i4connected Knowledgebase 5.6

Report definitions

Abstract

Check out this description of the i4connected Report groups and Reports and learn more about how to manage them.

With the i4connected Report designer individual report definitions can be managed and used flexibly via parameters. The templates can be shared with each authorized user.

Report groups

Report groups are abstract entities used for grouping similar reports. The Report groups panel lists all the currently existing groups, when the panel is accessed by a user having at least the Manage report definitions permission enabled.

The desired report group can be selected from the Report groups panel, or a new report group can be added using the Add button in the Report groups panel. A report group is defined by it's name and description.

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The Report groups panel

The list of report groups can be filtered by typing in the search field the report name or part of the report name. The list will be filtered to display only the corresponding results.

By clicking the Refresh toolbar button the user can update the list of Report groups.

A new Report group can be created by clicking the Add toolbar button and filling in the following parameters in the Add report group panel:

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The Add report group panel

  • Report group name

  • Report group description

Existing Report groups can be updated by selecting them in edit mode. To preserver the changes the user can click the Save button and to cancel the edit operation, the user can click the Close button.

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The Edit report group panel

Redundant Report groups can be deleted by clicking the Delete report group button, in the Edit report group panel. In the Delete Report group panel the user is provided with information about the impact of the deletion over the whole system.

Warning

When deleting a Report group all its associated Reports and Report schedules will be deleted as well.

To acknowledge the consequences and proceed with the deletion, the user has to type in the designated field, the displayed confirmation code. To proceed with deletion, the user can press the Delete button, located at the bottom of the panel. Deletion is immediately visible, in the Report groups panel.

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The Delete report group panel

Adding Report definitions

The top menu of the Reports panel provides the option to add new reports in the i4connected system, for users having the Manage report definitions and Schedule reports permissions enabled.

By clicking the Add button the  Add report panel is opened, allowing the administrator to set up a new i4connected report based on an existing Reporting Service report.

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Add report panel

Following Report properties and parameters can be added by the user, in the Report panel:

  • Report name (mandatory) - the name of the i4connected report. This name will be listed in the Reports panel as well as anywhere else in the i4connected portal.

  • Description - the optional description of the report.

  • Server report URL (mandatory) - the path to the appropriate directory in Reporting Service, which contains the targeted report. The Server report url can be either manually typed in the designated field or can be selected from the list of reported addresses, by clicking the Browse reports button.

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    The Select report addresses panel

    Note

    This URL path must exclude the path to the server and Reporting Service, as this path should be already existing in the i4connected portal's configuration files. The Server report URL must start with a forward slash /.

  • Email subject (mandatory) - the subject of the Report email that will be sent to the user.

  • Email body (mandatory) - the body of the Report email sent to the user.

  • Report group (mandatory) - the report group to which the report belongs.

  • Photo - the photo displayed in the i4connected portal, next to the report's name and description.

  • Report parameters - the report parameters are used for scheduling the i4connected report. If a report parameter is enabled, it will be mandatory to valuate it, when scheduling the report. If the report parameter is disabled, it will not be available when scheduling the report. The following report parameters can be enabled and used for scheduling reports: Organizational Units, Sites, Areas, Site Types, Events, Event Types and Event Groups.

  • Custom report parameters - allow the administrator to set up custom parameters by specifying a Name and format Type. Also, the administrator can define if the custom parameter is required or optional. All the custom parameters for the current report are listed in the Custom report parameters area. The following custom parameter types can be used:

    • String - expects a textual value (e.g. "day")

    • Number - expects a numerical value (e.g. "1")

    • Boolean - expects a boolean value (the user can select between values "Yes" and "No")

    • DateTime - expects a date (the user can select the date and time from a calendar view)

    • StringArray - expects a range of textual values (e.g. "day", "month", etc)

    • NumberArray - expects a range of numerical values (e.g. "1", "2", "3", etc)

    Custom_report_parameters.jpg

    Custom report parameters area

    The actual valuation of custom parameter occurs only at the report scheduling step.

    By clicking on the Browse report parameters field, the Select report parameters panel is opened. In this view, all custom parameters existing in the Reporting server are listed, allowing the user to reuse them.

    Select_report_params.jpg

    Select Report parameters panel

Editing Report definitions

Changing a Report's parameters and general settings can be done in the Edit report panel, by users users having the Manage report definitions and Schedule reports permissions enabled.

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The Edit report panel

In this view users will find all the properties and parameters described under Adding Report definitions article.

Note

The Reports that have been previously scheduled or archived, will no longer allow the user to organise changes at level of Custom parameters. An information message is displayed: "You can not add or edit custom report parameters because report is scheduled by current user or other users."

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Custom report parameters locked

By clicking the Reset button, all the organized but unsaved changes can be reset.

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Reset button

The Edit Report panel provides the user with two save options:

  • Save and Close button will preserve the changes and close the Edit report panel.

  • Save and Add New button will preserve the changes and consequently the Add report panel will be opened.

Delete Report definitions

Users having at least the Manage report definitions and Schedule reports permissions enabled can remove redundant Report definitions by clicking the Delete toolbar button of the Edit report panel.

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Reset button

The Delete Report panel asks the confirmation code in order to delete the Report. Once deleted, the report will no longer be visible in the Reports list.

Warning

When deleting a Report definition all its associated Report schedules will be deleted as well.

Delete_report.jpg

Delete Report panel