Associate reports with print/view buttons
Citizen Access provides public users with buttons to print reports or view reports associated with an application, such a detailed receipt or a summary. You can allocate a report to each button for each record type for each module by assigning the report to the button and defining report criteria definitions on the Portlet tab in Report Manager. For example, your agency may want the electrical permit report and a building permit report available on a Print/View button for a public user within the Building module. Administrators configure Civic Platform to display the right report for the applicable record type by defining the report criteria. Therefore, the electrical permit report has defined criteria for it to display on the Print/View button for an electrical permit and the building permit report displays for the building permit.
Administrators can also assign reports to display by record type in a specific language for the module through criteria definitions on the Portlet tab in Report Manager. This is particularly useful if your agency provides multi-lingual services. For information on configuring language preferences for reports in Citizen Access, see the Civic Platform Internationalization Installation and Administrator Guide.
To set up this feature, administrators must define which report relates to each button. Available buttons include: Print/View Record, Print/View Receipt, Print/View Requirement and Print/View Summary. Administrators must also define report criteria so that when a public user clicks a button, the right report displays. Public users view these buttons on the Record Detail page, Receipt page, or Fee Estimate page for each module in Citizen Access. See ,, and . If your agency is part of a network of agencies who work together to provide services to an area, refer to for instructions on how to set up Citizen Access to accommodate multiple agencies.
Civic Platform provides administrators with the ability to assign reports to the Print/View buttons. These reports have set parameters automatically passed to Civic Platform, see . Administrators can add additional parameters to a report on the parameter tab in Report Manager configuration.
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Additional parameters assigned in the Parameter tab area are passed to these specific reports after the pre-defined parameters pass to the report. See for more information. |
Print/View Buttons on the Record Detail Page
Print/View Buttons on the Receipt Page
Print/View Requirement Button on the Fee Estimate Page
To configure the Print/View report buttons
Navigate to Report Manager in Civic Platform.
Civic Platform displays the Report Manager navigation tree and the detail screen.
Select the report you want to assign to a button. If the report does not exist in the tree, add it to Report Manager. See .
Civic Platform displays the report details.
Click the Permissions tab and make the report available to the module public user group for the module Print/View Report button. For example, “BuildingPublicUser”.
Click the Portlets secondary tab.
Civic Platform displays the selected report’s portlet page listing each portlet assignment.
Click the New button to assign the report to a new portlet.
Civic Platform displays the portlet detail page.
Complete the portlet field information as described in .
Click the Submit button.
Civic Platform returns to the Report Manager Portlet list portlet.
Scroll to the right and click the Create Criteria link for report criteria customization, such as Record Type or language definitions.
Click Submit.
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Description |
Enter a brief description for the report. |
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Display |
Use the drop-down list to select the display. Single Window or Multiple Window. |
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Module |
Use the drop-down list to select the Module name. |
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Portlet Name |
Use the drop-down list to assign the report to the associated portlet, menu or button. |