Custom Reporting – An Overview

The Custom Reporting is a three part process:

• [[Custom Reporting – Creating Form Relationships|Create A Form Relationship]] This defines the relationship between the data in the system. It is intended for a relatively advanced user that has some understanding on how the data is related.

• [[Custom Reporting – Creating Reports|Create A Report]] Choosing, a form relationship, this specifies the data fields for a report as well as the limits allowed for the various views of the report. It is intended for a data manager. Only a moderate understanding of the way the data is related in the system is required. It is in this step that generates the cached ‘zebra_XXXX’ report tables.

• [[Custom Reporting – Creating Report Views|Create A Report View]]. This is intended for all end user’s that might need to create a different view of a report. For example, it would be useful for someone who needs to generate monthly reports for different slices of the data.

Tasks

There are a several tasks that control general access to the creation and view of custom reports:

• ‘’‘custom_reports_can_access’‘’ Allows minimal access to the Custom Reporting System System

• ‘’‘custom_reports_delete’‘’ Allows deletion of data defining custom reports

• ‘’‘custom_reports_can_access_relationships’‘’ Allows access to the Custom Report Relationships

• ‘’‘custom_reports_can_access_reports’‘’ Allows access to the Custom Reports

• ‘’‘custom_reports_can_view_reportViews’‘’ Allows view of the Custom Report Views

• ‘’‘custom_reports_can_edit_reportViews’‘’ Allows editing of the Custom Report Views

• ‘’‘custom_reports_admin’‘’ Administrator for custom reports. Can perform all tasks associated with custom reports

In addition you may also limit access to a specific Report View $view by specifying:

/modules/CustomReports/reportViews/$view/limit_report_to

to be any valid [[Tasks and Roles#Permissions and the Permission Parser|permission]] string.