Reporting
This section details Eftsure inside D365F&O capabilities for reporting.
Multiple different methods co-exist to show Eftsure signals on any reports.
Configuration
Configuration of reports can be achieved in Eftsure workspace > Parameters > User Interface > Reports. The following options allows the configuration of the visual impact on the payment reports.
Display Header / Lines: Enable/Disables reporting features at the header or line level.
Show Image: Display Eftsure icons where appropriate
Show Background color: Sets background fill color where appropriate
Payment reports:
Vendor Payment Journal: Enable reporting features on the vendor payment journal report.
Payments: Enable reporting features on the payments report.
Standard reports
Use the above configuration to display Eftsure reporting features on top of standard reports. This is an opt-out feature. 2 reports are available at the time of writing, Vendor payment journal report and Payments report.
A copy of the standard reports has been created to display Eftsure signals.
By nature, our changes on standard reports won't be available for customer customised reports.
The following picture highlights the different configurations:
Vendor Payment journal:
Enabled Disabled
Payment proposal:
Enabled Disabled
Custom reports
If the customer is running non-standard reports, their custom report(s) can also be extended by their implementation team to add Eftsure signals. We provide the necessary scaffolding to upgrade your custom reports to match the features described in Standard reports.
The following fields will be pre-populated for your usage, depending on configuration, onto the report data source:
Header information:
PESMainImage (String): Name of the icon to display
PESMainColor (String): Hexadecimal colour value for cell background fills
Line information:
PESImage (String): Name of the icon to display
PESColor (String): Hexadecimal color value for cell background fills
Background color
Use the data source's field PESMainColor & PESColor to configure the cell fill property.
Open the report using the report editor and apply the following to each cell that needs to be colorised: Select the control's properties, go to Fill, Fill Color:
Select the function button and enter the following formula:
For Header color:
=Fields!PESMainColor.Value
For Line color:
=Fields!PESColor.Value
Repeat this for all cells.
Compile and deploy your report.
Image
To display Eftsure images into your report:
Navigate to your report > Images and add new embedded images for each of the statuses.
Depending on your configuration, you will need an image for all verification statuses below.
Our source images can be found in the resources folder of the Eftsure package folder:
[Service_Drive]:\AOSService\webroot\Resources\Images
If the source images are not available in the above folder, the deployment to this dev machine hasn't been completed successfully. Please see Deployment to developer environments in our Deployment Guide.
Our SSRS status images are all prefixed with PESSRS and are 24px x 24px.
As much as it is recommended to use Eftsure standard icons, other icons can be used instead, so please make sure to use the appropriate visual indicators.
Then select the cell(s) where you wish to apply Eftsure image(s). Create/Edit a picture control, go to the picture control's properties and enter the following formula in the Image property:
For main image:
=Fields!PESMainImage.Value
For line image:
=Fields!PESImage.Value
New reports
If new reports are needed the above paragraph still applies but the developer will need to also add the following:
4 new string fields on the datasource:
PESMainImage (String): Name of the icon to display
PESMainColor (String): Hexadecimal color value for cell background fills
PESImage (String): Name of the icon to display
PESColor (String): Hexadecimal color value for cell background fills
Add the following code where appropriate to set the values in the new fields, while also matching configuration.
PESParameters PESParameters = PESParameters::find();
PESVerificationStatus s = _ledgerJournalTrans.PESVerificationStatus();
if (PESParameters.Report_ShowLine)
{
this.PESImage = !PESParameters.Report_Image ? '' : PESTools::VerificationStatusImageSSRS(s);
this.PESColor = !PESParameters.Report_Fill ? '' : PESTools::HTMLColor(PESTools::PESVerificationStatus_Color(s));
}
if (PESParameters.Report_ShowHeader)
{
boolean success = source.ledgerJournalTable.PESIsJournalOK(false, true);
s = success ? PESVerificationStatus::Verified : PESVerificationStatus::IncorrectDetails;
this.PESMainImage = !PESParameters.Report_Image ? '' : PESTools::VerificationStatusImageSSRS(s);
this.PESMainColor = !PESParameters.Report_Fill ? '' : PESTools::HTMLColor(PESTools::PESVerificationStatus_Color(s));
}
Make sure the new fields are selected in the report's data source, use the restore option if necessary.
Follow the same steps as in Custom Reports
Recompile and deploy the report.
Reports deployment
To deploy reports, select the report in Visual Studio and deploy or run the following command line:
C:\AOSService\PackagesLocalDirectory\Plugins\AxReportVmRoleStartupTask> .\DeployAllReportsToSsrs.ps1 -PackageInstalllocation "C:\AOSService\PackagesLocalDirectory\" -Module [MODULENAME]