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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.
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For more information on reporting, see the Report Development technical documentation. |
Create new report
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To perform this action, the user must have write permission at the chosen location.
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For more information about the procedure, see Document properties.Update properties of a controlled copy? |
06. Click on the Related documents tab.
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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).
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For more information about the procedure, see Define security criteria for folder or document. |
09. Click Confirm to post the report.
View a report
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01. Find and click on the name of the report to be viewed.
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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 Document view. |
Request additional permission on a report
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This option is presented only to users who are not administrators.
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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
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01. Find the report containing the attachments to be viewed.
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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
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To perform this action, the Priority column must be displayed. If it is not, check the View priority of folder content item.
01. Find the report for which to define priority.
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The prioritization of folders or documents is used exclusively to sort them by priority in the documents browsing. You can define the priority for all document types that can be posted. To view the content of a folder sorted by its priority, simply click on the Priority column. |
Perform a social action for a report
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01. Find the report for which to perform a social action.
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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. |
Follow report
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01. Find the report that you wish to follow.
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For more information on the Follow feature, see Follow document. |
Define a report as favorite
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01. Find the report to be defined as favorite.
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For more information about the Favorites feature, see Define folder or document as favorite. |
Rename a report
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You need to have modify permission on the report in order to rename it.
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Clicking on this option opens a window in which you can rename the document. Remember that there are several types of documents, such as an extension file supported by the platform, an article, an external document, and others. In case of a file, you can only change its name, not its extension. |
Edit report properties
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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.
04. Edit the properties which you wish.
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Clicking on this option opens a window in which you can edit the report properties. For more information, see Report. Version control
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05. Click on Confirm.
Restore report versions
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01. Find the report of which to restore an older version.
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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
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01. Find and select the report to be copied to another location.
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For more information on how to finish this action, see Copy and paste folder or document. |
Cut a report
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01. Find and select the report to be cut to another location.
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For more information on how to finish this action, see Cut and paste folder or document. |
Mirror a report
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01. Find and select the report of which to create a mirror document.
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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
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01. Find and select the report to be deleted.
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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. However, it is only deleted from the document browsing structure, and will remain in the Bin. When Quota control is active, the space occupied by the document in the folder will be freed only when the document is deleted from the Bin. For more information on how to restore or definitively delete the document from the platform, go to the Bin. |
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This documentation is valid as of the Lake (1.7.0) update. Previous updates may contain different information than what you see on your platform. |
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