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Manage Report structure in business report

  • 29 November 2021
  • 5 replies
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Userlevel 3
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Hi I

 

Is there anyone that can explain the manage report structure view in IFS business reporter? 

How to move reports, i only manage to move reports from unconnected to the folders but not the other way around. 

What happen then is that the reports are not accessible from order report function inside IFS. 

What is this used for?  

 

BR 

Andreas 

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Best answer by Voshitha 30 November 2021, 12:03

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5 replies

Userlevel 4
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Hi,

When saving a Business Reporter report to the server you need to provide a folder. So it will be always saved in to a folder in folder structure. This functionality was added in Apps 10 onwards. 

For upgrade customers there could be reports that are not connected to a folder (which are saved before this feature is introduced).

By using this dialog it is possible to connect those reports to folders in folder structure, by simply drag and drop those reports. 

Also it is possible to move reports from one folder to another in within the Folder structure as well. 

 

After organizing the reports in to folder structure, you should be able to see the same structure in Order Report dialog also. 

 

Best regards,

Voshitha

 

Userlevel 3
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Thanks, 

If the reports inside the added folders are not visible inside IFS order report, where do you set permission/access to see reports in folders? 

 

Userlevel 4
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Hi,

There is no folder level security defined for the reports. 

Refer this page to see how you could grant access to published reports for the users

https://docs.ifs.com/techdocs/Foundation1/040_administration/255_br_and_a/040_Services/010_manage_BRA_services/020_manage_user_permission/150_access_to_bra_reports.htm

Best regards,

Voshitha

 

Userlevel 3
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Hi again, 

What about the folder path that is missing, see below, do you know where it should be set? 

 

Userlevel 4
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Hi,

With the introduction of this new Save Report Dialog, you should save the report to a folder. Use Add Root Folder link to create a folder and select it before providing other details. 

It helps to categorize the reports in a logical way, according to report designers needs. 

I can see there are reports that are still not connected to a folder. Those are once has been saved using earlier versions of Business Reporter. Go to Manage Report Structure dialog to easily organize those reports.

Best regards,

Voshitha