Levels and steps
Reporting hub contains two levels and multiple steps. These will be described further in this paragraph.
Business objects
The first level in Reporting hub contains a subset of all business objects and only lists those for which you can create and run a report.
The General tab only has two fields, default filtering options are available (advanced search and quicksearch) and there are no actions available in the action panel.
Reports
The Reports level is subdivided into two steps:
• User reports
• System reports
As customary in the Planon software, what you see on the second level depends on your selection in the first level.
User reports
• In this step, users can add/edit/delete reports.
• When adding a report, you must select a business object (same as the subset of business object available on the first level).
• As the data is not available in this TSI, you cannot run a report (print & preview) or click Save as.
• Quick search and advance filter options are available.
• This level has 3 tabs:
◦ General - the edit mode of fields depends on the report type.
◦ Miscellaneous - only visible if free fields are made available (on the User reports business object in Field definer).
◦ Audit info - read only data.
System reports
• Only single select (no action on selection)
• Mostly display only fields - minor editing is possible
• Quick search and advanced filtering available
 | • Authorization applies to the reports that can be seen / added /edited / deleted by users. If users are not allowed to an action on a report on a specific business object, they cannot do so in this TSI either. • If you are looking to change or reword the labels of the report, please note that for system reports, you need to do this in the language file (and not in Field definer ). The Reports section provides more detailed information about reporting functionality in Planon. |