To create your own report using data from the Servicing Director database. Reports are created in the program Crystal Reports XI, combined with creating a database view to query your Servicing Director database.

Prerequisite: Licensed copy of Crystal Reports XI.

Note: Enter a case using Case Management to contact the Finastra Customization department for a quote to consult about or create the custom report. 

To create a custom report

1. Use Microsoft SQL Server Management Studio to create a database view or to find an existing view that uses the fields that you want to use in your report. Consider this information about the database view: 

• You may try opening and inspecting existing delivered reports which have similar information to find the views those reports are using to give you information to start your work on a new view.  
• If you create a view, the name of the view must begin with R_ (for example, R_QueryforReport). 
• If you choose to use an existing view, use Microsoft SQL Server Management Studio procedures to create a copy of the existing view with a unique name distinct from any Servicing Director product delivered view. The name of the view must still begin with R_.

Note: The Servicing Director delivered view may be changed without warning by a new product version.

• A number of existing views have names that contain the word Sub. Do not use these views.
• Use the Data Dictionary included with the Servicing Director product to find information about the fields and tables in your Servicing Director database. 

Note: Finastra support only provides support for the Servicing Director application as delivered on Support Center, and therefore support cannot locate any database fields you would like to use in your custom report. 

2. Create the report in Crystal Reports on a desktop where the Servicing Director applications are already installed. Consider this information about creating the Crystal Report: 

• To use the Crystal Reports XI program, see the Crystal Reports support information provided with Crystal Reports. 
• Direct the report to use the ODBC data source named Servicing, which will already be created by the installation of the Servicing Director applications. Crystal Reports describes this data source as an ODBC (RDO) data source.  
• Direct the report to use the database view that uses the fields that you want to use in your report.
• If you want Servicing Director to automatically create comments for the selected loans or create a Servicing Director archiver copy of the report, then add the Servicing Director-provided Crystal Reports formula named ArchiveKey to the report. On a Servicing Director desktop, the Crystal Reports XI program will offer this formula, and it must be added to the report. It should be suppressed from printing, as it provides a database function for Servicing Director.

3. Save the finished report template document in the \SvcData\Rpt folder, in the network shared folder used by your Servicing Director applications, with a unique file name distinct from any Servicing Director product delivered document.

Note: Finastra support only provides support about the Servicing Director application as delivered on Support Center, and therefore cannot guide you through the procedures to use Word or Crystal Reports.

4. Set up the report as an event in Event Manager: 
   1. Open Event Manager, and then select Events > Maintenance > Events.
   2. Click New.
   3. Enter a name for the event that you are setting up.
   4. From the drop-down boxes, select the Event Manager event category and group that you want to place the event in.
   5. From the drop-down box, select the executable Report Wrapper.
   6. Click Criteria
   7. Enter the name of the report, and the print orientation. You can also optionally specify the archiving options and add a comment when you print the report.
   8. Click OK.
   9. Click Close. 

5. Add the report to the Reports/Letter Query table in System Administration: 
   1. Open System Administration, and then click Table Setup.
   2. Select Report/Letter Query, and then click Open.
   3. Select your view name from the list, and then click Open. If the name of your view used by the report does not show in the Report/Letter Query screen selection list, then make sure the name of the custom view for your report begins with R_.
   4. Click New. 
   5. Add one field from your view to the report, and then click OK. 
   6. Repeat the steps above to add other fields from your view. 
   7. When finished, click Close on the Report/Letter Query Setup screen.
   8. Click Close.
   9. Click Close. 

6. Add the Report to the Manage Module Reports table in System Administration: 
   1. Open System Administration, and then click Table Setup.
   2. Select Manage Module Report, and then click Open.
   3. Locate the new report on the report Name list displayed, and click on the new report to highlight it.
   4. With the new report highlighted, select the module(s) that you want the report to be available in, and then click Close.  

ArticleNumber:

000049671