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On the Manage Categories and Reports page, you can create a category, modify category details, change a category name, and delete a category.
Categories
Kyvos Reporting supports a multi-level (hierarchical) category structure. You can group desired reports and objects into one category for better management.
Every category has a Category Menu Name that uniquely identifies the category at that level in the hierarchy. The name will be displayed in all dialogs and pages where the category name is displayed.
The Category ID should be unique across all categories. By default, Kyvos Reporting auto-generates it. To specify the Category ID manually, clear the System Generated checkbox.
A Public category is (and the objects in that category are) is available to all the users.
A Private category is available only to the owner. So, objects stored in a private category will be available only to the owner.
To create a Public category, you need to login into the application using log in using a Super Administrator ID, Administrator ID, or using the ID that has Category Setup rights.
Select the Hidden checkbox if you do not want to display this category in any of the dialogs and pages (except the Manage Folders and Reports page). This will stop users from directly accessing the objects and reports stored in it. For example, reports are used as sub-reports and executed within a report.
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Once set, Category ID and scope (Public / Private options) cannot be changed.
Application The application allows you to change the Category Menu Name and Hidden property of the selected category. To make changes in category information, you need to be the owner of the category, user having an empty category. have Category Setup rights, or be a Super Administrator or Administrator.
To delete a category
You can delete a category if it is empty. an empty category. To delete a category including and its contents, select the Delete Cascade checkbox.
Click the Remove button to delete the selected category.
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Note When you delete a Category that is not empty, and the Delete Cascade check box is clear, a message “Failed to delete the category” will appear on at the top left of the page. |
Reports
Use this page to carry out the following report-related operations:
Deploy a report
Copy, Move, or Copy-link a report.
Change details of the deployed report
Delete a report or a linked report
Click the object selector, then navigate to the desired folder, and select a report. When you navigate to a folder and click a report listed there, the name and other properties of the selected report will be displayed.
You can browse a Report File to select an existing IRL file to create a report.
A report has a Report Name (unique across the category) and a Report ID (unique across the repository). The Report Name is visible in all the dialogs and pages where the report is listed. When you deploy the report, the application, by default, generates a unique Report ID. To specify it manually, clear the System Generated checkbox.
Content provided in the Description is displayed at all the places where the report name is listed.
A Public report is available to all the users.
A Private report is available only to the owner. To deploy a report as Public, you need to login into the application using Super Administrator ID, Administrator ID or using the ID that has Category Setup rights.
Select the Hidden checkbox when you don’t want users to access it directly. A hidden report is not listed in any of the dialogs and pages (except the Manage Folders and Reports page). Mark a report as hidden when you don’t want users to access it directly. For example, a report that is used as a sub-report and executed from within a report.
Text in Design Mode indicates if the report was designed using Web Studio or Ad hoc Report Wizard.
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These are the default values for Database connection, Report Output and Printer Setting for the selected reportthe selected report's database connection, report output, and printer settings. If, at the time of report generation, the user does not specify these, then
Report The report will run on the Database Connection selected on this page,
in the Output Format selected on this page and
if chosen to If you choose Print Direct, you will use the Printer Setting selected here.
If you are a Super Administrator, you can set the following for a report:
Deployment Type: A report deployed as Read Only can not cannot be modified and uploaded with same name. A report deployed as Custom can be modified and uploaded with the same name. For end-user, Deployment Type is pre-set as Custom.
Approval Process: Select an approval process to be followed while publishing a report. As a part of it, report needs to be approved before it can be published. To publish report without undergoing approval process, select Direct.
Assign Users: To assign users with the workflow process associated with all the reports deployed in this folder.
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