Configuring Advanced Analytics reports as a report designer
This document describes the Advanced Analytics report activities related to the "Designer" role in the beqom Web Application. The "Designer" role is an advanced user role that includes all the possibilities of the "Viewer" role, plus additional possibilities.
This document will only cover the activities specific to the "Designer" role (i.e., it will not cover the "Viewer" activities, that are also possible as "Designer").
The procedures describes herein suppose that the profile to which your user belongs has already been granted the required permissions to perform the described activities.
For more information about Advanced Analytics report permissions and roles, refer to Advanced Analytics security roles & role assignment.
All activities related to the "Designer" role on Advanced Analytics reports are performed in the (Undefined variable: CompoVariables_WA.Analysis) of the beqom Web Application.
Creating an Advanced Analytics Report
To create an Advanced Analytics report in the beqom Web Application, proceed as follows:
Adding Widgets to an Advanced Analytics Report
Once a report has been created in the beqom system, you can then add widgets to the report to present the data and enable users to consume the data.
To add widgets to an Advanced Analytics report, proceed as follows:
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For complete information about widget types and the customization possibilities for each of them, refer to Configuring the Jump to Dashboard Advanced Analytics plugin in a report and to the beqom TCM application online help, under Customizing Widgets Using the Widget Designer.
Creating Filters for an Advanced Analytics Report
As an Advanced Analytics report designer you may choose to apply filters to a report. The filters you create at report administration level will be applied by default any time a views opens the report (i.e. any data filtered out by the filters will never be visible to viewers).
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For complete information regarding the management of filters in Advanced Analytics reports, refer to the online help of the beqom TCM application, under Managing Filters.
Editing the Properties of an Advanced Analytics Report
Once created, if you are the owner of an Advanced Analytics report or if the report has been shared with you with the "Admin" or "Edit" permission, you can edit some of its properties.
Editing the Definition of an Advanced Analytics Report
Once created, if you are the owner of an Advanced Analytics report or if the report has been shared with you with the "Admin" or "Edit" permission, you can then edit the contents of the report.
Sharing an Advanced Analytics Report
If you are the owner of an Advanced Analytics report, you may choose to share the report with other users for viewing or edition properties.
Cloning an Advanced Analytics Report
As the owner of an Advanced Analytics report, can clone (duplicate) a report in order to create a similar report, while making the required changes and still having access to the original report.
Deleting an Advanced Analytics Report
As the owner of an Advanced Analytics report, you may choose to delete a report at any time.
Going Further
For the complete functional coverage of the "Designer" role for Advanced Analytics reports, please refer to the beqom TCM online help, under Administering Advanced Analytics Reports (Report Designer Role)