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Whenever a new reporting feature is released, the big question is, “Can I add this feature to my existing custom report?” In this article, we will cover how to add the GreatAmerica Payment Options to an existing custom report.  For this to work, you will need a custom report, the GreatAmerica Integration, and about 10 minutes.

Step 1:

Within System Integrator, click on the blue “Start” button in the top-left corner.  Select Reports, then Standard Report Designer.

Step 2:

Once the Designer is open, click File, Open, Open Existing Report, and select the report you want to edit. In this example, I am going to use one of the legacy client reports.

Step 3:

Once the report has been fully opened, click File then Edit D-Tools Report Information.

Step 4:

On the first screen check the “Include GreatAmerica Payment Options” checkbox and click Finish.

Step 5:

Select and drag in a SubReport object from the toolbox on the left side and place it in the desired section.

Step 6:

Right-click the SubReport object in the report and select “Bind to D-Tools Report,” then select the “GreatAmerica Payment Option Details” Report.

Step 7:

Click on the Script tab at the bottom.

Step 8:

At the top of the window you should see a dropdown for “Object” and “Event”.  For “Object,” select the section you placed the SubReport in and for “Event” choose “Format”.

Step 9:

You will need to know the name of the SubReport object, which can be found by selecting the object in the report and looking in the “Name” field found in the properties on the bottom right. In that section place the following code:

If ReportUtilities.HasGreatAmericaPaymentOptions(rpt) Then

                                    ReportUtilities.BindSubReport(rpt, “[Section where the SubReport is Placed]”, “[Name of the SubReport Object]”)

                  Else

                                    ReportUtilities.UnBindSubReport(rpt, “[Section where the SubReport is Placed]”, “[Name of the SubReport Object]”)

                  End If       

Step 10:

Once you are finished, click File then Publish Report.

Now you should have the option to use the GreatAmerica features with your existing custom reports.