Global report settings

Use the Global Report Settings node in the Reports Manager to specify the defaults used when showing reports. The information entered on this page varies depending on the reporting tool being used. The global settings are grouped in these sections:

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.

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.

This is not required in a multi-tenant environment. In that case, users' Ming.le IDs are passed to Birst automatically.

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.

IDM Document Output

See IDM document output reports.

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. You must then upload your ION AP file.
See ION API authentication.

Infor Reporting

This section stores settings for Infor Reporting reports.

Note: Infor Reporting reports are supported only in multi-tenant environments. A limit of 50,000 rows is enforced for Infor Reporting reports.

Infor Reporting Root Report Path

Optionally, specify the default root path for Infor Reporting reports.

When you configure an Infor Reporting report, you can select the Use Report Root Path check box to set this path as the root of the report path.

See Configuring an Infor Reporting report.

Ming.le Credentials for General Reports

Specify one or more sets of credentials to use when running Infor Reporting reports as general reports. The credentials use ION API authorized applications, so you must first add one or more authorized apps.

See Adding an ION API authorized application.

To add credentials, click Add above the grid and specify this information:

Name: Specify a name for the stored credentials.
Employee: Specify the employee ID of the user that the system will use to run the report.
After you specify an employee ID, the associated user ID is shown.
ION API Name: Select the ION API authorized app that will be used for authentication.

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.