ReportingExtractionActivity

ReportingExtractionActivity is an activity which can be added to a process to create a PDF from a report in the reports library. The activity requires four settings to be configured in the Extraction section:

FieldMappings

This links parameters to fields (e.g. the TRAINEEID field can be passed to a parameter to run the report for a specific learner). If a report has no parameters, this does not need to be set. To map a parameter to a field:

  1. Click the button at the end of the FieldMappings field.
  2. Any parameters in the report are listed in the top-left window. Select a parameter and then browse to and select the field to map it to in the top-right window.
  3. Click Add. This will map the field to the parameter. Mapped parameters are shown in the bottom window.

  4. When finished, click OK.

    Please note that certain parameter names should not be used in this context, as they already have inbuilt functionality. The parameters in question are: TRAINEEID, CONTRACTID, CONTRACTORID and CENTREID.

Report

This is the report to run. To select the report:

  1. Click the button at the end of the Report field.
  2. Reports created in Report Generator are listed under Maytas. The standard reports library reports are listed under Reporting Services. Select the report type you require.

  3. If there are sub-folders (e.g. the Reporting Services reports have Finance, Learner, Progression and Quality folders), click the arrow to the left of the report type to expand the list of folders. Select the required folder.

    Choose the report you require from the right-hand side and click OK.

ReportBaseType

This determines the type of report. For example, a basic learner report should be set to TraineeBusinessObject.

TargetFile

This is where the PDF will be exported to. It should include the full path and file name (e.g. C:\Reports\MyReport.pdf).

A SendEmailActivity can also be added after the report activity so that the PDF is attached to a new email once it has been created. To do this, go to the Fields | File Attachment section of the email activity and set the name to the name of the report activity and the path to CreatedFile.