Sysero

Knowledge: Introduction to Reporting in Sysero

Knowledge

Title*Introduction to Reporting in Sysero

ManualReporting

Created29/12/2021

DetailBefore 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.