Catalogue editor

In the catalog editor, the previously created reports can be clearly displayed and arranged in a tree view. Depending on the access restrictions, individual reports can be called up and viewed by the user.

The subfolders can be used to group reports that are relevant for the same context. This allows subfolders to be created for individual departments, for example.

User interface

catalog ui
  1. Area with tree structure of folders and reports

  2. View area of the report

  3. Settings area for reports or folders in the catalog

    1. for report selection (see Add/remove report)

    2. for folder selection (see Create/remove subfolders)

  4. Configuration area for reports, if report is selected (see Configuration area for reports)

Edit catalog

The two folders "All Reports" and "admin Reports" are available by default. All reports created can be found under "All Reports". The "All Reports" folder can be shown or hidden by setting the Config_ShowAllReportsFolder setting. The "User Reports" folder is initially empty and can be filled with further subfolders and the desired reports if necessary.

Create/remove subfolders

Your own subfolders are created in the "User Reports" folder.
You can create as many subfolders as you like.

Create subfolders
  1. -Icon click.
    The folder settings area opens automatically.

  2. Enter the folder name.

folder settings
  1. Click the Save button.

A new subfolder is created.

Delete subfolder
  1. Select the line of the folder.

  2. Click on the delete icon.

  3. Confirm the process in the dialog box.

The folder and all contained folders and reports are removed.

Add/remove report

Within the "User Reports" folder or within its subfolders, the reports created in the Report Editor are added.

Add report
  1. Select the line of the folder in which the report is to be added.

  2. Click on the add icon.
    The area for the report settings opens automatically.

report settings
  1. Enter the report title for display in the catalog.

  2. Select the report from the drop-down menu.

The report is added.

Delete report
  1. Select the line of the report to be deleted.

  2. Click on the delete icon.

The report is removed.

Configuration area for reports

The configuration area of the report contains the settings for automatic reloading of the report and access to the report variables. In order for the settings for automatic reloading to be displayed in this area, they must be enabled for the user when configuring the report. The settings for automatic reloading are saved locally for users and are retained even after the page is reloaded.

report configuration
  1. Switching the automatic updates of the report on/off

    1. available if the Auto update setting is selected under Access rights when configuring the report (see Access rights )

  2. Setting the frequency of the automatic reload

    1. is only displayed if the setting Auto update is selected under Access rights Verändern der Frequenz des Auto Updates when configuring the selected report. (see Access rights for consumers )

  3. List of all report variables that are visible to the user

    1. Visibility is configured in the report editor (see Variables).

Moving reports and folders

All folders and reports can be moved to the desired location using drag & drop.


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