Managing reports

General

Adding/deleting folders

Folder structure

The folder structure is the way reports are presented to the user. Plan the folder structure in a way that the logic is easy for the end user. With folders you can classify reports into different categories.

Folder permissions

Folder permissions determine which users / user groups can see and open the folder.

In order not to clutter user's view with the Admin reports (statistics, maintenance etc.) these reports can be placed in a folder accessible only by the admin.

Linked reports often contain parameters that are derived from the data of the report they are connected to. These reports are not intended to be used directly (lack of control on the input parameters). By placing the linked reports to hidden folders, this can be avoided.

Adding/deleting reports

When attaching a new report to the report structure, myDBR searches for the stored procedures that have the myDBR report prefix (as set in Environmental settings) and have not yet been attached to the structure and lets you choose the one to be added. You can invoke the SQL Editor and create a new report procedure.

Once the report is added to the myDBR, the report parameters and report privileges can be added.

Moving reports and folders

To move a report or folder, select 'Move report' in the edit view and then navigate to the folder where you want to move the report or folder. Finally select 'Move folder/report here' to complete the move. The access privileges and parameter settings for the report will remain intact.

Defining report parameters

The 'Report parameters'-section defines how report's parameters are presented to the user. The actions:

  • Parameter - the parameter's name in the database.
  • User input - determines how the parameter is presented to the user (a field, a popup, a radio button or an autocomplete field).
  • Default value - determines the parameter's value at first run. Subsequent runs remember the parameters used.
  • Parameter name for user - instead of using the parameter name from the database, define a new one

See User Parameters for more information.

Report privileges

In 'Report privileges' the report access rights are determined. Users can have access to the report by explicit access right or through a access right given to a group user belongs to.