Web page reporting sources are containers for web pages (reports), which can be loaded with certain URL parameter (report parameter) values. Multiple reports can be added to a Web page reporting source with each report assigned a set of parameters.
Later when these reports are called from the ATS Reporting portal the page URL including the configured parameter values are passed on to an "iframe" HTML element for preview.
Web page reporting sources can be added with or without configured reports and/or report parameters. When the source is later edited reports can be added or removed, as well as report parameters for the specific reports.
To add a web page reporting source without configured reports:
Open ATS Configuration Manager and navigate to the Reporting card.
Press Add source.
The New reporting source pane is loaded. Fill in the fields presented as follows:
Name: Enter a name for the reporting source. This name must be unique.
Type: Select Web Pages.
Configure reports: Leave the configure reports section as Not configured.
Description: Enter a description for the reporting source.
From parameter name: Sets default from parameter name for all reports that have at least 2 date-time (optional).
To parameter name: Sets the default to parameter name for all reports that have at least 2 date-time (optional).
From and to parameters are dependent on each other. These parameters are set in order to filter a report from-to a time period.
Press Save.
The New reporting source blade is closed and an appropriate push notification will appear depending on the outcome.
A successfully created reporting source will appear in the top position of the Reporting sources grid.
To add a web page reporting source with configured reports but without parameters:
Open ATS Configuration Manager and navigate to the Reporting card.
Press Add source.
The New reporting source pane is loaded. Fill in the fields presented as follows:
Name: Enter a name for the reporting source. This name must be unique.
Type: Select Web Pages.
Configure reports: Click on the Not configured link.
A new Reporting source - reports blade loads on the right showing an empty Reports grid.
Click on the Add button above the Reports grid.
A new Details blade is loaded on the right.
Report name: Provide a name for the report. This name must be unique within this reporting source.
Page URL: Enter the page URL for the report.
Press Save.
The Details blade is closed. The Reporting source - Reports blade is refreshed and displays an entry in the Reports grid. Configured reports section is updated and displays Configured (1).
Repeat steps 6-9 as needed to configure additional reports for the reporting source. The figure under Configured reports will be incremented with each report added.
Close the Reporting source - Reports blade.
Description: Enter a description for the reporting source.
From parameter name: Sets default from parameter name for all reports that have at least 2 date-time (optional).
To parameter name: Sets the default to parameter name for all reports that have at least 2 date-time (optional).
From and to parameters are dependent on each other. These parameters are set in order to filter a report from-to a time period.
Press Save.
The New reporting source blade is closed and an appropriate push notification will appear depending on the outcome.
A successfully created reporting source will appear in the top position of the Reporting sources grid.
To add a web page reporting source with configured reports and parameters:
Open ATS Configuration Manager and navigate to the Reporting card.
Press Add source.
The New reporting source pane is loaded. Fill in the fields presented as follows:
Name: Enter a name for the reporting source. This name must be unique.
Type: Select Web Pages.
Configure reports: Click on the Not configured link.
A new Reporting source - reports blade loads on the right showing an empty Reports grid.
Click on the Add button above the Reports grid.
A new Details blade is loaded on the right.
Report name: Provide a name for the report. This name must be unique within this reporting source.
Page URL: Enter the page URL for the report.
Click on the Add button above the Parameters grid.
A new Report parameter blade is loaded on the right.
Parameter: Enter a name for the Parameter. This name must be unique within this report. details (parameter name needs to be unique within this report).
Code: Enter a code for the parameter. This code must be unqiue within this report.
Type: Select a type of parameter from the drop down menu. The options are: Data Value, Integer Value, Float Value and String Value.
Default Value: Enter a default value (optional).
Click Save.
Repeat steps 9-14 as needed to configure additional parameters for the report.
Press Save.
The Details blade is closed. The Reporting source - Reports blade is refreshed and displays an entry in the Reports grid. Configured reports section is updated and displays Configured (1).
Repeat steps 6-14 as needed to configure additional reports for the reporting source along with any parameters. The figure under Configured reports will be incremented with each report added.
Close the Reporting source - Reports blade.
Description: Enter a description for the reporting source.
From parameter name: Sets default from parameter name for all reports that have at least 2 date-time (optional).
To parameter name: Sets the default to parameter name for all reports that have at least 2 date-time (optional).
From and to parameters are dependent on each other. These parameters are set in order to filter a report from-to a time period.
Press Save.
The New reporting source blade is closed and an appropriate push notification will appear depending on the outcome.
A successfully created reporting source will appear in the top position of the Reporting sources grid.
To edit a web page reporting source, click on the report in the reporting sources grid or select the Open option from the row context menu. The reporting source details blade is loaded on the right with two tabs: Properties and Reports.
The Properties of a web page reporting source are edited in the same way as any other reporting source type.
To edit a report of a Web pages type of a reporting source:
Click on the Reports tab option in the reporting source details blade.
The Reports grid is displayed showing the configured reports for this reporting source in three columns: Report name, Page URL and Parameters (configured or not configured information in column).
Click on a report in the reports grid or select the Open option from its context menu.
The report details blade is loaded on the right with disabled Save and Discard options.
Edit the properties of the report (Report name, Page URL).
The Save and Discard options become enabled.
If needed edit the report parameters.
Select the Save blade option.
The report details blade is closed. A push notification appears depending on the action outcome. The matching data in the Reports grid is updated accordingly.
Click on the Reports tab option in the reporting source details blade.
The Reports grid is displayed showing the configured reports for this reporting source in three columns: Report name, Page URL and Parameters (configured or not configured information in column).
Select the Delete option from a report's context menu.
Click on the Yes button in the confirmation pop-up screen.
A success notification appears for a successfully deleted report. The report is no longer present in the Reports grid for this reporting source.
Click on the Reports tab option in the reporting source details blade.
The Reports grid is displayed showing the configured reports for this reporting source in three columns: Report name, Page URL and Parameters (configured or not configured information in column).
Click on the Add button above the Reports grid.
A new Details blade is loaded on the right.
Provide Report name and Page URL. (The report name needs to be unique within this source).
Optionally add parameters.
Click on the Save button under the Parameters grid.
The Details blade is closed. The Reporting source - Reports blade is refreshed: the new report is added to the grid.
Click on a parameter in the parameters grid or select the Open option from its context menu.
The report parameter blade is loaded on the right with disabled Save and Discard options.
Edit the properties of the parameter (Parameter, Code, Type, Default value).
The Save and Discard options become enabled.
Select the Save blade option.
The report parameter blade is closed. A push notification appears depending on the action outcome. The matching data in the Parameters grid is updated accordingly.
Select the Delete option from a parameter's context menu.
Click on the Yes button in the confirmation pop-up screen.
A success notification appears for a successfully deleted parameter. The parameter is no longer present in the Parameters grid for this report.
Click on the Add button above the Parameters grid.
A new Report parameter blade is loaded on the right.
Provide parameter details (parameter name needs to be unique within this report).
Click on the Save button in the Report parameter blade.
Repeat steps 9-14 under Add web page reporting sources with reports and parameters as needed to add all parameters for the report.
Click on the Save button under the Parameters grid.
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