Report behavior is similar to jobs in the classic user interface. As with jobs, you can immediately run a Jaspersoft report or schedule it to run at a future time with recurrence options.
Security for reports has three levels. The following table describes each level of access. The Clarity PPM administrator grants you the access rights to specific features.
These access rights allow you to run reports; however, they do not allow you to define the parameters that filter the information in a report.
|Define Report Parameters||
These access rights allow you to edit a specific report definition (instance-level) or all reports (global-level). You can change the report parameters to filter the information that appears in a report.
|Row-level security within a report||
This access level helps ensure that information is provided to you if you have the right to view the information. The row content that appears in each report varies depending on the access rights you have to items contained in the report. For example, if you run a report that lists information for multiple projects, only those projects to which you have rights appear in the report.
Note: A shared report might provide the recipient with increased visibility and access to project data they would not ordinarily have on their own. For example, User A has access to 100 projects and User B has access to 20. User A shares a 100-project report with User B. User B can view all 100 projects.
Note: Before you can run or schedule reports, your user account needs to be mapped to a Jaspersoft user with one or more roles. As an administrator, run the Create and Update Jaspersoft Users and the Synchronize Jaspersoft Roles jobs. See Jobs Reference.
As an administrator, you configure user access to the pre-defined and custom reports that your organization decides to make available to other users.
You can add your frequently used reports to the My Reports portlet. You can add reports to My Portlets in two ways:
From Available Reports List
From Report Properties page
The Available Reports page lists Jaspersoft Studio reports that you have access to and can run immediately or schedule to run later. From this view, you can select a report and can set the parameters.
Follow these steps:
Complete the When section to specify whether you want the report Immediately or Schedule.
To execute a scheduled report and set it for recurrence, click the Set Recurrence link. You can also set the recurrence of a scheduled report by using Crontab.
To use crontab, select Use UNIX Crontab Entry Format and enter the schedule. For example, the following statement indicates that the report runs at midnight on the 1st and 15th of every month. 0 0 1,15 * * . You can use the crontab option on Linux and UNIX operating systems where the Clarity PPM is running. When you use this option, the scheduled configuration takes the server time where the Clarity PPM is running.
Notify: This section allows you to specify Resources and groups to notify when the report runs successfully or fails.
Note: The recipient needs to have Reports and Jobs notifications enabled to receive notifications. To enable notifications, navigate Home, Personal, Account Settings, Notifications.
To know who receives job failure notifications, watch this video:
Sharing: This section is used to specify Resources and groups with whom report output needs to be shared. You can share only scheduled reports.
Note: Recipient of the report output need to have Report - Access right to view the Reports and Jobs page. When you share a report, the application automatically grants the Report - View - Output access right to the recipient users and groups.
Report run properties include scheduling and notification information, and any parameters that you customize. The Scheduled Reports page lists the scheduled report run times and report run statuses a user or administrator has created. A single report can have many scheduled runs. All scheduled report runs (except the deleted reports) appear in the list regardless of their status.
You can edit the properties of scheduled report runs that have the Canceled or Completed status using the Report Properties page. Otherwise, you can only view report run properties.
A scheduled report can have one of the following status values:
Completed: The single, non-recurring scheduled report is complete and the generated report output is available.
Follow these steps:
The Report Library page lists all the generated report output. If the scheduled report recurs, an instance of the report log is generated for each recurrence. For example, if a scheduled report is set to recur monthly, then an instance of that report is created each month.
You must have Adobe Acrobat Reader installed to view reports.
Follow these steps:
If you have access, the link opens in and you can view the report. If you do not have access, the following document management system error message appears: DMS-05100: You do not have permission to access this document. Contact the document owner for access to the document. Depending on your data security policy, request the report from the user through another method of sharing. To request access rights, contact your administrator.
You can delete generated report output, as needed. You can also schedule the Remove Job Logs and Report Library entries job run to remove outdated reports from the Reports Library periodically.
Follow these steps:
Depending on your report, a number of jobs can directly impact data quality. All Jaspersoft Studio reports, accessed from Classic CA PPM, rely on the Load Data Warehouse job for fresh data. Administrators must also run the Create and Update Jaspersoft Users job and Synchronize Jaspersoft Roles job. The jobs should be run in this order:
The following other popular jobs might also impact your report data:
If these jobs fail, reports can be affected. Report information might be stale or missing. Contact your administrator for more information.
You can run, schedule, share, check status, and view Jaspersoft Studio reports inside CA PPM. The Home menu includes the Reports and Jobs menu option. The resulting intuitive two-tab page provides a convenient place for users to schedule reports and jobs. With pre-configured access from administrators, you can save your own report parameters. You can view only your own scheduled reports or the reports shared by other users.
Note: In Advanced Reporting some input controls appear to have default values when they are just the first values in the list. In CA PPM, these same filters appear correctly and do not appear to have default values. The Time Period and Currency filters are a few examples.
In Advanced Reporting, you can use the Jaspersoft relative date capability to schedule or run reports that have date-based filters such as Start Date, End Date, and so on. You can filter information in a report based on a date range that is relative to the current system date. Use the date-based filters and enter a text expression that describes the relative date or the date span that you want to display. The date-based filters use both Jaspersoft relative date functionality and regular dates.
For the relative dates, use the format <Keyword>+/-<Number>
To include data from the previous month in the report, use the following expression:
To include data in the report from the next month use the following expression: