Difference between revisions of "Reports"

Latest revision as of 17:13, 2 May 2024

This document can now be found at its new location in the Hornbill Document Library.

@@ Line 1: / Line 1: @@
+This document can now be found at its new location in the [https://docs.hornbill.com/servicemanager-config/reporting/reports Hornbill Document Library].
+[[file:hornbill-document-library.png|Reporting|link=https://docs.hornbill.com/servicemanager-config/reporting/reports]]
+<!--
 {{bluebanner|[[Main Page|Home]] > [[Administration]] > Reports|[[:Category:Service Manager Administration|Index]]}}
-{{IntroAndLinks|Reports are used to collect specific data for your reporting needs. The reports in Hornbill are point in time, meaning that the data is accurate at the point when the report is run. These types of reports are best used for reporting on lists of data.  There are various different options with reports which will be explored in more detail below. Reports can be created in various formats and can be scheduled for distribution to documents in Document Manager.|
+{{IntroAndLinks|Reports are used to collect specific data for your reporting needs. The reports in Hornbill are a point in time, meaning that the data is accurate at the point when the report is run. These types of reports are best used for reporting on lists of data.  There are various different options with reports which will be explored in more detail below. Reports can be created in various formats and can be scheduled for distribution to documents in Document Manager or by email.|
 :* [[Report Types]]
 :* [[Report_Scheduling|Report Scheduling]]
@@ Line 12: / Line 18: @@
 ===Tool Bar ===
 {{bullet1|Filter|A filter allows you to located reports that you have already created.}}
-{{bullet1|Create New Report|This option start the process of [[#Creating a Report|creating a new report]]}}
+{{bullet1|Create New Report|This option start the process of [[#Creating and Editing a Report|creating a new report]]}}
 {{bullet1|Delete Selected|This option will only be available when one or more reports have been selected within the Report List}}
 == Creating and Editing a Report ==
+By either selecting the ''Create New Report'' or by clicking on the name of an existing report from within your Report List, you are presented with the options to define your report.
 === Tool Bar ===
 {{bullet1|Save|Once the name of the report has been entered within the Report Details, the save option will become available. For both new and existing reports, they must be saved before you can run the report.}}
-{{bullet1|Copy Report As|This allows you to create a copy of this report and add it to your list of reports under a different name. This option is only available after the new report has been saved for the first time.
+{{bullet2|Copy Report As|This allows you to create a copy of this report and add it to your list of reports under a different name. This option is only available after the new report has been saved for the first time.}}
-{{bullet1|Download|Download a definition file for the report. This allows you to share a report definition with another Hornbill instance.  This option is only available after the new report has been saved for the first time.
+{{bullet1|Run|This starts a manual running of the report.  The results of the Run are added to the Report History. This option will not be available when there are unsaved changes on a report.  It will also not be available while a report generation is already running.}}
-{{bullet1|Upload|Upload a definition file for the report.  This allows you to take a report that has been shared with you and upload it to your Hornbill instance.  Uploading a definition file will overwrite any settings that you have previously set for that report, including the name.
+{{bullet1|Download|Download a definition file for the report. This allows you to share a report definition with another Hornbill instance.  This option is only available after the new report has been saved for the first time.}}
+{{bullet1|Upload|Upload a definition file for the report.  This allows you to take a report that has been shared with you and upload it to your Hornbill instance.  Uploading a definition file will overwrite any settings that you have previously set for that report, including the name.}}
 === General ===
+{{bullet1|Name|The name of the report. This is displayed in the list of reports as well has providing the default title on the report output.}}
+{{bullet1|Description|Use this area to describe the report}}
+{{bullet1|Report Output Type|}}
+{{bullet1|Report Using|}}
+{{bullet2|SQL Schema Designer|}}
+{{bullet2|Report Entity|}}
+{{bullet2|Report Measure|}}
+{{bullet1|Report Status|}}
+=== Data Collection ===
+==== Select Tables ====
+{{bullet1|Select Tables||}}
+{{bullet1|Join||}}
+==== Select Columns ====
+==== Select Filter ====
+==== Select Ordering ====
+==== Data Preview ====
+=== Output Formats ===
+{{bullet1|Report Output Formats|}}
+{{bullet1|Report Layout|}}
+{{bullet1|Header Options|}}
+{{bullet1|Report Table Options|}}
+{{bullet1|Report Chart Options|}}
+{{bullet1|Additional Data Formats|}}
+=== Schedule ===
+{{bullet1|Report Schedule|}}
+{{bullet1|Publishing|}}
+=== Report History ===
 ===Report Types===
@@ Line 59: / Line 100: @@
 * [[Table_Info: h_sys_ccodes|ISO Country Codes (h_sys_ccodes)]]
 Full schema information and table descriptions can be found in the Application entity viewer located in Hornbill Administration: [[Application_Entity_Viewer|'''''Click here for more info''''']]
+-->
-[[Category:Service Manager]][[Category:Administration]]
+[[Category:HDOC]]
+<!--esp-config/reporting/reports-->

Difference between revisions of "Reports"

Latest revision as of 17:13, 2 May 2024

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