Creating Reports Crystal Clear

Transcription

1 Creating Reports Crystal Clear Presented by: Robert Acosta - Senior Client Support Co-Presenter: Praveen Maturi - Support Manager

2 Agenda Why Crystal Reports? Planning a Report Report Access ECD vs Company Report Views Understanding Joins Data Dictionary Custom Report Module 2

3 Why Crystal Reports? Crystal Reports makes it easy for EZ-CAP users to create reports because you do not need to know SQL. Crystal Reports understands SQL and analyzes what you ask it to do and generates the SQL statement for you. SQL - Structured Query Language is a special-purpose programming language designed for managing data held in a Relational Database Management Systems (RDBMS). 3

4 Why Crystal Reports? Using a SQL QUERY that returns ALL CLAIMS from the ECD database. 4

5 Why Crystal Reports? Using Crystal Reports Standard Report Wizard to return ALL CLAIMS from the ECD database 5

6 Why Crystal Reports? EZ-CAP Crystal Report Writers have already created many useful canned reports for you to use and modify right now! 6

7 Why Crystal Reports? Example of Claim Audit Trail canned report 7

8 Planning a Report ECD or Company Database Views Fields Grouping Totaling Selection 8

9 Report Access Report User must be checked! 9

10 Report Access Connect using OLE DB (ADO) for Microsoft SQL Server 10

11 ECD vs Company ECD Database Common Codes Common Data All Companies Benefit Matrix Company Databases Company Specific Data 11

12 Report Views View Can be thought of as a virtual table or stored query. A view is created as a subset of columns from one or more tables. 12

13 Report Views For Report purposes use either RV or RVS views! RV Report View - Virtual table RVS Report View (Secure) - Virtual table with EZ-CAP security parameters. EZ-CAP needs to restrict the Company Level access for users in order to implement company securities. 13

14 Report Views Company View Use a company view when you want to report on a specific company. 14

15 Report Views Use the views in the ECD when you want to report on all companies. You can filter by company as well. 15

16 Report Views Super Report View A view containing multiple views RVS_SUPER AUTH RVS_SUPER_CASE RVS_SUPER_CLAIMS RVS_SUPER_CSM RVS_SUPER_HCLAIM RVS_SUPER_MEMB RVS_SUPER_PCLAIM RVS_SUPER_PROV 16

17 Data Dictionary Essential to Report Writing Lists views, fields, and characteristics of the database Helps identify views and data 17

18 Data Dictionary If you wanted to create a Claims report you could use RVS_CLAIM_MASTERS 18

19 Understanding Joins Join Is a relation that combines two views with a common field(s). Joining requires that you use a field that is common to both tables. MEMBID field is joined to both AUTH_MASTERS and MEMB_COMPANY 19

20 Understanding Joins Defining SQL Join Types A SQL join indicates how linked fields in two SQL tables are matched when records are read. SQL join options can be specified in the Link Options dialog box. 20

21 Understanding Joins EZ-CAP uses two join types: Equal [=] (One-To-One) Left Outer [=(+),*=] (One-To-Many) 21

22 Understanding Joins Equal or One-To-One Relationships Every record in the primary table has only one matching record in the lookup table. Only one record will be found in the Member table for each record in the claims table 22

23 Understanding Joins Left Outer or One-To-Many Relationships Every record in the primary table may have more than one matching record in the lookup table. There can be one or more claim detail lines for a claim. 23

24 Understanding Joins Equal Join Scans the records in the lookup table, and returns only one record that is uniquely related to the search record in the primary table. 24

25 Understanding Joins Left Outer Join Returns each row that satisfies the join of the primary table with the lookup table. It also returns records from the primary table that had no matching record in the lookup table. 25

26 Understanding Joins Defining From and To Link - The from table is used as a primary table, while the to table acts as a lookup table. Crystal Reports will examine MEMBID from AUTH_MASTERS and find the matching record in MEMB_COMPANY. 26

27 Custom Report Module EZ-CAP Users do not need to have Crystal Reports on their pc to access Custom Reports. Makes it easy to share reports across your organization! Custom Reports must be setup on the EZ-CAP Application server by your EZ-CAP Administrator. 27

28 Custom Report Module 28

29 Custom Report Module 29

30 Recap Why Crystal Reports? Planning a Report Report Access ECD vs Company Report Views Understanding Joins Data Dictionary Custom Report Module 30

31 Q&A 31

32 Thank you for attending Have a great day! 32