Custom reports are required to be configured and executed once in order to extract data that is not available through the API.
To create a custom report:
- Access the Custom Report Task.
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Enter the appropriate information in the following fields:
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Report Name: enter Hyland AP Currency Report
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Report Type: enter Advanced
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Datasources: enter Countries
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Enable as a Service: select the check box to set it as True
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- Click Next.
- Remove the default column that is added, and add the Business Object column with Currency as the values.
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Configure the following columns:
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Exposing data to OnBase can be done one of two ways:
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Option 1:
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From the reports related actions, choose View Web Service(or Web Service, then View URLs).
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Click WSDL, which opens the WSDL file in a new window.
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At the bottom of the WSDL file, locate the wsdl:port element with the name "Report." Copy the soapbind:address elements location attribute (it should be a URL) to the web.config file for the LOB Broker as an additional endpoint.
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Option 2:
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From the reports-related action, choose View Web Service (or Web Service, then View URLs).
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Click XML. You may be prompted for a user name and password to be able to run the report.
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An XML file is downloaded to your local machine, place this file on a network accessible location for the LOB Broker Relay Service.
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In the web.config file, place the file path in the Currency Report Path configuration item.
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