Managing Report-Server
This is the GINESYS reports administration console: It is the control centre of GINESYS Reports. The administrators have complete access to the operational behavior of GINESYS Reports. Now data can be manipulated more efficiently to become useful. The administration control allows the addition of new data descriptions, modification of the system and session settings, providing role based access and more.
Data - GINESYS reports can have multiple data sources. Comprehensive reports can be created using the GINESYS database as the primary data source but other data sources can be added, like most commonly the Microsoft Excel worksheets. Eventually users will be allowed to employ it in conjunction with GINESYS live data in the same context of a single report.
Users can add objects from any available data source. Data objects can be tables, views, stored procedures and also a custom SQL statement. In GINESYS Reports a SQL query can be written to easily add a custom data source and use it in any of the reports. User friendly names and data controls on user access can be created using Data Sources, Data Objects, Parameters and Joins.
The data elements used in GINESYS reports are:
- Sources
- Objects
- Joins
- Parameters
General - A versatile and powerful collection of settings allow the administrators control over the behavior of the GINESYS Reports. Creating and managing settings for the following constituents are done in here:
| Element | Diagram |
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Main - The main settings are the basic options for GINESYS Reports. |
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| Culture - The culture settings allow control over formats and symbols that vary according to geographical location (like the currency symbol or time zones).These settings can be changed for a specific user or group of users by modifying the Role. |
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| Feature/UI - The Features/UI settings authorize administrators to hide or unhide different features in the user interface. As each heading indicates settings may apply to specific report types or the entire module. |
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| Programmable Object - The Programmable Object Settings enable the specification of names for parameters that will be passed from GINESYS Reports to stored procedures, web services or .NET Assemblies. These parameters allow filtering of data, before it is sent to GINESYS Reports increasing performance and reducing server load. |
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| Filter - The Filter Settings control filter options exposed to users and behavior of drop-down in filters. |
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| Database - The Database Settings coordinate the interfacing of GINESYS Reports with databases. Additional type-specific settings provide specifications of drivers used to connect to each data source. |
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| Schedulers - Reports can be emailed or scheduled for recurring automated delivery to an email address. The Scheduler settings are used to put together these services. Ensure that The scheduler service 'GINESYSReportScheduler' must be installed, running and set to "automatically start" before these settings can be adjusted. |
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| Users - The User Settings offer options to store and utilize users' preferences such as which Dashboards and/or Reports to execute when they enter GINESYS Reports. |
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| Others - Administrative options that cannot be categorized, as mentioned previously, are in the “Other” category. |
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Roles - Roles are specifications of a user or user group interface with GINESYS Reports. Roles restrict access to folders or Data Objects and can prevail over the general settings. Access to roles are set up here, providing multiple layer security for to the reports. Administrators can add roles specifying which reports folder or data object or even what filtered view of the data, a user can access. For e.g. if zonal representatives need to view data pertaining to only their respective zones - GINESYS Reports administrators can specify filters for different zonal roles here to accomplish that task. Roles can also be deleted if needed.
Roles have five sections to control access: Main, General, Folders, Objects, & Filters.
- Main – controls the broad properties of the Role.
- General – overrides the previously mentioned General Settings.
- Folders – controls which report folders a role can see and edit.
- Objects – controls which Data Objects a role can access.
- Filters – provides row level filters on Data Objects.
Extensions - This chapter explains how to utilize several of GINESYS Report's Extensions, which extend the capabilities and behaviors of GINESYS Report.
The following extensions are available:
Functions – These are customized codes that are used as formulas in reports and dashboards.
Filter Functions – These are customized code to accommodate filters with dynamic values that are updated every time the report is run.
Server Events – Events in the GINESYS Reports run-time where customized code handlers can determine the application's behavior.
Custom Options – Place holders for values that a user specifies during editing a report.These values can then be utilized by other extensions such as custom functions or server events.
Action Events – Action Events are a framework for adding custom extensions to GINESYS Reports. They are a simple and relatively straightforward way to customize the way the application responds to user input. At their most basic, action events are custom code which activate when a certain condition in the GINESYS Reports application is met. They can be used for a variety of purposes, including adding interactivity to reports and modifying the behavior of certain items in the GINESYS Reports interface. Events can use only client-side scripts or a combination of client and server-side interaction.