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versago:report_configuration

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versago:report_configuration [2020/01/08 11:18]
runger [Report and Data Source Information] 		versago:report_configuration [2020/12/01 12:32] (current)
dlee [Report and Data Source Information]
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 {{  :versago:reports3.png?400  |}} {{  :versago:reports3.png?400  |}}
  
-  * **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.
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   * **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.
  
 ===== Availability ===== ===== Availability =====
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 {{  :versago:reports4.png?400  |}} {{  :versago:reports4.png?400  |}}
  
-  - **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.
  
 ===== Presentation Format ===== ===== Presentation Format =====
versago/report_configuration.1578500292.txt.gz · Last modified: 2020/01/08 11:18 by runger

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