Custom Reporting -- An Overview: Difference between revisions

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*[[Custom Reporting -- Creating Report Views|Create A Report View]].  This is intended for all end user's that might need to create a different view of a report.  For example, it would be useful for someone who needs to generate monthly reports for different slices of the data.
*[[Custom Reporting -- Creating Report Views|Create A Report View]].  This is intended for all end user's that might need to create a different view of a report.  For example, it would be useful for someone who needs to generate monthly reports for different slices of the data.


==Tasks==
==Tareas==
There are a several tasks that control general access to the creation and view of custom reports:
Hay varias tareas que controlan el acceso general a la creación y la vista de los informes personalizados:
*'''custom_reports_can_access''' Allows minimal access to the Custom Reporting System System
*'''custom_reports_can_access''' Permite acceso mínimo al Sistema de Informes personalizados
*'''custom_reports_delete''' Allows deletion of data defining custom reports
*'''custom_reports_delete''' Permite la eliminación de datos que definen los informes personalizados
*'''custom_reports_can_access_relationships''' Allows access to the Custom Report Relationships
*'''custom_reports_can_access_relationships''' Permite el acceso a las relaciones de informe personalizados
*'''custom_reports_can_access_reports''' Allows access to the Custom Reports
*'''custom_reports_can_access_reports''' Permite el acceso a los informes personalizados
*'''custom_reports_can_view_reportViews''' Allows view of the Custom Report Views
*'''custom_reports_can_view_reportViews''' Permite la visualizacion de las vistas de los informes personalizados
*'''custom_reports_can_edit_reportViews''' Allows editing of the Custom Report Views
*'''custom_reports_can_edit_reportViews''' Permite la edición de las Vistas de los Informes Personalizados
*'''custom_reports_admin''' Administrator for custom reports.  Can perform all tasks associated with custom reports
*'''custom_reports_admin''' Administrador de Informes Personalizados.  Puede realizar todas las tareas asociadas con los reportes personalizados


In addition you may also limit access to a specific Report View $view by specifying:
In addition you may also limit acce View $view by specifying:ss to a specific Report
  /modules/CustomReports/reportViews/$view/limit_report_to
  /modules/CustomReports/reportViews/$view/limit_report_to
to be any valid [[Tasks and Roles#Permissions and the Permission Parser|permission]] string.
to be any valid [[Tasks and Roles#Permissions and the Permission Parser|permission]] string.


[[Category:Technical Overview]][[Category:Reports]][[Category:Review2013]]
[[Category:Technical Overview]][[Category:Reports]][[Category:Review2013]]

Revision as of 21:48, 28 September 2013

The Custom Reporting is a three part process:

  • Create A Form Relationship This defines the relationship between the data in the system. It is intended for a relatively advanced user that has some understanding on how the data is related.
  • Create A Report Choosing, a form relationship, this specifies the data fields for a report as well as the limits allowed for the various views of the report. It is intended for a data manager. Only a moderate understanding of the way the data is related in the system is required. It is in this step that generates the cached 'zebra_XXXX' report tables.
  • Create A Report View. This is intended for all end user's that might need to create a different view of a report. For example, it would be useful for someone who needs to generate monthly reports for different slices of the data.

Tareas

Hay varias tareas que controlan el acceso general a la creación y la vista de los informes personalizados:

  • custom_reports_can_access Permite acceso mínimo al Sistema de Informes personalizados
  • custom_reports_delete Permite la eliminación de datos que definen los informes personalizados
  • custom_reports_can_access_relationships Permite el acceso a las relaciones de informe personalizados
  • custom_reports_can_access_reports Permite el acceso a los informes personalizados
  • custom_reports_can_view_reportViews Permite la visualizacion de las vistas de los informes personalizados
  • custom_reports_can_edit_reportViews Permite la edición de las Vistas de los Informes Personalizados
  • custom_reports_admin Administrador de Informes Personalizados. Puede realizar todas las tareas asociadas con los reportes personalizados

In addition you may also limit acce View $view by specifying:ss to a specific Report 

/modules/CustomReports/reportViews/$view/limit_report_to

to be any valid permission string.

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