Options Assigned to a Report
Last updated
Last updated
Navigate to the Platform Homepage.
The Create New Report option is accessible on the Platform Homepage in two ways:
Right-click anywhere on the My Documents or Public Documents blank space to get the context menu.
OR
Click the Create option to open the context menu from the Platform Homepage.
OR
The user can also use the Report icon either from the left side panel of the Homepage or the Apps Menu, to begin with the Report creation process.
The Create New Report window opens.
Enter a title for the report.
Describe the report (optional).
Select any one option to begin with the Report.
Select Existing Data Store: It will redirect the user to the list of existing data stores.
Upload CSV: It will redirect the user to upload a CSV file.
Upload Excel: It will redirect the user to upload an Excel file.
Select a Data Store from the list by using the given checkbox. In the given image the available Data Store is only one.
Click the Create Report option.
Select the Upload File option for CSV or Excel.
Provide a Data Store Name.
Choose a File and upload it.
Once the file is chosen, the Data Store Details, Variable Types, and Examples tabs will appear.
Click the Create Report option when it gets enabled.
Please Note: After the user clicks the Create Report option using the Create New Report dialog box, the Data Store also gets created, the Data Store Created option gets a checkmark, and it turns blue.
The Report will be created based on the selected options, and the Design page will open by default.
Navigate to the Document Folder where the Report creation was intended, the newly created Report will be added there.
Please Note: The user can also initiate report creation by clicking on the Report module icon from the left panel of the homepage or from the Apps menu.
Select an existing Report.
Use the right-click on it to get the credited options for a Report in a context menu.
The user can open the selected report in a new tab using this option.
Click the Open in New Tab option from the Report context menu containing all the credited options.
The concerned report opens in a new tab.
Select the Properties option from the Options menu.
A new screen pops up with some options:
Displays the basic properties of the selected Report.
The user can upload an image by using the Browse option.
Click the Copy link icon to copy the open document link.
Select an option from the Can view and Can edit options using the radio button.
Click the Save option to save the properties settings.
Please Note: The users can select via the Properties screen whether the other users to whom the report has been shared would have view-only rights or they can edit the shared copy.
If a document is shared using the Can View option, it will only have the View-only access.
If a document is shared using the Can edit option, then it can be modified by the user.
The report document gets shared with the selected user or users.
Select the Share with User tab.
Search for a specific user(s) using the search bar.
Select a user or multiple users using the checkbox(es).
Click the Save option.
A success message appears, “Document privilege has been updated successfully”.
The report gets shared with the selected user or users.
The report gets shared with the selected user group or user groups.
Select the Share with Group tab.
Search for the specific (user) Group(s) via the Search bar.
Select a user group or multiple groups using the checkbox(es).
Click the Save option.
A success message appears, “Document privilege has been updated successfully."
The report is shared with the selected user group or user groups.
Please Note: If a report is shared using this option, the selected users or user groups receive a view-only copy. The shared report is added to the Shared Documents space.
Exclude Users
The selected user will be excluded from the privilege of accessing the report.
Select the Exclude Users tab
Search for the specific user via the Search bar.
Select a user or multiple users using the checkbox(es).
Click the Save option.
A success message appears, “Document privilege has been updated successfully.”
The selected users are excluded from the rights to access the report.
Copy to
A copy of the report is created and shared with the selected users.
Select the Copy to tab.
Search the specific user(s) via the Search bar
Select the user(s) using the checkbox(es).
Click the Save option.
A message appears stating, “Document copying process started. Please check the notification for confirmation.”
The user can open the Notification window to see the updates on the current task of copying the report. For example, the following image displays that the report was successfully copied to the selected users.
A copy of the report is shared with the selected user or users.
Please Note: If a report is shared using the Copy to option, the selected users can modify the received report. The copied report can be accessed from the Shared Documents space.
Please Note: Reports created or shared under the Public Documents space get the Report Burst tab as a part of its Properties tabs.
The Report Burst operation allows the user to share the open document link of a Report to another user(s).
Navigate to the Public Documents documents space.
Select a report and open the context menu with the available operations.
Click the Properties option.
A new window opens with multiple tabs.
Select the Report Burst tab.
Add an external or internal user(s).
Provide Subject.
Provide Description.
Schedule the selected Report by configuring the time range.
Click the Save option.
A confirmation message appears.
The Scheduler status becomes active.
Click the Stop Schedule button to stop the scheduled Report Burst.
A confirmation message appears to inform the same.
The schedule stops.
The open doc link of the selected report gets shared to the selected user at the scheduled time through the registered email.
Please Note:
The Report Burst option is provided for a created Report as an option in the context menu.
The notification mail will be sent to the concerned users from the BDB Support team while Sharing the report with user(s)/ group(s), Excluding user(s), or using the Report Burst options.
Select the Modify Document option from the Report Options menu.
The Modify Report window opens.
Modify the following information:
Title: Enter a title for the Report
Description: Describe the Report (Optional)
Click the Save option.
A confirmation message appears and the chosen information for the Report gets modified.
The user can add a Report to or remove it from the Favorites.
Select the Add to Favorites option from the Operations menu.
A new message pops up, “Document Added to favorites.”
Open the Favorites document using the document drop-down menu.
The selected Data Sheet document gets added to the Favorites space.
Click the Remove from Favorites option by right-clicking on the report under the Favorites.
OR
Please navigate to the original Report document and right-click on it to get the Remove from Favorites option.
A confirmation message appears.
The selected report gets removed from the Favorites.
Select the Move to option from the Report Options menu.
A new screen opens with the available folder options.
Select a folder or subfolder.
Click on the Move option to open a list of available sub-folders.
A new window opens with the selected Folder mentioned on the top.
Click the Save option.
A confirmation message appears.
The concerned report gets moved to the selected folder or subfolder.
Select the Rename option from the Operations menu.
The Rename dialog box opens.
Enter the New Name for the report.
Click the Save option.
A confirmation message appears.
The report gets renamed successfully.
The user can copy a report and paste it into the selected place on the BDB Platform.
Select the Copy option from the Report options menu.
Select another folder and use right-click to get the Paste option.
Or
Navigate to My Documents or Public Documents and right-click anywhere.
A context menu with the Paste option appears.
Select the Paste option.
The Paste window appears.
The Name field displays the prefix ‘Copy of-’ before the original name of the report (E.g., Report gets a new name Copy of Report.
Click the Save option.
The copied report document gets pasted successfully with a different name in the given space.
E.g., The following image shows that the Report is named Copy of Report and has been pasted into the My Documents space.
Select the Delete option from the Operations menu.
A new window opens, assuring the deletion.
Click the Delete option.
A success message appears.
The selected report gets removed.
The Report Burst window opens.
Add the users or user groups.
Provide a subject.
Provide a description (optional).
Schedule the time for report bursting.
Click the Save option.
A confirmation message appears.
The inactive button turns into active.
The open document link and PDF report get shared with the selected user(s)/ user group(s) on the user's mail ID.
The scheduler turns on. You can switch it off by clicking the Stop Schedule icon.
The scheduler gets stopped and the same gets communicated through a confirmation message.
Please Note:
The documents which are created in the Public Documents space get the Delete and Move To operations, the shared documents in this space do not get these two operations.
The user can also access the Report module on the left panel provided on the Homepage and from the Apps menu.
The Report also contains a Comments option to insert the report-related Comments. The functionality works in the same way as described for the Dashboards. You can refer to the Insert Comments section provided under the Options for a Published Dashboard for the details.
Select the Report Burst option from the Report options menu.
