Managing Report-Repository
A repository is a facility where things can be kept for safe-keeping. The Report Repository is a place for storing all reports created for and by users. It has been observed that important reports somehow often get lost, i.e. basically cannot be found again to generate new reports. There could be multiple reasons for switching or crashing of the application server or even plain old, mishandling of actual report files. Now with the new GINESYS Reporting system - all reports will be stored in GINESYS Oracle database and users can take their backup using the DB backup utility. The system reports would be released by GINESYS from time to time, while custom reports will be designed by the user's team. Multi level security can be provided to all report folders. Centralized report repository allows complete access to any reports generated through the GINESYS application.
The Report Repository has two sections - Repository and Configurable View.
Repository
The Repository section is where the System Reports and the Custom Reports are stored.
System Reports
After installation, when the Sync button is clicked, the System Reports are available. These are reports provided by GINESYS and are always read-only. However, they may be duplicated and then edited. These need to assigned to users just like other reports.
Custom Reports
These are created by the users and have to be assigned to other users who might need them.
Save Button
The Save button allows saving the changes made to the repository.
Sync
The Sync Button allows to sync the System Reports with their latest GINESYS updated version.
Reset Settings
Resets any modifications made to the General Settings in the Server page.
Show Templates
This button opens a window to list all report templates available to the users.
Search report names
It is a search box to look for particular reports.
Description section
This section displays the user name and date of creation as well as user name and date of modification of report folders.
Configurable View
The Configurable View is the area where the user in the admin role can create folders for each role in which users will employ the report module. Two default roles are already provided by GINESYS Reports - Power User and Operator.
Sample Roles (Organizational roles those report role players might execute)
Manager - Finance (Management level user in Finance Department), User - Sales (Operator level user in Sales Department) etc.
Create Report folders in Configurable View
Drag and drop the report folders from the Repository section.
Right click the folder in which report will be added and select Add.
Delete Report folders in Configurable View
Right click the folder in which report will be added and select Remove.
Search report names
It is a search box to look for particular reports.
Description section
This section displays the user name and date of creation as well as user name and date of modification of report folders.