Report

Location: Configuration Customization Report

Prerequisites:

▪Jaspersoft Studio version 6.17.0 or later installed

Optional:

Overview:

Through this menu, it is possible to view the default reports as well as create customized reports to be used in the SE Suite components. The reports identified with the "System" icon in the R (Report type) column are made available with the SE Suite component package acquired by the organization. These reports can be generated through the button displayed on the main screens of SE Suite. They cannot be deleted or edited, but it is possible to copy their records and customize them as desired.

Specific buttons:

	Click on this button to add a new report. See further details about this operation in the Configuring a report section.
	Click on this button to edit the report selected in the list of records. In order to successfully perform this operation, the logged-in user must have the "Edit" control enabled in the access list for the report.
	Click on this button to delete the report selected in the list of records. In order to successfully perform this operation, the logged-in user must have the "Delete" control enabled in the access list for the report.
	Click on the arrow next to this button to export the list of records displayed on the main screen to an Excel file, configure a new report or associate an existing report, or search the parameters that may be used in the configuration of new reports.
	Click on this button to import a .zip file with the template files you wish to use in an SE Suite report.
	Click on this button to export a .zip file with the data and files of the report template selected in the list of records. This button will not be available if the report type is "System".
	Click on this button to change the status (active or inactive) of the report template selected in the list of records. This button will not be available if the report type is "System".
	Click on this button to copy the report selected in the list of records. To successfully perform this operation, it is necessary to confirm the request made by the system. See how to perform this operation in the Copying a report section.
	Click on this button to unblock the report selected in the list of records. Remember that this button will only be enabled when a report is blocked, that is, while the template file related to it is open for editing.
	Click on this button to preview the report of the "New" type selected in the list of records. To successfully view the report, it is necessary for a default file to be defined in the File tab of its data screen. See a detailed description of the screen that will be opened in the Generating a report section. This option is not valid for reports of the System and Customized types.

Use the fields in the General filter to locate the desired records through specific information. To use them, go to the Search filters panel and click on the button to add filters. The following fields are available:

▪ID #: Enter the ID # of the desired report.

▪Title: Enter the title of the desired report.

▪Component: Expand the list of options and check the "components - license type" where the desired report is used. The components - licenses to which the logged-in user has access will be available for selection.

▪Menu: Select menus in which the desired report will be available for use.

▪Report types: Expand the list of options and check the type of the desired report (new/system/customized). Use the other buttons next to the field to check all available options and clear the checked options.

▪Status: Expand the list of options and check the option that corresponds to the status of the desired report record (active/inactive).

After entering the required filters, click on the SEARCH button in the 'Search filters' panel or press the ENTER key on your keyboard. The result will be displayed on the right-side of the view screen. For more details about the 'Search panel' and other search operations, see the "User Guide Views" section.