Getting Started

1. Creating Stored Procedures

The first step towards created a Dashboard and Reports is to create a stored procedures to fetch the data. For our On line demo we have already created stored procedures for you.

Store procedures for Reports, Dashboards and Vertical reports:

• stp_Test_Courses_Status
• stp_Test_Courses_GetAll
• stp_Test_Students_GetAll
• stp_Test_University_Assets
• stp_Test_Universtiy_Workers_GetAll
• stp_Test_University_Awards

Store procedures for Sub reports only:

• stp_Test_Student_Payments_GetAll
• stp_Test_Student_Course_GetAll

We will explain later on what is a sub report.

2. Creating Reports

• Task 1
  Creating Permission first
  Before you create a report/dashboard/vertical report it is better to standard with permisison first. That will lead to less confusion. Permissions are called 'Roles', think of a role as a user department. So you need to create Roles as follows
  • Finance Department Role
  • IT Department Role
  • Marketing Role
  There are times where a manager of a department has extra reports that other users cant see. In that case we create another role
  • Finance Department Manager Role
  • IT Department Manager Role
  • Marketing Manager Role
  
  
  To Create a Role, Goto Settings/Roles
  Click the '+' on the Roles Grid, Add a new Role and Click Update
  
• Task 2
  Assigning Roles to the User
  To Assign a role to the user, go to Settings/Users/Roles Column Click the '+' on the Roles Column for the user "Demo Test". You will see a list of Roles that you created on Task 1. Choose the roles that you need and Click Update.
  
  For this demo let us choose the following roles:
  • Finance Department Role
  • Finance Department Manager Role
  
  
• Task 3 Create the Report
  
  • Go to Settings/Report, Click the 'Plus' on the Grid header
  • Fill in the Report name
    On your stored procedure, select stp_Test_Students_GetAll
  • Save your form
  
  
• Task 4 Setting up report permission
  The report that we created on Task 3 does not have any permission, so no body will see it.
  • Look for the report that we created on Task 3 , look for column Roles, Click the plus on the Roles column
  • Add the 'finance department role' and click update
  • You will see a new report on your menu, See screenshot below Point 7
  
• Task 5 Viewing Report Data
  
  You should see a new menu Reports , Look for a the report that you created and click it.
• Task 6 Adding a SubReport
  
  
  • Go to Settings/SubReport
  • Click the '+' on the subReport Grid
  • Fill in the name , on the stored procedure select stp_Test_Student_Course_GetAll
  
  Note: You dont need to setup permission for the subreport.
  
  
• Task 7 Linking a SubReport to the Report
  
  
  • Go to Settings/Report
  • Find the first Report that you created on Task 3
  • Locate the colum SubReport ,Click the '+' icon, then select the subreport that we created on Task 6
  
  
  
• Task 8 Viewing a SubReport Data
  
  
  • Go to Reports
  • Find the first Report that you created on Task 3
  • Click the Report
  • You will see an icon on the first column, click that icon, a subreport with data will show
  
  
  
  
• Task 9 Editting report settings
  
  At the moment we cant down the data into Excel,let us fix that
  • Go to Settings/Report
  • Click the edit icon
  • Change IsDataExportAllowed to checked
  • Change Show SubReport as popup to checked
  • Click Update
  
  
  Let us view our changes.
  • Go to Reports/Select your report.
  • You see an option to Export the report and your subreport will now open as popup
  
  
  

2. Creating A Dashboard

Dashboard needs permission as well, but we will not create new permission since we created them on Task 1

• Task 9 Create dashboard
  First step is to Create a Dashboard info.
  • To create a dashboard Go to Settings/Dashboard
  • Click the 'Plus' on the Grid header - Then Add a new Dashboard
  
• Task 9 Now we need to assign the Permission to the dashboard
  • Look for the dashboard that you have just created, Click '+' on the Role column
  • Assign the same roles that you assigned to the report, check "CanEdit"
    • Finance Department Role
    • Finance Department Manager Role
  • Select the Dashboard you have just created
  • Select the Permission 'CanEdit'
  
• Let us Edit the Dashboard and Add Graphs and Icons.
  • Goto the Dashboard that you created on stepm 8
  • Click the Dashboard icon next to the Dashboard name
  
• Your can start editing your Dashboard
  • On your Far left, look for a list of icons
  • Locate a Text editor icon
  • Drag it into the screen
  • Edit the Text
  • Click "File" on the menu
  • Click "Save"
  • Click the Back button on your browser (Exit editor)
  
• Go to the Home page, you should see your New Dashboard.
  • 
• Embed a Dashboard into another website. You can also send this link to someone to view the Dashboard without having to login.
  • On Main Menu, Click Settings/Dashboard/Dashboard Remote Access
  • Click the '+' icon
  • Fill in the Required info
  • Click "Save"
  • Go to the new created row, copy the dashboard URL and Send it to your users
  •