Custom Reporting -- An Overview: Difference between revisions

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Los Informes Personalizados es un proceso de tres partes:
The Custom Reporting is a three part process:
*[[Custom Reporting -- Creating Form Relationships|Crear Una Relación de Formularios]]  Esto define la relación entre los datos en el sistema. Se creó para un usuario relativamente avanzado que tiene cierta comprensión de cómo se relacionan los datos.  
*[[Custom Reporting -- Creating Form Relationships|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.
*[[Custom Reporting -- Creating Reports|Crear Un Informe]] Elegir, un relación de formulario, esto especifica los campos de datos para un informe, así como los límites permitidos para las distintas visualizaciones del informe. Fue creado para un administrador de datos. Solamente se requiere un conocimiento moderado de la forma en que los datos se relacionan en el sistema. Es en este paso que se genera las tablas de informes caché 'zebra_XXXX'.  
*[[Custom Reporting -- Creating Reports|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.
*[[Custom Reporting -- Creating Report Views|Crear Una Visualización del Informe]].  Fue creado para todos los usuarios que necesiten crear diferente visualización del informe. Por ejemplo, sería útil para alguien que necesite crear informes mensuales de diferentes partes de los datos.
*[[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.


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


In addition you may also limit acce View $view by specifying:ss to a specific Report
In addition you may also limit access to a specific Report View $view by specifying:
  /modules/CustomReports/reportViews/$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 19:59, 30 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.

Tasks

There are a several tasks that control general access to the creation and view of custom reports:

  • custom_reports_can_access Allows minimal access to the Custom Reporting System System
  • custom_reports_delete Allows deletion of data defining custom reports
  • custom_reports_can_access_relationships Allows access to the Custom Report Relationships
  • custom_reports_can_access_reports Allows access to the Custom Reports
  • custom_reports_can_view_reportViews Allows view of the Custom Report Views
  • custom_reports_can_edit_reportViews Allows editing of the Custom Report Views
  • custom_reports_admin Administrator for custom reports. Can perform all tasks associated with custom reports

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

/modules/CustomReports/reportViews/$view/limit_report_to

to be any valid permission string.

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