XTRAC Reporting & Analytics Guide
Preface |
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Purpose |
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Audience |
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Background Needed |
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Desktop System Requirements |
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Introduction |
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Getting Started |
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Logged In as a User |
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Logged In as an Administrator |
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XRA Menu Bar |
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Logging On and Logging Out |
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Logging On |
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Logging Out |
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User Settings |
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Using the Library |
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Running Reports and Dashboards from the Library |
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Filtering Reports and Dashboards |
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Searching the Library |
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Sorting Library Items |
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Using the Repository |
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Running Reports and Dashboards from the Repository |
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Viewing Folder Items |
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Sorting Items |
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Working with Reports |
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Searching Reports in the Viewer |
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Scrolling through a Report |
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Viewing Work Items |
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Formatting Report Columns |
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Standard Formatting of Report Columns |
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Conditional Formatting of Report Columns |
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Filtering and Sorting by Report Columns |
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Filtering Reports by Column Values |
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Sorting Reports |
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Hiding Columns |
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Saving a Report |
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Changing and Saving Report Input Controls |
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Exporting a Report |
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Working with Dashboards |
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View a Dashboard |
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Dashboard Title Bar |
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Dashboard Views |
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Drill Down to Work Items |
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Filter Dashboard Data |
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View Report Details |
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Standard Dashboards Overview |
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Managing Users |
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Viewing Users |
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Selecting Organizations |
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Searching for Users |
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Managing User Properties |
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Adding a User |
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Enabling or Disabling Users |
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Deleting Users |
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Managing User Properties |
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Managing User properties |
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Managing User Attributes |
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Managing Roles |
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Viewing Roles |
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Selecting Organizations |
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Searching for Roles |
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Managing Role Properties |
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Creating Roles |
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Assigning Users to a Role |
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Deleting Roles |
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Managing Role Properties |
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Managing Role Properties |
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Deleting a Role |
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Setting Folder and Resource Permissions |
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Set User Permissions |
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Testing User Permissions |
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Managing Folders and Resources |
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Add Datatype |
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Add File |
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Add Input Control |
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Add Jasper Report |
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Add List of Values |
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Add Query |
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Editing Reports |
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Scheduling Reports |
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Setting Up a Job Schedule |
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Setting Report Parameters |
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Setting Output Options |
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Setting Up Notifications |
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Running Reports and the Report Viewer |
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Schedule the job to start at a specific time |
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Set Up the Job Page |
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JasperReports Server User Guide |
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Running a Background Job |
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XRA User Features Available on the XRA Menu Bar |
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Home Icon (for XRA Users) on the XRA Menu Bar |
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Library Link (for XTRAC Users) on the XRA Menu Bar |
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View > Repository Link (for XTRAC Users) on the XRA Menu Bar |
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Dashboards Drop-down Links (for XTRAC Users) on the XRA Menu Bar |
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XTRAC Administrator Features on the Home Page |
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Home Icon (for XRA Administrators) on the XRA Menu Bar |
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View Reports Icon (Opens the Repository Page) |
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View Dashboards Icon |
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Browse [Repository] Icon |
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Manage Users Icon |
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Manage Server Icon |
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XTRAC Administrators Features on the XRA Menu Bar |
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Manage > Roles Drop-down Item on the XRA Menu Bar |
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Revision History |
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Conventions | Terms of Use | Privacy | Security | Copyright
© 2017 XTRAC LLC. All rights reserved.