How Lucity Manages Custom Reports

Lucity makes it easy for an agency to manage its custom reports by managing the file locations for them and providing an easy user interface for uploading report files. To make this process work there are several components on the back end. The following table describes those components and the diagrams show how they work together to complete a process.

Components

Lucity Web Reports Tool	A tool that enables Lucity Web users to add, update, and run Lucity reports.
Document Server	A Lucity Web Server application that enables users to move files (including reports) around using Lucity Web.
Report Share	The folder that stores a user-accessible copy of each custom report's .rpt file. The path is set in Lucity Web > Admin Portal > Settings > System Settings > Documents > Path where reports are stored setting. Lucity Web does not run reports from this location. Users can copy reports out of this folder to modify them. The reports in this folder are copied to the /ReportsCustom folder daily.
/Reports Folder	The folder that stores a Lucity Web-accessible copy of each standard report's .rpt file. Lucity Web runs all of Lucity's built-in, standard reports from this location. Historically, custom reports were added to this folder and they were mixed in with standard Lucity reports. Users can copy reports out of this folder to make custom reports. The reports in this folder should not be modified.
/ReportsCustom Folder	The folder that stores a Lucity Web-accessible copy of each custom report's .rpt file. Lucity Web runs all custom reports from this location. The reports in this folder should not be modified. The reports in this folder are overwritten with copies from the Report Share folder.

Processes

These are the processes that occur in the background when users are working with Lucity Web and custom reports.

User adds a custom report

add report

Note: Give this process a a minute to complete before attempting to run the new report from Lucity.