Rob's TIMSS Blog

My discoveries and ramblings of TIMSS/Personify.

Monday, June 25, 2007

TIMSS 6: Base Crystal Report Naming

There are a ton of Crystal Reports that come with TIMSS 6. Several of them are similar and are classified/named in a particular fashion.

This first distinctions are for Trade Associations and Professional Societies. Trade Association version will have a C after the report number (for company), whereas reports for Professional Societies will have a P. C reports will focused on companies, and P reports will focus on individuals. Both will be sorted/grouped appropriately.

The second distinctions are for Internal (I) and External (E) version of the report. Internal versions are meant for internal use only. External versions are for distribution outside of your association and not all customer data is to be shared outside. Thus the external version should check the Publish flag on communications (i.e. phone/email) and the Confidential flag on addresses:

CUS_COMMUNICATION.PUBLISH_FLAG='Y'

CUS_ADDRESS_DETAIL.CONFIDENTIAL_FLAG='N'

In general, reports for orders are considered internal and directories are external.

Applies to: TIMSS6

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