Configuring a Birst report
- Select System > Agency Personalization > Reports Manager.
- In the Reports tree, browse to the report that you are editing and click the report node.
- 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.
- Add parameters to the report as required.
- Click Save.