View report template

This page is shown in Figure 1 and shows all the information relating to the selected Report template iconreport template.report template view page

Figure 1 – Report template view page

The  top header area allows you to Edit icon edit, Move iconmove Delete icon delete or Copy iconcopy this report template; or to add a new report parameter iconreport parameter, Attachments iconattachment or Comment iconcomment to this report template.Some details of the report template are displayed in subsections just below the top header area, such as the template’s location within Psoda, and it’s description, the assets (classes) that this report can be applied to and the template’s status.  The rest of the page is made up of a number of tabs or sections (depending on your selected view):

Key icon Access Control Lists (ACLs)

This tab shows an asset listing of all of the access control lists this report template appears in, as shown in Figure 2. By default, this table will present you with a number of details about the ACLs such as the group of users that have access to this ACL and the a link to the list itself. If you click the link in the group column, you will navigate into the selected group’s view page. Equally, if you click the link in the ACL column, you will navigate into the selected ACL’s view pageFrom the Actions column of this ACLs table, you can act on individual ACLs by Edit iconediting or Delete icondeleting the selected ACL.view page acl tab 

Figure 2 – Report template ACL tab

Note that you can customise your table view by clicking the Edit iconedit button at the bottom of the ACL table. Here, you can also export this list to Excel export iconExcel or CSV export iconCSV files.

Attachments icon Attachments

This tab shows an asset listing of all of the attachments that have been added to this report template, as shown in Figure 3.  By default, this table will present you with a number of details about the attachments such as the file’s name, attachment type, view the version and access a download link. From the Actions column of this attachments table, you can act on individual attachments by Edit iconediting, Delete icondeleting, Move iconmoving or lock iconlocking/unlock iconunlocking the selected attachment.view page attachments tab

Figure 3 – Report template attachments tab

Note that you can customise your table view by clicking the Edit iconedit button at the bottom of the attachment table or navigate to this same spot to Add iconadd more attachments to this report template. Here, you can also export this list to Excel export iconExcel or CSV export iconCSV files.At the very bottom of this tabbed view, you have the option to add more attachments by utilising the drag and drop functionality to drag the files you wish to upload into the drop box (note that this function works in HTML5 compliant browsers only).

Comment icon Comments

This tab shows an asset listing of all of the comments that icon_userusers have made on this report template, as shown in Figure 4.  By default, this table will present you with a number of details about the comments such as, the date that this comment was last updated, who created the comment, the comment itself and any associated tags to name a few. From the Actions column of this comments table, you can act on individual comments by Edit iconediting or Delete icondeleting  the selected comment.view page comment tab

Figure 4 – Report template comments tab

Note that you can customise your table view by clicking the Edit iconedit button at the bottom of the comment table or navigate to this same spot to Add iconadd more comments to this report template. Here, you can also export this list to Excel export iconExcel or CSV export iconCSV files.

Report template icon Details

report template details tab

Figure 5 – Report template details tab

This tab shows some additional details on the report template, for example the template itself, containing the XML code, and information about whether this template is available as a dashlet or if the resulting report will be able to be exported to certain formats, as shown in Figure 5.

History icon History

This tab shows shows some basic history of the report template, as shown in Figure 6.  By default, this tab will present you with a number of details about the report template’s history such as the creation date, creation user, last update date and last update user. If the report template has been changed then this section will also show a table of all the changes that has been made, including the date of each change, the field changed, the value before the change and the user who made the change.view page history tab 

Figure 6 – Report template history tab

Note that you can customise your change table view by clicking the Edit iconedit button at the bottom of the change table. Here, you can also export this list of changes to Excel export iconExcel or CSV export iconCSV files.

 

report parameter icon Report parameter

This tab shows an asset listing of all of the report parameters that have been added to this report template, as shown in Figure 7.  By default, this table will present you with a number of details about the report parameters such as the parameter’s last update date, who created the parameter, it’s title, description, codename, type and default value. From the Actions column of this report parameters table, you can act on individual parameters by Edit iconediting or Delete icondeleting the selected parameter.report parameter tab

 Figure 7 – Report template report parameters tab

Note that you can customise your table view by clicking the Edit iconedit button at the bottom of the report parameters table, from this same location you can also Add iconadd another parameter to this report template. Here, you can also export this list to Excel export iconExcel or CSV export iconCSV files.