Kemp's Reporting Services

Overview

Has the management of your organization overtaken your life? Do you schedule hours out of each week, or days out of each month, to run reports and review data in your system? Do you wish you could spend more time on management and less time running reports and gathering data? If you use Prime 16 hosted on Venture Technologies, we have just the thing for you: Kemp’s Reporting Services (KRS)!

KRS is the newest, optional benefit offered for hosted Prime 16. It gives you administrative support using automated/scheduled reports, data mapping, and long term comparison reports. Instead of performing standard management by running through pages of plain data, KRS takes that data and provides it visually. A simple glance at the graphics tells you all you need to know about your organization. You can even use graphical mapping by county to tell your data story.

KRS is now available to administrative users in your program. With this system, we provide more than 15 reports for your use.

Administrators can use these reports to keep abreast of events in their organization. Like Prime, you can run these reports manually, when you desire. However, you can automate these reports, so they are waiting for you in email when you arrive in your office, automating your management—allowing you to concentrate on managing your organization and letting the reports you desire come to you on your schedule. Not happy with the reports provided? You may modify existing reports and create your own. The reports you create may also be automated and emailed when you want.

You can schedule each report to be run and emailed to you as often as hourly, daily, weekly, or monthly. You can even specify a time to stop the reports, so they run for a period and then stop. For a report that allows parameters (for example, the selection of running a report just for a specific office), you can schedule the report to run with different parameters at different times.

Setup and Use

Modifying Existing Reports

To modify existing reports, administrators may use the Report Builder icon from the web portal.

This starts the Report Builder. A “Getting Started” box may show up first, close this box to access the Report Builder directly. In the lower left corner, click the “Connect” link.

In the “Connect to Report Server” box, type in:

http://jandc002-kps01/reportserver_kemps

Then click “Connect”.

Once connected, this information should appear in the lower left of the Report Builder.

Use the menu button at the top left to access the “New” and “Open” options for creating a new report and for opening an existing report, respectively.

Clicking “Open” brings up the “Open Report” box. Find and double-click on your organizations folder.

Subfolders separate the various types of provided reports:

Double-click on a folder to see the reports available, for example, here are the Multi Year Reports:

Choose a report to open by double-clicking on it. Here is the 3 years closed and opened by month report:

To run the Report, click the “Run” button in the HomeViews menu. The report runs and displays its data:

To get back to the design view, click “Design” in the Run menu.

In the design view, the “Report Data” pane shows all the information about the data that will be used in the report:

The “Data Sources” folder contains the connection information to get to your database. We provide a single connection item for your report system. That connection information should not be changed.

The “Datasets” folder contains the data that will be used in the report. There may be more than one data set, depending on the nature and complexity of the report.

If your report has parameters that must be entered, information about those parameters is shown in the “Parameters” folder. Finally, other fields that are available in the report are shown in the “Built-in Fields” folder—this includes items such as page number, report name, etc.

You can get more information about the Report Builder and how to use it from this Microsoft website:

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When working with data sets, if you are ever prompted to “Enter Data Source Credentials” as shown here, simply select “Use the current Windows user” and press OK:

Creating a New Report

Within Report Builder, click on the menu button and choose New. Choose “New Report” in the “New Report or Dataset” box. On the right, choose the type of report you want to create.

For this example, we are going to choose “Chart Wizard”.

In “Choose a Dataset”, select “Create a dataset” and choose “Next”.

In “Choose a connection to a data source”, select “Browse” and double-click on your connection in your organization’s folder:

Click “Next”. Again, if you are prompted to enter data source credentials, click the “Use the current Windows user”:

Use the “Design a Query” box to manually set up your data set:

You can also create the query manually by clicking on the “Edit as Text” button.

Again, for assistance with using this form, please refer to the tutorials located here:

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Scheduling Reports

To schedule and automate reports, run the “Kemp’s Prime Reports” system.

This opens Internet Explorer pointed to the report system. Enter your Venture username and password in the “Windows Security” box:

After entering your credentials, give the system a moment to set up your environment. When complete, you should see your organizations folder in the report system.

Click on that folder to view the reports and data connections available. Remember that the provided reports are broken up into several subfolders.

Navigate to the report you want to automate. Hold your mouse over that report. A box appears around the report, with a dropdown shown on the right. Click on that dropdown and choose “Subscribe”:

Enter appropriate values in the “Report Delivery Options” form, especially the email address you want the report sent:

Use the “Select Schedule” button to set the scheduling of that report. Press OK when finished to subscribe. You can find your subscriptions using the “My Subscriptions” in the top right corner of the web pages.

If a parameter is required for a report, it will appear in the “Report Delivery Options” page. Enter the parameter for that subscription—you can have multiple subscriptions to the same report, each with its own parameter entry.

Manually Running Reports

To run a report, open it using Report Builder, then click the Run button as demonstrated in the Setup and Use/Modifying Existing Reports section. Alternatively, log into the Kemp’s Prime Reports system, and click on the report link there.

Example Reports

The following are examples of the reports provided and how they can be useful in managing your organization.