Report Listing Page
Report Listing Page
To access the Reports section of Informer 5, click either the "Reports" link from the Home Page (Figure 1) or the click the "Waffle" icon in the Navigation Bar and choose "Reports" (Figure 2).
Figure 1: Reports from the Home Page
Figure 2: Reports from the Navigation Menu
The resulting page will be a list of all the Reports that are available to the current user (Figure 3).
Figure 3: Report Listing Page
This listing page provides some basic summary information about the Reports in the system, along with some helpful filtering options to find Reports. Use the search bar at top to dynamically filter the list by typing in any part of a Report’s name.
The left panel allows for filtering on the following categories:
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Personal - displays only the Reports owned by current user
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Teams - displays Reports separated by Teams who own them
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Types - displays Reports according to the Report type they are (Ad-hoc Query, Dashboard, etc.)
Informer 5 also provides organization of Reports by using Folders and Tags, shown below.
Folders
Use Custom Folders to divide and store content appropriately. To create a new folder, first click "Folders" and then the "Folder Settings" icon. To create a new Folder, click "+ New top-level folder". When already filtering by a Folder, Informer displays options to rename and delete that Folder (Figure 4).
Figure 4: Folder Menu
To create a sub-folder underneath an existing Folder, click the existing Folder to highlight it, click the "Folder Settings" gear icon and choose "+ New sub folder" and provide a name (Figure 5). The sub-folder is now accessible to store and view saved Reports (Figure 6).
Figure 5: Creating a New Folder
Figure 6: Nested Folders
Tags
Informer 5 also allows sorting by Tags. Tags can contain phrases or keywords that help find content quicker. Click on the "Tags" label to see existing Tags in use and click on the "Manage Tags" gear icon in the left panel to create or edit Tags (Figure 7).
Figure 7: Viewing Tags
After clicking on "Manage Tags", a panel will display containing a list of all Tags currently in Informer. Available options are to change the name of the Tag, change its color and delete Tags. Additionally, to create a new Tag here, click "New Tag" and assign a specific color (Figure 8).
Figure 8: Manage Tags
To see detailed information for a certain Report, single-click on it and Informer will display details such as Report Type, when it was created and modified, its owner, whom it’s shared with and the Datasource from which it was created (Figure 9).
Figure 9: Report Details
Actions
To affect a Report in many ways, click on a Report in the Report Listing page and click "Actions" in the bottom-right corner. A menu will display various actions to modify the selected Report. The list of Actions will be different depending upon the type of Report selected (Figure 10).
Figure 10: Report Actions menu
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Add to Bundle - Adds this report to a Bundle.
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Assign tags - Assigns existing tags to a Report.
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Bundle and deploy to Tenant - Adds Report to a Bundle and deploys to a tenant. Available only to multi-tenancy installations.
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Bundle and download - Adds Report to a bundle and creates a download file.
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Change owner - Gives ownership of the Report to another group or user.
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Copy - Creates a copy of the Report.
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Delete - Permanently deletes the Report.
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Edit - Enters the Edit page of the Report. Alternately, double-click the Report and click "Edit" in the top-right corner.
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Generate external link - Generates links to the Report, usable outside of Informer 5 with custom access restrictions.
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Move to folder - Moves the Report to a new or existing folder.
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Pin copy to Homepage - Pins a copy of the Report to the Homepage.
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Rename - Changes the name and/or description of the Report.
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Share - Gives full read access to the Report to one or more teams.
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View external links - Displays a list of all external links to the Report, with buttons to copy the links or revoke their access to the Report.