Configuring a Birst report

  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. Specify this information:
    Display Text
    Type the name that will be displayed for this report when the Reports button is clicked.
    Report Type
    Select Birst.
    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 Module list.

    Email Method
    For a Designer report, select how the report will be emailed. If you select Attachment, the report will be sent as an attachment. If you select Body, the report will be embedded in the body of the email. You can also select None.

    This field only appears if you select Designer from the Module list.

    Email Component
    For a Designer report, specify the component that will be used to get the email address that a report should be sent to. For example, a building application report might use the email address of the primary applicant.

    This field only appears if you select Designer from the Module list.

    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.
  5. Add parameters to the report as required.
  6. Click Save.