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Process documentationInstant Reporting: Third-Party Tool Integration Locate this document in the navigation structure

 

Instant reporting allows a sales representative to create a report without designing it.

For more information, see Instant Reporting.

This process describes the activities that you perform to integrate other reporting tools such as Microsoft Access, besides Microsoft Excel and HTML, which are already integrated with instant reporting.

Prerequisites

You have good knowledge of programming in Microsoft Visual Basic.

Process

  1. Create a class using Microsoft Visual Basic.

    When you create a class, you must reference the Reporting Tool Interface (IDRTInterface) of the reporting framework.

    You add the following .DLLs as a reference:

    • SAP CRM Mobile Reporting – Interface for Reporting Tools.dll

    • SAP CRM Mobile Reporting – Dialog Component.dll

  2. Write the code and implement the class.

    You write the required code for the external reporting tool to interact with the reporting framework.

    Then, you compile the code to get a progID.

    You use the following methods that are provided with the reporting interface:

    • DataFormat

    • GetErrors

    • Initialize

    • ProcessDirectRunTime

    • Release

    • SetStatusDialog

      Note Note

      For more information about the methods, see the IDRT Interface.

      End of the note.

  3. Make a choice field entry.

    Add a choice field value and description using Mobile System Maintenance to include the third-party reporting tool as an option for designing reports.

    Choose the Choice Fields tile set of the Cross-Component Settings component. Then, enter a short name and a description for the third-party tool in the choice field, RPTOOLDRTREPORTS.

  4. Make the registry entry.

    You make the registry entry to instantiate and register the class. You must access the registry on your system at the following path:

    HKEY_LOCAL_MACHINE\SOFTWARE\SAP\MSA\REPORTING\TOOCOMPONENTS

    You can then use the short name of the choice field and add the implemented class progID as the string value for the registry entry.

  5. Synchronize the data.

    You run ConnTrans to transfer and replicate these changes across all mobile clients. The choice field entries are distributed automatically when you run ConnTrans. To transfer the registry entry and your implemented class, you must use the Mobile Upgrade Console.

Result

You have integrated a third-party tool for instant reporting. You can now view this option when you create an instant report in a mobile application.