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Report with Taxonomy Runtime Filter

Manual: Reporting

Detail: Follow these steps to create a simple Data Room report that can be filtered by Taxonomy:

Create new Web Report.
Give it a name.
Select Type Data Room.
Pick Data Room to report on.
Use the following select query replacing URL and CompanyID with correct values:

SELECT ItemName, 'https://www.example.com/EditClaimTabbed.aspx?CompanyID=1&listitemid=' + CAST(Claims.ID as nvarchar(max)) as Link FROM Claims WHERE ISNULL(Archived,0) = 0 {0} Order BY ItemName
The {0} is automatically replaced by Sysero with other parts of WHERE clause for Data Room and any Runtime Filters.
Select Taxonomy Field in Runtime Filters section. Note if Repeater Taxonomy code will automatically generate SQL.
Change Appear As to what you what filter to appear as e.g. Practice Area.
Change Filter Type to DropDown.
In Filter Query use syntax as found in article SQL to Lookup Root Taxonomy Level.

Relevance Score: 0.1891018

Introduction to Wiki Pages

Manual: Administration

Detail: Where can I use Wiki Pages in Sysero?

Full page via URL - It is recommended you use the short link for this found when Editing the Wiki Page.
Search Results Default Content - This can be shown on Search Results page before someone enters a search term or clicks on a refiner.

What dynamic content can I include on a Wiki Page?

Reports - You can embed published Web Reports setup in Admin > Reports.

How do I link to other Wiki Pages?

The wysywyg editor included a WikiPages dropdown on the menu, from here you can inlcude links to other Wiki Pages.

Relevance Score: 0.1891018

Introduction to Reporting in Sysero

Manual: Reporting

Detail: Before attempting to create reports in Sysero it is recommended you discuss you requirment with Sysero.

Types

There are two types of reporting:

Web Reporting : Using SQL queries you can create various types of tabulated or graph style reports. These reports can have filters added when viewing, embedded in Sysero wiki pages, sent in e-mail, be exported to excel or linked via XML to excel etc.
Word Reporting : These reports are constructed similar to Automated Templates. Unlike automated templates, the data from multiple items in a Data Room is used to construct the report. The use of these reports in very specific, so please contact Sysero for more information.

Recommended Skills

Web Reporting
- Ability to create and modify basic SQL select queries.
Word Reporting
- Familiar with Sysero Document Automation.

Security

Reports have a number of settings which determin who can access them and where they are displayed:

Web Reporting
- Role Reports: View - Without this no reports can be viewed by the user.
- Reports Assigned to Site - Only users with access to this site can view the report. Any reports assigned to a site will appear in Dashboard Panel type Reports.
- Reports Assigned to Data Room - Only reports that have Data Room added to site will appear in Dashboard Panel type Reports.
- Report Published Setting - This affects whether or not a report will appear in Dashboard Panel type Reports for any assigned to a site.
- Report Security Setting - This affects whether or not a report will appear in Dashboard Panel type Reports for any assigned to a site. Once set it will also block other users from viewing report even if they have Role Reports: View. Exception to this rule is when it is embedded in a Wiki Page or e-Mail etc. As admin has added them reports for a reason so must always be available.
Word Reporting
- Report Added in Admin > Site > Reports - This will determin if it appears in Dashboard Panel type Reports.

Relevance Score: 0.1891018

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