02-01-2024 09:07 AM
I have WorkView objects that contain a Provisional Credit Amount attribute. I need to create a report of these objects based on a date range and display the total of the Provisional Credit Amount. I have created a WV filter and on the Advanced tab selected Enable reportable view and entered a Name.
When I go to Reporting Dashboards > Administration > Create New Data Provider > New Data Provider > select WorkView as the Data Provider Type > I'm not sure what to enter in the Configure Query|Display Columns search field. Can someone assist me with the next steps I need to take or what I'm missing?
Thank you,
Kelly Guthrie
02-01-2024 11:55 AM
You may need to configure the Module Associations for Reporting Dashboards on the WorkView tab in Studio. This allows you to choose which WorkView filters appear in the Select Source dropdown when configuring the data provider.
02-01-2024 11:55 AM
You may need to configure the Module Associations for Reporting Dashboards on the WorkView tab in Studio. This allows you to choose which WorkView filters appear in the Select Source dropdown when configuring the data provider.
02-01-2024 12:14 PM
This is the solution! PS: Free elearning video on how to do this on Hyland University
WorkView Latest Enhancements - Leverage Existing Data for Reporting | Hyland Education Services
02-01-2024 12:16 PM
You need to use Module Associations instead.
"Enable reportable view" is used to create Database Views directly in SQL Server or Oracle. Examples from my dev system:
02-01-2024 12:28 PM
Thank you
I'll definitely watch the training video.
Kelly
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