Index

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.

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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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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.

03. Enter a description that identifies the new report.

04. In the Publishing files tab, select the report to be posted.

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0605. 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 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.

06.07. Click on the Related documents tab.

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0711. Click on the Approval tab and define the approval criteria for the report (optional).

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1308. Click on the Security tab .14. Define and define the security criteria for the report (optional).

1509. Click Confirm to post the report.

Alternative paths

View a report

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01. Find and click on the name of the report to be viewed.

02. View its content.

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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03. Click on Request additional permissions, located in the table displayed with the general information on the report.

View report attachments

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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.

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.

Perform a social action for a report

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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.

Check report status

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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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Define a report as favorite

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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.

Rename a report

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01. Find the report to be renamed.

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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 Image AddedMore options, located to the right of the report name.

03. Click on Rename.

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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 document.

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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 Image AddedMore 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 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 Image AddedMore options, located to the right of the report name.

03. Click on Properties.

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Copy a report

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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.

Cut a report

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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.

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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Delete a report

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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.

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