Using SSRS invoices on the Print tab of the invoice display
To learn how to customize an SSRS report and use it on the Print tab of an invoice, review the following.
Note: Those who have upgraded from earlier versions of iMIS may still be using the SSRS version of invoice reports. To learn how to use the Report Writer version, see Using Report Writer invoices on the Print tab of the invoice display.
Shortcuts and default content
The following table details the shortcuts and default content used for each different type of invoice.
| Invoice type | Invoice detail shortcut | Invoice content (Invoice Detail) |
Print tab content (Invoice Data Showcase) |
Report content (Invoice Report) |
Report displayed |
|---|---|---|---|---|---|
| Event
(source system of MEETING) |
InvoiceDetailEvent | @/iCore/Finance/Event_Invoice_Detail | @/iCore/Finance/Event_Invoice_Data_Showcase | @/iCore/Finance/ Event_Invoice_Report |
$/EventManagement/DefaultSystem/Reports/Event Invoice |
| Commerce
(source system of ORDERS) |
InvoiceDetailOrder | @/iCore/Finance/ Order_Invoice_Detail |
@/iCore/Finance/ Order_Invoice_Data_Showcase |
@/iCore/Finance/ Order_Invoice_Report |
$/OrderManagement/DefaultSystem/ Reports/Order Invoice |
| Fundraising Pledge | InvoiceDetailPledge | @/iCore/Finance/ Pledge_Invoice_Detail |
@/iCore/Finance/ Invoice_Data_Showcase |
@/iCore/Finance/ Invoice_Report |
$/Accounting/DefaultSystem/ Reports/Invoice Detail |
| All others, including membership and subscription invoices, and non-pledge gifts | InvoiceDetail | @/iCore/Finance/ Invoice_Detail |
@/iCore/Finance/ Invoice_Data_Showcase |
@/iCore/Finance/ Invoice_Report |
$/Accounting/DefaultSystem/ Reports/Invoice Detail |
Customizing invoice reports
It is suggested that you begin with a copy of the out-of-the-box invoice report you intend to customize. To begin with a copy, download the invoice report locally, then open it using SQL Server Data Tools.
The following outlines the process to follow when replacing an out-of-the-box invoice report:
- Make sure that your custom report has a parameter for the invoice reference number which matches the InvoiceId value that will be included in the URL for invoice links throughout iMIS. It is best to use the prompt Reference Number to avoid having to customize the URL included in the Data Showcase content any further than necessary.
- Add your customized report RDL as a Reporting Services Template in the Document System.
- Copy the Invoice Detail, Invoice Data Showcase, and Invoice Report content for the type of invoice you are customizing (see the above table).
- Modify your copy of the Invoice Report content to point to your new report added in step 2. Make note of the publish location (URL) of this content.
- Modify your copy of the Invoice Data Showcase content to update the HTML of the Data Showcase content item so that the URL reflects your copy of the report content.
- Modify your copy of the Invoice Detail content so that the Print tab is using your version of the Data Showcase content.
- Update the shortcut for the type of invoice you are customizing to point to your version of the Invoice Detail content.
Example:
Out-of-the-box, the HTML is the following:
<iframe height="800px" width="100%" src="[~]iCore/Finance/Invoice_Report.aspx?Reference%20Number={#1.InvoiceId}&TemplateType=D" style="border: medium none;"></iframe>
If your new copied content is in the Shared Content folder, the HTML would be updated to the following:
<iframe height="800px" width="100%" src="[~]Shared_Content/Invoices/Invoice_Report.aspx?Reference%20Number={#1.InvoiceId}&TemplateType=D" style="border: medium none;"></iframe>
If your report does not have a parameter with a prompt equal to "Reference Number", then this portion of the URL should be updated to reflect the prompt of the parameter you are using to represent the InvoiceId/Invoice Reference Number:
"[~]iCore/Finance/Invoice_Report.aspx?Reference%20Number={#1.InvoiceId}&TemplateType=D"