Creating Reports Crystal Clear
Creating Reports Crystal Clear
Presented by:
Robert Acosta - Senior Client Support
Co-Presenter:
Praveen Maturi - Support Manager
Agenda
• Why Crystal Reports?
• Planning a Report
• Report Access
• ECD vs Company
• Report Views
• Understanding Joins
• Data Dictionary
• Custom Report Module
2
Why Crystal Reports?
 Crystal Reports makes it easy for EZ-CAP users to create
reports because you do not need to know SQL.
 Crystal Reports understands SQL and analyzes what you ask it
to do and generates the SQL statement for you.
 SQL - Structured Query Language is a special-purpose
programming language designed for managing data held in a
Relational Database Management Systems (RDBMS).
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Why Crystal Reports?
Using a SQL QUERY that returns ALL CLAIMS
from the ECD database.
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Why Crystal Reports?
Using Crystal Reports Standard Report Wizard to
return ALL CLAIMS from the ECD database
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Why Crystal Reports?
EZ-CAP Crystal Report Writers have already created many
useful canned reports for you to use and modify right now!
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Why Crystal Reports?
Example of Claim Audit Trail canned report
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Planning a Report
 ECD or Company Database
 Views
 Fields
 Grouping
 Totaling
 Selection
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Report Access
Report User must be checked!
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Report Access
Connect using OLE DB (ADO) for Microsoft SQL Server
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ECD vs Company
• ECD Database
Common Codes
Common Data
All Companies
Benefit Matrix
• Company Databases
Company Specific Data
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Report Views
View – Can be thought of as a virtual table or stored query. A view is
created as a subset of columns from one or more tables.
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Report Views
For Report purposes use either RV or RVS views!
RV – Report View - Virtual table
RVS – Report View (Secure) - Virtual table with EZ-CAP security
parameters. EZ-CAP needs to restrict the Company Level
access for users in order to implement company securities.
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Report Views
Company View – Use a company view when you want to report on a
specific company.
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Report Views
Use the views in the ECD when you want to report on all companies. You
can filter by company as well.
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Report Views
Super Report View – A view containing multiple views
• RVS_SUPER AUTH
• RVS_SUPER_HCLAIM
• RVS_SUPER_CASE
• RVS_SUPER_MEMB
• RVS_SUPER_CLAIMS
• RVS_SUPER_PCLAIM
• RVS_SUPER_CSM
• RVS_SUPER_PROV
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Data Dictionary
 Essential to Report Writing
 Lists views, fields, and characteristics of the
database
 Helps identify views and data
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Data Dictionary
If you wanted to create a Claims report you could use
RVS_CLAIM_MASTERS
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Understanding Joins
Join – Is a relation that combines two views with a common field(s). Joining
requires that you use a field that is common to both tables.
MEMBID field is joined to both AUTH_MASTERS and MEMB_COMPANY
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Understanding Joins
Defining SQL Join Types
A SQL join indicates how linked fields in two SQL tables are matched when
records are read. SQL join options can be specified in the Link Options
dialog box.
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Understanding Joins
EZ-CAP uses two join types:
Equal [=] (One-To-One)
Left Outer [=(+),*=] (One-To-Many)
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Understanding Joins
Equal or One-To-One Relationships
Every record in the primary table has only one matching record in the
lookup table.
Only one record will be found in the Member table for each record in the
claims table
22
Understanding Joins
Left Outer or One-To-Many Relationships
Every record in the primary table may have more than one matching record
in the lookup table. There can be one or more claim detail lines for a claim.
23
Understanding Joins
Equal Join – Scans the records in the lookup table, and returns only one
record that is uniquely related to the search record in the primary table.
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Understanding Joins
Left Outer Join – Returns each row that satisfies the join of the primary
table with the lookup table. It also returns records from the primary table
that had no matching record in the lookup table.
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Understanding Joins
Defining From and To Link - The from table is used as a primary table, while
the to table acts as a lookup table.
Crystal Reports will examine MEMBID from AUTH_MASTERS and find the
matching record in MEMB_COMPANY.
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Custom Report Module
 EZ-CAP Users do not need to have Crystal Reports on
their pc to access Custom Reports.
 Makes it easy to share reports across your
organization!
 Custom Reports must be setup on the EZ-CAP
Application server by your EZ-CAP Administrator.
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Custom Report Module
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Custom Report Module
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Recap
• Why Crystal Reports?
• Planning a Report
• Report Access
• ECD vs Company
• Report Views
• Understanding Joins
• Data Dictionary
• Custom Report Module
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Q&A
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Thank you for attending
Have a great day!
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