A report containing client-specific data can be generated by utilizing the Customize for Client option. This eliminates the need to create separate datasources for each connection and allows for the use of a single datasource. Using single datasource reports can be generated with the client specific data.

In the below sample screen shots a report is created with single datasource, but the data in the reports gets generated respect to the Client.

Sample 1
This report is generated by HIGHSCORE client.

Open

Sample 2
This report is generated by ABC BANK client.

Open

To generate a report in the above mentioned scenario proceed with the following steps:

Customizing the DB Connection for Clients

Prerequisites:

• Create a Database Connection, e.g. PARENT_CONNECTION which acts as a Parent Connection for the customized client specific connections. For detailed information on creating a Database connection, refer Creating a DB Connection.

• Create a Corporarte Customer or client in the eMACH-Sigma Studio by providing the necessary details of your client on the client creation screen. For detailed information on creating corporate customer or clients, refer Creating Corporate Customers.

To customize the DB Connection for Clients, follow the below steps:

1. Mouse over the existing connection (Parent Connection) and click the three-dot vertical ellipses icon and select the Customize For Client.

The Create New Connection page is displayed.

2. Select the appropriate client or customer in the Client Name lookup field, e.g. HIGHSCORE.

3. Select the database used for your application, e.g. MySQL.

4. Enter a unique connection name in the Connection Name field, e.g. Connection_1.

5. Enter the server name that hosts the database in the Host Name field.

6. Enter the server port number in the Port field.

7. Enter the necessary details for the connection and enter the schema name in the Schema field, e.g. multi_13122023 for the Client HIGHSCORE. Refer Create a Database Connection to know more about configuring connections.

8. Enter the schema name in which the data is stored.

9. Click Test. If the provided credentials are correct, a successful message appears or else a failure message appears. If the failure message appears, enter the correct credentials and click Test again.

10. Click Submit.

When you try to exit the Create New Connection screen before saving the configured database connection, a warning pop-up message is displayed as shown below:

• Click Cancel, if you do not want to exit the Create New Connection screen.

• Click Ok, if you want to exit the Create New Connection screen.

A success confirmation message is displayed:

11. Create another client specific schema connection by following the steps 3 to 9, e.g. CONNECTION_2 for ABC BANK.

For this connection use the different schema other than the schema used in the previously configured client specific connection, e.g. multi_29112022.

Creating a Datasource with the Parent Connection

Create a datasource from the Parent Connection to use it in the report.

To create a datasource follow the below steps:

1. Mouse over the configured Parent Connection and click the Datasource icon.

2. Enter a unique datasource name in the Data Source name field, e.g. ACCOUNT_DETAILS_DS.

3. Select the table, view or stored procedure name for which you need to fetch the data.

Note: Ensure that the table selected for the datasource is present in the client-specific schema connections created with the Parent Connection.

4. Select the required column from the Column IDs field for the datasource. Refer Create a DB Data Source to know more about creating a datasource from the DB connection.

5. Click Save.

Configuring a Report with the Parent Connection Data Source

Configure a report with the datasource created by the Parent Connection by proceeding with the following steps;

1. On the home page of eMACH-Sigma Studio, Click Manage>Report.

2. The information report screen is displayed with the Report Maintenance tab, by default.

3. Enter the necessary details for the report, as shown below. For detailed information on configuring a report refer Configuring Reports.

Note: The datasource created with the Parent Connection needs to be used in the report, to get the client specific data in the report.

4. Select the datasource created with the Parent Connection in the Data Source Name field.

5. Click Save.

Generating a Report with Client Specific Data

To generate a report with client-specific data perform the following steps:

1. Log on to the eMACH-Sigma Application using the delegation user credentials.

2. Click the client lookup field on the top right side of the eMACH-Sigma home page to choose the client of your choice, e.g. HIGHSCORE.

3. Select the report Account_Details_Report from the list of reports.

4. Click RUN to generate the report.

5. Click download icon to download the report from the Generated Reprots tab.

The report generated with HIGHSCORE client comes with the data specific to HIGHSCORE client.

6. Similarly, Click the client lookup field and select the corporate customer of your choice, e.g. ABC BANK.

7. Select the same report Account_Details_Report from the list of reports of different client.

8. Click RUN to generate the report.

9. Click download icon to download the report from the Generated Reports tab.

The report generated with ABC BANK client comes with the data specific to the ABC BANK client.