Expose Adhoc reports in the Web Client - HxGN SDx - Update 63 - Administration & Configuration

Administration and Configuration of HxGN SDx

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English
Product
HxGN SDx
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Administration & Configuration
SmartPlant Foundation / SDx Version
10

Adhoc reports provide a convenient way to view key business metrics and engineering data in the form of charts. You can now relate an Adhoc report to any feature set for displaying in the Web Client.

What security rule is applied to Adhoc reports?

The security rule AdhocReportByOwnerOwningGroupOrViewDefMAG applies to all access groups by default. It is applicable when querying for Adhoc reports in the Web Client. You need not assign any access groups to it. For more information on security rules, see Configure security rules.

  1. In the Desktop Client, click Find > Administration > Feature Sets.

  2. Right-click the feature set, and click Manage Adhoc Reports.

  3. In the Manage Adhoc Reports dialog box, select the saved report and relate it to the feature set. The selected report appears as a tile in the feature set.

    Report Type

    Icons

    Report running in a background

    scheduler%20(1)

    Report download (csv, csv repeated, excel (open XML), and custom)

    adhoc-report-download

    Report opens in a new tab (XHTML)

    adhoc-report-new-tab

    Report with a prompt (all supported report types with a prompt)

    adhoc-report-search

    Report can be viewed (list view)

    adhoc-report

    • Supported report types are csv, csv repeated, excel (open XML), custom report, XHTML, and list view.

    • You can group and order the reports to view from feature sets.