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Register report definitions

To make a report definition available to multiple users and user groups, you must first register it.

To register a report definition, you must first save the report definition on the server.

The directory used for storing report definitions is specified in the file Report_settings. By default, the report definition is stored in the <PPM installation folder>\config\<<your client name>\report\reportdefinitions folder on the PPM server.

Prerequisite

The report definition is stored in the folder you specified.

You have the Report management function privilege.

Procedure. Procedure

  1. Click PPM > Administration.

  2. Administration opens on a separate tab.

  3. Click Definitions under Reports in the Administration bar.

  4. Display the Base tab bar.

  5. Click Edit Edit.

  6. Now you can work with report management.

  7. Click Import Register/deregister report definitions.

  8. Select one or more report definitions that you want to register.

  9. Click Log in. The selected report definitions appear in the table with the registered report definitions.

  10. You can now use different languages in the table to enter the names under which the reports are displayed to the users.

    1. Double-click in the cell containing the language-specific name.

    2. Enter your changes. The name must be one word and must not contain any special characters.

  11. Click OK.

  12. Click Save Save.

The selected report definitions are registered. They are available to all users with appropriate access privileges on the Reports tab.

Click the Refresh view (Refresh) button in the Basis tab bar to make the changes visible.

To make a report available to specific users and user groups for execution, assign access privileges for the report definition.