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Administration

Plugin Reports

In
Administration > System > Plugin Reports
 you can create and manage plug-in reports. You must activate the SHOW_PLUGINDEV parameter to use the Plugin Reports. The parameter is activated by importing the Parameter, SHOW_PLUGINDEV with a paramvalue of 1 nto the system.
You can see all selected prompt options when a custom report is selected. You will see a default dataset 1 based on the selection in the Review & Edit.
The functionality expands the types of data that can be brought into a plug-in report. XSL style sheets can be applied to format the queried data and the results can be published in the Reports menu. Using SQL statements, Plugin Reports can query data stored in the application.
  1. Select Make available as a custom report and the report will appear in Reporting. If this option is not marked, you can execute the query within the Plugin Reports page.
  2. Select the report and then click Run Query.

Query Details

Select
Queries
 to view saved reports. Upon selection of a report, the other fields are automatically populated with the corresponding information for the saved report. You can create New, Import and Export queries.
  1. For Queries, click New, Save, Cancel, Import or Export.
    • Select
      New
       to create a new query.
    • Select
      Save
       to save the query.
    • Select
      Cancel
       to cancel the query.
    • Select
      Import
       to import a query.
    • Select
      Export
       to export a query.
  1. Type the Name.
  2. Select the Style sheet file.
    • Select
      Browse
       to locate and upload the XSL style sheet for the report.
    • Select
      Save
       file to save, outside of the application, an already uploaded XSL style sheet being used. This is for editing or backup purposes.
    • Select
      Remove
       file to change the existing XSL style sheet to a new one. Once removed, a new file can be uploaded by clicking Browse.
  3. Type the Description. This field is not required. It is to enter supplemental information about the report you are creating.
  4. Select the Source.
    • Query
    • Stored Procedure
  5. Select Options.
  6. Select the Report Location.
    • Standard
    • Legacy
  7. Select the Module.
    • Provision
    • Estimated Payments
    • Interim
  8. Select the Menu Location (Report Type). You can select where in the reporting hierarchy the report will appear.
    • Unit
    • Filing Unit
    • Consolidated
    • Sub-consolidated
  9. Select Sub Menu Location. You can select where in the reporting hierarchy the report will appear.
    • Federal
    • State
    • State Summary
  10. Select
    Misc
    .
  • Make available as custom report.
  • Compare Datasets
  • Compare Report Level
  • Prompt for Rollup
    Deferred
    ETR
    Trial Balance
  • Prompt for Class
  • Format results to standard XML.
  1. Select
    SQL
    .
  2. Select
    Run Query
     to run the query.
  3. Select
    Result
     to review the data returned upon running the query.
  4. Select
    Legend
    .

This article applies to:

  • PRODUCT: ONESOURCE Tax Provision