Adding hyperlink to customer number SSRS

I've never done this, but am very interested in putting this into my reports.  Do I just put this expression right into my customer_no field?  Do I need any additional procedures added to the report?  Any direction you can provide would be awesome.

Thanks,

Steve

I've never done this, but am very interested in putting this into my reports.  Do I just put this expression right into my customer_no field?  Do I need any additional procedures added to the report?  Any direction you can provide would be awesome.

Thanks,

Steve

I think I may have figured it out.  I used the following in the Action>>Select URL property, and so far it seems to be working great.

=Globals!ReportServerUrl & "?/Tessitura/Links/Constituent" & "&Id=" & Fields!customer_no.Value 

Hi Steve!

You'll need to have some code embedded in your report (likely it will be there if you use the v11 template that Tessitura provides - otherwise you'll want this in your template so it will apply to any new report you make).

When your template or report is open, go to the Reports menu at the top, and click on Report Properties. Click on the "Code" tab on the left, and you should see (or insert) this:

Function GetTessituraLink(resource as String, id as Long) As String

If NOT Report.Globals!RenderFormat.IsInteractive Then 

RETURN Nothing

End IF

If NOT (len(resource) > 0) OR id < 1 Then

RETURN Nothing

End If

RETURN Report.Globals!ReportServerUrl & "?/Tessitura/Links/" & resource & "&Id=" & id

End Function

Then you can select any Text Box or Placeholder (doesn't even have to be the customer_no - I often use that as well as the name field) and go to the Properties pane for that TextBox/Placeholder. Click the "Action" tab on the left, and choose the "Go to URL" button. In the Select URL field, type/paste the following:

=Code.GetTessituraLink("Constituent", Fields!customer_no.Value)

Where it says "customer_no", that needs to be the EXACT (including upper/lowercase if applicable) same name as the field in your dataset that represents the customer number value. The "Constituent" part of the phrase means it will open the constituent window. Other options are "Contribution" and "Order" - if you provide the applicable order or ref no. Those will open smaller detail windows about a gift or order.

=Code.GetTessituraLink("Contribution", Fields!ref_no.Value)

=Code.GetTessituraLink("Order", Fields!order_no.Value)

You probably already know this - but this will only work when you are in the Tessitura client - not in web reports in a browser or in a PDF/email.

Bonus round - If you get really brave, I've also found ways to use the Action/URL entry from an SSRS report to start an email (like mailto) and even a link to create a gmail calendar entry. Good times!

Hope that helps.

Beth

Unknown said:

I think I may have figured it out.  I used the following in the Action>>Select URL property, and so far it seems to be working great.

=Globals!ReportServerUrl & "?/Tessitura/Links/Constituent" & "&Id=" & Fields!customer_no.Value 

Yep - that works too, if you are avoiding putting the code I posted into each report. I think that's the difference that Brian posted about above.

Beth

Does the code only work for elements in the consitutent record? What about performances in Production Elements by using perf_no, for example?

Cheers,

Kevin

Hey Kevin,

You want to check out the Custom Report Setup document. Linkable resources are Constituent, Order, Contribution, and Issue (aka CSI).

Thanks, Nick! I had a squiz at that earlier today and was hoping the list of linkable resources would be a little longer :)  

Cheers,

Kevin