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

AGRIS Customer Documentation

Setup the Proof Of Yield report for access from 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

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

  • 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 the report inside the Data Hub

  • Log in to the data hub..

  • Click the “Three line button” on the right

  • Select “Provider

  • Select your customer portal provider

  • Enter the exact report number from AGRIS and type in the Report description - IMPORTANT these must match of the report will not be activated

  • Now log on as a customer in your customer portal solution, and verify that report runs

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