About Running and Viewing Reports

Both standard mode and advanced mode users are able to specify report parameters and view reports in a browser. Users with suitable permissions can also view or save the results in one of several output formats.

Other Report Actions

While viewing a report, the following options are available from the toolbar:

  • Edit: Allows users to edit the report properties and to perform other actions on this report, for example, defining thresholds for the report or updating the report definition.

  • Save: Saves the current report parameters with the report. The next time the report is opened, these parameters are automatically applied.

  • Create Link: Creates a linked copy of the report in a different location. For more information, see Creating a Linked Report.

  • Delete: Deletes the report. For more information, see Deleting a Report.

  • Thresholds: Set thresholds for the report. For more information, see Setting Report Thresholds.

  • Schedule: Creates a schedule for the report. For more information see Creating a Report Schedule.

Security Requirements For Viewing Reports

To view reports, the following is required:

  • A folder-based role that includes Browse Reports to view reports in a folder.

  • A folder-based role that includes Browse Parameter Sets to view and select parameter sets in a folder.

  • A global role that includes Reports.

  • A global role that includes Export Reports to export reports in one of the available output formats.

  • A folder-based role that includes Browse Dimensions to perform measure and manage operations on remote resources returned in report results. 

Performing Measure and Manage Operations

Some reports enable users to view and edit the resources shown in the report by clicking on links within the report. This facility is known as Measure and Manage.

For example, in a report that lists skill groups, you could click on a skill group, and the skill group details would be shown in an instance of the Resource Manager gadget.

To perform measure and manage operations:

  1. Open the instance of the Resource Manager gadget that you want to use to display the details of the resources you select from the report.

  2. Ensure that the Accept  button  is shown in the right hand side of the title bar of the Resource Manager gadget. This means that the gadget is enabled to receive input from other gadgets. If the Ignore  button is shown instead, click it to toggle it to Accept.

  3. In the Reporting Gadget, run the report you want to use for the measure and manage operation.

  4. In the report results, click the item you want view and manage in the Resource Manager. The Resource Manager will show the item details.