How do connect a 3rd party reporting software to Progeny?

Frequently Asked Questions regarding the Progeny membership management software.

How do connect a 3rd party reporting software to Progeny?

Postby Talisha Melluish » September 5th, 2008, 4:14 pm

Keywords: create view, view, report builder, multi-table, linked tables
Applies To: ProgenyES v8.5.6+

The ProgenyES software provides a comprehensive integrated identification card solution, however if you have need of specialty reporting or are otherwise invested in a 3rd party reporting or ID software, you can connect applications like Datacard ID Works, Asure ID, Card Five, and EPISuite to your Progeny data by creating a customized View.
In the Progeny Report Builder, choose the Output tab and select all the information you want to appear in the View, e.g. First Name, Last Name, Gender, Blood Quantum, etc. Once you are satisfied with your list, click the Create View button on the right side of the Report Builder. You will then be prompted to name the View (a prefix such as "view" is suggested, e.g. "viewReport", "viewMyData", "viewIDCard"). Provide a name for the view and click Save, then click OK on the confirmation indicating the View was created.

Note: Your external report or ID card must be designed to have fields that match up with the information you have selected for your view.
Talisha Melluish

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