Several default reporting templates are delivered with the novomind iAGENT Software. You can find them in this section.
Beside of that, you may generate custom reports or ask novomind to create a special report for you – which also will be uploaded here.
Inhalt/Content
List view
The list can be filtered through the following criteria – as long as the filters are activated (see filter button on the right hand side above the list):
- Name
Name of the Reporting template - UID
System wide unique name of this reporting template - File
Filename of the excel file, which is contained in the uploaded zip file (Reportdefinition) - Updated
Last update/upload date of the report - Owner
The user who uploaded the report - Generated report
Information whether this reporting template has been created through the Reportgenerator or not
After selecting or entering a search criterion, the search will be started immediately.
Afterwards, the list may be re-sorted through a click on the header. A following click on the currently sorted header switches the sorting direction of this column.
Through the preceding checkboxes, multiple entries may be selected to be processed altogether. Buttons appear disabled when their functionality is not implemented / does not make sense for multiple selected entries.
The checkbox in the header selects all displayed entries at once.
A click on an entry opens the edit dialogue.
Edit Button
The edit button is only active when a single reporting template has been selected, which has been generated through the reportgenerator before (see column “Generated Report”).
Once a generated report has been downloaded, changed manually and uploaded again, this is not longer considered as a generated report and thus cannot be edited through the report generator any more.
A click on this button opens the reportgenerator, where the reporting template can be changed.
Upload button
A click on the upload button opens a dialogue, on which you may chose one or more reporting templates in zip file format.
Note that it is necessary to set the checkmark “overwrite existing templates” when you want to upload a new version of an existing reporting template to avoid accidentally overwriting of reporting templates that may not be undone any more.
An advantage of overwriting an existing reporting template against deleting the old and creating a new one is that all the settings like group associations for execution privileges and saved reporting filters will not be lost!
Download button
Opens a file save dialogue, where you may select a download folder or change the target filename of the selected reporting template in zip file format. The button is only activated when only one reporting template is selected in the list.
Reporting Template
General tab
This tab shows the following information about the reporting template – this view is read only.
- Name
Name of the Reporting template. - UID
System wide unique name of this reporting template - File
Filename of the excel file, which is contained in the uploaded zip file (Reportdefinition) - Updated
Last update/upload date of the report - Owner
The user who uploaded the report
Groups tab
A reporting template is only visible for the one who uploaded it and for users of the assigned supervisor groups. The association can be fulfilled on this tab.
The list entries may be pre-filtered through the filter drop-down list:
- All:
All system groups, the supervisor is privileged to see, independent from the current assignment to this reporting template - Unassigned entries:
Only the system groups that are currently not assigned to the reporting template are shown - Assigned entries:
Only the system groups that are currently assigned to the reporting template are shown
Beside of that, a free text search is offered. The search is a blurred search, means that the search finds all system groups that contain the entered search phrase somewhere in the name.
Example: Search input “is” –> system group “Supervisor” will also be found
After changing the association through the checkboxes, the changes have to be saved through the Save button at the top of the dialogue. Now, all supervisors of the associated groups are able to see and execute this reporting template.
To assign the privileges to execute this reporting template is also possible through the Group administration.