Adding and viewing reports on your workspace using widgets
Menu path
?
My workspaces
Introduction
On this page, you can add report widget or modify existing ones. It can be customized to only show information you have selected.
Roles and rights
All users are able to access the default workspace, workspaces that they
themselves have created, and workspaces that have been shared with them for
viewing or editing. The list of reports displayed depends on the roles linked to the reports. For more information about linking a role to a report, see Linking roles to report groups or Linking roles to reports.
Note:
- For more details on function rights, go to Modules ?
System ?
Setup ?
Security ?
Function rights.
- For more details on roles, go to Modules ?
System ?
Setup ?
Security ?
Roles.
What version are you using?
The information in this document is applicable to product update 257 and higher. If you have versions lower than this, certain features explained here will not be applicable.
How do I add the report widget to my workspace?
- On the workspace,
click
Add
widget. The Widgets page will be displayed.
- Click the Report tab on the left, and then click the Reporting Services widget to the workspace. The Add:
Reporting Services page will be displayed.
- At Title, type the title of the report.
- Click
at Report to select the required report.
- Define the other properties and layout settings, if required, and then click Save.
How do I modify an existing report widget on my workspace?
- On the workspace, hover your mouse over the report widget.
- Click
.
- Make changes to the properties and/or layout settings.
- Then, click Save.
Buttons
Refresh
Click this to refresh the report.
First page
Click this to navigate to the first page of the report.
Note: This is available only if the report has more than one page.
Previous page
Click this to navigate to the previous page of the report.
Note: This is available only if the report has more than one page.
Next page
Click this to navigate to the next page of the report.
Note: This is available only if the report has more than one page.
Last page
Click this to navigate to the last page of the report.
Note: This is available only if the report has more than one page.
Reset
Click this to reset the value(s) of the report parameter(s).
Note: This is available only if the report has report parameters.
Save
Click this to save the configurations for the reporting services.
Close
Click this to exit.
Fields
Properties section
Title
Type the title for the report.
Report
Select the report you want to display on your workspace.
Show: Refresh button
Click this check box to display the Refresh button.
Show: Parameters
Click this check box to display the parameters set for the report. For more information, see Configuring report parameters - Reporting services integration.
Use Default Values
Select this check box to display and use the
values predefined for report parameters. When not selected, the values of the
criteria that have been defined during the configuration of the widget will be
displayed instead. If this check box has been selected but there are no default
values defined for the report parameters, a message will be displayed to notify
that there are no default values defined for the reports. For more information, see Configuring report parameters - Reporting services integration.
Layout section
Widget header
Select this check box to display the header title for the report.
Default color
Select this option to use the default background color for the report.
Select color
Select this option to use a different background color for the report.
Border
Select the Show check box to display the report in a frame.
Related documents
| Main Category: |
Support Product Know How |
Document Type: |
Online help main |
| Category: |
On-line help files |
Security level: |
All - 0 |
| Sub category: |
Details |
Document ID: |
20.555.610 |
| Assortment: |
Exact Synergy Enterprise
|
Date: |
22-01-2019 |
| Release: |
246 |
Attachment: |
|
| Disclaimer |