Reports Repository Manual

1. Registering Report Templates

Word documents saved in the Word 2003 XML format can be registered as report templates. The reporting system uses the templates to generate new Word documents based on data stored in the system. The generated documents are saved in the Word 2003 XML format and can be opened using Word 2003 or greater.

Word Reports can be registered in two ways. Using the first way, a report consisting of a single Word document can be registered. The second way allows a report consisting of multiple documents to be created. The steps required by each way are described below.

1.1 How to register a report template (Single):
  1. Create a new template and save it as a Word 2003 XML Document.

Fig. 1 – Save template as a Word 2003 XML document

  1. Log into system using the “admin” account

  2. Select “Repository Item” from the “Reports” menu

  3. Click the “Add New” button and select “Word Repository Item” from the list of repository item types

Fig. 2 – Adding a new Word Repository Item

  1. Set the fields for the new repository item. There are three fields:

       a. Class Name (required): The name of the entity in Fdata that the report is going to be registerd to. The commonly used class names are listed in Table 2.1

       b. Report Template (Required): The name of the Word 2003 XML document that this report template will use. Select the report file using the  button.

       c. Configurer (Optional): The name of the configurer that this repository item will use. A list of configurers available are listed Table 2.1. If no configurer is used, it is recommended that the following configurer be used if the report is for an entity listed in Table 2.1:

com.<name>.common.templates.FAUReportConfigurer

 NOTE: The string inside the brackets <> will depend on your situation.

        d.  Click the “Insert” button to save the repository item

Fig. 3 – The Word Repository Item screen
1.2 How to register a report template (Multiple documents):
  1. Log into system using the “admin” account
  2. Select “Repository Item” from the “Reports” menu
  3. Click the “Add New” button and select “Template Repository Item” from the list of repository item types

Fig. 4 – Adding a new Template Repository Item

  1. Set the fields for the new repository item. There are three fields:
    1. Class Name (required): The name of the entity in Fdata that the report is going to be registerd to. The commonly used class names are listed in Table 2.1
    2. Document Template (Required): The Document Template that this report template will use. Create a new Document Template using the button.
    3. Configurer (Optional): The name of the configurer that this repository item will use. A list of configurers available are listed Table 2.1 If no configurer is used, it is recommended that the following configurer be used if the report is for an entity listed in Table 2.1:

com.<name>.common.templates.FAUReportConfigurer

NOTE: The string inside the brackets <> will depend on your situation.

Fig. 5 – The Template Repository Item screen

  1. Create a new Document Template by clicking the   button. Set the Document Templates name and click the “Insert” button.

Fig. 6 – The Document Template Screen

  1. Associate Document Sections to the template. One or more sections can be associated to a template. To associate a section:

        a. Click the “New” button under the “Document Sections” tab.

Fig. 7 – Associating a section with a template

        b.   Set the “Document Section”: If the Document Section is already stored in the system, click the search button and select it from the drop down list. If the Document Section has to be created, click the add new button. Set the following fields:

        • Name: The Document Sections Name (required)
        • Description: A Short description of the Document Section (optional)
        • Document Content: The file name of the Word 2003 XML document that this section will use. The XML file can be selected using the upload button (required)
  1. Click the “Insert” button on the Document Section screen

Fig. 8 – The Document Section screen

    1. Set the “Order” of the association. The order determines how the Document Template orders the Document Sections associated with it. The first section will have Order = 1.
    2. Click “Insert” on the Document Section Link screen
  1. For each additional Document Section to be associated with the Document Template, repeat Step 6.
  2. Click “Insert” on the Template Repository Item screen
2 Entities and Supported Configurers
The following table lists the class names and any supported configurers for commonly used entities.
Entity Name Class Name Configurer*
Undergraduate SME Contract FUGSMEContract FSMEContractConfigurer
Contract For Service Amendment FCFSAmendment FAContractAmendmentConfigurer
SME Contract Amendment FSMEContractAmendment FAContractAmendmentConfigurer
Contract For Service FContractForService FContractForServiceConfigurer
Agreement FAgreement FAgreementConfigurer
Agreement Amendment FAgreementAmendment FAgreementAmendmentConfigurer
MOU FMOU FMOUConfigurer
Collaboration Agreement FCAgreement FCAgreementConfigurer
Graduate SME Contract FGSMEContract FSMEContractConfigurer
SME Contract FSMEContract FSMEContractConfigurer
  All listed above FAUReportConfigurer

Table 2.1: Commonly used entities and their configurers

*: Prefix each configurer name with “com.<name>.common.templates.” when setting in a repository item.

NOTE: The string inside the brackets <> will depend on your situation.

3 Supported Tags

The following table lists the tags that are available to report templates for the commonly used entites (See Table 2.1). Tags can be added to Word document by enclosing text between two pound signs (Eg: #fStatus#). In a template document, it is important that pound signs are only used to define tags. If they are used in any other way, the template will not compile. For example, if a tempalte contained the text “Contract #”, the template would not compile properly because the “#” is not being used to define a tag. For more on how tags are used, refer to the Report Repository Developers guide.

The following tags are available without any further programming.

3.1 Agreement Fields
Field Name Tag Configurer Required
AG # fCode None
Status fStatus None
Created fCreatedDateTime None
Facility fLegalPartyRef None
Contact fContactRef None
Agreement Type fType None
Start Date fStartDate Use FAUReportConfigurer for proper formating
End Date fEndDate Use FAUReportConfigurer for proper formating
Indefinite Agreement fIndefiniteAgreement None
Agreement Administrator fContractAdminRef None
Requestor fRequestorRef None
Contract Signer fContractSignerRef None
Notes fNotes None
Facility Address* fFacilityAddr FAgreementConfigurer
Facility Phone* fFacilityPhone FAgreementConfigurer
Facility Fax* fFacilityFax FAgreementConfigurer
Current Date* fCurrentDate FAgreementConfigurer
*: Field added by configurer
3.2 Agreement Amendment Fields
Field Name Tag Configurer Required
Agreement fContractRef None
Amendment # fCode None
Status fStatus None
Created fCreatedDateTime None
Facility fLegalPartyRef None
Type fType None
Program fAProgramRef None
Contact fContactRef None
Start Date fStartDate Use FAUReportConfigurer for proper formating
End Date fEndDate Use FAUReportConfigurer for proper formating
Indefinite Agreement fIndefiniteAgreement None
Description fNotes None
Requestor fRequestorRef None
Contract Signer fContractSignerRef None
Vendor Address* fVendorAddr FAgreementAmendmentConfigurer
Current Date* fCurrentDate FAgreementAmendmentConfigurer
*: Field added by configurer
3.3 Collaboration Agreement Fields
Field Name Tag Configurer Required
AG # fCode None
Status fStatus None
Created fCreatedDateTime None
Partner fLegalPartyRef None
Contact fContactRef None
Collaboration Agreement Type fType None
Start Date fStartDate Use FAUReportConfigurer for proper formating
End Date fEndDate Use FAUReportConfigurer for proper formating
Collaboration Administrator fRequestorRef None
Contract Signer fContractSignerRef None
Collaboration Agreement Administrator fContractAdminRef None
Collaboration Champion fCollaborationChampionRef None
Notes fNotes None
Partner Address* fPartnerAddr FCAgreementConfigurer
Partner Phone* fPartnerPhone FCAgreementConfigurer
Partner Fax* fPartnerFax FCAgreementConfigurer
Current Date* fCurrentDate FCAgreementConfigurer
*: Field added by configurer
3.4 Collaboration Agreement Amendment Fields
Field Name Tag Configurer Required
Collaboration Agreement fContractRef None
Amendment # fCode None
Status fStatus None
Created fCreatedDateTime None
Partner fLegalPartyRef None
Type fType None
Contact fContactRef None
Start Date fStartDate Use FAUReportConfigurer for proper formating
End Date fEndDate Use FAUReportConfigurer for proper formating
Collaboration Agreement Administrator fContractAdminRef None
Description fNotes None
Collaboration Administrator fRequestorRef None
Contract Signer fContractSignerRef None
3.5 Contract For Service Fields
Field Name Tag Configurer Required
CO # fCode None
Status fStatus None
Created fCreatedDateTime None
Vendor fLegalPartyRef None
Contact fContactRef None
Work Site fWorkSite None
Start Date fStartDate Use FAUReportConfigurer for proper formating
End Date fEndDate Use FAUReportConfigurer for proper formating
Description fNotes None
Contract Type fContractTypeRef None
Contract Sub Type fContractSubTypeRef None
Reporting Day to Day fReportingDayToDayRef None
Reporting Formal fReportingFormalRef None
Requestor fRequestorRef None
Other Approver fApproverRef None
Contract Signer fContractSignerRef None
Expense Item Subtotal fPayableExpenseSubtotal None
Expense Item GST fPayableExpenceTax1 None
Expense Item PST fPayableExpenseTax2 None
Expense Item Total fPayableExpenseTotal None
Expense Item Currency fPayableCurrencyCode None
Amount Item Subtotal fPayableAmountSubtotal None
Amount Item GST fPayableAmountTax1 None
Amount Item PST fPayableAmountTax2 None
Amount Item Total fPayableAmountTotal None
Amount Item Currency    
Total Paid Subtotal fPaidSubTotal None
Total Paid GST fPaidTax1 None
Total Paid PST fPaidTax2 None
Total Paid Total fPaidTotal None
Total Paid Currency    
System Access Required fSystemAccessRequired None
System Access Description fSystemAccessDescription None
Subtotal fSubTotal None
GST fTax1 None
PST fTax2 None
Total fTotal None
Currency fCurrencyCode None
Vendors Address* fVendorAddr FContractForServiceConfigurer
Vendor CODA* fVendorCODAName FContractForServiceConfigurer
Deliverables*,** desc FContractForServiceConfigurer
Payment Schedule Items*,** pssc FContractForServiceConfigurer
Vendor GST Number* fVendorGSTNumber FContractForServiceConfigurer
Vendor Phone* fVendorPhone FContractForServiceConfigurer
Vendor Fax* fVendorFax FContractForServiceConfigurer
Vendor Operating As*** fVendorOperatingAs FContractForServiceConfigurer
Individual Vendor Full Name*** fIndividualVendorName* FContractForServiceConfigurer
*: Field added by configurer **: “desc” must be in the row of a table. Set tag as #*desc# ***: Only works for Individual Vendor
3.6 Contract Amendment Fields
Field Name Tag Configurer Required
Contract # fContractRef None
Amendment # fCode None
Status fStatus None
Created fCreatedDateTime None
Vendor fLegalPartyRef None
Contact fContactRef None
Type fAmendmentTypes None
Start Date fStartDate Use FAUReportConfigurer for proper formating
End Date fEndDate Use FAUReportConfigurer for proper formating
Description fNotes None
Requestor fRequestorRef None
Other Approver fApproverRef None
Contract Signer fContractSignerRef None
Subtotal fSubTotal None
GST fTax1 None
PST fTax2 None
Total fTotal None
Currency fCurrencyCode None
Vendors Address* fVendorAddr FAContractAmendmentConfigurer
Deliverables*,** desc FAContractAmendmentConfigurer
Payment Schedule Items*,** pssc FAContractAmendmentConfigurer
Reporting Day to Day* fReportingDayToDayRef FAContractAmendmentConfigurer
Reporting Formal* fReportingFormalRef FAContractAmendmentConfigurer
Current Date* fCurrentDate FAContractAmendmentConfigurer
Vendor CODA* fVendorCODAName FAContractAmendmentConfigurer
Vendor Operating As*** fVendorOperatingAs FAContractAmendmentConfigurer
Individual Vendor Full Name*** fIndividualVendorName FAContractAmendmentConfigurer
*: Field added by configurer **: “desc” must be in the row of a table. Set tag as #*desc# ***: Only works for Individual Vendor
3.7 MOU Fields
Field Name Tag Configurer Required
MOU # fCode None
Status fStatus None
Created fCreatedDateTime None
Partner fLegalPartyRef None
Contact fContactRef None
Start Date fStartDate Use FAUReportConfigurer for proper formating
End Date fEndDate Use FAUReportConfigurer for proper formating
Description fNotes None
MOU Administrator fRequestorRef None
MOU Contract Administrator fContractAdminRef None
MOU Approver fApproverRef None
Contract Signer fContractSignerRef None
Notes fNotes None
Partners Address* fPartnerAddr FMOUConfigurer
Partners Phone* fPartnerPhone FMOUConfigurer
Partners Fax* fPartnerFax FMOUConfigurer
Current Date* fCurrentDate FMOUConfigurer
*: Field added by configurer
3.8 SME (Undergraduate and Graduate) Fields
Field Name Tag Configurer Required
SME # fCode None
Status fStatus None
Created fCreatedDateTime None
SME fLegalPartyRef None
Contact fContactRef None
Work Site fWorkSite None
Department fDepartmentRef None
Contract Type fContractTypeRef None
Course Number fCourseNumber None
Course Title fCourseTitle None
Start Date fStartDate Use FAUReportConfigurer for proper formating
End Date fEndDate Use FAUReportConfigurer for proper formating
Reporting Day to Day fReportingDayToDayRef None
Reporting Formal fReportingFormalRef None
Requestor fRequestorRef None
Other Approver fApproverRef None
Contract Signer fContractSignerRef None
Expense Item Subtotal fPayableExpenseSubtotal None
Expense Item GST fPayableExpenceTax1 None
Expense Item PST fPayableExpenseTax2 None
Expense Item Total fPayableExpenseTotal None
Expense Item Currency fPayableCurrencyCode None
Amount Item Subtotal fPayableAmountSubtotal None
Amount Item GST fPayableAmountTax1 None
Amount Item PST fPayableAmountTax2 None
Amount Item Total fPayableAmountTotal None
Amount Item Currency    
Total Paid Subtotal fPaidSubTotal None
Total Paid GST fPaidTax1 None
Total Paid PST fPaidTax2 None
Total Paid Total fPaidTotal None
Total Paid Currency    
System Access Required fSystemAccessRequired None
System Access Description fSystemAccessDescription None
Subtotal fSubTotal None
GST fTax1 None
PST fTax2 None
Total fTotal None
Currency fCurrencyCode None
Vendors Address* fVendorAddr FSMEContractConfigurer
Deliverables*,** desc FSMEContractConfigurer
Payment Schedule Items*,** pssc   FSMEContractConfigurer
Vendor CODA* fVendorCODAName FSMEContractConfigurer
Vendor Operating As*** fVendorOperatingAs FSMEContractConfigurer
Individual Vendor Full Name fIndividualVendorName FSMEContractConfigurer
Vendor GST Number* fVendorGSTNumber FSMEContractConfigurer
Vendor Phone* fVendorPhone FSMEContractConfigurer
Vendor Fax* fVendorFax FSMEContractConfigurer
*: Field added by configurer **: “desc” must be in the row of a table. Set tag as #*desc# ***: Only works for Individual Vendor
3.9 SME Contract Amendment Fields
Field Name Tag Configurer Required
Contract # fContractRef None
Amendment # fCode None
Status fStatus None
Created fCreatedDateTime None
Vendor fLegalPartyRef None
Contact fContactRef None
Type fAmendmentTypes None
Start Date fStartDate Use FAUReportConfigurer for proper formating
End Date fEndDate Use FAUReportConfigurer for proper formating
Description fNotes None
Requestor fRequestorRef None
Other Approver fApproverRef None
Contract Signer fContractSignerRef None
Subtotal fSubTotal None
GST fTax1 None
PST fTax2 None
Total fTotal None
Currency fCurrencyCode None
Vendors Address* fVendorAddr FSMEContractAmendmentConfigurer
Deliverables*,** desc FSMEContractAmendmentConfigurer
Payment Schedule Items*,** pssc FSMEContractAmendmentConfigurer
Reporting Day to Day* fReportingDayToDayRef FSMEContractAmendmentConfigurer
Reporting Formal* fReportingFormalRef FSMEContractAmendmentConfigurer
Current Date* fCurrentDate FSMEContractAmendmentConfigurer
Vendor CODA* fVendorCODAName FSMEContractAmendmentConfigurer
Vendor Operating As*** fVendorOperatingAs FSMEContractAmendmentConfigurer
Individual Vendor Full Name*** fIndividualVendorName FSMEContractAmendmentConfigurer
Course Number* fCourseNumber FSMEContractAmendmentConfigurer
Course Title* fCourseTitle FSMEContractAmendmentConfigurer
  *: Field added by configurer **: “desc” must be in the row of a table. Set tag as #*desc# ***: Only works for Individual Vendor