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Speaking of report ...
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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.
Create new
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report
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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.
04 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 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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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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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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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. After the first publication, the platform automatically controls the progress of the versions and reviews, and numbers cannot be changed. As you select this field, the contents of the document can be changed and its original creation date is changed to the date it was last changed due to the creation of a new version/review.
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, representingthat 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.
For more information about the procedure, see Advanced document. Update properties of a controlled copy?
When checked, this option updates information in the document properties, which is required to print the controlled copy of the document. |
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: - Click on Add.
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- Find and select the document to be related
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To delete a related document: - Click the
 Image Added icon for the 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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