Go to the “Reports” tab and choose the “New Folder” item of the context (or main) menu: You’ll receive such form: Enter «Folder 1» and press «Save». You will be offered to set users’ permissions for this folder: We will review the permissions on folders later, and now just press «No». You will see that […]
The list of reports is empty yet. There exist two types of reports – an Interactive dashboard and a report: In the main menu “Reports” choose the item “New Report”: Enter all data as on the picture and press «Save»: The program will ask you if you want to open the report in designer: The […]
After closing designer the program will offer you to set access rights to the report: Higher we talked about the rights for the users on data in cubes (correspondence between the report module users and the roles in Analysis Services). Regardless of this, you can set in the BAT who of the users what report […]
For every report there exists a set of versions (the lowermost list on the picture): For the currently selected report “Report on Adventure Works” the list contains just one version in status “Under Construction”. Note. What is the version of the report? In BAT a report can have a few versions. Users in fact do […]
«Interactive Dashboard» report type “File” Type “URL” Report Type
Dashboard is a report type with the following components: Pivot, Grid, Chart, Scatter Chart, Pies, Gauges, Cards, Filter Elements, Image, Text Box, Group. To create a dashboard, go to the “Reports” tab and select a “New Dashboard” in the menu: The following form appears: Enter all the data as in the image and press «Save»: […]
“File reference” reports are the reports which hold a reference to a file. You can add a file in the following way: In the following window we should set up the report name, the folder where it will be located, and the file to be uploaded: Later the software will offer you to set up […]
“URL” reports are reports that hold a reference on any web page. On this example we show how to make a reference on our company’s web site: After “URL” creation do not forget to set up the access rights for the report and set it to the active status:
Creation of a Link to a Report Links and Scheduler
It is possible to create one report and several links to this report in different folders. That might be useful in the case if you have several departments, each department has its own folder, and the administrator does not want to create the same report multiple times in every folder: The edit form of the […]