XTRAC Reporting & Analytics Guide

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Contents...

Preface
Purpose
Audience
Background Needed
Desktop System Requirements
Introduction
Getting Started
Logged In as a User
Logged In as an Administrator
XRA Menu Bar
Logging On and Logging Out
Logging On
Logging Out
User Settings
Using the Library
Running Reports and Dashboards from the Library
Filtering Reports and Dashboards
Searching the Library
Sorting Library Items
Using the Repository
Running Reports and Dashboards from the Repository
Viewing Folder Items
Sorting Items
Working with Reports
Searching Reports in the Viewer
Scrolling through a Report
Viewing Work Items
Formatting Report Columns
Standard Formatting of Report Columns
Conditional Formatting of Report Columns
Filtering and Sorting by Report Columns
Filtering Reports by Column Values
Sorting Reports
Hiding Columns
Saving a Report
Changing and Saving Report Input Controls
Exporting a Report
Working with Dashboards
View a Dashboard
Dashboard Title Bar
Dashboard Views
Drill Down to Work Items
Filter Dashboard Data
View Report Details
Standard Dashboards Overview
Managing Users
Viewing Users
Selecting Organizations
Searching for Users
Managing User Properties
Adding a User
Enabling or Disabling Users
Deleting Users
Managing User Properties
Managing User properties
Managing User Attributes
Managing Roles
Viewing Roles
Selecting Organizations
Searching for Roles
Managing Role Properties
Creating Roles
Assigning Users to a Role
Deleting Roles
Managing Role Properties
Managing Role Properties
Deleting a Role
Setting Folder and Resource Permissions
Set User Permissions
Testing User Permissions
Managing Folders and Resources
Add Datatype
Add File
Add Input Control
Add Jasper Report
Add List of Values
Add Query
Editing Reports
Scheduling Reports
Setting Up a Job Schedule
Setting Report Parameters
Setting Output Options
Setting Up Notifications
Running Reports and the Report Viewer
Schedule the job to start at a specific time
Set Up the Job Page
JasperReports Server User Guide
Running a Background Job
XRA User Features Available on the XRA Menu Bar
Home Icon (for XRA Users) on the XRA Menu Bar
Library Link (for XTRAC Users) on the XRA Menu Bar
View > Repository Link (for XTRAC Users) on the XRA Menu Bar
Dashboards Drop-down Links (for XTRAC Users) on the XRA Menu Bar
XTRAC Administrator Features on the Home Page
Home Icon (for XRA Administrators) on the XRA Menu Bar
View Reports Icon (Opens the Repository Page)
View Dashboards Icon
Browse [Repository] Icon
Manage Users Icon
Manage Server Icon
XTRAC Administrators Features on the XRA Menu Bar
Manage > Roles Drop-down Item on the XRA Menu Bar
Revision History