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When inside the Shared space go to Report Builder in the Workplace launcher and create a new report as usual. Reports in the shared space can be shared with all tenants or be only accessible to users with access to the shared space.Īccess the Shared space from the tenant switch dropdown, in the navigation bar. When a shared report is viewed from Shared space it shows information from all tenants. When a shared report is viewed from inside the tenant it only displays the users and entities from this tenant. It also allows to create cross-tenant reports. This feature enables users to use the same report definition site-wide without duplicating the same reports in all tenants. These shared reports will be listed in the custom reports page in all tenants and will be marked with a "Shared space" label next to it. To achieve this the " Relation to the report viewer" condition should be added to the report.Īfter enabling Shared space, users can create shared reports inside of it. In addition to granting user access to reports, it is also possible to specify which users should be listed in any given report. To confirm which users now have access to the report, switch to the "Access" tab.
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Once complete, press the "Save changes" button. You can add as many jobs to set the audience for the report as necessary. To specify a new job press the "Add job" button and select the preferred position and department that comprises the job. To specify which jobs should be able to access a given report, navigate to the "Audience" tab when editing it. It is also possible to specify individual jobs that will grant access to the reports to their holders. In addition to selecting which position and department within an organisation should be included, it is also possible to manually select individual users and/or e-mail addresses.įinally, the message subject and content can be configured.Īny person with the capability to manage or view reports can view all custom reports defined in their tenant. The audience options allow the administrator to select which users should receive the report. This allows the report to be sent to the audience as if it were being viewed by that user. The administrator can also select which user should be used when sending the scheduled report. Various report formats are available to use for attached report data (CSV, Excel Spreadsheet, HTML, JSON, ODS, PDF), as well as recurrence options (send every weekday, month, etc). Here, the administrator clicks the "New schedule" button and selects which report they would like to be sent. From the manage custom reports page, navigate to the schedules tab. Filters can be reset using the icon on each filter or all at once.Ĭustom reports can be created and scheduled to be sent out to specific audiences. In the filters tab, we can define filters and we can define the default sorting order using the last tab just by selecting and rearranging the available options.įinally the report can be previewed by clicking the "Switch to preview view" icon, and it displays as it would for the person viewing the report, including any conditions defined. Conditions cannot be changed in the viewing mode. Using conditions, we can pre-filter the report for the users. Omitting this configuration, or setting $CFG->tool_reportbuilder_liveediting = true indicates that live editing is enabled.Ĭlicking in the "Show/hide filters sidebar" icon on the right will expand the right panel that we can use to define conditions and filters and set the default sorting order. $CFG -> tool_reportbuilder_liveediting = false To use aggregation on any column, we just need to click on the "Select an aggregation for the column" icon and then we can select the kind of aggregation depending on the column data type.Ī site administrator can restrict the number of custom reports that can be created per site/tenant by adding the following line(s) to the site configuration: Reports can use any data from their data sources, including data from the Workplace Datastore that contains historical information and snapshots of past events.Īfter selecting a data source for the new report, we can click on a column or drag it into the table to add it to the report.
#Report builder tool plus#
To create a new custom report, the administrator clicks the plus icon on the reports tab. For instructions on granting access to a report, see the configuring audience section below. The report builder can be made available to all users, and is accessed from the Workplace launcher. Moodle Workplace Accessing the report builder