Setup the Proof Of Yield report access for your customer portal provider.

Part 1: Setting up the report folder on your AGRIS Database server

• Create a folder within the AGRIS directory called GDHREPORTS

  • Ensure the folder is created on main AGRIS server

  • Confirm the AGRIS admin account has security rights access to the folder.
    
    

Part 2: Setting up the report on your AGRIS Database server

• In AGRIS, Go to (package where report resides)>Report Manager>Advanced Reports>Report Writer features

• Click Insert>to create a User Defined Report>Choose the POY Advanced report you want to use with your integration to your customer portal. If it is an existing User-Defined Report, it must be on the updated Report Engine

• Change output to a 5=Multi Font Graphic File, Enter

• Create a number (preferably starting with 9 so it could be on the bottom)

• Should add “GDH” to the beginning or end of the report name to help distinguish it from others

• Copy and paste directory path from the folder created above to the AGRIS report setup (should be GDHREPORTS)

• For file name, type “RANDOM”, and for Ext. type “PDF”

• Change “Open Output File After Processing” from a “Y” to a “N”

• Hit Ok, Ok

• In the “name id begining and ending filter for the report, enter the name id that is used to print the report to "Beginning = GDH" to "Ending = GDH"  ( this allows GDH to override and supply the proper name id)  Example for GDH Proof of Yield Statements:

• Hit OK

• The editable template will pop up, close it, and when prompted to save hit “YES”

• To test running the report that was created, run the report, then make sure you could open the copy found inside the GDHREPORTS folder.

Part 3: Setting up Security for the Customer Portal AGRIS user ID

• Ensure the AGRIS security for the user matches the security that was associated to the Proof of Yield report.

  • Set GRN - Report option that is used for the POY report to 3 (edit) or higher). This is typically set to GRN ticket reports.

  • Ensure the SYS - General Option - Access to all locations is defaulted to YES.
    
    

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Part 4: Setting up the report inside the Data Hub

• Log in to the data hub.. https://datahubportal.greenstonesystems.com/

• Click the “Three-line button” on the top right of your browser page to the right of your email address.

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• Select “Provider”

• Select your customer portal provider that you are configuring

• Enter the exact report number from AGRIS and type in the Report description - IMPORTANT: these must match, or the report will not be activated. U= User defined report
  
  

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• Save your changes and you are ready to send Proof Of Yields to your customer portal provider.

• Once saved, log on as a customer in your customer portal solution, and verify that the report populates your customer portal