Reporting

SYSPRO Reporting Services

What Is?

​SYSPRO Reporting Services (SRS) forms part of the SYSPRO Enterprise Reporting suite and incorporates an embedded version of Crystal Reports to provide a single, cost-effective solution that simplifies operational effectiveness.

​SRS enables you to produce professional-looking reports quickly and with minimal effort. Cost savings are realized through the inclusion of built-in drivers (to bind to optimized SYSPRO e.net Solutions business objects); report archiving (reducing the consumption of office stationery); quicker development time (no need for external report designers); and protection from changes in technology upgrades (no more re-engineering of existing reports with each new version).

​SYSPRO’s standard reports are written using SYSPRO Reporting Services, and appear within each module’s menu.

​There is also a SYSPRO Reporting Services menu item. If this is selected a submenu is displayed. Within this submenu are folders for each SYSPRO module for which there are SRS reports. All the standard SRS reports appear under the relevant module folder on this menu.

These standard reports can be used as templates to build your own reports, or you can design your own from scratch.

You can customize SYSPRO Reporting Services, including:

  • Customized forms for report options.
  • Customized user menus.
  • Customized reports based on the standard reports.
  • Customized GL Financial Report Writer reports.
  • User-defined reports based on any supported Crystal Reports data source.

Note: Customized menus, forms and reports can be saved system-wide, company-specific, for a specific operator group, operator code or role.

The following list includes the main features of SYSPRO Reporting Services:

  • Configure forms for report options and preferences.
  • Customize report fields, layout and themes.
  • Sharing reports between users and companies.
  • Protect access to information.
  • Publish multi-format documents.
  • Alternative to Word printing.
  • Report archiving facility reduces consumption of office stationery.
  • Protect reports from changes in technology upgrades.
  • Preview report content and layout.
  • Run multiple reports simultaneously, in the background.
  • Dynamically filter report contents.
  • Schedule reports.
  • Live report pages with interactive hyperlink features.
  • Retrieve of archive history and archive access with speed.
  • Automatically translate report headings into specific languages.

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SYSPRO Solution

​SYSPRO Reporting Services is based on the Microsoft .NET Framework and Crystal Reports. SYSPRO E.Net query business objects are used to interrogate the information from the SYSPRO database and XML messaging is used to communicate between the client workstation and the application server.

Note: A complete version of Crystal Reports is embedded in SYSPRO Reporting Services and you can therefore use either SYSPRO business objects or Crystal drivers as report data sources.

​Although the .NET Framework a software framework that runs primarily on Microsoft Windows, SYSPRO Reporting Services is a client-side technology when it comes to Crystal Reports. The SRS design allows business objects to run on UNIX and pass back the XML to the client workstation where SRS renders the report using Crystal Reports. SYSPRO Reporting Services therefore supports Windows and UNIX server operating system platforms.

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Process Flow

​The SYSPRO Reporting Services Process:

SRS Process Flow.png

  • Create report forms using the Form Designer.
  • Design report layouts, styles and fields.
  • Preview reports during design and at run time.
  • Run one or more reports at a time with the option to cancel.
  • View report results on the screen.
  • Export reports in multiple formats, including PDF and HTML.
  • Share reports between users and selectively restrict access to reports.
  • Schedule reports to run automatically in the future and on a repetitive basis.
  • Use the archiving history to determine when reports were produced and to locate copies.
  • Retrieve original reports from archive.

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Integration

The interaction between Crystal Reports and the SYSPRO business objects flows as follows:
• Requests are made via the client workstation to the SYSPRO business objects which are installed on the SYSPRO application server.
• The SYSPRO business object executes on the SYSPRO application server, collecting data from the database and processing it before returning the result to the client workstation as an XML file.
• The XML string is then bound to the Crystal Reports template on the client workstation and presented in a predefined or user-defined format.

SRS1.png

One of the key benefits of using the e.net Solutions business objects, compared to using Crystal Reports standalone to target a data source directly, is that the business objects provide report business logic and security.

Note: All the required business objects are bundled into SYSPRO Reporting Services and there is no need to license them individually.

The SYSPRO Reporting Services service program (that runs on the application server) is called SRSMES.EXE. This service program listens for server requests when a client workstation connects:

1. A SYSPRO client workstation connects to SYSPRO.

2. SYSPROService.EXE is listening for the request on the network and starts a new SYSPRO process (SYSPRO.EXE) for that client workstation on the application server.

3. The operator opens the SYSPRO Reporting Services program or runs a SYSPRO Reporting Services report from the SYSPRO main menu on the client workstation.

4. SYSPROService.EXE picks up the incoming request and instead of launching SYSPRO.EXE, it launches SRSMES.EXE on the application server.

Note:An SRSMES.EXE process is opened on the application server for every report the operator opens from the SYSPRO main menu on the client workstation. If the operator opens the SYSPRO Reporting Services program, then an SRSMES.EXE process is opened on the application server. If the operator now runs multiple reports from the SRS menu within the SYSPRO Reporting Services program, then new SRSMES.EXE processes are not opened on the application server.

5. A SysproReportingServices.exe process is opened on the client workstation.

Note: A SysproReportingServices.exe process is opened on the client workstation for every report the operator opens from the SYSPRO main menu. If the operator opens the SYSPRO Reporting Services program, then a SysproReportingServices.exe process is opened on the application server. If the operator now runs multiple reports from the SRS menu within the SYSPRO Reporting Services program, then new SysproReportingServices.exe processes are not opened on the client workstation.

6. The SRSMES.EXE processes on the application server manage all the client/server requests for SYSPRO Reporting Services.

Note: If the SYSPRO Reporting Services program is still open on the client workstation and the client connection is abnormally aborted, for example a power failure, then the SRSMES.EXE process will continue listening for that user’s requests. This may cause a runaway process on the application server.

Multiple Instances of SRS
The SYSPRO Reporting Services option, on the SYSPRO main menu, launches the SRS main menu system on a new thread. This means that the SYSPRO client can be closed down on this workstation and the SRS menu will continue to function.

The instance of the SRS menu uses the current settings that were passed to it (such as the operator code, operator group and company ID). Whilst this instance of the SRS menu is open, it will continue to use these settings, even if the instance of SYSPRO is closed. The instance will also continue to use these settings when the SYSPRO company ID or operator code is changed.

​It is therefore possible to load multiple instances of the SRS menu on the same workstation. If you log into SYSPRO using company A, and launched SRS, you have one instance of the SRS menu using company A. If you then log out of SYSPRO, log in again using company B and launch SRS you have two instances of SRS, one for each company.

 

For more info about Syspro, you can also visit the Syspro website at Syspro

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