Set up Reports

Customer Portal users can create a custom portal page for viewing Service Management reports. For each company that uses Customer Portal, each user has a local folder where images of reports can be stored, and a link appears on the Reports page for each file in this folder.

You can save reports in any format your browser recognizes, such as .pdf, .jpg, or .xlxs.

Follow these steps to enable the use of report images in Customer Portal.

1. In Microsoft Dynamics GP, select Cards > Service Management Series > Contact Management.
2. On the Contact Setup window, in the Telephone field, select a contact.

3. In the Customer Portal Report Folder field, enter the root directory of IIS as the location where reports will be stored on this user's machine. This is the virtual directory where the user's Customer Portal application is installed.
   
   The path that you specify can't be a physical path to this location; it must be a relative path. For example, If the user's virtual directory is C:/inetpub/wwwroot and the user-created a folder for storing report images in C:/inetpub/wwwroot/Reports/Company Name/Employee Name, you would enter /Reports/Company Name/Employee Name as the relative path for the Customer Portal report folder.
   
   The folder names at this level can include spaces.

   

   These instructions ensure that this setup works with multiple companies. Also, don't use the /Reports path if you have Microsoft SQL Server Reporting Services installed to the default SQL instance using this default path.

4. Select Save.
   
   The Reports page in Customer Portal links to the specified folder for the user. Any report that is placed in that folder is accessible from Customer Portal. 

   

   If you use SQL reports in Service Management, the user can create a subscription in Report Manager for each report that is displayed in Customer Portal. Report images are automatically rendered based on a schedule, and those images are delivered to a designated folder. A subscription ensures that report information is always up to date. See the SSRS documentation for more information.