Simple Grid Reports

Simple grid reports offer a tabular view of data; each column representing a field and each row representing a record.

Prerequisite: Create a data source for your report.

1 Add Report Parameters

Report parameters are used for inputting data into document reports, used to filter the data when generating the report.

To add a report parameter, follow these steps:

  1. In the Edit Data Source page, scroll down to the PARAMS section and click Insert . The Add Data Source Param page appears.
  2. Provide the Name of the parameter matching the name that used in the custom fetch, or in the stored procedure.
    When generating the report, the value of the "Name" property is replaced with the value of the "entityName" parameter provided in the fetch, we will add the "entityName" parameter.
  3. In the Display Name field, enter the name of the parameter as it is displayed in the UI.
  4. If your license includes the parallel datastore option, you can select the Use parallel datastore checkmark to store the report in the dedicated database.
  5. Select the Attribute type. For more information on the types of attributes available in the platform, see Types of Attributes.
  6. If you want to add multiple parameters, click Save and reload and add the parameters. Otherwise, click Save and close.

2 Add a Simple Grid Report

  1. From the Main Menu, click Analytics > Reports. The Reports List page appears.
  2. Click Insert. The Add Report page appears.
  3. Fill in the fields, as follows:

    • Name - Enter the report name that is used by the system.

    • Display Name - The name of the report which is displayed in the Portal. This field is mandatory.

    • Scope - Select General.

    • Type - Select Simple Grid Report.

    • Report Render Format - Select the format type from the drop-down: XLSX, CSV or OnScreen.

  1. Click Save and reload . The Edit Report page appears.
IMPORTANT!  
You have to add a report item, otherwise the report cannot be generated.

3 Add Report Items

A report item represents a configuration for the report that is added to the report, and that gathers data within the specified dates. You can have many report items, but only the one set as default to be used upon the report generation.

To add items to a simple grid report, follow these steps:

  1. In the Edit Report page, scroll down to the Report Items section and on top of the section, click Insert. The Add Report Item page appears.
  2. Select the Start Date and End Date. These represent the validity period of the report item.
  3. Select the Data Source for the report.
  4. Select the Is Default checkbox if this is the item that you want to be used when generating the report.
  5. Click Save and reload if you want to add another report item, otherwise, click Save and close .

If needed, you can restrict users' access to the report by adding security roles to the report. For more information on security roles, see the Define Report Access Privileges section.

4 Define Report Access Privileges

If your business case requires that the simple grid report is available to designated roles within your organization, in the Edit Report page, scroll down to the Report Security Roles section, click Insertexisting, and select the security roles that should have access to report. If no security roles are added here, all users are able to view the report.

Once you finish adding Security Roles, click Save and close.