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Viewing reports and sending reports to home page

 

 

 

 

 

Viewing reports

Different reports created in your organization can be managed from the  folder Reports. When you open the smart folder a list of reports and their short description is displayed. In addition configured reports can also be made available in the reports pane of the home page. For more information on viewing reports see Viewing Reports.

To view reports

1.Open the smart folder Reports.

A list of reports is displayed.

2.Click the report that you want to view.

To send reports to home page

1.Open the folder Reports.

2.From the displayed list of reports, select the report which you want to send to home page.

Figure: Sending reports to homepage

3.On the tab strip click Pin to Home.

The reports sent by you are displayed in  Reports pane of homepage. If a group name is selected when a report is configured, the report will be categorized under the selected group name in the Reports tile on homepage.

Figure: Report shortcuts on home page

Reports Security

The report smart folder is published to certain users or user groups. For some reports, visibility security is defined for selected users or user group so that only designated users can view the reports.

When a user opens a report from WRENCH SmartProject, visibility security assigned while configuring reports is also considered. Logged In user must have view rights configured in report manager. If this right is not assigned to the user, user is restricted from opening the report and on trying to open the report, a warning message is displayed.

 


 

 

 

 

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