Reporting

To enable public users to access reports from Citizen Access, administrators must perform the following tasks:

  • Configure which reports are available to public users globally, modularly, and on individual Citizen Access web pages. Administrators can create reports specific to Citizen Access and add them to Report Manager. This is a pre-requisite for report setup for Citizen Access. For assistance on how to create a report, contact your Accela implementation specialist.

  • Define viewable permissions for the various user groups using the website. You can assign permissions within applicable areas of Citizen Access through Citizen Access Setup.

  • Permissions to view reports defined for public users in Citizen Access Admin override any permission settings in Civic Platform.

When reporting launches in Citizen Access, it provides administrators and public users with similar reporting functionality offered in Civic Platform. This includes: RTF and URL reporting, support for parameter and variable configurations, support for user defined parameter reporting, and support to display reports for multiple records in a single window or multiple windows. If parameters are unavailable, Citizen Access displays the parameter page to manually gather parameter information at the time a public user runs the report.

Limitations to Citizen Access reporting functionality include: The inability to support the 'Default Format' output form (it poses a security risk), the inability to support manual-fill e-mail address functionality, the inability to support CLIENT_EXE report, and inability to save to EDMS and/or the display of empty values when Civic Platform cannot get variable information from the session.

Civic Platform provides your agency with internal reports about your Citizen Access website, such as a Web Usage Statistics Summary Report. Any user with administrative rights can upload these reports for Accela Report Writer, Crystal, and MS SQL Server.

Configure report manager for Citizen Access

This section provides information on how administrators configure Report Manager for reporting functionality in Citizen Access. This includes how to add a report to Report Manager, how to expose reports to the report list in Citizen Access, how to assign reports to the Print/View buttons for each module, and how to configure parameters for reports.

When assigning reports to the report list in Citizen Access, administrators can filter which reports are available to public users globally, modularly, and on individual Citizen Access web pages. For example, administrators can configure the Permit report to display globally for all modules on the Report list located on the Home page, the Administrative Citation report to display in the Reports list on web pages in the Enforcement module, and the Corrections Notice report to display only in the Report list on the Record detail page in the Enforcement module. You can do the assignment by defining viewable permissions for each report. After completing the Report Manager configurations tasks, define viewable permissions in Citizen Access setup.