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Speaking of
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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.
Basic path
01. After clicking on the option New report in the location where it will be created, enter a description.
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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.
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.
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Clicking on this option opens the window in which you can add a report. |
03. Enter a description that identifies the new report.
0402. In the Publishing files tab, click select the report to be posted.
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Click on Choose files |
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to select a report from the workstation |
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or Copy ECM file |
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to select a report that has already been posted on the platform. |
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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. |
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Find |
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and select the report to be posted. |
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Select the extension file rptdesign from the report as the main one. |
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Select Clear upload directory after posting it (optional). |
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When it is checked, the files located in the upload directory will be deleted once the document is posted. |
0605. Click on the General information tab and add the required information.
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For more information about the procedure, see Document properties. |
06.07. Click on the Related documents tab.
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On this tab, you can relate a document posted on the platform to the report. |
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To add a related document:
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To delete a related document:
When there is a related to the report, simply select it and click on the Delete icon, represented by a bin and found in the Functions column.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. |
0711. Click on the Approval tab and define the approval criteria for the report (optional).
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This tab is only displayed if the folder in which the report is being created does not have approval criteria. |
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For more information about the procedure, see Define approval criteria for folder or document. |
1308. Click on the Security tab .14. Define 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. |
1509. Click Confirm to post the report.
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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 View document Document view. |
Request additional permission on a report
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This option is presented only to users who are not administrators.
01. Find the report on which to request additional permissions.
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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 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 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 form report for which to define priority.
02. Enter the priority of your choosing for the report in the Priority column. In the Priority column, click on the space corresponding to priority.
03. Enter a numeric priority for the report and press the Enter key on the keyboard.
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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. |
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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
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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. |
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Follow report
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01. Find the report of which to check the status that you wish to follow.
02. Click on the Notify icon, located after the social actions area to the right of the report name.
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For more information on the Follow feature, see 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 see Define folder or document as favorite. |
Rename a
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report
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You need to have modify permission on the report in order to rename it.
01. Find the report to be renamed.
02. Click on 
More options, located to the right of the report name.
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Clicking on this option opens a window in which you can rename the report. For more information, see Rename folder or documentdocument. 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 Edit folder or document properties. see Document properties. |
05. Click on Confirm.
Restore report versions
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01. Find the report of which to restore an older version.
02. Click on More options, located to the right of the report name.
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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 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 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 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.
02. Click on More Mirror, located in the action bar on the top left of the window.
03. Click on Mirror.
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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 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. If When Quota control is active, the space occupied by the report document in the folder will be freed only when that report the document is deleted from the Bin. For more information on how to restore or definitively delete the report document from the platform, see go to the Bin. |
| Informações | ||
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This documentation is valid as of the Lake (1.57.11 0) update. Previous updates may contain different information than what you see on your platform. |
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