Manage Reports

To add a report:

1. Access the Edit Report page. See Header for more information.

   

   Note: You can select the folder you want the report to be stored in from the navigation pane.

   

2. Click the Add Report button at the bottom of the page.

   

   The Add Report page is displayed.

   

3. Click the Add option to select where the new report will be installed.

   

   The Add Report - Report Details page is displayed.

   

4. Enter the required details for the report.

The fields on the Report Details page are described in the following field.

This field	Holds this information...
Server Report Path	The file path of the report on the reports server (read-only).
Server Report Name	The name of the report file (read-only).
Friendly Report Name	The name of the report displayed in ebs Reports.
Report Description	The description of the report.
Menu Install Location	The menu install location path (read-only).
Agent Context	The page in ebs: ontrack Hub where the report is displayed. Select from the drop-down list.
Application	The application context. Select from the drop-down list.
Application Context (ebs4 Client)	The screen in ebs: central where the report is displayed. Select from the drop-down list.
Application Context (ebs4 Web)	The page in ebs Web where the report is displayed. Select from the drop-down list.
Printer	Whether to set the report to use the default printer or select a printer on generation in ebs: central.
Report Visible?	Whether the report is visible in ebs Reports.
Allow Bulk Reporting?	Whether the report can be used in bulk reporting.
Save Report After Running?	Whether to save the report after running. Note: This is only applicable for Application, Interview and Learner context reports. The report will be saved to either the database of the reporting server dependant on the value set in the Store reports in ebs: central database or on a file server? institution setting.
Save Report As	The file type to use on saving the report. Select from the drop-down list. Note: This is only applicable for Learner context reports.
Allow Digital Signature?	Whether to enable digital signatures for the report.
Security	The roles the report is available to. Select the required check boxes. Note: Users will also need the relevant Run Reports role assigned.

5. Click the Next button at the bottom of the page.

   

   The Add Report - Parameter Details page is displayed.

   

6. Check the parameters for the report, and if required add a default value as follows:

   1. Click the Edit option against the parameter you want to add a default value to.

      

      The Parameter Detail window is displayed.

      

   2. In the Default Value field, enter the required default value.
   3. Click the Update button.

      The default value is displayed in the Values column for the parameter on the Add Report - Parameter Details page.

7. Click the Next button at the bottom of the page.

   

   The Add Report - Summary page is displayed.

   

8. Click the Add Report to the Database button at the bottom of the page.

   

   The following message is displayed.

   

9. Click OK.

   The report is added and a confirmation message displayed.

   

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The following report information can be edited:

Friendly Report Name Report Description Agent Context Application Context Printer

Report Display Options Report Save Options Digital Signature Options Roles Parameter Default Values

To edit a report:

1. Access the Edit Report page. See Header for more information.

   

2. Click the Edit option for the report you want to edit.

   

   The Edit Report - Report Details page is displayed.

   

3. Make the required changes to the report details.

4. When you have updated the report, click the Update Database Report Details button at the bottom of the Edit Report - Summary page.

   

   The following message is displayed.

   

5. Click OK.

   The report is updated and a confirmation message is displayed.

   

6. Click Continue to return to the Edit Report page for the reports folder of the updated report.

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To delete a report:

1. Access the Edit Report page. See Header for more information.

   

2. Click the Delete option for the report you want to remove.

   

   The following message is displayed.

   

3. Click OK.

   The report is deleted and removed from the list of installed reports.

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You can email reports to a number of recipients in either HTML or Plain Text format.

To email a report:

1. Select the report you want to email in the navigation pane.

   

   The report is displayed in the main section of the screen.

   Note: Some reports will require a parameter to be defined before displaying the report information.

   

2. Click the Email Report tab.

   

   The Email Details page is displayed.

   

3. Enter the required details for the email.

The fields on the Email Details page are described in the following table.

This field	Holds this information...
Sender	The email address the report is sent from (read-only). Note: This defaults to the email address entered in the Sending e-mail address institution setting.
Email Subject	The subject of the email. Note: This defaults to the report name.
Email Body	The body text of the email.
Email Format	The email format. Select HTML or Plain Text.
Export Format	The export format. Select from the drop-down list.
Email Address(es)	The email address of the recipient(s). Click the Add button after entering the relevant email address to add to the recipients list. Note: Use a comma to separate email addresses when adding multiple recipients.

4. Click the Send Email button at the bottom of the page.

   

   The email is sent to the selected recipient(s).

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