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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.

 

SAIBA MAIS

Expandir/ocultar informações complementares.

Basic path

 

01. After clicking on the option New report in the location where it will be created, enter a description.

02. In the Publishing files tab, 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.

03. Find and select the report to be posted.

04. Select the extension file rptdesign from the report as the main one.

05. 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.

06. Click on the General information tab and add the required information.

Required information:

Comment
Brief description with relevant information on the report.

Tags
Labels assigned to the report for easy searching later. Tags act as keywords and allow the report to be tagged in a more personal and informal manner. You can find the report by browsing or searching. Enter with or without the character “#” to enable auto complete of the tags in the tags field. The auto complete retrieves a drop-down list of the five most used tags based on the characters typed after the character "#".

Version/review description
Description of the current version/review of the report.

Version/review
The start version/review number of the report that is being published. This field is only enabled when adding a report and when the “Manual control of the start version” field of the Parameters feature under the General tab in the Control Panel is checked. When you do not check the Control Panel field, the version/review “1000” is automatically assigned to the report, and you cannot change it. This field format is numeric (999,999) and the first three numbers represent the version and the other three represent the review. After the first publication, the platform automatically controls the progress of the versions and reviews, and numbers cannot be changed.

Create compulsory version/review
When it is selected, you cannot change the report and keep the same version/review, i.e., you can only make changes by creating a new version or review of the report.

Document expires?
When it is checked, the report will expire on the date entered in the field “Valid until”. If not, the report does not expire and the date entered in the field “Valid until” is not considered. This option will be displayed as checked when the field “Document expires?"– from the Parameters feature of the General tab in the Control Panel – is checked.

Expiration notification period
Advance period – in days – from which the expiration notification of the report will be issued. If you enter zero (0), it will consider the number of days entered in the platform's general parameters.

Valid from
Date from which the report will be available to users – according to their access permissions. That date allows the report’s author to schedule its viewing to the other users of the platform, as it will only be displayed as of that date. When the report is valid only as of a future date, it is displayed to the author with a red arrow, representing that it is a future document. The future posting date cannot be earlier than the current date and the future post does not send notification e-mail (document approval, new version/review, etc.).

Valid until
The date from which the report will be considered expired when the option “Document expires?” is checked. The expiration date is suggested considering the field "Document expiration days" – from the Parameters feature under the General tab of the Control Panel – if it has a set value. If the field "Document expires" of that feature is not checked, that date is disregarded.

Document type
Type of document to which the report belongs.

Subject
Subject to which the report is related.

Icon type
Graphic element representing the report. When the icon is not selected, the report is linked to a standard icon based on its file extension.

Author
Author user of the report being created.

Language
Language to which the report will be related. The language is used to index the content and document information. Indexed information is used in searches by content. As default, the language determined is shown in the user preferences function. If it is not defined in the user profile, the standard language defined in the General Parameters of the platform is suggested.

Notify?
When it is checked, users who have the subject related to the report as a subject of interest will be notified when it is posted.

Use internal viewer?
When it is checked, the report will be displayed in the platform's internal viewer. By default, this field is marked and the reports are displayed in the internal viewer. This field is only enabled for change when it is configured that it should not be inherited from the parent folder.

07. Click on the Related documents tab.

On this tab, you can relate a document posted on the platform to the report.

08. Click on Add.

09. Find and select the document to be related to the report.

10. Click on Confirm.

To delete a document related to the report, simply select it and click on the Delete icon, represented by a bin and found in the Functions column.

11. Click on the Approval tab.

This tab is only displayed if the folder in which the report is being created does not have approval criteria.

12. Define the approval criteria for the report (optional).

For more information about the procedure, see Define approval criteria for folder or document.

13. Click on the Security tab.

14. Define the security criteria for the report (optional).

For more information about the procedure, see Define security criteria for folder or document.

15. Click Confirm to post the report.

 

Alternative paths

 

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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