System Report Configuration

This topic is related to the following section - System Reports

About System Report Configuration

System Report Configuration provides access to set up the System Reports for use. The project Admin produces queries within the database that they can identify and prioritize within this set of pages to produce Excel worksheets of data. Only the Admin role can access and modify these reports.

System delivered reports are provided and these reports do not allow for Delete (Delete icon displays as gray). These reports may still be edited and saved for changes. Once the report is saved, the system checks against the scripting in the Query field. Should the scripting be invalid, the Status column reflects this by showing a RED X rather than a Check mark. The status determines whether the report is available for display.

View the following page by navigating to Administer >Advanced > System Report Configuration from the Syniti Migrate Homepage.

Within panel System Reports: Configuration fields of this grid are provided as follows:

Add a System Report

To add a report to the system, click Add  icon within the left side panel. This action opens a new page on the Right side panel and advance the Index or priority to the next open value.

Note

If a report is not available within System Reports when you are logged in, check for any of these reasons: Query is not successful, Report is not set to Active, your security is not active for this report.

Note

System Report Type field groups multiple system reports into a type. The drop-down list is configurable through Administer > Advanced > List Boxes (SYSTEM_REPORT_TYPE) as shown in the image below.

Parse the Query Script

Once the user has added code to the field for Query, the system activates button Parse. This button checks the query to ensure that the scripting is valid and has no issues. Once the button is clicked, a message displays to show that the Source Query is either OK or has an issue.

The save of this report runs through validation of the Query and displays in a dialog box the issues for resolve that prevent this System Report from saving.

Security Setup for the System Report

If the Security toggle is selected as active, a list of the available security roles displays below the Security toggle. Select one or more roles and click the Enabled toggle to mark the role as active for security for this report.

Note

If no security roles are marked as Enabled, the Security toggle reverts back to inactive upon saving the page. To remove a role from Security, flag it as not active.

Make the necessary changes and then click Save  icon or select a different row or back out of the page to exit without saving the changes. Once the new row has been saved a window displays with message "Data Saved Successfully"

Remove Security for a System Report

To remove Security from a report, either flag all roles as not active (this flags Security as not active upon save). Or the user may flag Security as not active. A warning message displays and the user may then click OK to proceed and Security changes to not active for that report.

Edit a System Report

To edit an existing report select that row to display the report details in the right side panel. The Details panel defaults to Edit mode to make changes to the fields. System defaulted report configurations are locked for changes to fields Datasource, Query, and Order By, but the remaining fields may be changed.

User defined system report configuration may be modified for every field as shown below.

When finished with edits, click the Save  icon to complete.

Delete a System Report

A defaulted list of System Reports are provided. These reports do not provide access for Delete as can be seen by the grayed out Delete Icon. All user defined system reports may be deleted by a click on the Delete  icon.