The purpose of this topic is to explain the basic concept of Reporting WorkCenter (referred to as RWC) and to enable business users to gain access to Reporting WorkCenter and view reports.
Introduction to Reporting WorkCenter
Reporting WorkCenter is an enterprise application designed for business professionals to explore enterprise data and generate custom reports, on the fly. An intuitive application interface enables users to view enterprise information as per the business needs. Reporting WorkCenter has all types of reports that are in practice for business analysis and for decision making. From a simple grid, Bar chart to reports with location maps, users can navigate through enterprise data with minimal efforts.
Accessing Reporting WorkCenter
Reporting WorkCenter is a secure application and only authorized users with valid credentials can access the application. The administrator of the Reporting WorkCenter provides access to the users.
Accessing Reporting WorkCenter first time
When the administrator of the Reporting WorkCenter creates your login, you will receive an email with the username & password. You could use those credentials to log in and gain access to RWC. When you log in for the first time, RWC recommends you to change your password. Also, you can change your display name that appears on the Reporting WorkCenter menu bar.
To sign in
Open the Reporting WorkCenter URL in a browser. Use the login credentials (that you received in your email ) to sign in to Reporting WorkCenter. Upon successful login, the application may prompt you to change your password
Preferences & Changes Password
Provide the required details and click on Submit button to change your password and navigate to the RWC home page
Reporting Workcenter provides a secure access to reports. A logged in user can view only those reports that are assigned to the roles that he is associated with. Based on business requirements and security factors, an RWC administrator assigns access of reports to users. My Reports lists all the reports that you can access.
You can use the filter option on the top of the page to get a list of reports assigned to you that match the filter term specified. Based on the search term you enter in the filter, the reports are filtered and displayed.
Refresh: Use the Refresh button to refresh My Reports page.
Viewing a Report
Each report listed under My Reports has a Name, description, and an icon. The Report Name is displayed as a link and you can click on the Report Name to view the report.
Clicking the link will take you to the report page, the layout and data presented will differ for each report depending on how it was designed. A report could be as simple as having a single grid to something that has a complex layout with multiple widgets like grid, chart, map, gauges etc.
Sample Basic Report With a Grid
Below is screenshot of a basic report with a grid
Each report with a grid has certain options/features that could be used to perform various operations with the data presented in the grid. The indicators marked in yellow color in the image above point to the controls. Search - Each grid can be customized to have search, could be simple or advanced or custom.
- Search - Each grid can be configured to have search, could be simple, advanced or custom
- Export Data - Data presented in the report could be exported into multiple formats e.g XLS, CSV, PDF, TSV etc.
- My Reports - This control will take you back to My Reports screen
- Personalize - This control will provide you with the options to configure custom views
- Pagination - The control will allow you to navigate between pages of the report
- Sorting & Filtering - The data in the grid can be sorted and filtered