Configuration reports
Set up MS reporting
- Set up reports as described in ORTEC Workforce Scheduling 7 User Manual Module MS Reporting.
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Give ESS7 user group authorization to view the desired reports.
Standard reports for ESS7 are:- Account for employee ESS
- Employee Schedule ESS
- Master schedule ESS
- Overview shift reassignments ESS
- Self-Scheduling ESS
It's possible to create and give access to custom reports.
Allow larger requests on report server (on-premises only)
To use reports with Employee Self Service 7 it's necessary to allow for larger requests in the Report Server. For hosted customers, GMS has performed this task. For on-premises customers this can be done in the web.config of the Report Server.
- On the machine running Report Server, open file C:\Program Files\Microsoft SQL Server Reporting Services\SSRS\ReportServer\web.config (drive or path may differ)
- Find the line <httpRuntime executionTimeout="9000" requestValidationMode="2.0"/>
- Replace with <httpRuntime executionTimeout="9000" requestValidationMode="2.0" maxQueryStringLength="16384" />
- Save the web.config
- Restart the service 'SQL Server Reporting Services'
It's possible that the value of maxQueryStringLength 16384 is not large enough, depending on the environment. In this case the event viewer will show an error "The length of the query string for this request exceeds the configured maxQueryStringLength value."
Permissions
To enable reports in ESS7, set the following permissions:
- workspace.ess.reports
for the ESS user group, set to granted.
This setting makes the reports tab available under insights in ESS7. This permission is available in ORTEC WS build 1561992 and up. - ess.reports.configuration
For the key user or admin user group, set to granted.
This permission enables Configuration in ESS7, where the administrator can set which reports are available for all ESS7 users. Changes made in configuration will apply to all users. Don't set this permission to granted for the ESS user group.
Known issues
Reports in ESS7 has the following known issues, which are being worked on:
- SOLVED Translations: currently, only English and Dutch language are available for reports. Other languages will follow. Until then, when set to other languages, reports will show in English.
- SOLVED When parameters are set such that large amount of data is requested (e.g. when selecting a large date range), certain reports may time out. Improvements to this issue have been scheduled.
- Some reports take more loading time than desired. We’re working on fixing this.
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