Registering Birst content - Reports

Note:  If you click Cancel at any stage of the report registration process, the process is canceled and the report is not registered. If you navigate away from the Report Registration Wizard during the registration process (for example, you close the browser without clicking Cancel), your report may be registered but incomplete. If this happens, you must manually remove the report from the application.
  1. Select Maintenance > System Administration > Toolkit > Birst > Birst Content Registration..
  2. Click Register Birst Content.
  3. On the Birst Space and Content Type page, select the Birst Space that you or your implementation team have already configured. See Configuring your Birst space for more information.
  4. For the Content Type drop-down, select Report and click Next.
  5. On the Birst Content page, select the Birst report that you want to register and click Next.
  6. On the System Integration page, specify this information:
    Report Name (required)
    Specify the report name up to a maximum of 40 characters. The name cannot refer to any existing registered report.
    Report Description
    Optionally, specify a description of the report. This description is displayed when the user selects the report in the application.
    Birst Space
    Specifies the Birst space you are using. This field is read-only.
    Pre-Processing Task
    Optionally, specify a fully qualified Java class name that performs prerequisite tasks before executing the report. When you click Next, a warning message is displayed if the specified Java class name is invalid. This message does not prevent you from continuing with the report registration process.
    Report Location (required)
    Specify where in the application you want the report link to be listed. The report location defaults to Birst Reports in the application menu.
    Report User Security
    Specify the appropriate security permissions for each user group defined in the application. By default, all security groups are set to VIEW except for SYSTEM ADMINS which are set to EDIT.
  7. Click Next to proceed to the next screen in the wizard.
  8. On the Add Report Parameters page, you can:
    • Select an existing report parameter via a Parameter Name dblookup that will automatically populate the Data Type and Optional check box. The Optional check box will allow a user to specify whether a parameter is optional.
    • Add additional parameters by selecting the + icon, which will add a new row in the table.
    • Enter a custom parameter by clicking the Add new parameter icon to add a new row in the table and specifying a parameter name, the data type (String or Date) and optionality.
    • Delete one or more parameter names by selecting the Del check box and selecting the delete icon.
    Note: The ShowParameters report parameter is displayed by default.
  9. Click Next to proceed to the next screen in the wizard.
  10. Use the Configure Report Parameters page to configure the report parameters using the orange configuration diamond and key icons. The bottom half of the screen shows how your report is displayed to the end user. Click Refresh at any time to preview your changes.

    These parameter localizations are performed:

    • An exact name lookup is performed for the application fields that correspond to the report.
    • The report parameters are set to default to StringUI fields, and all other parameters are set to default to HiddenUI fields.

      After the parameter localizations are complete, the Configure the Report Parameters page is displayed with the Config Mode turned on. If you do not have Config Mode permissions, a message is displayed. Contact your system administrator for assistance. See "Using config mode" in the Infor Workforce Management Time and Attendance Implementation and Administration Guide.

  11. Click Next. The Registration Summary page is displayed.
  12. The Registration Summary page summarizes the configuration information you have specified in the wizard. Optionally, you can select the Go to registered report option to go to the report's parameter page after registering the report.
  13. Click Save to register the report, if you are satisfied with the results.
    If you are not satisfied with the results, click Previous to return to the Configure Report Parameters page to continue configuring the report.
  14. The confirmation page is displayed specifying that your content has been registered in the system.
  15. Click OK.
    Note: If you create a report with a custom parameter that you no longer need due to an error or some other reason, the only way to remove the custom parameter is to unregister the report and then re-register the report.