Histórico da Página
...
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.
Estado | ||||
---|---|---|---|---|
|
...
...
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.
Expandir | title | Learn more
---|
Painel |
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. |
...
05. Select Clear upload directory after posting it (optional).
Painel | ||
---|---|---|
Expandir | ||
| ||
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.
Expandir | title | Learn more
---|
Painel |
Required information: Comment Tags Version/review description Version/review Create compulsory version/review Document expires? Expiration notification period Valid from Valid until Document type Subject Icon type Author Language Notify? Use internal viewer? |
07. Click on the Related documents tab.
Painel | ||
---|---|---|
Expandir | ||
| ||
On this tab, you can relate a document posted on the platform to the report. |
...
09. Find and select the document to be related to the report.
10. Click on Confirm.
Painel | ||
---|---|---|
Expandir | ||
| ||
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.
Painel | ||
---|---|---|
Expandir | ||
| ||
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).
Expandir | title | Learn more
---|
Painel |
For more information about the procedure, see Define approval criteria for folder or document. |
...
14. Define the security criteria for the report (optional).
Expandirpanel | ||
---|---|---|
| ||
For more information about the procedure, see Define security criteria for folder or document. |
...
01. Find and click on the name of the report to be viewed.
02. View its content.
Expandir | title | Learn more
---|
Painel |
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. |
...
03. Click on Request additional permissions, located in the table displayed with the general information on the report.
Expandirpanel | ||
---|---|---|
| ||
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. |
...
02. Click on View attachments, located to the right of the report name and represented by a paper clip.
Expandirpanel | ||
---|---|---|
| ||
Clicking on this option opens a window in which you can view the report attachments. For more information, see View document attachments. |
...
02. Enter the priority of your choosing for the report in the Priority column.
Painel | ||
---|---|---|
Expandir | ||
| ||
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.. |
...
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.
Expandirpanel | ||
---|---|---|
| ||
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. |
...
02. Click on the Notify icon, located after the social actions area to the right of the report name.
Expandir | title | Learn more
---|
Painel |
For more information on the Follow feature, see Follow document. |
...
02. Click on the Add to favorites icon, represented by a star and located to the right of the report name.
Expandir | title | Learn more
---|
Painel |
For more information about the Favorites feature, see Define folder or document as favorite. |
...
01. Find the report to be renamed.
Painel | ||
---|---|---|
Expandir | ||
| ||
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.
Expandir | title | Learn more
---|
Painel |
Clicking on this option opens a window in which you can rename the report. For more information, see Rename folder or document. |
...
02. Click on More options, located to the right of the report name.
03. Click on Properties.
Painel | ||
---|---|---|
Expandir | ||
| ||
Clicking on this option opens a window in which you can edit the report properties. For more information, see Edit folder or document properties. |
...
02. Click on More options, located to the right of the report name.
03. Click on Properties.
Expandirpanel | ||
---|---|---|
| ||
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. |
...
02. Click on Copy, located in the action bar on the top left of the window.
Expandir | title | Learn more
---|
Painel |
For more information on how to finish this action, see Copy and paste folder or document. |
...
02. Click on Cut, located in the action bar on the top left of the window.
Painel | ||
---|---|---|
Expandir | ||
| ||
For more information on how to finish this action, see Cut and paste folder or document. |
...
02. Click on More, located in the action bar on the top left of the window.
03. Click on Mirror.
Expandir | title | Learn more
---|
Painel |
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. |
...
02. Click on More, located in the action bar on the top left of the window.
03. Click on Delete.
Expandir | title | Learn more
---|
Painel |
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. |
...