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Eseguire i rapporti

Imparare a eseguire i rapporti standard in WorldShare Reports e Report Designer.

Eseguire un rapporto standard

  1. Nella navigazione a sinistra, fare clic su Rapporti.
  2. Fare clic sulla fisarmonica di una categoria di report per espandere il menu.
  3. Fare clic sul nome del rapporto che si desidera eseguire. Il rapporto si aprirà in una nuova scheda del browser.
  4. Enter the required prompt values.
    (Optional) Enter or adjust any optional prompt values. See the Prompts dialog below for more information.
  5. Click Run to run the report.

Eseguire un rapporto standard (solo Report Designer)

 Nota: Con i permessi di creazione dei rapporti, è possibile accedere ai rapporti sui metadati da Rapporti nella navigazione a sinistra.

  1. Nella navigazione a sinistra, fare clic su Report Launch Pad.
  2. From the Folders screen, click a report category folder.
  3. Click the name of the report you wish to run.
  4. Enter the required prompt values.
    (Optional) Enter or adjust any optional prompt values. See the Prompts dialog below for more information.
  5. Click Run to run the report.

Prompts dialog

 Note: A standard report will only run once all fields in the Prompts dialog are marked with a green check mark.

When you run a standard report, the Prompts dialog may require you to enter a value for a mandatory field prior to running the report. Prompts vary depending on the data in a specific report, and it may be mandatory to enter several values before a report will run. Standard reports use a combination of three different prompt fields: Optional, Pre-populated, and mandatory.

Report prompts dialog - Example
Prompt window

Campi opzionali

An optional field may be left blank. If an optional field is left blank, the report will display all available values for that field. If a value is entered for an optional field, the report will display data for that value only (e.g., a specific branch).

Campi precompilati

A pre-populated field provides a value for a prompt. You can modify a pre-populated field or accept the default value.

Mandatory fields

A mandatory field, identified by a red arrow (mandatory-field), is blank and requires you to provide a value before the report will run. If the field is a date prompt, it will provide an example of how to format the date in the text field (e.g., M/d/yyyy). Many date prompts provide a date picker, which allows you to set the date from a calendar.

Edit a prompt value

After you run a report, you can edit your initial prompt selections through the Prompts dialog. To open the Prompts dialog, click the Refresh all refreshable data providers button (Screenshot of the Refresh all refreshable data providers button in WorldShare Reports and Report Designer) in the Query tab.

To edit a prompt value:

  1. Select the prompt you want to edit in the left navigation.
  2. In the prompt panel:
    1. Enter a new value for a single value prompt.
    2. Select or deselect values for a multi-value prompt.
  3. Click Run to refresh the report with your new prompt values.