Report manager

The Report Manager feature contains standard reports and out-of-the-box reports that users can run to extract data from your database for analysis purposes. You can also create customized reports to fit your agency's needs.

Note: To add reports to the report manager each report must have the appropriate security parameters and reside in the reports directory on the server. Reports you do not add to this directory are not accessible in Report manager.

Standard reports are available in all modules: Service request, Land management, Licensing and Case management, Asset management, Citizen Access, and Accela common services. Accela developed these reports using reporting tools such as Crystal reports, Oracle reports, Microsoft reporting services, and Accela report writer.

Some reports are available in multiple formats (such as, Crystal reports and MSSQL reports). For reports that are available in two formats, you can make both report type formats available.

Civic Platform provides access to all of these standard reports and enables you to configure user access and parameters in Report manager. Configuring standard reports involves setting up the parameters users can specify to filter the report and provide the necessary report output. You can set up reports so that they automatically include the parameters, or you can require users to manually supply report parameter criteria.

You can generate standard reports in different output formats, such as PDF, HTML, and Excel (.xls) for tab delimited reports. For more information on output formats, refer to "Reporting" in the Accela Civic PlatformUser Guide or the documentation that came with your reporting software.

There are two ways for a user to run reports in Civic Platform. One is through the use of the Reports screen, which allows users to select a management-type report that typically analyzes data from across the database, such as a daily cash receipts report, or a monthly C-404 Statistical Report. The second way is from a specific form or list screen. These reports generally focus on a specific record or set of records such as a Permit Print or notification letter.

You can organize reports by category, so that users can easily find the reports they need in the Reports screen.

Note to on-premise agencies: If your agency hosts the Civic Platform system, there are additional setup and administrative tasks you must perform to successfully use Report Manager with Crystal Reports Server, Oracle, and Microsoft Reporting Services. For complete details, refer to the Civic Platform On-premise Administrator Supplement.

Preconfigure report services

Before you can add report service settings to Report manager, you must make the report service accessible from within Civic Platform and set up a reports directory to access reports in Report manager.

Accela-hosted (cloud) customers: The professional services team performs this configuration as part of your initial setup. If you cannot find the report services you are looking for, contact your Accela Implementation Specialist.
On-premise (self-hosted) customers: You can either engage with the Accela Delivery team to implement this for you on a fee basis, or you can review the Civic Platform On-premise Administrator Supplement, available in the Documentation Library, along with the documentation set that came with your reporting software, to implement this in your own environment.