Reports

The Reports (RPRTLST) page is a read-only view of folders and reports for non-admin users. The left panel displays the list of folders and sub-folders accessible to the user and right panel shows the reports inside those folders. Unlike the Manage Reports page, the user does not have permissions to perform any actions over folders and reports. The user can click on the reports hyperlink and the report will open up in a new page. The View All action take you to the View All Reports page. On this page, the user can access all reports accessible to the user without the folder hierarchy.

The Reports (RPRTLST) page also provides the capability to upload and download reports. The Upload action is available in the grid action bar at the top of the report grid. On selecting the Upload action, a modal window appears where users can browse or drag and drop reports for upload. The number of attachments, attachment size, and file types allowed for upload are controlled through configurations defined on the Attachment Options (ATTOPTN) page.

The enableAttachmentOptions in Feature Configuration (feature.conf) should be set to true to apply the validations from the Attachment Options (ATTOPTN) page; otherwise, the  system will infer configuration from the Adv30params.ini file.

The Download action is available for each report under the three-dot menu within the grid. The maximum allowable file size for download is controlled through the adv30params.ini configuration file.

Both the Upload and Download actions are available only to authorized users based on security configuration.

For the workspace selection during report upload, a new parameter, DEFAULT_BI_UPLOAD_WORKSPACE, has been introduced on the ERP Application Parameters (ERPCTRL) page. The value of this parameter must correspond to a valid Power BI workspace name configured by the system administrator.

This page also allows authorized users to manage Report Schedules for a given report through the following actions available via the row-level menu.

• View Report Schedule – This action allows authorized users to access and manage all schedules associated with a specific report. By selecting this action, users are navigated to the Report Schedule (RPRTSCH) page, which displays a list of all schedules created for the selected report in a grid format.

• Create Report Schedule – This action allows authorized users to create a new schedule associated with a specific report. By selecting this option, users are navigated to the Create Schedule (RPRTSCH) page, which allows user to create a new schedule for the selected report.

Note: Before accessing the reports from the Reports page, make sure that the Row-Level Security steps are executed for the Power BI Models used by the report. Refer to the “Business Intelligence - Row Level Security” topic in the CGI Advantage Security Administration Guide for more information.