Managing Custom Reports Files

An administrator should designate an internal file-share as a Report Hive to store Lucity Web custom reports. Remember that Lucity Web reports are different from Lucity Desktop reports; therefore, they require separate directories. The administrator should also ensure that the report-share is located in a place that is easy for report writers to access. When this step is complete, there should be a network path to this location:

An agency may wish to create a directory structure in this location to separate reports by system; however, this is optional:

\\<Servername>\Shared\WebReports\Work\<reports for the work program go here>

\\<Servername>\Shared\WebReports\Sewer\<reports for the sewer program go here>

Open Lucity Web and go to Admin Portal > Settings > System Settings > Documents tab.

In the Path where Reports are stored field, enter the shared location in which to store the reports.

If an agency has any existing custom reports, they should be re-added to Lucity Web via the Lucity Web reports tool. This will automatically add them to the Report Hive. Once there users should only access them through Lucity. If you need a copy of the report to modify use the Download button in the Reports tool. The Report Hive should be backed up on on a regular basis.

Note: Do not copy Lucity standard reports. Only copy the agency's custom reports (from the web server) into the new WebReports folder (on the file-share).

After an agency has created its custom report-share and moved its report files, the next step is to update the report paths in the Lucity Administration Tool. To make the changes, open the Report Manager and verify the path of each of the custom reports by clicking on the custom report and selecting Edit. Fix any reports that require a path adjustment.

Note: It's possible to configure the paths directly in the XXWEBRPTS tables, but doing so requires expertise in working with SQL Server database tables.

In the Lucity Administration Tool, go to Reports > Reports Manager.
Highlight a custom report listed in the Report Manager grid.
Click the Edit button at the bottom of the dialog. The following window appears:
Edit the desired fields.
- Report Name - The unique name that will identify the report in Lucity Web.
- Report File Name - The location of the report in the Custom Report folder.
  Note: Above the field, the system identifies the location of the Custom report folder. To put the report in a subfolder, add the subfolder as part of the name. In the example above, the MyCustomWODetailWeb.rpt is in the Work subfolder of the Custom report folder.
- Report Description - A general description of the report.
Save changes.