:00:00 AM

Do you regularly use Selection Management and end up updating the column headers in your Excel file each time to something relevant to your site? You can save yourself time by making those column name changes just once in the Import/Export Layout Transfer Fields table (frtrnfld) via the Table of Tables.

We're Hiring!

November 06, 2020 09:00:00 AM

We have an exciting career opportunity available in our sales department for an Inside Sales Representative. Are you or do you know the go-getter that we are looking for?

Lest We Forget

November 06, 2020 09:00:00 AM

Remembrance Day is Monday, November 11, 2020.

We want to pay tribute to all the fallen soldiers of World War. We are forever indebted to those who lost their lives in battle and offer our support and love to their families.

Lieut-Col. John McCrae, a Canadian army doctor, wrote the poem IN FLANDERS FIELDS during the First World War, while on the battlefields in Flanders, Belgium. The scarlet poppy quickly became the symbol for soldiers who died in battle.

IN FLANDERS FIELDS

In Flanders fields the poppies blow
Between the crosses, row on row,
That mark our place; and in the sky
The larks, still bravely singing, fly
Scarce heard amid the guns below.

We are the Dead. Short days ago
We lived, felt dawn, saw sunset glow,
Loved and were loved, and now we lie
In Flanders fields.

Take up our quarrel with the foe:
To you from failing hands we throw
The torch; be yours to hold it high.
If ye break faith with us who die
We shall not sleep, though poppies grow
In Flanders fields.

Managing Volunteer Rosters Using Committees

October 30, 2020 08:30:00 AM

Committees can be used to record and manage your volunteer panel rosters, including your Board committees. Committee information is typically internal to your organization and site defined, allowing you to match your organization's structure.

5 Tips to Make GivingTuesday a Success this Year

October 30, 2020 09:08:07 AM

This year, GivingTuesday is December 1, 2020, marking the beginning of the giving season – a shift from buying to giving – with an altruistic holiday. Are you ready with your GivingTuesday campaign? There's plenty of time to get started!

Caring in Common: A Customer Spotlight on Shane Albertin

October 30, 2020 09:11:14 AM

Meet Shane Albertin, VP of IT and Facilities at United Way of the Greater Capital Region. Shane says the best part of his job is the challenges and knowing that his work provides help to someone in need. He's also an avid gardener and has quite the creative side!

Get Featured in Caring in Common

October 30, 2020 09:00:00 AM

Caring in Common showcases different nonprofit professionals on the last Friday of every month. The spotlight series aims to connect the Andar community on both a professional and personal basis. The goal is to highlight Andar Software customers from all walks of life, levels of experience, and areas of expertise. You can see all past spotlights in the Free Resources section of our website.

Would you like to be featured? It's a great opportunity to grow your professional brand, and just involves answering a few questions here and submitting a couple of photos to hilary.german@andarsoftware.com.

Happy Halloween

October 30, 2020 09:17:55 AM

Wishing you a spook-tacular Halloween! Here's some Halloween humor for you:

Q: Why didn't the skeleton cross the road?
A: He didn't have any guts!

Q: Why did the skeleton cross the road?
A: To get to the body shop.

Q: What is a vampire's favorite fruit?
A: A nectarine!

Security – Password Settings

October 23, 2020 09:00:00 AM

ENTERPRISE has six options to control the restrictions of ENTERPRISE passwords. There are a variety of ways to enhance the security of your database using different login conventions and validations.

Note: Any site can take advantage of these features, regardless of how they are signing into ENTERPRISE – ENTERPRISE, Database or Windows authentication. The only requirement for using these features is that all ENTERPRISE users and their passwords must exist within ENTERPRISE security. (ENTERPRISE security information is maintained using the ENTERPRISE security application – entsec.exe.)

These settings are controlled by four ENTERPRISE Code Table (FRCODTAB) settings. You may choose to take advantage of one or many of these options.

Minimum Length Rule:
ENTERPRISE Code Table Code = PASS_MINLENGTH
Passwords changed using ENTERPRISE are required to be at least one character in length. PCI data security standards require passwords to be at least seven characters long. You can enforce a minimum password length of any numeric value, depending on your operational policies. To do so, capture the character length that your site will require as the minimum.

A value of “0” or “**NOTINUSE**” assumes that the required length is 1, since passwords are required.

Character Pattern Rule
ENTERPRISE Code Table Code = PASS_CHARPATTERN
This setting allows you to require that all passwords follow a certain pattern. The options are:
- Alpha - allows only letters,
- Numeric - allows only numbers,
- Alphanumeric - the password must include at least 1 number and 1 letter,
- Alphanumsym – the password must include at least 1 number, 1 letter, and 1 symbol,
- Symbol_Alpha - the password must include at least 1 letter and 1 non-numeric, non-alpha character (such as an exclamation point or a semicolon), and
- Any - allows for any pattern of characters.

The default value for this setting is “Any”. PCI Security standards require passwords to contain both numeric and alphabetic characters.

Previous Password Validation Rule
ENTERPRISE Code Table Code = PASS_SAVEPREPASS
This setting should contain a numeric value indicating how many unique passwords a user must create before a password can be reused. For example, if the setting is two, when a user attempts to change his password, the password must be different from his current password and his last password. PCI Security standards require that new passwords cannot be the same as the four previously entered passwords.

Set this value to “0” or “**NOTINUSE**” to allow passwords to be set without any validation of old passwords. Enter a numeric value to validate all passwords from this point forward.

Maximum Number of Login Attempts Rule
ENTERPRISE Code Table Code = PASS_MAXLOGINATTEMPTS
The setting should contain a numeric value indicating how many failed login attempts a user can make before being “locked out” of the database.

If a user fails to login for the number of attempts you have specified with this setting, the user will be set to ‘Inactive’ within ENTERPRISE Security (security_users table). That account will then have to be reset to ‘Active’ using ENTERPRISE Security before that user will be able to login to ENTERPRISE. PCI Security standards require that a user account is locked out after not more than six invalid logon attempts.

The default value for this setting is 3.

[TIME SAVER] Creating a Gift Acquisition Template

October 16, 2020 01:01:26 PM

Last week’s Buzz talked about the use of Gift Acquisition Templates to save time and ensure consistency in Gift Acquisition processing. This week we’ll walk through the steps of creating the template.

The Gift Acquisition Template is created in a new or open gift acquisition. The create option is found under the File menu when you have an acquisition open:

To start from scratch, you would create a new acquisition, setup the name (description), layout, data file (even though you won’t use it in the future) and execution defaults on Step 1.

Move to Step 2, saving when prompted, and setup basic defaults:

Move to Step 3, saving when prompted, and check off the first few of the initial execution steps:

Now use the ‘Create Acquisition Template’ option from the File menu to save.

Name your template when prompted:

Your new Gift Acquisition template is now available to use, as described in last week’s Buzz.

You will find all the choices made in the template now exist on all three Steps. You can update where required, either replacing some options, or adding options on Steps 1 & 2.

Gift Acquisition Time Saver

October 09, 2020 11:03:23 AM

Using a Gift Acquisition Template

Enterprise Gift Acquisition is one of the tools that many of us use frequently. We may regularly bring in updated donor or member lists, add contact information to accounts, or process monthly payment files. For the sake of efficiency and consistency, using a template that has been created and previously tested is a great time saving solution.
When creating a New Gift Acquisition, after entering the Description and Layout, you will find the Select Acquisition Template option under the File Menu:

After choosing Select Acquisition Template you will be presented with a list of pre-defined Templates:

All of the Execution options that were selected for Steps 1 and 2 will be copied into your current acquisition. You can then review and make any necessary changes before final Execution.

Gift Acquisition Time Saver

October 08, 2020 11:07:12 AM

Using a Gift Acquisition Template

After choosing Select Acquisition Template you will be presented with a list of pre-defined Templates:

All of the Execution options that were selected for Steps 1 and 2 will be copied into your current acquisition. You can then review and make any necessary changes before final Execution.

Search Party? Customizing the Account Inquiry Window

October 02, 2020 03:19:21 PM

There are many ways to search for account information in Enterprise: Account Inquiry, Quick Search, F10 – Account Search by ID. The Account Inquiry window is the most flexible, letting each user set up the Search function in the way that is most conducive to the way they work.

You might consider the account inquiry window a ‘mini-query’ where you control which accounts you want to see and what data from those accounts.

Several default search settings are made based on ‘ Inquiry’ variables in the User Configuration profile. Within the User Configuration Settings, each user can choose whether all names should appear when querying, all addresses, all emails, all phone numbers, and whether to exclude deceased accounts from your search.

Throughout ENTERPRISE, you use inquiry windows to search for information. Many of these windows are customizable. You can choose which columns appear in the Accounts portion of the window, as well as the order of the columns. You can also customize the fields in the Selection portion of this window, picking which fields appear and the placement of the fields.

To customize inquiry windows, go to File > Open > User Profiles > Inquiry Window Display… You will be prompted to choose the Inquiry window you would like to customize.
Select the window you want to customize and click OK. The Inquiry Window Display will open.

Right click on a column or criteria field to:

Add or delete a column
Reset to a previous or default layout
Save your changes

Aligning Criteria Fields

Select more than one field (hold down Ctrl while selecting multiple fields)
Right Click and select Align Columns > Horizontal align or Vertical align

You can customize the Inquiry layout in the same way for all the windows listed below:

Campaign Code Inquiry
Customer Service
Designation Code Inquiry
Field Log Inquiry
My Accounts Inquiry
Project Code Inquiry
Sub-source Code Inquiry

Search Party? Customizing the Account Inquiry Window

October 01, 2020 03:18:55 PM

You might consider the account inquiry window a ‘mini-query’ where you control which accounts you want to see and what data from those accounts.

Right click on a column or criteria field to:

Add or delete a column
Reset to a previous or default layout
Save your changes

Aligning Criteria Fields

Select more than one field (hold down Ctrl while selecting multiple fields)
Right Click and select Align Columns > Horizontal align or Vertical align

You can customize the Inquiry layout in the same way for all the windows listed below:

Campaign Code Inquiry
Customer Service
Designation Code Inquiry
Field Log Inquiry
My Accounts Inquiry
Project Code Inquiry
Sub-source Code Inquiry

Bronze, Silver or Gold? Setting Donor Roles/Program Levels

September 25, 2020 02:45:31 PM

We all know that our donors are worth their weight in bronze, silver, or gold.

They are all valuable. So, how do we recognize that as part of the donor record and make the information readily available?

Program Levels are defined as part of each Enterprise program. Donor role categories and types can also be associated with the Program levels in Enterprise, for example, a Donor Role Category of Leadership with Gold, Silver, Bronze as Donor Role Types.

Program levels are also defined by account Class, meaning you could have a different list of program levels and donor roles that apply to Corporations vs. Individuals.

When a gift transaction is entered, the appropriate donor role information, as defined to that program level, is added to the account record. This works the same way that Interests are added to an account when a donor designates to an Agency or impact area that has Interests defined.

The Program Levels and Donor Roles need to be Active to be automatically added to the donor record. These values are then available through Donor Role reports as well as on the account Roles tab.

Prog Level: The code representing this Program Level
Seq#: The order of the program level in relation to other levels (optional)
Description: A description of this Program Level
Program: The program with which this level is associated
Class Cat: The account class category this Program Level is associated with (Individual, Corporation, Foundation, etc.)
Min Gift Amt: Minimum gift range for this program level.
Max Gift Amt: Maximum gift range for this program level.
Leader: Indicates that donors at this Program Level are Leadership Givers
Donor Role Category: Default Donor Role Category to add to donors who give in this program.
Donor Role Type: Default Donor Role Type to add to donors who give in this program.
Status: Each code should be Active.
Gift Ladder: Gift Ladder data can be used in Selection Management to print suggested gifts upon renewal.
Benefit: The benefit you want to award to accounts who give at this Program Level. You can add several benefits to one Program Level.
Goals & Revenue: Estimated amount of Pledges, Payments, Credits, and Soft Credits you expect to receive for this Program Level.
MTD,YTD, LTD: Actual amount of Pledges, Payments, Credits, and Soft Credits you expect to receive for this Program Level.
Benefit Category: The Benefit Category determines which type of gift a donor must give to receive this benefit. This setting allows you to award different benefits to different types of gifts within the same giving level.

Subsequent gifts from the same donor will automatically adjust the Program Level and Donor Roles. Based on the increase in the gift.

Note: Changes to the made to a transaction by Gift Adjustment (increase or decrease) that require a change in Program Level would need to be made manually as part of the Adjustment.

Bronze, Silver or Gold? Setting Donor Roles/Program Levels

September 24, 2020 02:44:56 PM

We all know that our donors are worth their weight in bronze, silver, or gold. They are all valuable, so how do we recognize that as part of their member record and make the information easily available?

Program Levels coordinate to your donor giving levels and are associated with each Program in ENTERPRISE. Program levels, whether Bronze Silver Gold, or A B C, can also be defined by account Class, meaning you could have a different list of program levels that apply to Corporations vs. Individuals.

When a gift transaction is entered, the appropriate information, as defined to that program level is added to the account record. Benefits can default based on Program Level.

Program Levels are created and amended via the Program Level Codes Table (FRDCLTAB). In this table you can enter new levels for each program.

Program Level
In the detail of the Program Level, set a code for the level. You can add a Sequence number to further categorize the level, a Description and a Class Category for levels that should only be assigned to Individuals, Corporations, etc. Levels must be associated with a Program. There should be a Minimum Gift Amount and Maximum Gift Amount assigned. The donor’s giving to this Program and the amount of their total giving for the program year will place them in the appropriate level during Gift Entry. You may check the Leadership box if you classify some of your levels as leadership giving. Program levels may be made inactive or, if they have not yet been assigned to a donor, deleted.

Goals & Revenue
In the Goals and Revenue section, you can track a goal of pledges, payments, credits and soft credits associated with this Program Level. The Month to Date (MTD), Year to Date (YTD) and Lifetime to Date (LTD) figures are listed here as well and populate based on processed transactions and the fiscal year and fiscal period values in your Sequence Codes Table (FRSEQTAB).

Benefits
Default benefits can be added to the Program Level. When a donor makes a gift that places their Program Level into this category, they will automatically receive the associated benefits during Gift Entry. Benefits are assigned based on Benefit Category (the Gift Type in Gift Entry) – Additional, New/Renew/Rejoin or Upgrade. Choose a Benefit Category and enter the Benefit code. You may add the same benefit to the Program Level multiple times, but each entry must be associated with a different Benefit Category. You can add any type of benefit here to default during Gift Entry – acknowledgement, premiums or publications.

The Program Levels need to be Active to be automatically added to the donor record. These values are then available through Program Level reports, such as the Membership Program Level Analysis Report.

Reports for Resource Development

September 18, 2020 02:34:36 PM

Access to real-time campaign progress and results is a major benefit of Enterprise for the Resource Development group. Campaign analysis can pinpoint where to focus resources and help to adjust campaign strategy if necessary.

A timely notification gives the opportunity to respond quickly to gifts.

The following reports are just a few examples of those that can be used to keep everyone informed and help to keep campaigns responsive and on track.

Campaign Progress Report

The Campaign Progress report displays total audited and unaudited giving for Company and Individual accounts, grouped by Structure Code. Campaign giving is separated into Corporate, Employee, and Other categories, and shows the Goal and Prior Year Giving for each category. This example selected a Summary report vs. detail.

Company Churn Report

The Company Churn report shows five years of total giving for a specific Program, allowing you to track the progression of giving, decreasing or increasing. Parameters include Structure, Company, and can be filtered to a specific Account Executive. A ‘lapsed’ donor is determined by the number of years since the latest gift, from 1 – 4.

First Time Large Donor Report

The First Time Large Donor Report displays a list of donors who have made a first time single gift that is in excess of a specified amount within a specific date range. It will also display the amount of each donors’ previous largest gift.

Five Year Giving History Report

Five years of historical campaign giving per company grouped by Structure Code and broken out by Corporate, Employee and Special Events including Employee Per Capita, number of employees and contributors and % participation.

Membership Reports for Marketing

September 17, 2020 02:34:16 PM

Access to real-time membership information is a major benefit of Enterprise for the Marketing group. Direct mail and Telemarketing analysis can pinpoint where to focus resources and help adjust the marketing strategy.

A timely notification gives the opportunity to respond quickly to gifts.

Membership Anniversary reports can be important to set projections.
The following reports are just a few examples of those that can be used to keep everyone informed and help to keep campaigns responsive and on track.

Membership Mailing Results by Source

The Membership Mailing Results by Source report will display mailing results for each direct mail effort by Program and Campaign, within a selected time frame.

Membership Telemarketing Results by Source

The Membership Telemarketing Results by Source report will display the response rate and revenue for a telemarketing effort, filtered by Program and Campaign, within a selected time frame.

Renewable Members by Program Level within Anniversary Month

The Renewable Members by Program Level within Anniversary Month report will display all renewable members summed by expiration month and year and segmented by each program level.

Adding Custom Reports

September 11, 2020 02:19:35 PM

Site specific reports developed using Crystal Reports can be integrated into ENTERPRISE, allowing users to run these reports directly from the standard Enterprise Reports menu.

Report integration involves THREE steps:

1. Installation of the Crystal Report file. This is just copying the actual custom Crystal “**.rpt” file to the folder identified in the ENTERPRISE Code table as the CRYSTALDIR folder.

2. Set up of the Report Codes table in ENTERPRISE.

To add a new Report to the Report Code Table, click the “New” button at the top of the window. The following window will appear:

This window contains the following fields, where you can specify the details of the report you want to add.

Report Code:
Enter the code for the report.

Description:
Enter the short description of the report. This will appear in the report Menu in ENTERPRISE.

Technical Name:
This is the actual file name of the report file (including the “.rpt”). ENTERPRISE looks for this file name in the CRYSTALDIR folder when a user runs a report.

Report Type:
This drop down list corresponds to the Report Types code table in ENTERPRISE. This setting determines which section of the Report menu that this report will appear in.

Note:
Enter the detailed description of the report here. This will appear on the Report Menu in ENTERPRISE.

Report Parameters Flag:
If the report will have parameters, check this box.

ENTERPRISE Report Flag:
This flag indicates whether the report is a standard ENTERPRISE report. If a report is flagged as an ENTERPRISE report, then certain functionality is automatically assigned to it.

Site/DB Parameter Flag:
This flag allows you to automatically pass the Site Name and Database Name fields to your report without having to set them up on the Parameters tab as well.

Report Source:
This setting indicates the type of report – either ‘Crystal’ or ‘PowerBuilder’.

Status:
The status of the report. Only reports with an ‘Active’ status appear on the Reports Menu in ENTERPRISE.

Parameters

If the Crystal Report requires parameters that should be prompted for, click on the Parameters tab to set them up.

Description:
Enter the short description of each report parameter here. This will appear on the Enterprise Report ‘Run’ screen the user sees.

Type:
This indicates the data type of the parameter – ‘char’, ‘numeric’ or ‘datetime’. In most cases this should match the data type of the corresponding parameter in Crystal.

Data Table:
In some cases, you can link a parameter to a corresponding data table in ENTERPRISE so users can select from a drop down list or be presented an ellipse to look up a value, for example, Campaign Code. If the parameter is a candidate for this functionality, select the look up table to use from the drop down list here.

Optional:
This flag controls whether the user can leave the parameter blank. If a parameter is not marked as Optional, the user will not be able to run the report until a value is entered.

Note:
Use the Note field to give a detailed explanation of the parameter to the user. Information such as example values and the purpose of the parameter in terms of the data pulled will help the end user.

The parameters entered on this tab must match exactly and be in the same order as they are in the source Crystal report (except the Site Name and Database Name special parameters.) You can easily drag and drop the parameters entered on this window to move them into the correct order, so it is not critical that they are initially entered in the ‘final’ order.

3. Installation of report specific database objects. [Optional]

If the data source of your report is either a custom stored procedure or a view, then these objects must exist in the ENTERPRISE database. Stored procedures need to be compiled onto the server and views need to be created. If the source of your report is existing Enterprise tables, then there are no new objects to install.

Adding Custom Reports

September 10, 2020 01:58:33 PM