Global report settings

Birst

These are the global settings for Birst reports:

Birst Base Url

Specify the base URL for Birst.

Birst Root Report Path

Specify the root path for Birst Designer reports. The default is shared\.

Birst Root Dashboard Path

Specify the root path for Birst dashboards. The default is Collection\.

Web Service Username

Specify the user name for Birst.

Web Service Password

Specify the password for Birst.

Birst Spaces

Specify one or more Birst spaces in the grid.

For each space you must specify a description, the space ID, and the SSO password. The space ID and the SSO password can be found under Admin > Manage Space > Modify Properties in Birst.

IDM Document Output

These are the global settings for IDM document output reports:

URI

Specify the URI of the Infor Document Management site.

To get the correct URL, go to the Infor Document Management API in ION API. The URL is displayed in the Endpoints grid. Copy the URL up to, but not including the /api at the end.

Username

Specify the user name for Infor Document Management.

Password

Specify the password for Infor Document Management.

Enable ION API Authentication

Select this check box if you're using an ION API file for authentication. This will bypass the user name and password.

URL Reports

This section defines global settings for URL reports.

Default URL for URL reports

Specify the URL used to show reports. Select Enter URL and specify a URL, or select Select PreConfigured URL and select the URL from a drop-down list. The list shows all URLs that have been specified for existing reports in the Reports Manager.

Ad Hoc Reports

These settings define the type of report used to print ad hoc reports. When an ad hoc report is run, the results are displayed in a grid. To print the report, it must be converted to a printable format.

Use a Crystal report or an XSL style sheet to format the report as HTML. The Reports folder in the Infor Public Sector application folder includes a default Crystal report and a default XSL style sheet for printing ad hoc reports.

Report Type

Select the report type to use (Crystal or Xslt).

• If Crystal is selected, specify the path to the .rpt file in the Crystal Report Path field. The default report path (/Reports/CrystalXI/General/PrintRpt.rpt) is automatically displayed.
• If Xslt is selected, specify the path to the XSL style sheet in the Xsl Path field. The default path (/Reports/XSL/Core/PrintAdhocReport.xsl) is automatically displayed. In the Temporary Path field, specify the full path to the directory where the HTML output file is placed, such as C:\TEMP.

General

This section contains settings for all report types.

Report File Export Path

Specify where report output files will be saved. Users require Write permission on this directory, because they will be creating new files when they export reports.

Default Path for File System Report Files

Specify the default path for file system reports in the field.

Arrange in alphabetical order

Select for reports to be listed alphabetically on each page.