Add a report

A report can be added to a Navigation Pane element. Reports are saved in the chosen element and their use can be restricted by the creator to certain employees and/or based on privileges.

To create a report, you need to have working knowledge of iReport!

Contact Objective for more information.

  1. Select the element in the Navigation Pane to which you want to link the report.
  2. Select Reports > Report Manager in the menu bar.
  3. By default, the path of the selected element is displayed in the drop-down menu Context of the Navigation Pane. If necessary, choose another path or choose General, if it involves a general report. A general report is always available in the Reports menu.
  4. Click Add report .
  5. In the option group Report Settings, enter the following data:
    FieldExplanation

    Name

    (mandatory field)

    The name of the report.
    Description The description of the report.
    Source

    The source of the report.

    Can only be edited by a user with developer rights!
    Connection By default set to <default>.
    Type

    Select one of the following options in the drop-down menu:

    • Detail: Will generate a report for each item (for example for each machine).
    • Summary: Will generate a summary (for example for all machines in My Machines)

    File

    (mandatory field)

    Click Report Selection and select the report file.
  6. Where applicable, add a sorting in the option group Sorting. See Add a sorting to a report.
  7. Click Finish.
  8. Set the report parameters. See Edit the report parameters.
  9. Where applicable, limit the use of the report. See Edit the restrictions of a report.
  10. Click Finish.