With custom report templates, you can make your own reports available to any user group within the portal.
Prerequisite
You have administrative rights
Procedure in the FM Portal
Path to the starting point: Control Panel - Portal Options - Custom Reports - Custom Report Templates
Click New in the toolbar.
Enter a short name in the Code field for the custom report.
Enter a long name for the custom report.
Select Tree View in the Type field.
Select yourself as the author.
Click Save in the toolbar.
Now, in the Publication section, specify where the report should be accessible. It can be accessed either via a form in the menu bar under "Reports" or via the menu. You can enter both nodes and, for example, tables. You will find the report at the end of the list in the menu located below the item you selected.
In addition, the custom report can be assigned to a table. It can then be accessed via the toolbar.
Under "Tree View Settings," you can configure additional options: Here, you can define the levels of your tree view.
To do this, specify for each navigation node in your tree view how the displayed data should be sorted. Click the navigation node and then fill in the Sort by and Display text fields on the right.
Tip: Checking the "Hide Empty" checkbox hides empty entries in your tree view.
Note: By checking the “Include Parent/Child Relationship” checkbox, hierarchical relationships defined in the system—such as parent departments—are taken into account in the tree view.
Tip: Are dynamic attributes missing in the “Sort by,” “Display Text,” and “Group by” selections? These were likely created recently and have not yet been updated in the cache. Start the timer job “GL_REFRESH_METADATEN_CACHE_SP” so that all attributes are available.
Finally, in the Authorized Groups section, specify which permission group should have access to your report.
Click Save in the toolbar.
Options for a Navigation Node
Sort By
This option determines the order in which the nodes are arranged below one another. It is usually advisable to select the same value as for the Display Text so that users are not confused by seemingly arbitrary sequences.Display
Text This option defines the text to be displayed next to the node in the tree. The displayed text corresponds exactly to the text used in the form for this field. Pay particular attention to this when using dropdown menus as display text.Group by
This option adds another level to the tree, located above the node you configure here. You can group a node by any characteristic, e.g., people by their job title. This allows you to create an additional level for the nodes and consolidate data that could not be grouped via the hierarchy.Hide
empty nodes If you have added multiple nodes to your tree, this option allows you to specify whether a node should be hidden whenever the node below it contains no content. For example, if you have a node with companies and a node below it with the people from those companies, you can use “Hide empty nodes” to ensure that only companies that actually have people assigned to them are displayed in the tree.
