Managing reports


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 it is logical 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 the 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 in 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 the 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 the first run. Subsequent runs remember the parameters used.
  • Name - Parameter name visible for the user. If left empty, the parameter name from the report will be used.
  • Suffix - Suffix text shown after the parameter value.
  • Options - A popup for different parameters.

The parameter options:

  • Optional - The user can leave the parameter empty.
  • Do not remember user's choice - Tell myDBR not to remember the parameter value in subsequent use.
  • Keep the next parameter in the same row - Shows parameters next to eachother. If two dates are shown side-by-side a popup with date range selection is shown.
  • Do not show to the user - Hide the parameter from the user.
  • Title - Will show additional title before the parameter.
  • Add a class - Adds a CSS class to the parameter row.
  • Placeholder - Shows a placeholder text when the parameter field is empty.
  • Width - Define the width of the input parameter.
  • Rows - Uses textarea for the parameter with a defined number of rows.

See User Parameters for more information about different parameter types.

Report privileges

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