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Connection Crystal Reports

Aprimo Reporting API Overview

The Aprimo Reporting API allows data from Aprimo list and summary reports to be used in Crystal Reports and other external reporting tools.

Limitations:

  • Does not support cross-tab reports or reports with charts.

Supported API Calls

  • XML – Returns report data in XML format.
  • XSD – Returns schema data (XSD) for the report.
  • JSON – Returns report data in JSON format.
  • Crystal Reports requires XML/XSD endpoints.

Getting Started

Initial Setup for Crystal Reports Integration

  1. Configure Aprimo Prerequisites
  2. Configure Crystal Reports Prerequisites
  3. Expose a Report to the Reporting API
  4. Set Report Criteria & Parameters
  5. Configure URL Endpoints
  6. Create a Connection to the Aprimo API
  7. Generate a Crystal Report

To Expose a Report to the Reporting API

  1. Expose the report in Aprimo
  2. Set report criteria & parameters
  3. Configure URL Endpoints
  4. Create a connection in Crystal Reports
  5. Generate a Crystal Report

To Run a Crystal Report

  • Create a Crystal Report from a connected Aprimo report.

Aprimo Prerequisites

Ensure the following are configured:

  • The mpm-web-service feature flag is activated.
  • The user has the necessary domain rights:
    • Analysis, Web Service Access Administration
    • Report, View
    • Report, Edit

Crystal Reports Prerequisites

1. Install Java 1.8 or Later

Aprimo uses TLS 1.2, which requires Java 1.8 or later.

2. Add Aprimo SSL Certificates to the Trusted Certificate Store

Steps (Internet Explorer):

  1. Go to your Aprimo login page.
  2. Click the lock icon in the browser URL bar → View Certificates.
  3. On the Certification Path tab, double-click Trend Micro.
  4. Click the Details tab → Copy to File.
  5. Select DER encoded binary X.509 (.CER) format and save the file.
  6. Repeat for AffirmTrust Certificate Authority-ov1 and additional environments.

Steps (Chrome):

  1. Open Developer ToolsSecurity tab → View Certificate.
  2. Follow the same steps as above.

3. Import Certificates into Crystal Reports Trusted Keystore

  1. Close Crystal Reports.
  2. Open a Command Prompt and navigate to the jre\bin folder.
  3. Run the following command (modify file paths as needed):
    keytool -import -alias cert1 -file "C:\temp\cert1.cer" -keystore "C:\path\to\cacerts" -storepass changeit
  1. Repeat for additional certificates.
  2. Restart Crystal Reports.

Expose a Report to the Reporting API

  1. In Aprimo, go to Report ListEdit Report Details.
  2. Open the Web Service Access tab.
  3. Set Allow External Web Service Access to Yes.
  4. Save the changes and note the report ID & authentication token.

Set Report Criteria & Parameters

Configure Report Criteria

  1. In Report List, go to Edit Report ConfigurationCriteria tab.
  2. Set criteria as needed, but note:
    • Operators like "Is equal to" are not supported for relative dates.
    • Run and save the report to apply changes.

Configure Parameters

  1. In Report List, go to Edit Report DetailsParameters tab.
  2. Select checkboxes for criteria to expose via the API.
  3. The API only recognizes Attribute names.

Configure URL Endpoints

An XML or XSD URL consists of:

  • Endpoint: https://[CustomerURL]/
  • Resource: /webapi/api/reports/{ReportID}/###.{Type}
    • Type can be XML or XSD
  • Parameters: ?Name=Value

Example XML URL:

https://aprimo.com/webapi/api/reports/2203.xml/?Status=Open&ActivityType=Activity+Type+1

Example XSD URL:

https://aprimo.com/webapi/api/reports/2203.xsd/

Create a Connection in Crystal Reports

  1. Open Crystal ReportsFileNewStandard Report.
  2. In Available Data Sources, expand My ConnectionsXML and Web Services.
  3. Enter:
    • XML URL Endpoint
    • Report ID (User ID)
    • Authentication Token (Password)
  4. Enter XSD URL EndpointFinish.

Generate a Crystal Report

  1. Open Crystal ReportsFileNewStandard Report.
  2. Expand My Connections → Select the correct connection.
  3. If parameters are required, enter values and click OK.
  4. Select Report Details/Row and add to Selected Tables.
  5. Select desired fields and configure:
    • Grouping
    • Sorting
    • Filters
  6. Click Finish → OK. The report is now generated.