Editing a Birst report

Birst is Infor's business intelligence and analytics platform. You can use the Designer module in Birst to create reports based on the data available in a selected space, and you can use the Dashboards module to create dashboards. You can then attach Birst reports and dashboards to pages in Infor Public Sector. You can also use Designer reports to set up general reports for correspondence output.

Designer reports are used in Infor Public Sector to export data to a PDF or other format. If you are not setting up a general report, which the correspondence engine uses to output data, you should be sure to select an email method so the report can be exported via email. You cannot view Designer reports directly in Infor Public Sector. To make a Designer report available for viewing in Infor Public Sector, add it to a dashboard in Birst. Then attach the dashboard to the desired page.

Note: In an on-premises environment, employees' email addresses are used for their Birst user names. To view Birst dashboards in Infor Public Sector, each user must have an email address (on the associated employee record), and this must match the email address used in Birst.

To set up Birst reports you must also use the Global Report Settings node to connect to your instance of Birst and to define the spaces that you want to use.

See Global report settings.

  1. Select System > Agency Personalization > Reports Manager.
  2. In the Reports tree, browse to the report that you want to edit.
  3. Click the "Report" node.
  4. In the Display Text field, type the name that will be displayed for this report when the Reports button is clicked.
  5. Select Birst from the Report Type list.
  6. Specify this information:
    Module
    Select Designer or Dashboard.
    Note: The Dashboard option is not available if you're editing a general report.
    Report Output
    For a Designer report, select the output format that you want to use, such as PDF or RTF. This field only appears if you select Designer from the Report Type list.
    Email Method
    For a Designer report, select the method that you want to use to email the report. If you select Attachment, Infor Public Sector will send the report as an attachment. If you select Body, the report will be embedded in the body of the email. This field only appears if you select Designer from the Report Type list, and it is not available for general reports.
    Email Component
    For a Designer report, specify the component that will be used to determine the email address that the report should be sent to. For example, a building application report might use the email address of the primary applicant. You can click the popup button to the right of this field to select from a list of available business objects. This field only appears if you select Designer from the Report Type list, and it is not available for general reports.
    Space
    Select the space where the report or dashboard is located. The available spaces are defined in the global report settings.
    Use Report Root Path
    Indicates whether the report uses the default path defined in the global report settings. There are separate paths for Designer reports and dashboards.
    Report Path
    Specify the path to the report or dashboard in Birst. If you select the Use Report Root Path check box, this is relative to the path specified in the global report settings.
  7. Specify any other information about the report.
    • If you select Set as Default Print for this Page, Infor Public Sector will print the report when you click the Print button on the selected page. This check box is not displayed if you're editing a general report.
    • Select Use for Lookups Only to create a report based on multiple records that you select in a lookup grid. This check box is not displayed if you're editing a general report.

      See Adding reports to lookups.

    • If the report you're editing is a general report, use the Business Object Component field to specify the business object that will provide the data for the report. This is necessary for general reports because they aren't connected to specific pages.
    • You can use the Access ID field to specify the ID for the permission in Access Control that users will require to view the report.
    • You can use the Formula field to specify a formula that calculates whether the report is added to the page.
    • You can use the Required Component field to specify a business object property that must be populated for the report to be available. For example, if you're editing a work order report, you might enter WorkOrder.CompletedDateTime to indicate that a work order must have a completion date for the report to be available.
  8. Add parameters to the report as required.
  9. Click Save.