Difference between revisions of "Report module"

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(Created page with "__NOTOC__ {{Requirements|UserLevel=Operation administrator and higher|Connectivity=Online and partial offline}} This document describes how to set up a 'report' step in a wor...")
 
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__NOTOC__
 
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{{Requirements|UserLevel=Operation administrator and higher|Connectivity=Online and partial offline}}
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{{Requirements|UserLevel=Operation administrator and higher|Connectivity=Online only}}
  
This document describes how to set up a 'report' step in a workflow.
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This document describes the functionality of the 'report' workflow module and how to properly configure if for a workflow.
==Background==
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A 'report' step allows workflow users to view customized infoEx reports as part of the workflow. No information about the report viewed is submitted to the infoEx server.
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==Functionality==
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A 'report' step allows workflow users to view any standard or customized InfoEx reports as part of the workflow. See [[Documentation_overview#Customizing_reports| Customizing reports]] for more information on how to create your custom InfoEx report.
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There are no restrictions on the number of report module steps that can be added to a workflow template.
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No information about the InfoEx reports viewed is submitted to the InfoEx server.
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It is not possible to view InfoEx reports within a workflow without a live Internet connection.
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No information about the report viewed is submitted to the infoEx server.
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==Layout==
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[[File:ReportModule.png|300px|thumb|right|Fig. 1: Standard-Today InfoEx report shown within a workflow.]] The chosen InfoEx report is shown directly within the layout of a workflow (Fig. 1). Note that while it is still possible to filter the individual tables shown in the report on columns, the layout does not allow you to filter the entire InfoEx report by date or location like you can directly in the report menu.
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==Settings==
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[[File:WorkflowReportSettings.png|300px|thumb|right|Fig. 2: Settings for report workflow module]] The report workflow module has the following settings (Fig. 2)
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* '''Name'''<br/>Name of the workflow step shown in the header of the workflow. It is recommended that you choose a short name (e.g., 'Wx Fcst' instead of 'Weather Forecast') to keep the navigation bar of the workflow as tidy as possible.
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* '''Report'''<br/>Choose any of the available InfoEx report templates that have been created in your operation.
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==Other workflow modules==
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{{ListWorkflowModules|}}
  
==Details of: The '''report''' step and the information required to set one up==
 
{|class="TblSteps"
 
|-
 
|class="StepNum" | report:
 
|[[File:WorkflowReportSettings.png|300px|thumb|right|Fig1. Report settings]]A 'report' step allows you to view a customized infoex report as part of the workflow. The following information is required to set it up.
 
*A box is provided so you can set the name of the Report step.
 
*A dropdown list provides the list of predefined reports that you may select for viewing.
 
{{Note|You can select from three generic reports that have been previously defined, or created custom reports. See: 'Customizing reports'|NoteWithImage}}
 
|}
 
 
==Functionality tested by==
 
==Functionality tested by==
* Date: Nov. 16, 2013 / John Kelly / ? Server / Version 3.0.0
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* Dec. 27, 3013: Pascal Haegeli
  
[[Category:Workflows]]
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[[Category:Super User]][[Category:Operation Administrator]][[Category:Workflows]][[Category:Reports]][[Category:Version 3.4.0]]

Revision as of 18:24, 27 December 2013

REQUIREMENTS
Permission Operation administrator and higher
Connectivity Online only

This document describes the functionality of the 'report' workflow module and how to properly configure if for a workflow.

Functionality

A 'report' step allows workflow users to view any standard or customized InfoEx reports as part of the workflow. See Customizing reports for more information on how to create your custom InfoEx report.

There are no restrictions on the number of report module steps that can be added to a workflow template.

No information about the InfoEx reports viewed is submitted to the InfoEx server.

It is not possible to view InfoEx reports within a workflow without a live Internet connection.

No information about the report viewed is submitted to the infoEx server.

Layout

Fig. 1: Standard-Today InfoEx report shown within a workflow.

The chosen InfoEx report is shown directly within the layout of a workflow (Fig. 1). Note that while it is still possible to filter the individual tables shown in the report on columns, the layout does not allow you to filter the entire InfoEx report by date or location like you can directly in the report menu.

Settings

Fig. 2: Settings for report workflow module

The report workflow module has the following settings (Fig. 2)

  • Name
    Name of the workflow step shown in the header of the workflow. It is recommended that you choose a short name (e.g., 'Wx Fcst' instead of 'Weather Forecast') to keep the navigation bar of the workflow as tidy as possible.
  • Report
    Choose any of the available InfoEx report templates that have been created in your operation.

Other workflow modules

Functionality tested by

  • Dec. 27, 3013: Pascal Haegeli