John Leininger, Senior Technical Consultant, LexisNexis:
Starting in October 2017, LexisNexis began supplementing InterAction’s out-of-the-box reports with a new collection of specialized reports created with SQL Server Reporting Services. This article discusses some of the questions that have been posed by our customers.
Yes, the Technical Support team can provide a zip file containing the RDL files.
Some reports may require limitations due to the amount of data that is returned. A good practice is to run the report for one contact to see how long it takes before running it for a large collection of contacts. Another variable is filtering. Reducing the date range for those reports that include date filters can help speed processing time.
This list includes Our Personnel who have at least one Knows relationship.
Users will not appear on the report if there have been no firm contacts added in the time frame that has been chosen to include in the report.
There are two choices: You can run it for one folder or for all folders.
Setting up SSRS is out of the IA Support Team’s scope of support. This is because most of the steps to set these up are done in SQL. As of this writing, the link to the latest download page for the SSRS Reports is…
Take note of the requirements for this update in the ‘Requirements’ section. Also, in the ‘Installation Instructions and Notes’ section, you will find a link to the updated Installation guide. More information about SSRS Reports can be found starting on page 104 of the Installation guide.
Once the reports have been installed and configured through the instructions in the Installation guide, the support team can troubleshoot should there be issues with it. There is no need to schedule a session in case there is a need to troubleshoot since you can call us at your most convenient time during our support hours (7:00 AM to 7:00 PM Eastern time).
If you need assistance with installing this, you can reach out to your Account manager or to LexisNexis Consulting Services who can provide fee-based services. Here is the link to that information on the website:
It is necessary to create a group in the Administrator program called “Folder Access Rights Report” and add the users to that group that you would like to be able to run this report. Note: It is also necessary to add the InterAction Administrator to the group if you want that user to be able to run this report. After adding the group, be sure to close the Windows client and reopen it for this change to take effect.
Yes, you should always install all the reports and overwrite the existing ones since there have been some updates to legacy reports.
Yes, you can postpone the steps for initializing the audit information, which incidentally may require other processes such as your synchronization processes to be temporarily delayed. This can be done at any time after the other SSRS reports have been configured.
To run the SSRS reports, users must be assigned at least the “Browser” item role and the “System User” system role in the SSRS web portal. The following steps explain how to set these minimum-access roles in SQL Server 2016. For more information, see https://docs.microsoft.com/en-us/sql/reporting-services/security/grant-user-access-to-a-report-server?view=sql-server-2017
Fascinating, Superb, Article!