Figure: Report Manager View
To access to and manage reports, use the Report Manager View in the Business Control Center perspective. It provides access to reports like the user's report designs and archived reports.
Figure: Report Manager View
It can be accessed from the All Management Views launch panel by clicking the Report Management tree entry in the Reports folder.
You can define and run reports in the Business Process Reporting perspective. For details please refer to chapter Defining and Running Reports.
Figure: Launching the Report Manager View
The Report Management tree provides the following entries, allowing to upload report templates or existing report designs:
The reports can be viewed and executed in the Report Viewer, which is described in detail in the following section.
In the Details section, you can add a description on the report in an entry field. Furthermore a list with details on the following is provided:
Figure: Report Details
The reports can be viewed and executed in the Report Viewer. This viewer provides a toolbar with the following options:
- toggle table of contents
- run report
- export data
- export report
- print report
- print report on serverTo execute uploaded reports, click the report entry in the tree. If the executed report has parameters, the parameter user interface is shown before really executing the report, allowing to adjust them. The parameters entered are saved within the metadata of the report. In the toolbar of the report view of user-specific reports, you find a Save button, which generates report as PDF using the parameters saved.
Versioning reports provides you with the ability to keep track of incrementally different versions of existing reports. A new report version is created, when:
Refer to section Versioning Documents of the chapter Document Operations for a detailed information on operations for versioning documents in general.
To download a report, click the Download
icon in the main toolbar:
The download URL is provided directly for the report name. According to the browser you are using, a download dialog opens to ask where to open the report. For example you can open it in the browser or in an appropriate editor.
Figure: Report Download Dialog
To open a report in a separate browser window, click
the Pop Out icon in the main toolbar:
To display the report in the current window again,
click the Pop In icon in the main toolbar:
Please refer to section Opening Documents in a Separate Browser of the chapter Document Operations for details on this operation.
To add the currently open report to the Favorite Reports
tree, click the Add to Favorite Reports icon in the
main toolbar:
Now the report is displayed in the My Favorite Reports tree in the Business Control Center perspective launch panel section:
Figure: Report added to Favorite Reports Tree
To remove the currently open report from the Favorite Reports
tree, click the Remove from Favorite Reports icon in the
main toolbar:
Click the Archive Report button to archive the currently open report.
Figure: Archive a Report
A dialog opens prompting for the report name to save.
Figure: Archive Report Dialog
The archived report is now saved as PDF and located in the My Saved Reports folder.
Figure: Archived Report added to My Saved Reports Tree
You can upload existing reports to this folder and execute them. The available reports are loaded only once and updated only after upload and deletion done by the logged-in user. To upload a report design, right-click the My Report Designs entry and choose Upload File.
Figure: Upload Report
Now the File Upload dialog opens, where you can browse to an existing report to choose for uploading.
Figure: Upload Report Dialog
The uploaded user-specific reports are shown under the My Report Designs tree. To edit the report, click on its entry in the tree to open the Report Viewer.
To delete an uploaded report, right-click it in the report tree and select Delete.
Figure: Delete an Uploaded Report
The following dialog opens to confirm the deletion:
Figure: Delete Report Confirmation Dialog
This section contains all saved and archived reports.
Figure: My Saved Reports
To view saved reports, click their name in the My Saved Reports folder. The report is opened in a view according to its document type. A view opens, which displays the report and provide viewing options.
The following viewing options are available:
- Zoom in
- Zoom out
- Rotate right
- Rotate left
- Show Outline