Configure a Report

After creating a report application (see Create Report Application), the next step is configuring the report.

By default, a newly created report is empty and set to Draft status (see Version control workflow for details on Draft and Published states).

No data sources are linked automatically, so you must manually associate them. To do so, refer to Link Data Sources to Applications.

Actions in the Report Designer (top-right corner)

• Linked Data Sources – Link or unlink data sources, or view already associated ones.

• Business Intelligence Manager – Shortcut to the main BI Manager page.

• Report Settings – Open a configuration modal for layout and cover page settings :
  

Report Layout

• Choose the report size (A3 or A4) and margins.

• Optionally display the generation date and page numbers in the footer.

• Customize the header template (supports text and JavaScript).

Report Cover Page

• Display the report scope (asset and time period).

• Include a table of contents, automatically generated from report sections.

• Upload an image for the cover page.

• Customize the first page with text, images, tables, and other elements.

Generate Report is disabled until the report is published


When clicking on “edit”, the user will enter in the edition mode of the report and will be able to :

Rename or create new sections : A section is a container of widgets similar to dashboards where the user can create a widget grid ( Create a Widget Grid) and add widgets (Widget Configurations).

Manage report pages : Each section can contain one or more pages. The generation system automatically adjusts the number of pages per section based on the number of widgets and the number of assets displayed

For each section, you can choose its layout format — either Portrait or Landscape.

Data preview

After adding widgets and data, the system allows users to preview their report and its contents in an interactive dashboard-like view.

Select an asset and a time frame to visualize the data across all views. Once satisfied with the result, you can publish the report.

After publication, the report can be downloaded directly by its editor via “Generate Report”. This action redirects the user to the PDF Generation page. (see Generate a Report)

If the editor is satisfied with his report, he can make it available to end users by adding “PDF Generator” to the menu.

This will result in a menu item where the user can generate his report.  (see Generate a Report)


Any changes made to the report that create a draft version will not affect the published report available to end users.

To update the PDF accessible to end users, the report editor must publish the latest version.

When creating a menu item for a report, the user will be able to configure URL parameters in the menu configuration

Here are the parameters the BI Manager handles :

from - Epoch format, Start date for time filtering (used with dashboards)

to - Epoch format, End date for time filtering (used with dashboards)

objectId - Single object ID for asset filtering

Report General Architecture