Report Collaboration

Users can collaborate on a Published report.  User can open a published report in HTML to view and comment on it.

A report that you have to approve before it is published will appear in your Pending Reports list.  You can open such a report from the list to view and provide your comment, or comment and also approve / reject the report.

Users having Run and Publish rights can add comments on any of the reports that they have run.  While adding a comment, one can also select the users who would be allowed to view the comment.

The following table summarizes the buttons used along with the specified actions:

Adding Comments

Comments are added when the report is being viewed in HTML Viewer.While in HTML Viewer, click  button. On clicking “Set Approval Status”, a Add Comment window will open.Type in the http://comments.To select the users who can view the comments, click down arrow adjacent to “Visible to:” and then select the check box against the users you wish to give access to.Figure 1: Add comment window

To save the comment, click Publish button.

Viewing Comments on Published Report

1. From Explorer, navigate to the folder where the report is deployed and right-click the report.

2. Click List Published Outputs. Report will be listed on Published Report List page.

Figure 2: Toolbar on Published report

3. There may be multiple published instances of the report. Select the report to open a toolbar.  Click  Comments that you are authorized to view for the report will open in Show comments window.

Figure 3: Viewing comments

Viewing the report and adding comments on it

On Published Report List page, to open a published (saved) report, click   representing HTML Viewer.  The report will open in HTML Viewer.

Deleting Comments

For security reasons, Intellicus does not allow deleting comments made on its reports.