Custom Report Setup Guide. Digital StoreFront

Transcription

1 Custom Report Setup Guide Digital StoreFront

2 2 EFI Digital StoreFront Custom Report Setup Guide Copyright by Electronics for Imaging, Inc. All Rights Reserved. EFI Digital StoreFront Custom Report Guide September 2014 / Doc v. 2.0 This publication is protected by copyright, and all rights are reserved. No part of it may be reproduced or transmitted in any form or by any means for any purpose without express prior written consent from Electronics for Imaging, Inc. Information in this document is subject to change without notice and does not represent a commitment on the part of Electronics for Imaging, Inc. Patents This product may be covered by one or more of the following U.S. Patents: 4,716,978, 4,828,056, 4,917,488, 4,941,038, 5,109,241, 5,170,182, 5,212,546, 5,260,878, 5,276,490, 5,278,599, 5,335,040, 5,343,311, 5,398,107, 5,424,754, 5,442,429, 5,459,560, 5,467,446, 5,506,946, 5,517,334, 5,537,516, 5,543,940, 5,553,200, 5,563,689, 5,565,960, 5,583,623, 5,596,416, 5,615,314, 5,619,624, 5,625,712, 5,640,228, 5,666,436, 5,745,657, 5,760,913, 5,799,232, 5,818,645, 5,835,788, 5,859,711, 5,867,179, 5,940,186, 5,959,867, 5,970,174, 5,982,937, 5,995,724, 6,002,795, 6,025,922, 6,035,103, 6,041,200, 6,065,041, 6,112,665, 6,116,707, 6,122,407, 6,134,018, 6,141,120, 6,166,821, 6,173,286, 6,185,335, 6,201,614, 6,215,562, 6,219,155, 6,219,659, 6,222,641, 6,224,048, 6,225,974, 6,226,419, 6,238,105, 6,239,895, 6,256,108, 6,269,190, 6,271,937, 6,278,901, 6,279,009, 6,289,122, 6,292,270, 6,299,063, 6,310,697, 6,321,133, 6,327,047, 6,327,050, 6,327,052, 6,330,071, 6,330,363, 6,331,899, 6,340,975, 6,341,017, 6,341,018, 6,341,307, 6,347,256, 6,348,978, 6,356,359, 6,366,918, 6,369,895, 6,381,036, 6,400,443, 6,429,949, 6,449,393, 6,476,927, 6,490,696, 6,501,565, 6,519,053, 6,539,323, 6,543,871, 6,546,364, 6,549,294, 6,549,300, 6,550,991, 6,552,815, 6,559,958, 6,572,293, 6,590,676, 6,606,165, 6,633,396, 6,636,326, 6,643,317, 6,647,149, 6,657,741, 6,662,199, 6,678,068, 6,707,563, 6,741,262, 6,748,471, 6,753,845, 6,757,436, 6,757,440, 6,778,700, 6,781,596, 6,816,276, 6,825,943, 6,832,865, 6,836,342, RE33,973, RE36,947, D341,131, D406,117, D416,550, D417,864, D419,185, D426,206, D439,851, D444,793. Trademarks The APPS logo, AutoCal, Auto-Count, Balance, Best, the Best logo, BESTColor, BioVu, BioWare, ColorPASS, Colorproof, ColorWise, Command WorkStation, CopyNet, Cretachrom, Cretaprint, the Cretaprint logo, Cretaprinter, Cretaroller, DockNet, Digital StoreFront, DocBuilder, DocBuilder Pro, DocStream, DSFdesign Studio, Dynamic Wedge, EDOX, EFI, the EFI logo, Electronics For Imaging, Entrac, EPCount, EPPhoto, EPRegister, EPStatus, Estimate, ExpressPay, Fabrivu, Fast-4, Fiery, the Fiery logo, Fiery Driven, the Fiery Driven logo, Fiery JobFlow, Fiery JobMaster, Fiery Link, Fiery Prints, the Fiery Prints logo, Fiery Spark, FreeForm, Hagen, Inktensity, Inkware, Jetrion, the Jetrion logo, LapNet, Logic, MiniNet, Monarch, MicroPress, OneFlow, Pace, PhotoXposure, PressVu, Printcafe, PrinterSite, PrintFlow, PrintMe, the PrintMe logo, PrintSmith, PrintSmith Site, Printstream, Print to Win, Prograph, PSI, PSI Flexo, Radius, Rastek, the Rastek logo, Remoteproof, RIPChips, RIP-While-Print, Screenproof, SendMe, Sincrolor, Splash, Spot-On, TrackNet, UltraPress, UltraTex, UltraVu, UV Series 50, VisualCal, VUTEk, the VUTEk logo, and WebTools are trademarks of Electronics For Imaging, Inc. and/or its wholly owned subsidiaries in the U.S. and/or certain other countries. All other terms and product names may be trademarks or registered trademarks of their respective owners, and are hereby acknowledged.

3 Contents 3 Contents Introduction...7 Contact Information... 7 Scope...8 Introduction...8 Workflow... 8 Crystal Reports... 9 Digital StoreFront... 9 XML file... 9 Sample of XML file for the Transaction Report View definitions...11 Current User rptcurrentuser Branding Subsystem rptbranding rptbannerimages rptstaticbannerdata User Subsystem rptusers rptgroups rptgroupusers rptcompanies rptusercontacts rptcompanyaddresses rptuserprofiles rptbillingaddresses rptdeliveryaddresses rptfacilitycontacts rptsitecontact Facilities Subsystem rptfacilities rptoutputdevices Features Subsystem rptfeatures Media Subsystem rptmediacatalog rptmediacategorymembers rptmediacategories Ticketing Subsystem rpttickets Printed Product Ticket Tree Subsystem rptprintedproducttickettrees rptprintedproducttickettreeparts... 24

4 4 EFI Digital StoreFront Custom Report Setup Guide Document Subsystem rptdocumentfiles rptdocuments rptfiles Order Subsystem rptorders rptorderlineitems rptordertaxes rptorderauditlog rptorderquotes rptorderquotebuffers Payment Subsystem rptorderpaymenttransactions rptorderprojectcodetransactiondetails rptcreditcardverisigntransactions rptfreeformaccounttransactions rptbillingentities rptprojectcodefields Catalog Subsystem rptcatalogcategories rptcatalogcategorydbimages rptcatalogcategoryimagedetails rptcatalogcategoryimagesfullsize rptcatalogitems rptcatalogitemdbimages rptcatalogprintedproducts rptcompanyprintedproducts rptfaciltyprintedproducts rptcatalogprintedproducttickettrees rptcatalogticketresources rptcatalogticketresourcesimagesets rptcatalognonprintedproducts rptcatalognonprintedproductimagedetails rptcatalognonprintedproductimagesfullsize rptcatalogprintedproducttickettreeparts rptcatalogprintedproducttickettreeparttickets rptcatalogdocuments rptvariabledatatemplates Pricing Subsystem rptpricesheets rptpricefeatures rptpricemediaentries rptpricemediacharacteristicrules rptpricemediacharacteristics rptpricerangesets rptpricegroups Taxation Subsystem... 42

5 Contents 5 rpttaxauthorities Approval Subsystem rptapprovers rptcompanyapprovers rptfacilityapprovers rptorderapprovers rptorderapprovalnotices Status Lookup rptorderstatus rptorderdocumentstatus rptorderlineitemstatus rptorderdocumentstatusfromorderstatus rptorderstatusfromorderdocumentstatus rptenumerations rptenumerationvalues Financial, Production and Business Reports rptoriginals rptproduct rptshipping vw_outpututilization vw_revenuebyaccount vw_revenuebyproduct vw_revenuebyuser vw_snapshotbyaccount vw_snapshotbylocation... 52

6 6 EFI Digital StoreFront Custom Report Setup Guide

7 Digital StoreFront 7 Introduction Digital StoreFront is EFI s award winning web-to-print platform. Digital StoreFront offers the industry s leading print buyer experience and onramp to a digital workflow, plus a best-of-class toolset for configuring and managing this printing e-commerce platform. As we continue to evolve the product, the most important input comes from our existing customer base. We value your feedback. Submit feature requests to dsfhelp@efi.com. Submit documentation requests to dsfdocumentation@efi.com. Contact Information Digital StoreFront Support US Phone: (select option 4 then option 1) Hours: US Europe Phone: 8 a.m. 8 p.m. EST dsfhelp@efi.com (NL) (DE) (UK) Hours: 9 a.m. 5 p.m. CET EU dsfhelp@efi.com Outside of these hours, you may leave a voice mail message and an on-call support representative will be paged. Response time is based on the severity of the issue. Note For problems involving infrastructure (i.e., computers, networks, operating systems, backup software, printers, third-party software, etc.), contact the appropriate vendor. EFI cannot support these types of issues. EFI Professional Services US Phone: US Fax: ProServices@efi.com EFI Professional Services can help you perform EFI software installations, upgrades, and updates. This group can also help you implement, customize, and optimize your EFI software plus offer a range of training options.

8 8 EFI Digital StoreFront Custom Report Setup Guide Scope This document describes how report designers can add new reports to Digital StoreFront or higher without the intervention of Digital StoreFront engineers. Introduction Workflow The typical workflow for creating and adding new reports to Digital StoreFront is as follows: 1. Establish a database connection. The SQL database administrator must complete steps a e below using Microsoft Enterprise Manager on the Digital StoreFront database that will enable report creators to view the Views in the Enterprise Manager tool shipped with SQL. a. Select Security Logins and add New Login called ReportDesigner. b. Create a user in DSFDB named 0 and assign it to the Login ReportDesigner. c. Set permissions on user 0 to allow Select access into all Views (the views all start with rpt and some that start with vw_). d. Open Crystal Reports. e. Connect to the database using the ReportDesigner login and password you just created. f. Report creators should now be able to view the views. 2. Create the report (RPT) file using Crystal Reports for.net or version 11.0 or earlier. 3. Test the report against the database. Note: If there is a problem, revise the report file you created in step 1 above. 4. Create the XML file. See the sample XML file in section below. 5. Place the report (RPT) file and the XML file in the following folder, which was created during the installation process: C:\Inetpub\wwwroot\Digital StoreFront\WebSite\Reports\ReportFiles 6. Verify that the new report appears in the drop-down lists on the Reports page. Note: If the report does not appear in the reports list, revise the XML file you created in step 3 above and

9 Digital StoreFront 9 verify that both the report and XML files are in the folder specified in step 4 above. 7. Verify that the filters for the report appear on the Reports page. To do this, select the report and ensure that the filters appear. Note: If the report filters do not appear on the Reports page, revise the XML file you created in step 3 above and verify that both the report and XML files are in the folder specified in step 4 above. 8. Execute the report and test to ensure that it yields the intended data. Crystal Reports Using your Digital StoreFront database, a Crystal Reports (CR) designer can access all the views defined in Section 2. By selecting one or more views and linking them together, the designer has plenty of freedom to create a variety of reports. Often a report will need the value for a specific item (e.g. the order number for an invoice). This can be handled the usual way using CR parameters and then applying those parameters in the Selection Expert. If an existing report has to be copied to a new language, the only thing a designer will have is to do is to localize the strings typed within the report itself. Note Digital StoreFront uses the Crystal Reports for.net engine. All custom reports in Digital StoreFront must be developed in Crystal Reports for.net or Crystal Reports version 12.0 or earlier. Digital StoreFront XML file The XML file contains information about the CR parameters and the data that can be used for them. The XML file can contain multiple <ReportFilter> elements, one for each parameter. A <ReportFilter> element has the following contents:

10 10 EFI Digital StoreFront Custom Report Setup Guide <ParameterName>. The name of the parameter in Crystal Reports. Using the name, Digital StoreFront can retrieve information about the parameter such as: Prompt Text for filter The CR value type (Boolean, Currency, Date,,,, Time) Allow multiple values yes/no and PromptingType (Discreet, Range, Discreet+Range). This will allow Digital StoreFront to determine what to ask from the user (e.g. an entry "All" should only be included if multiple values are allowed). <DisplayParameterName>. This parameter should receive the values suitable for display in the report. E.g. if a "2,3" selection on CompanyId has been made, the parameter denoted by ParameterName will receive the 2 and 3, while the parameter denoted by DisplayParameterName will receive "Copy Shop" and "Joe s Printing". A special value for DisplayParameterName ("All") will indicate that the user has selected all allowed values. This can be used in each localized report to display the correct localized string. Either a <FilterField>, <FilterCommand>, or <FilterDate> element (see below). The various filtering methods are as follows: <FilterField>. For simple filtering purposes. A <FilterField> element has the following contents: <ViewName>. Name of view to select column from. <TextField>. Name of column containing data to show in listbox. <ValueField>. Name of column containing data to use as value for the parameter. <FilterCommand>. For more complicated filtering purposes. Contains a SELECT query that uses the views defined in Section 2. A <FilterCommand> element has the following contents: <Query>. The query itself. <TextField>. Name of column in SELECT query containing data to show in listbox. <ValueField>. Name of column in SELECT query containing data to use as value for the parameter. <FilterDate>. If the parameter represents a date. In this case there is no need to retrieve values from the database, displaying a calendar should be fine. A <FilterDate> element has no contents, just a single attribute: singledate. Possible values: true or false, default is false. The idea is that most selections will concern a start date and end date, so that this attribute only needs to be specified when a single date must be picked.

11 Digital StoreFront 11 Sample of XML file for the Transaction Report The following is the actual XML file for the Transaction Report that ships with Digital StoreFront. View definitions This section lists the new views that are required. The idea behind the following view definitions is that CR designers generally want to have as much freedom as possible to combine data into reports. For each view the tables involved are mentioned as well as the fields that will be returned by the view. For some tables multiple views are defined to ease making selections and to keep performance high. One such example is the Contacts table for which multiple views exist. Current User rptcurrentuser

12 12 EFI Digital StoreFront Custom Report Setup Guide UserId Primary key AccountStatus 1 = active, 0 = disabled for this user UserProfileId PK from rptuserprofiles BillingEntityId PK from rptbillingentities PriceGroupId PK from rptpricegroups PriceGroupName Name of price group (Localized) CompanyId PK from rptcomanies CompanyName Name of company FacilityId PK from rptfacilities FacilityName Name of facility LDAPName Name used for LDAP authentication ContactId Partial Primary key; PK of rptcontacts Display Title FirstName MiddleName LastName Address1 Address2 City State_Province_Region Zip_PostalCode Country Phone1 Phone2 Fax Department Comments IsSysAdmin Bit Is the user System Administrator? IsOperator Bit Is the user an Operator?

13 Digital StoreFront 13 Branding Subsystem rptbranding BrandingId Primary key BannerType StyleSheetPath Description Description of Branding (Localized) rptbannerimages BrandingId Partial primary key, PK from rptbrandings Position Partial primary key ImageUrl Expandable HeightInPixels WidthInPixels Bit rptstaticbannerdata BrandingId Primary key, PK from rptbrandings Text Upto 3999 characters User Subsystem rptusers UserId Primary key AccountStatus 1 = active, 0 = disabled for this user UserProfileId PK from rptuserprofiles BillingEntityId PK from rptbillingentities

14 14 EFI Digital StoreFront Custom Report Setup Guide PriceGroupId PK from rptpricegroups PriceGroupName Name of price group (Localized) CompanyId PK from rptcomanies CompanyName Name of company FacilityId PK from rptfacilities FacilityName Name of facility LDAPName Name used for LDAP authentication rptgroups GroupId Description rptgroupusers GroupId PK from rptgroups UserId PK from rptusers rptcompanies CompanyId Primary key Name Name of Company BrandingId PK from rptbrandings BrandingName Name of branding (Localized) DefaultPriceGroupId PK from rptpricegroups DefaultPriceGroupName Name of default price group (Localized) DefaultGroupId PK from rptgroups DefaultGroupName Name of default group([localized) AddressId PK from rptcompanyaddresses CostCenterDescription Description of cost center (Localized)

15 Digital StoreFront 15 AccountCodeDescription Description of accounting center (Localized) AccountCodesEnabled 0 = disabled, 1 = enabled rptusercontacts The table UserContacts contains a link between the Users and the Contacts. The view rptusercontacts shows the contents of the table Contacts as well. UserId Partial Primary key; PK of rptusers ContactId Partial Primary key; PK of rptcontacts Display Title CompanyName FirstName MiddleName LastName Address1 Address2 City State_Province_Region Zip_PostalCode Country Phone1 Phone2 Fax Department Comments rptcompanyaddresses All entries from Contacts table used as Company address.

16 16 EFI Digital StoreFront Custom Report Setup Guide ContactId Primary key Display Title CompanyId PK from rptcompanies CompanyName FirstName MiddleName LastName Address1 Address2 City State_Province_Region Zip_PostalCode Country Phone1 Phone2 Fax Department Comments rptuserprofiles All entries from Contacts table used as User profile. ContactId Primary key Display Title CompanyId PK from rptcompanies CompanyName FirstName MiddleName LastName

17 Digital StoreFront 17 Address1 Address2 City State_Province_Region Zip_PostalCode Country Phone1 Phone2 Fax Department Comments rptbillingaddresses All entries from OrderAddresses table used as Billing address in Orders. OrderAddressId Primary key FirstName MiddleName LastName CompanyName Address1 Address2 City State_Province_Region Zip_PostalCode Country Phone1 Phone2 Fax

18 18 EFI Digital StoreFront Custom Report Setup Guide rptdeliveryaddresses All entries from OrderAddresses table used as Delivery address in OrderLineItems. OrderAddressId Primary key FirstName MiddleName LastName CompanyName Address1 Address2 City State_Province_Region Zip_PostalCode Country Phone1 Phone2 Fax rptfacilitycontacts All entries from Contacts table used as Facility Contact. ContactId Primary key Display Title FacilityId PK from rptfacilities Company FirstName MiddleName LastName Address1 Address2

19 Digital StoreFront 19 City State_Province_Region Zip_PostalCode Country Phone1 Phone2 Fax Department Comments rptsitecontact A view with a single entry from the Contacts table, the Site contact. ContactId Primary key Display Title CompanyName FirstName MiddleName LastName Address1 Address2 City State_Province_Region Zip_PostalCode Country Phone1 Phone2 Fax Department Comments

20 20 EFI Digital StoreFront Custom Report Setup Guide Facilities Subsystem rptfacilities FacilityId Primary key Description ContactId PK from rptcompanycontacts Deleted Boolean rptoutputdevices OutputDeviceId Primary Key OutputDeviceTypeId OutputDeviceType OutputDirectory OutputSpecificXML ReassignFacilityId PK from rptfacilities Description OutputDeviceStatusEnum PK from rptenumerationvalues OutputDeviceStatus FacilityId PK from rptfacilities Features Subsystem rptfeatures FeatureId, Primary Key DefaultUICategoryId PK from rptuifeaturecategories DefaultUICategoryDescriptionId From UIFeatureCategories

21 Digital StoreFront 21 DefaultUICategoryDescription Description of Default UI Category (localized) PerformsFeature Bit RequiresPreprintAction Bit RequiresPostprintAction Bit Description Description (localized) Deleted Bit Media Subsystem rptmediacatalog MediaCatalogId Primary Key RequiresPreprintAction Bit RequiresPostprintAction Bit MediaSizeId WidthInMillimeters From MediaSizes HeightInMillimeters From MediaSizes MediaSizeDescription From MediaSizes (Localized) MediaSizeTRTicketMappable Bit From MediaSizes MediaSizeNonTRTicketValue From MediaSizes MediaTypeId JdfTypeName From MediaTypes MediaTypeDescription From MediaTypes (Localized) MediaTypeTRTicketMappable Bit From MediaTypes MediaTypeNonTRTicketValue From MediaTypes MediaWeightId WeightInGramsPerSquareMeter From MediaWeights MediaWeightDescription From MediaWeights (Localized) MediaWeightTRTicketMappable Bit From MediaWeights MediaWeightNonTRTicketValue From MediaWeights MediaColorId JdfColorname From MediaColors JdfIntensity From MediaColors

22 22 EFI Digital StoreFront Custom Report Setup Guide JdfOpacity From MediaColors MediaColorDescription From MediaColors (Localized) MediaColorTRTicketMappable Bit From MediaColors MediaColorNonTRTicketValue From MediaColors MediaHoleTypeId Holes From MediaHoleTypes JdfEdge From MediaHoleTypes JdfHolePatternName From MediaHoleTypes MediaHoleTypeDescription From MediaHoleTypes (Localized) MediaHoleTypeTRTicketMappable Bit From MediaHoleTypes MediaHoleTypeNonTRTicketValue From MediaHoleTypes UniversalMediaDescriptor Description (Localized) JdfMediaConnectorCode, JdfMediaName, Deleted, Bit

23 Digital StoreFront 23 rptmediacategorymembers MediaCategoryId Partial primary Key MediaCatalogId Partial primary key rptmediacategories MediaCategoryId Primary Key ShowInUserInterface Bit From MediaCategories NonTRTicketValue, From MediaCategories Description From MediaCategories (Localized) Ticketing Subsystem rpttickets TicketId Primary key ProofMode Localized Enumeration Description DuplexModeEnum Enumeration Value DuplexMode Localized Enumeration Description ReproductionModeEnum Enumeration Value ReproductionMode Localized Enumeration Description PriceSpaceEnum Enumeration Value PriceSpace Localized Enumeration Description Printed Product Ticket Tree Subsystem This is the start of all the jobs. Contrary to what the name suggests, it covers both printed and none printed material. It seems reasonable that this is also the start of all selection criteria down the road. There are 2 facilities involved PrintedProductTicketTrees.BuyerRequestedFacilityId; PrintedProductTicketTreeParts.CurrentFacilityId.

24 24 EFI Digital StoreFront Custom Report Setup Guide rptprintedproducttickettrees ProductUniqueResource FacilityIDAtOrderPlacement string PrintedProductTicketTreeId Primary Key ProductUniqueResourceId PK from rptfiles int BuyerSuppliedProductName Position of file in document CreationTime UserId PK from rptusers QuantityPerEach IsForPrintedProduct Bit CatalogItemId PK from rptcatalogitems rptprintedproducttickettreeparts PrintedProductTicketTreePartId Primary Key PrintedProductTicketTreeId PK from rptprintedproducttickettrees PrintedProductTicketTreePartType Enumeration Values PrintedProductTicketTreePartTypeDescription Localized lookup for previous column DocumentId PK from rptdocuments TicketId PK from rpttickets UniqueTicketResourceId PK from rptticketresources PartIndexWithinProduct TotalOfPartsInProduct CurrentFacilityId PK from rptfacilities PartStatusId PK from rptorderdocumentstatus ErrorFlag OutputDeviceId PK from rptoutputdevices UniqueTicketResource Bit string

25 Digital StoreFront 25 PartStatusEnum number PartStatusDescription PartStatusCustomerDescription string string PartStatusIsLocked bit PartStatusCanPrint bit PartStatusSequenceInWorkflow number JobIndexWithinOrder number Document Subsystem rptdocumentfiles DocumentId PK from rptdocuments FileId PK from rptfiles PositionInDocument Position of file in document rptdocuments DocumentId Primary Key UserId PK from rptusers IsCatalogDocument Boolean Is True if this is a catalog document. CreationDate DocumentType XXX TicketId PK from rpttickets Copies VariableDataTemplateId PK from rptvariabledatatemplates

26 26 EFI Digital StoreFront Custom Report Setup Guide rptfiles FileId Primary Key UserId PK from rptusers CreationDate NumColorPages NumBWPages OriginalFileName Deleted Boolean UserNotes ExpirationDate FileReceivingModeEnum PK from EnumerationValues FileReceivingMode LastUseDate Order Subsystem rptorders OrderId Primary key OrderDate Date order was placed DueDate UserId StatusId PK from rptorderstatuses Status Status of order (Localized) StatusCustomer Status of order as visible to customer (Localized) BillingAddressId PK from rptorderaddresses SpecialInstructions TotalCost Currency Total cost for the entire order, includes tax. TotalRevenue Currency Comments Confirmation Unique identifier for the order used for confirmations.

27 Digital StoreFront 27 PO LastChangeDate LastChangeBy PK from rptusers rptorderlineitems OrderLineItemId Primary Key OrderId PK from rptorders Type XXX Cost Currency Total cost for this line itme, includes tax. Quantity Quantity ordered. StatusId PK from OrderLineItemStatus Status StatusCustomer DeliveryDetailsId PK from DeliveryDetails DeliveryDate = NULL currently DeliveryMethodId PK from DeliveryMethods DeliveryMethod Delivery method (Localized) DeliveryAddressId PK from rptorderaddresses FacilityId PK from rptfacilities TicketTreeId PK from rptprintedproducttickettrees ProductUniqueResourceId PrintedProductTicketTrees BuyerSuppliedProductName PrintedProductTicketTrees CreationTime PrintedProductTicketTrees QuantityPerEach PrintedProductTicketTrees IsForPrintedProduct Bit PrintedProductTicketTrees CatalogItemId PrintedProductTicketTrees; PK from rptcatalogitems RequiresDeliveryAddress bit RequiresDeliveryAddress RequiresDeliveryAddress bit bit

28 28 EFI Digital StoreFront Custom Report Setup Guide rptordertaxes Provides Tax information on an order level. OrderTaxId Primary Key OrderId PK from rptorders OrderLineItemId PK from rptorderlineitems. Currently always NULL. TaxAuthorityId PK from rpttaxauthorities TaxableAmount The taxable amount as determined by the tax authority. Tax rptorderauditlog Logs a number of order changes. OrderId PK from rptorders ID OrderTrackingnumber OrderAction ActionDate ActionData PerformedBy TotalCost DueDate StatusID Status StatusCustomer Date Currency Date rptorderquotes Quote history for an order OrderQuoteId Primary Key

29 Digital StoreFront 29 OrderId PK from rptorders UserId PK from rptusers ModificationTime Comment SequenceCount of related rows in rptorderquotebuffers rptorderquotebuffers Detailed Order Quote. The detailed price information is stored in a zipped XML. These are stored in chunks of maximum 8000 bytes in column QuoteXmlBuffer. OrderQuoteBufferId Primary Key OrderQuoteId PK from rptorderquotes Sequence 0<= Sequence< rptorderquotes.sequencecount QuoteXmlBuffer BLOB Zipped XML containing detailed quote information Payment Subsystem rptorderpaymenttransactions OrderPaymentTransactionId Primary Key OrderId PK from rptorders Account PaymentMethodId PK from rptpaymentmethods PaymentMethod Payment method (Localized) IsCreditCard Bit PaymentMethods.IsCreditCard Amount Amount of payment in Digital StoreFront site-wide currency. Date/time of transaction. BillingEntityId PK from BillingEntities CreditCardVerisignTransactionId PK from CreditCardVerisignTransactions FreeformAccountTransactionId PK from FreeformAccountTransactions IsCurrentPayment Boolean True if this record is the most recent payment for this order.

30 30 EFI Digital StoreFront Custom Report Setup Guide ProcessedByDigital StoreFront Boolean Indicates if Digital StoreFront or the MIS is responsible for collecting payments. OrderProjectCodeTransactionId PK from OrderProjectCodeTransactions OrderProjectCodeTransaction rptorderprojectcodetransactiondetails OrderProjectCodeTransactionDetailId Primary Key OrderProjectCodeTransactionId PK from OrderProjectCodeTransactions ProjectCodeFieldId PK from ProjectFieldCodes ProjectCodeBuyerSuppliedFieldValue rptcreditcardverisigntransactions CreditCardVerisignTransactionId Primary Key CreditCardVerisignMerchantId PK from CreditCardVerisignMerchants MerchantAccountName CreditCardVerisignMerchants.AccountName MerchantDescription CreditCardVerisignMerchants.Description TransactionTypeEnumValue TransactionType Hard-coded description for TransactionTypeEnumValue TransactionStatusEnumValue TransactionStatus Hard-coded description for TransactionStatusEnumValue Comment Amount VerisignTransactionType VerisignTransactionTypeDescription Hard-coded description for VerisignTransactionType TransactionResult AccountPublicDisplay PreResponseMessage

31 Digital StoreFront 31 ResponseMessage PostResponseMessage Authorizationcode Pnref_ReferenceId rptfreeformaccounttransactions FreeformAccountTransactionId Primary Key Account rptbillingentities BillingEntityId Primary Key CompanyId PK from rptcompanies IsPersonalAccount Boolean True if personal account, false if company account. Account The external identifier of the account number. BillingEntityStatusId PK from rptbillingentitystatuses BillingEntityStatus Status (Localized) ContactPersonId PK from rptcompanycontacts GroupInvoices Boolean True if multiple orders should grouped into one invoice. BillingFrequency Lapse of time between invoices sent (see also BillingFrequencyUnit) BillingFrequencyUnitId PK from rptpaymenttermsunit BillingFrequencyUnit Units for BillingFrequency field. PaymentTerms Lapse of time after invoice date to pay in full (see also PaymentTermsUnit). PaymentTermsUnitId PK from rptpaymenttermsunit PaymentTermsUnit Units for PaymentTerms field. PurchaseOrderRequired Boolean True if a purchase order number is required. BillingEntityCreditLimit Credit for billing entity (see also

32 32 EFI Digital StoreFront Custom Report Setup Guide BillingEntityCurrency) BillingEntityCurrentCreditBalance Credit balance for billing entity (see also BillingEntityCurrency) BillingEntityCurrency XXX OrderLimit Maximum amount allowed to be charged per order. OverDueInterestRate Rate to charge on overdue portions of payments AccountCreationDate AccountExpirationDate BillingContactId PK from rptcompanycontacts rptprojectcodefields ProjectCodeFieldId Primary Key CompanyId PK from rptcompanies Description (Localized) Required IsValidatedAgainstDB RegularExpressionPattern IsActive MaximumCharacterLength Boolean Boolean Boolean DataColumnName??? XXX LastUpdate LastUpload Catalog Subsystem rptcatalogcategories CatalogCategoryId Primary Key Description Localized Path

33 Digital StoreFront 33 ParentCatalogCategoryId PK from rptcatalogcategories Deleted Bit ImageKey Code of icon from Stock Icon Library Name Localized DBImageID PK from rptcatalogcategorydbimages (custom icon) ImageFullSizeId PK from rptcatalogcategoryimagedetails (custom icon) ImageDetailId PK from rptcatalogcategoryimagesfullsize(custom icon) rptcatalogcategorydbimages Id Primary Key Name Data BLOB ContentType e.g. Jpeg SizeInBytes Type UTCCreated UTCModified DeleteAt rptcatalogcategoryimagedetails Id Primary Key Name Data BLOB ContentType e.g. Jpeg SizeInBytes Type UTCCreated UTCModified DeleteAt

34 34 EFI Digital StoreFront Custom Report Setup Guide rptcatalogcategoryimagesfullsize Id Primary Key Name Data BLOB ContentType e.g. Jpeg SizeInBytes Type UTCCreated UTCModified DeleteAt rptcatalogitems CatalogItemId Primary Key ItemName Localized Description Localized TypeEnum Enumeration Value Type Localized Enumeration description Keywords SKU Caption on screen: Product ID CatalogCategoryId PK from rptcatalogcategories ImageKey Code of icon from Stock Icon Library ItemCost Deleted Bit QuantityPerEach Pricing base; default=1 DBImageId PK from rptcatalogitemdbimages UTCCreated UTCModified TicketTreeId PK from CatalogPrintedProductTicketTrees ProductId PK from CatalogPrintedProducts

35 Digital StoreFront 35 rptcatalogitemdbimages Id Primary Key Name Data BLOB ContentType e.g. Jpeg SizeInBytes Type UTCCreated UTCModified DeleteAt rptcatalogprintedproducts PrintedProductId Primary Key UniqueResourceId PK from rptcatalogticketresources Deleted Bit FacilityIdIfLocallyDefined PK from rptfacilities IsAvailableToAllCompanies Bit PermittedForUseGlobally Bit IsImportCompatible Bit IsSupplierTemplate Bit rptcompanyprintedproducts CompanyId PK from rptcompanies PrintedProductId PK from rptcatalog PrintedProducts rptfaciltyprintedproducts FacilityId PK from rptfacilities

36 36 EFI Digital StoreFront Custom Report Setup Guide PrintedProductId PK from rptcatalog PrintedProducts rptcatalogprintedproducttickettrees PrintedProductTicketTreeId Primary Key ProductUniqueResourceId PK from rptcatalogticketresources BuyerSuppliedProductName CreationTime UserId PK from rptusers QuantityPerEach IsForPrintedProduct CatalogItemId Bit rptcatalogticketresources UniqueResourceId Primary Key OriginalResourceId PK from rptcatalogticketresources Enabled TicketResourceTypeEnumId Enumeration value Bit TicketResourceType Localized enumeration description CreatedByUser Description Localized PrintedProductShortDescription Localized ControlToDisplayEnumId Enumeration value ControlToDisplay Localized enumeration description TicketResourcesImageSetId PK from rptcatalogticketresourcesimagesets PrintedProductDetailedDescriptionLeft Localized PrintedProductDetailedDescriptionRight Localized PrintedProductDescriptionFormat

37 Digital StoreFront 37 rptcatalogticketresourcesimagesets TicketResourcesImageSetId Primary Key Description Localized ImageUrl Bit Image Path MiniImageUrl Image Path SuperGraphicImageUrl Image Path rptcatalognonprintedproducts CatalogItemId Primary Key & PK from rptcatalogitems ImageFullSizeId PK from rptcatalognonprintedproductsimagedetails (custom icon) ImageDetailId PK from rptcatalognonprintedproductsimagesfullsize (custom icon) rptcatalognonprintedproductimagedetails Id Primary Key Name Data BLOB ContentType e.g. Jpeg SizeInBytes Type UTCCreated UTCModified DeleteAt rptcatalognonprintedproductimagesfullsize Id Primary Key

38 38 EFI Digital StoreFront Custom Report Setup Guide Name Data BLOB ContentType e.g. Jpeg SizeInBytes Type UTCCreated UTCModified DeleteAt rptcatalogprintedproducttickettreeparts PrintedProductTicketTreePartId Primary Key PrintedProductTicketTreeId PK from rptprintedproducttickettrees PrintedProductTicketTreePartType Enumeration Values PrintedProductTicketTreePartTypeDescription Localized lookup for previous column DocumentId PK from rptdocuments TicketId PK from rpttickets UniqueTicketResourceId PK from rptticketresources PartIndexWithinProduct TotalOfPartsInProduct CurrentFacilityId PK from rptfacilities PartStatusId PK from rptorderdocumentstatus ErrorFlag Bit OutputDeviceId PK from rptoutputdevices rptcatalogprintedproducttickettreeparttickets TicketId Primary key ProofModeEnum Enumeration Value ProofMode Localized Enumeration Description DuplexModeEnum Enumeration Value

39 Digital StoreFront 39 DuplexMode Localized Enumeration Description ReproductionModeEnum Enumeration Value ReproductionMode Localized Enumeration Description PriceSpaceEnum Enumeration Value PriceSpace Localized Enumeration Description rptcatalogdocuments This view does not only show the intersection table CatalogDocuments, but also the related rows in Documents. The partial primary key of CatalogDocuments (= CatalogItemId) is used for selection purposes. CatalogItemId Partial Primary Key DocumentId Partial Primary Key UserId PK from rptusers IsCatalogDocument Boolean Is True if this is a catalog document. CreationDate DocumentType XXX TicketId PK from rpttickets Copies VariableDataTemplateId PK from rptvariabledatatemplates rptvariabledatatemplates CatalogItemId Primary Key ProductTemplateDirectory Path TicketIdToApply PK from rpttickets (?) IsBatch RecordBrowsing Bit Bit Pricing Subsystem rptpricesheets

40 40 EFI Digital StoreFront Custom Report Setup Guide PriceSheetId Primary Key ForceManualQuotes Bit Comments SetupFeePriceScopeEnumValueId SetupFeePriceScope Localized Description of Enumeration LastRevisionDate Date LastActiveDate Date SuggestedNextRevisionDate Date PricingDecimalDigits Description Localized rptpricefeatures PriceFeatureId PriceFeatures; PrimaryKey PriceSheetId PriceFeatures (PK rptpricesheet) FeatureId PriceFeatures (PK rptfeatures) PriceRangeSetId PriceFeatures (PK rptpricerangesets) rptpricemediaentries PriceMediaEntryId Primary Key PriceSheetId PK rptpricesheets MediaCatalogId PK rptmediacatalog PriceRangeSetId PK rptpricerangesets rptpricemediacharacteristicrules PriceMediaCharacteristicsRuleId Primary Key PriceSheetId MediaSizeId WidthInMillimeters From MediaSizes

41 Digital StoreFront 41 HeightInMillimeters From MediaSizes MediaSizeDescription From MediaSizes (Localized) MediaSizeTRTicketMappable Bit From MediaSizes MediaSizeNonTRTicketValue From MediaSizes MediaTypeId JdfTypeName From MediaTypes MediaTypeDescription From MediaTypes (Localized) MediaTypeTRTicketMappable Bit From MediaTypes MediaTypeNonTRTicketValue From MediaTypes MediaWeightId WeightInGramsPerSquareMeter From MediaWeights MediaWeightDescription From MediaWeights (Localized) MediaWeightTRTicketMappable Bit From MediaWeights MediaWeightNonTRTicketValue From MediaWeights MediaColorId JdfColorname From MediaColors JdfIntensity From MediaColors JdfOpacity From MediaColors MediaColorDescription From MediaColors (Localized) MediaColorTRTicketMappable Bit From MediaColors MediaColorNonTRTicketValue From MediaColors MediaHoleTypeId Holes From MediaHoleTypes JdfEdge From MediaHoleTypes JdfHolePatternName From MediaHoleTypes MediaHoleTypeDescription From MediaHoleTypes (Localized) MediaHoleTypeTRTicketMappable Bit From MediaHoleTypes MediaHoleTypeNonTRTicketValue From MediaHoleTypes MediaCategoryId PK rptmediacategories NotInMediaCategoryId PK rptmediacategories Description Localized Description rptpricemediacharacteristics

42 42 EFI Digital StoreFront Custom Report Setup Guide PriceMediaCharacteristicId Primary Key PriceSheetId PK rptpricesheets PriceMediaCharacteristicsRuleId PK rptpricemediacharacteristicsrules PriceRangeSetId PK rptpricerangesets rptpricerangesets PriceRangeSetId Primary Key PriceSheetId PK from rptpricesheets Description Not localized rptpricegroups PriceGroupId Primary Key ForceManualQuotes Boolean Comments SetupFeePriceScopeEnum SetupFeePriceScope (Localized) LastRevisionDate LastActiveDate SuggestedNextRevisionDate PricingDecimalDigits PriceGroupDescription Description of Price Group (Localized) PriceSheetDescription Description of corresponding Price Sheet (Localized) Taxation Subsystem rpttaxauthorities Provides info for Tax Authorities TaxAuthorityId Primary Key

43 Digital StoreFront 43 TaxAuthorityCode Identifies the tax. TaxRate Description Description of tax. Approval Subsystem rptapprovers Everyone that is to approve anything ID Primary Key Status Localized enumeration value RedirectTo PK from rptapprovers(??) ContactId PK from rptuserprofiles rptcompanyapprovers Everyone that is to approve for a company ID Primary Key CompanyId PK from rptcompanies ApproverID PK from rptapprovers rptfacilityapprovers Everyone that is to approve for a facility ID Primary Key FacilityId PK from rptfacilities ApproverID PK from rptapprovers rptorderapprovers Actual Approvers per Order

44 44 EFI Digital StoreFront Custom Report Setup Guide ID Primary Key OrderId PK from rptorders ApproverType Localized EnumerationValue ApproverID PK from rptapprovers rptorderapprovalnotices Notices to go with the Order Approvals ID Primary Key OrderApproverId PK from rptorderapprovers ApprovalStatus Localized EnumerationValue Comment NoticeDate Active Date Bit Status Lookup These lookup codes require no selection. This means they only have extras as compared to the original: the localized description rptorderstatus OrderStatusId Primary Key Digital StoreFrontOrderStatusEnum Description Localized Description CustomerDescription Localized Custom Description IsLocked Send SequenceInWorkflow Send ToFacility Bit Bit Bit rptorderdocumentstatus

45 Digital StoreFront 45 OrderDocumentStatusId Primary Key Digital StoreFrontOrderDocumentStatusEnum Description Localized Description CustomerDescription Localized Custom Description IsLocked CanPrint SequenceInWorkflow Bit Bit rptorderlineitemstatus OrderLineItemStatusId Primary Key Digital StoreFrontOrderLineItemStatusEnum Description Localized Description CustomerDescription Localized Custom Description rptorderdocumentstatusfromorderstatus OrderStatusId Partial Primary Key; PK from rptorderstatus OrdeDocumentStatusId Partial Primary Key; PK from rptorderdocumentstatus rptorderstatusfromorderdocumentstatus OrdeDocumentStatusId Partial Primary Key; PK from rptorderdocumentstatus OrderStatusId Partial Primary Key; PK from rptorderstatus rptenumerations EnumerationId Primary Key Description Localized Description

46 46 EFI Digital StoreFront Custom Report Setup Guide InternalName Not-localized description BaseTypeName Currently 1 value: int rptenumerationvalues EnumerationValueId Primary Key EnumerationId PK from rptenumerations Description Localized Description MemberName Not-localized description ValueAsInt Sequence number within EnumerationId ValueAs representatation of previous one EnumerationSpecificData Financial, Production and Business Reports rptoriginals OrderId OrderLineItemId FileID PrintedProductTicketTreePartID NumColorPages NumBWPages rptproduct OrderId Quantity Product Name CatalogItemId SKU ProductType

47 Digital StoreFront 47 Total Impressions ColorImpress BWImpress rptshipping OrderId QuotePriceSubtotal QuotePriceShipping QuotePriceTaxes ShippingCost vw_outpututilization Customer Name Account FacilityId Location DueDate Date Status ReqTurnAround TurnAround Job Name Job Order Primary Key Ordered Date OrderStatusID Completed TotalCost Currency TotalRevenue Currency Output NumColorPages NumBWPages

48 48 EFI Digital StoreFront Custom Report Setup Guide ColorImpress BWImpress Quantiy TotalImpressions vw_revenuebyaccount Customer Name Account CompanyId UserId OrderStatusId PrintedProductTicketTreeId MISOrder FacilityId Location DueDate Date Status ReqTurnAround TurnAround Job Name Job Order Primary Key Ordered Date Completed TotalCost Currency TotalRevenue Currency PaymentMethod PaymentMethodValue Shipping Method Output NumColorPages

49 Digital StoreFront 49 NumBWPages ColorImpress BWImpress QuotePriceSubtotal QuotePriceShipping QuotePriceTaxes vw_revenuebyproduct Order UserId Location Customer Name Order Date Completed QuotePriceSubtotal QuotePriceShipping QuotePriceTaxes Tax TotalRevenue ReqTurnAround TurnAround Job Product Name Product SKU CatalogItemId Product Type NumColorPages NumBWPages ColorImpress BWImpress TotalImpressions Date Currency

50 50 EFI Digital StoreFront Custom Report Setup Guide Quantity

51 Digital StoreFront 51 vw_revenuebyuser Order MIS Order UserId UserName OrderStatusDescription OrderStatusID Customer Name Account Order Date Completed PaymentMethod ShippingMethod PaymentMethodValue QuotePriceSubtotal QuotePriceShipping QuotePriceTaxes Tax TotalRevenue ReqTurnAround TurnAround Job Job Name Product Name NumColorPages NumBWPages ColorImpress BWImpress Date Currency

52 52 EFI Digital StoreFront Custom Report Setup Guide vw_snapshotbyaccount Order CompanyId Account Orderdered ShippingCost QuotePriceSubtotal QuotePriceShipping QuotePriceTaxes Tax TotalRevenue ReqTurnAround TurnAround NumColorPages NumBWPages ColorImpress BWImpress Total Impressions Quantity UserId FILES JOBS Date Currency vw_snapshotbylocation Order CompanyId Account Orderdered FacilityId Description ShippingCost QuotePriceSubtotal Date

53 Digital StoreFront 53 QuotePriceShipping QuotePriceTaxes Tax TotalRevenue ReqTurnAround TurnAround NumColorPages NumBWPages ColorImpress BWImpress Total Impressions Quantity UserId FILES JOBS Currency