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Using the Report Designer
You must have designer-role rights to use this tool.
Note that data policies assigned to users don't apply when they access reports built with the Report Designer. Reports query data sources directly, bypassing all data-policy restrictions.
If you're an advanced user, you can use the Report Designer to create custom reports based on standard SQL statements that run outside of the Xtraction component framework. You determine the content to be included, though reports are limited to a tabular presentation within a grid.
You can set up reports with parameters that will prompt a user to enter required values before the report is generated. For example, to generate an incident report for a service desk, you could add a parameter that prompts the user for an assigned group as well as a date parameter that prompts for a specific date range.
The design process can include an attached template that enables you to format output to meet specific needs. Unlike a document, a report is a singular output without separate components.
1.In the toolbox, click the icon to open the Report Designer.
2.Click File > New to open the Report dialog.
3.Under the General tab, enter a title for the report, select the data source by clicking the icon, and select if permissions will be public.
4.Open the Notes tab and enter explanatory notes if needed.
6.In the left pane, enter and edit native SQL statements to be used for the report. Note that you can't apply data policies directly to SQL because custom reports run outside the Xtraction component framework.
•Add parameter: Creates a parameter that prompts for a text value.
•Add date parameter: Creates a parameter that prompts a user to select from a calendar. When you include date-based parameters, a number of options are available:
•End of day: Update the date entered to the end of the day. For example, 1-JUL-2010 is converted to 1-JUL-2010 23:59:59.
•Convert To UTC/GMT: Convert the date entered to UTC/GMT, based on the current user's time zone.
•Convert To UNIX time: Convert the date entered to its UNIX time representation.
•Add dynamic date parameter: Creates a dynamic date parameter that prompts a user to select from a list. For example, the list could include Today, Yesterday, Last Week, Last Month, and so on. Two date conversion options are available:
•Convert To UTC/GMT: Convert the date to UTC/GMT, based on the current user's time zone.
•Convert To UNIX time: Convert the date to its UNIX time representation. For example, the 1st Jan 2016 00:00:00 would be expressed as 1451606400, which is the number of seconds since the start of 1970.
8.To save your results, click File > Save.
You can export custom reports to a number of different formats: PDF, HTML, Word, or Excel.
1.At the top of the details pane, click the icon to export the onscreen content.
2.In the Export Report dialog, select the format for the export. If exporting to HTML, the file will export to a .ZIP file instead of displaying onscreen.
3.If you're using a template, select Use template. (See the section below for information on creating a report template.)
4.Click OK to save the report to the folder defined for your browser. Depending on the type of export, you may be prompted to acknowledge the Save or Open action as displayed by your browser.
Creating a report template
To provide custom formatting and structure for a report, you can design a template for the content using a separate template design tool that's provided with Xtraction. This topic contains general guidelines for using that tool. For detailed instructions, see the Xtraction Report Designer Guide, located on the Ivanti community website.
The following is an image of the template design tool's main window:
After creating a report in Report Designer, you need to complete these general steps to apply a template to the content:
•Export the report content to the template design tool. (This step is part of the next procedure to create the template.)
•Create a template in the tool for the report content.
•Upload the template back into Xtraction and apply to the report content.
1.Use the Report Designer to create the report.
2.Next, open the separate template design tool.
3.Back in Xtraction, click the Template > Export Report Builder Data Source. This action produces a file on the server based on your report content; you'll be asked to save it to your local file system.
4.After saving this file, go to the template design tool again and click File > New to create a new template.
5.In the Properties dialog of the tool, in the Data section, locate the XML data path.
8.As you design the template, you can drag items from the Field list into the design area of the tool.
9.When the report template is fully designed, click Save to save the output to a folder.
Once you create the report template, you need to upload it back into Xtraction.
1.In Xtraction, open the report on which to use the template.
2.On the menu bar, click Template > Upload Template.
3.Your browser opens a window enabling you to locate the template in your folders.
4.Double-click the document and click Upload. Xtraction acknowledges this process by confirming the upload.
5.On the menu bar, click File > Save to save the template with the design.
The Template menu also enables you to download a template, provided that one already exists.
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