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Register Module Reports
Reports can be installed as part of a new system or as an upgrade to an existing system.
Registering reports for a new system
1. Go into permissions_en_US.xml and locate the category for which you want to install the report under
2. Make sure the category has an attribute: reports="true"
3. At the bottom of the category, you can duplicate an existing report entry, or create a new one from scratch... the format is:
<report file="report_file_name.xml" type="user" permission="myhomepage-tasks" title="Short report title" description="Longer report title"/>
4. The permission attribute of report allows a user with the given permission to execute the report; use type="user" as this is not implemented
5. Copy the report file into the source repository, into: src/jasper_reports (using a .xml extension and not .jrxml)
6. Install the database from scratch using "ant installdb" and the new report will appear
Registering reports in an existing system
1. Make sure the steps above are complete as this sets up the environment
2. Run "ant deploy" to copy the report and new code into your CRM
3. Make an upgrade script, based on: src/sql/upgrade/2006-08-29-script02-ananth.bsh; make sure to change the categoryId to the correct module's constant categoryId
4. Execute "ant upgradedb", specify the database and script names, the report will now be registered in an existing system
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