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The Reports link in DATABASICS Expense and Time will take you to the Reporting Home Page. The Home Page consists of two icons that link to different functions of the reporting tool:

  • View Your Reports
  • Create a Report
  • Manage the App (only displayed if you have admin rights)

The Getting Started page for standard users can have three icons that link to the basic functions of the server:

  • View Reports – Displays a list of the reports that you can view and run.
    • Create Ad Hoc View-- Launches the Data Chooser wizard followed by the Ad Hoc Editor for designing Ad Hoc views – the basis for creating reports on the server – interactively.
    • Create Report – Launches the Create Report wizard, which allows you to select an existing Ad Hoc view and generate a report.
    • Manage Server – Opens the Server Settings page. This option is often only available to administrators.

 and the Library, View, Manage, and Create menus offer these options:

Menu

Description



Returns to the Getting Started page.

Library

Displays a pared-down repository page that contains the Ad Hoc views, reports, and dashboards
the currently logged-in user has rights to

View

  • Search Results – Displays the repository of resources filtered by criteria selected in the Filters panel. Same as clicking View Your Reports on the Getting Started page.
  • Repository – Displays the repository of files and folders containing resources, such as reports, report output, data sources, and images.
  • Messages – Lists system messages, such as an error in a scheduled report.

Manage

  • Users – Opens the Manage Users page.  This data is getting loaded from DATABASICS.
  • Roles – Opens the Manage Roles page.

Create

  • Ad Hoc View – Launches the Ad Hoc Editor for designing views interactively. Same as clicking Create Ad Hoc View on the Getting Started page.
  • Dashboard – Launches the Dashboard Designer for laying out multiple reports with input controls, labels, and images.
  • Domain – Launches the Domain Designer for setting up a Domain.
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