Speaking of report ...
This feature allows you to post the reports created from BIRT Report Designer on the platform. The reports created from this tool have an XML file and an .rptdesign extension, which should be selected as the main file as they are posted.
Create new report
01. In the location where you wish to create a report, click on New, located in the action bar on the top left of the window.
02. Click on Report.
Clicking on this option opens the window in which you can add a report.
03. Enter a description that identifies the new report.
04. In the Publishing files tab, select the report to be posted.
Click on Choose files to select a report from the workstation or Copy ECM file to select a report that has already been posted on the platform.
This tab allows you to transfer the report from a workstation to the platform. That transference, which is called upload, is required because, in order to post a report, it must be initially written in the area used for the files to be posted. Although this is a single directory determined in General parameters, the platform automatically creates an upload area for each user in this directory. According to this configuration, each user views only the documents within their upload area.
Find and select the report to be posted. Select the extension file rptdesign from the report as the main one.
Select Clear upload directory after posting it (optional). When it is checked, the files located in the upload directory will be deleted once the document is posted.
05. Click on the General information tab and add the required information.
For more information about the procedure, see Advanced document.
Update properties of a controlled copy?
When checked, this option updates information in the document properties, which is required to print the controlled copy of the document.
06. Click on the Related documents tab.
On this tab, you can relate a document posted on the platform to the report.
To add a related document:
- Click on Add.
- Find and select the document to be related.
- Click on Confirm.
To delete a related document:
- Click the
icon for the related document.
When there is a related document, the user can access its properties by clicking Document actions > View properties. You will then be able to click on the document in question in the Related document list area and view it.
07. Click on the Approval tab and define the approval criteria for the report (optional).
This tab is only displayed if the folder in which the report is being created does not have approval criteria. For more information about the procedure, see Define approval criteria for folder or document.
08. Click on the Security tab and define the security criteria for the report (optional).
For more information about the procedure, see Define security criteria for folder or document.
09. Click Confirm to post the report.
View a document report
01. Find and click on the name of the report to be viewed.
02. View its content.
You can perform some actions when viewing the report, such as viewing its properties, viewing social information, copying its link, among others. For more information, see View document.
Request additional permission on a report
01. Find the report on which to request additional permissions.
02. Place the mouse over the report name.
03. Click on Request additional permissions, located in the table displayed with the general information on the report.
Clicking on this option opens a window in which you can request additional permissions on the report. For more information, see Request additional permission for a folder or document.
View report attachments
01. Find the report containing the attachments to be viewed.
02. Click on View attachments, located to the right of the report name and represented by a paper clip.
Clicking on this option opens a window in which you can view the report attachments. For more information, see View document attachments.
Define priority for a report
01. Find the form for which to define priority.
02. Enter the priority of your choosing for the report in the Priority column.
For more information on report priority, see Define priority for a folder or document.
If the Priority column is not displayed in the folder containing the report, you can enable it by following the steps in the alternative path View folder content priority under Folder..
Perform a social action for a report
01. Find the report for which to perform a social action.
02. Click on the icon corresponding to the social action of your choosing, located in the social actions area, to the right of the report name.
For more information on social actions that can be performed for a report in document browsing, see Support folder or document, Comment on folder or document and Share folder or document.
Check report status
01. Find the report of which to check the status
02. Click on the Notify icon, located after the social actions area to the right of the report name.
For more information on the Follow feature, see Follow document.
Define a report as favorite
01. Find the report to be defined as favorite.
02. Click on the Add to favorites icon, represented by a star and located to the right of the report name.
For more information about the Favorites feature, see Define folder or document as favorite.
Rename a report
01. Find the report to be renamed.
You need to have modify permission on the report in order to rename it.
02. Click on More options, located to the right of the report name.
03. Click on Rename.
Clicking on this option opens a window in which you can rename the report. For more information, see Rename folder or document.
Edit report properties
01. Find the report containing the properties to be edited.
02. Click on More options, located to the right of the report name.
03. Click on Properties.
Clicking on this option opens a window in which you can edit the report properties. For more information, see Edit folder or document properties.
Restore report versions
01. Find the report of which to restore an older version.
02. Click on More options, located to the right of the report name.
03. Click on Properties.
Clicking on this option opens a window in which you can restore an older version of the report. For more information, see Restore document version.
Copy a report
01. Find and select the report to be copied to another location.
02. Click on Copy, located in the action bar on the top left of the window.
For more information on how to finish this action, see Copy and paste folder or document.
Cut a report
01. Find and select the report to be cut to another location.
02. Click on Cut, located in the action bar on the top left of the window.
For more information on how to finish this action, see Cut and paste folder or document.
Mirror a report
01. Find and select the report of which to create a mirror document.
02. Click on More, located in the action bar on the top left of the window.
03. Click on Mirror.
Clicking on this option opens a window in which you can finish creating a mirror document of the report. For more information, see Mirror document.
Delete a report
01. Find and select the report to be deleted.
02. Click on More, located in the action bar on the top left of the window.
03. Click on Delete.
Clicking on this option opens a message stating that the report has been deleted. However, it is only deleted from the document browsing structure, and will remain in the Bin. If Quota control is active, the space occupied by the report in the folder will be freed only when that report is deleted from the Bin. For more information on how to restore or definitively delete the report from the platform, see Bin.
Attention!
This documentation is valid as of the 1.5.11 update. Previous updates may contain different information than what you see on your platform.
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