Reports Configuration

Select Reports to see the list of report in GreenPoint. New reports can be added and existing listed reports can be edited, run, previewed and promoted.

To edit a report, select the edit

To add a report, select the Add button.

The Name property must be set and does not allow for spaces within the characters. The Report Group will remain set to the Default Report Group drop down selection.

The Naming Mask property allows for text with spaces between the characters and can include parameter and data fields values from the different data sources used in the report. The parameter and data fields values will open an easy to use dropdown when clicking on the Naming Mask text box, once the Data Sources have been added to the Report.

The Output to PDF check box must be ticked for the report to be generated in PDF format, otherwise it will be generated in a word document.

The Report must be selected as Active to be used in Batches, Notifications and to be used as an embedded report.

Select the Data Sources Tab to expand it.

A data source is added to the report by ticking the checkbox of the required data sources under the Available Items and selecting the

button. The selected datasources for the report will then be listed under the Selected Items. A data source is removed from the report by selecting the delete button. These Data Sources need to be set up first.

Select the Graphs tab to expand it. The required graph must be selected under the Available Items listed by ticking the checkbox and then selecting the

button. The graphs added to the report will then be listed under the Selected Items. A graph can be removed from the report by selecting the delete button. These Graphs are uploaded to GreenPoint and then become visible under the Available Items list.

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Select the Embedded Reports tab to expand it. Reports need to be created for it to be used within other reports and therefore will appear under the Available Items list and can then be added to reports. An embedded report can be removed from the report by selecting the delete

button.

Select the Validations tab to expand it. The required validation must be selected under the Available Items listed by ticking the checkbox and then selecting the

button. The validation added to the report will then be listed under the Selected Items. A validation can be removed from the report by selecting the delete button.

You are now required to select the Save button.

Upon saving the Report Properties are you able to download the report template. Select the Template/Schema tab.

Select the link to retrieve the report template. You will be required to save the report template in order to edit the report.

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