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versago:report_configuration [2020/01/08 11:12]
runger |
versago:report_configuration [2020/12/01 12:32] (current)
dlee [Report and Data Source Information] |
| {{ :versago:reports3.png?400 |}} | {{ :versago:reports3.png?400 |}} |
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| - **Report Name** is a unique name for this report. | * **Report Name** is a __unique__ name for this report. |
| - This value is what is displayed in the Versago menus and at the top of the report page. | * This value is what is displayed in the Versago menus and at the top of the report page. |
| - **Description** is optional but can be useful for explaining the purpose or contents of the report. It is only displayed on this page. | * **Description** is optional but can be useful for explaining the purpose or contents of the report. It is only displayed on this page. |
| - **User Instructions** is displayed at the top of the report page. This is optional but can be helpful in providing guidance to the user on how to navigate the report. | * **User Instructions** is displayed at the top of the report page. This is optional but can be helpful in providing guidance to the user on how to navigate the report. |
| - **Report Categories** are the grouping mechanism used in the default Versago menu structure. | * **Report Categories** are the grouping mechanism used in the default Versago menu structure. |
| - Previously defined categories can be selected from the drop-down list. | * Previously defined categories can be selected from the drop-down list. |
| - A new category can be created by typing the desired value in the blank drop-down box. This category will then be displayed in the list the next time the drop-down is selected. | * A new category can be created by typing the desired value in the blank drop-down box. This category will then be displayed in the list the next time the drop-down is selected. |
| - **Database** is the database connection to be used for the report. See the **//[[versago:database_connection_configuration|Database Connections Configuration]]//** page for information on configuring database connections. | * **Database** is the database connection to be used for the report. See the **//[[versago:database_connection_configuration|Database Connections Configuration]]//** page for information on configuring database connections. |
| - When a connection is selected, the associated database name is displayed in the “Database Name” field. | * When a connection is selected, the associated database name is displayed in the “Database Name” field. |
| - **Report Object Types** are the various ways to obtain data from a database. The values displayed in the **Report Data Source** area will vary depending on the selected Report Object Type. See the **//[[report_object_types|Report Object Types]]//** page for information on how the different types are used. | * **Data Source Type** are the various ways to obtain data from a database. The values displayed in the **Data Source** area will vary depending on the selected Report Object Type. See the **//[[report_object_types|Report Data Source Types]]//** page for information on how the different types are used. |
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| ===== Availability ===== | ===== Availability ===== |
| {{ :versago:reports4.png?400 |}} | {{ :versago:reports4.png?400 |}} |
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| - **Roles** define the group(s) of users that can use this report. | * **Roles** define the group(s) of users that can use this report. |
| - Click in the blank area of the “Role” field to see a list of roles and select as needed. | * Click in the blank area of the “Role” field to see a list of roles and select as needed. |
| - A report may be associated with multiple roles. | * A report may be associated with multiple roles. |
| - Click the <color #ed1c24>**X**</color> on a role to remove it from this report. | * Click the <color #ed1c24>**X**</color> on a role to remove it from this report. |
| - Select the **Public** option if this report should be displayed in the menu section of Versago’s initial landing page prior to a user logging in. | * Select the **Public** option if this report should be displayed in the menu section of Versago’s initial landing page prior to a user logging in. |
| - **Use caution with this option**. No restriction on data content will be applied as may occur once a use is logged in. Whatever the report returns will be displayed to the user. | |
| - An example of how this option might be used is to provide a list of company locations with address and telephone numbers. This information would be general and not necessarily pose a security or data risk. | <WRAP center round important 80%> |
| - Select the **Do not show in menu** option when you have a report that you do not want to be displayed in the standard Versago menu structure. | **Use caution with this option**. No restriction on data content will be applied as may occur once a use is logged in. Whatever the report returns will be displayed to the user. |
| - The most common use of this option is when the report is only used as a lookup tool in Versago Forms, or as a sub-report in other Versago Reports. | |
| - Use of this option is typically not needed if you are using custom menus for all non-admin users. | An example of how this option might be used is to provide a list of company locations with address and telephone numbers. This information would be general and not necessarily pose a security or data risk. |
| | </WRAP> |
| | |
| | * Select the **Do not show in menu** option when you have a report that you do not want to be displayed in the standard Versago menu structure. |
| | * The most common use of this option is when the report is only used as a lookup tool in Versago Forms, or as a sub-report in other Versago Reports. |
| | * Use of this option is typically not needed if you are using custom menus for all non-admin users. |
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| ===== Presentation Format ===== | ===== Presentation Format ===== |
