Reports - Revision history

IDT-1 at 06:34, 13 September 2022

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IDT-1 at 06:33, 13 September 2022

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IDT-1 at 06:33, 13 September 2022

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IDT-1 at 06:31, 13 September 2022

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IDT-1 at 06:16, 13 September 2022

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IDT-1 at 06:13, 13 September 2022

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IDT-1 at 06:12, 13 September 2022

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IDT-1 at 06:11, 13 September 2022

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IDT-1 at 06:01, 13 September 2022

2022-09-13T06:01:02Z

IDT-1 at 05:59, 13 September 2022

2022-09-13T05:59:38Z

Show changes

@@ Line 457: / Line 457: @@
 &nbsp;
@@ Line 476: / Line 477: @@
 </ol>
 <div class="image-green-border">[[File:SSRS 07.png|720px|SSRS 07.png]]</div>
-After the JSON file is uploaded, a success notification is displayed in the lower-right corner of the window.&nbsp;
+After the JSON file is uploaded, a success notification is displayed in the lower-right corner of the window.
-−
-=== &nbsp; ===
-−
 == Managing SSRS reports &nbsp;&nbsp; ==

@@ Line 479: / Line 479: @@
 === &nbsp; ===
 == Managing SSRS reports &nbsp;&nbsp; ==
 The ability to create your own custom SSRS reports and update them as required gives you more control over reporting.&nbsp;&nbsp;
 === Creating and updating SSRS reports&nbsp; ===
@@ Line 520: / Line 520: @@
 To know which dynamic view is used in your SSRS report, download the report JSON file and look for the '''SourceEntityName''' attribute value.&nbsp;&nbsp;
-<div class="image-green-border" paraeid="{4b091294-a02f-4dba-885f-c23450aadd69}{75}" paraid="1223290159">[[File:SSRS 05.png]]</div> <div class="image-green-border" paraeid="{4b091294-a02f-4dba-885f-c23450aadd69}{75}" paraid="1223290159">&nbsp;</div> <div class="image-green-border" paraeid="{4b091294-a02f-4dba-885f-c23450aadd69}{75}" paraid="1223290159">&nbsp;</div>
+<div class="image-green-border">[[File:SSRS 05.png|RTENOTITLE]]</div> <div class="image-green-border">&nbsp;</div> <div class="image-green-border">&nbsp;</div>
 &nbsp; </div> '''Related Topics:'''&nbsp;[[Agreement_Management|Agreement Management]]&nbsp;|&nbsp;[[Agreement_Details_Page_Reports|Agreement Details Page Reports]]&nbsp;|&nbsp;[[Legal_and_Compliance|Legal and Compliance Reports&nbsp;]]| [[Admin_Reports|Admin Reports]] | [[Workflow_Reports|Workflow Reports]]&nbsp;| [[Power_BI_Integration_with_ICI|Power BI Integration with ICI]]&nbsp; |&nbsp;[[Clause_and_Deviation_Insight_Reports|Clause and Deviation Insight Reports]]&nbsp;| [[Obligation_Management_Reports|Obligation Management Reports ]]| [[Sourcing_Reports|Sourcing Reports]]&nbsp;|&nbsp;[[Release_Notes|Release_Notes]]&nbsp;|

@@ Line 457: / Line 457: @@
 &nbsp;
@@ Line 478: / Line 479: @@
 === &nbsp; ===
 == Managing SSRS reports &nbsp;&nbsp; ==

@@ Line 483: / Line 483: @@
 The ability to create your own custom SSRS reports and update them as required gives you more control over reporting.&nbsp;&nbsp;
 === Creating and updating SSRS reports&nbsp; ===
@@ Line 488: / Line 489: @@
 You can download any of the existing templates or report definitions and use them to build your own report definition file in JSON format. You can also upload a new JSON file to create a custom SSRS report.&nbsp;
 #Go to Configure tile > System Configuration > Report Configurations > Dynamic views and download a template or an existing view.&nbsp;
-Go to Configure tile > System Configuration > Report Configurations > Dynamic views and download a template or an existing view.&nbsp;<br/> The template JSON file is downloaded on your local system.&nbsp;
 <ol start="2">
-<li>
+<li>Open the JSON file in a text editor.&nbsp;</li>
 Open the JSON file in a text editor.&nbsp;
 </li>
 </ol>
@@ Line 501: / Line 500: @@
 [[File:SSRS 08.png|RTENOTITLE]]
 <ol start="3">
-<li>
+<li>Change the JSON objects as required and save the file.&nbsp;</li>
 Change the JSON objects as required and save the file.&nbsp;
 </li>
 </ol>
 <ol start="4">
-<li>
+<li>&nbsp;Navigate back to the '''Reports Configurations > Dynamic Reports''', click Upload and attach the modified JSON file.&nbsp;</li>
 &nbsp;Navigate back to the '''Reports Configurations > Dynamic Reports''', click Upload and attach the modified JSON file.&nbsp;
 </li>
 </ol>
@@ Line 515: / Line 510: @@
 On successful upload of the JSON file, a new custom SSRS report is created.&nbsp;
 <ol start="5">
-<li>
+<li>(Optional) To verify whether the changes have been successfully implemented, click History in the left pane and view the generated logs.&nbsp;</li>
 (Optional) To verify whether the changes have been successfully implemented, click History in the left pane and view the generated logs.&nbsp;
 </li>
 </ol>
 &nbsp; </div> '''Related Topics:'''&nbsp;[[Agreement_Management|Agreement Management]]&nbsp;|&nbsp;[[Agreement_Details_Page_Reports|Agreement Details Page Reports]]&nbsp;|&nbsp;[[Legal_and_Compliance|Legal and Compliance Reports&nbsp;]]| [[Admin_Reports|Admin Reports]] | [[Workflow_Reports|Workflow Reports]]&nbsp;| [[Power_BI_Integration_with_ICI|Power BI Integration with ICI]]&nbsp; |&nbsp;[[Clause_and_Deviation_Insight_Reports|Clause and Deviation Insight Reports]]&nbsp;| [[Obligation_Management_Reports|Obligation Management Reports ]]| [[Sourcing_Reports|Sourcing Reports]]&nbsp;|&nbsp;[[Release_Notes|Release_Notes]]&nbsp;|

@@ Line 479: / Line 479: @@
 === &nbsp; ===
-You can download any of the existing templates or report definitions, and use it to build your own report definition file in JSON format. You can also upload a new JSON file to create a custom SSRS report.&nbsp;
+== Managing SSRS reports &nbsp;&nbsp; ==
-#&nbsp;
+The ability to create your own custom SSRS reports and update them as required gives you more control over reporting.&nbsp;&nbsp;
 <ol start="2">
-<li>Open the JSON file in Notepad++.&nbsp;</li>
+<li>
 </ol>
-<div class="note-box">Note: Ensure that you change/remove the VersionID and enter unique values for the ReportNameOnTile attribute.&nbsp;</div>
 [[File:SSRS 08.png|RTENOTITLE]]
 <ol start="3">
-<li>Change the JSON objects as required and save the file.&nbsp;</li>
+<li>
 </ol>
 <ol start="4">
-<li>&nbsp;Navigate back to the Reports Configurations > Dynamic Reports, click Upload and attach the modified JSON file.&nbsp;</li>
+<li>
 </ol>
 [[File:SSRS 09.png|RTENOTITLE]]
-On successful upload of the JSON file, a new custom SSRS report will be created.&nbsp;
+On successful upload of the JSON file, a new custom SSRS report is created.&nbsp;
 <ol start="5">
-<li>(Optional) To verify whether the changes have been successfully implemented, click Audit Logs in the left pane and view the generated logs.&nbsp;</li>
+<li>
 </ol>
-&nbsp;
+&nbsp; </div> '''Related Topics:'''&nbsp;[[Agreement_Management|Agreement Management]]&nbsp;|&nbsp;[[Agreement_Details_Page_Reports|Agreement Details Page Reports]]&nbsp;|&nbsp;[[Legal_and_Compliance|Legal and Compliance Reports&nbsp;]]| [[Admin_Reports|Admin Reports]] | [[Workflow_Reports|Workflow Reports]]&nbsp;| [[Power_BI_Integration_with_ICI|Power BI Integration with ICI]]&nbsp; |&nbsp;[[Clause_and_Deviation_Insight_Reports|Clause and Deviation Insight Reports]]&nbsp;| [[Obligation_Management_Reports|Obligation Management Reports ]]| [[Sourcing_Reports|Sourcing Reports]]&nbsp;|&nbsp;[[Release_Notes|Release_Notes]]&nbsp;|
 </div>
 '''Related Topics:'''&nbsp;[[Agreement_Management|Agreement Management]]&nbsp;|&nbsp;[[Agreement_Details_Page_Reports|Agreement Details Page Reports]]&nbsp;|&nbsp;[[Legal_and_Compliance|Legal and Compliance Reports&nbsp;]]| [[Admin_Reports|Admin Reports]] | [[Workflow_Reports|Workflow Reports]]&nbsp;| [[Power_BI_Integration_with_ICI|Power BI Integration with ICI]]&nbsp; |&nbsp;[[Clause_and_Deviation_Insight_Reports|Clause and Deviation Insight Reports]]&nbsp;| [[Obligation_Management_Reports|Obligation Management Reports ]]| [[Sourcing_Reports|Sourcing Reports]]&nbsp;|&nbsp;[[Release_Notes|Release_Notes]]&nbsp;|

@@ Line 425: / Line 425: @@
 In ICI, you can create custom SSRS reports by uploading a new report definition in a JSON file. SSRS reports can use data from dynamic views.&nbsp;
 == Structure of a dynamic report&nbsp;&nbsp; ==
 This section helps you understand the structure of dynamic reports when they are generated from dynamic views. Each dynamic view is defined in a JSON file. Thus, if we identify and modify the JSON file for a dynamic view, we can modify the report created using that particular dynamic view.&nbsp;&nbsp;&nbsp;
 <div class="image-green-border">[[File:SSRS 01.png|RTENOTITLE]]</div> <div class="image-green-border">&nbsp;</div>
 == Preparing for report configuration&nbsp; ==

@@ Line 456: / Line 456: @@
 &nbsp;
@@ Line 466: / Line 467: @@
 To modify a dynamic view:&nbsp;
 #Go to Configure tile > System Configuration > Report Configurations > Dynamic Views.&nbsp;
-Go to Configure tile > System Configuration > Report Configurations > Dynamic Views.&nbsp;
+#Download the JSON file for the dynamic view: click the three-dot menu to the far right in the report name row and select Download. &nbsp;<br/> The view JSON file is downloaded to your local system.&nbsp;
+#Open the JSON file in a text editor, make the required configuration changes, and save the file. &nbsp;<br/> For example, to add a column, you can copy one of the existing JSON objects for a column and change the attribute values such as column display name.
-<ol start="2">
+<div class="image-green-border">[[File:SSRS 06.png|720px|SSRS 06.png]]</div> <ol start="4">
-<li>
 Download the JSON file for the dynamic view: click the three-dot menu to the far right in the report name row and select Download. &nbsp;<br/> The view JSON file is downloaded to your local system.&nbsp;
-</li>
-</ol>
-<ol start="3">
-<li>
 Open the JSON file in a text editor, make the required configuration changes, and save the file. &nbsp;<br/> For example, to add a column, you can copy one of the existing JSON objects for a column and change the attribute values such as column display name.
-</li>
-</ol>
-<div class="image-green-border" paraeid="{d15cec47-7024-4c72-af5e-833d20a076e3}{16}" paraid="1224280753">[[File:SSRS 06.png|720px]]</div> <ol start="4">
 <li>On Report Configurations > Dynamic Views, click the Upload button and attach the modified JSON file.&nbsp;</li>
 </ol>
-<div class="image-green-border">[[File:SSRS 07.png|720px]]</div>
+<div class="image-green-border">[[File:SSRS 07.png|720px|SSRS 07.png]]</div>
 After the JSON file is uploaded, a success notification is displayed in the lower-right corner of the window.&nbsp;
-=== Identify the view from which the dynamic report is generated&nbsp; ===
+=== &nbsp; ===
-−
-If you already know the name of the dynamic view used to generate the dynamic report that you want to modify, skip this section, and directly update the dynamic view JSON file. But if you’re trying to find the dynamic view used to create your dynamic report, here’s some help:&nbsp;
-−
-#&nbsp;
-−
-Go to Configure > System Configuration > Report Configurations > Dynamic Reports and download the JSON file for the dynamic report.&nbsp;
-<ul style="margin-left: 40px;">
-<li>&nbsp;Click the three-dots on the right of the report name row and select Download. The report JSON file is downloaded to your local system.&nbsp;</li>
-</ul>
-<ol start="2">
-<li>Open the JSON file in Notepad++:&nbsp;</li>
-</ol>
-<ul style="margin-left: 40px;">
-<li>Note down the SourceEntityName property value. This is the name of the Dynamic View used to generate the dynamic report.&nbsp;&nbsp;</li>
-</ul>
-−
-[[File:SSRS 05.png|RTENOTITLE]]
-−
-=== Update the dynamic view JSON file ===
-−
-After identifying the dynamic view that’s linked to the dynamic report, the next step is to update the dynamic view. The configuration properties of a dynamic view are stored in a JSON file. To update a dynamic view, you must download the JSON file, make changes, and upload it back.&nbsp;
-−
-#&nbsp;
-−
-Go to Configure tile > System Configuration > Report Configurations > Dynamic Views, and download the JSON file for the dynamic view.&nbsp;
-<ul style="margin-left: 40px;">
-<li>Click the three-dots on the right of the view name row and select Download. The view JSON file is downloaded to your local system.&nbsp;</li>
-</ul>
-<ol start="2">
-<li>Open the JSON file in Notepad C++, make the required configuration changes, and save the file. &nbsp;<br/> For example, to add the Signature Type column to the existing view, add a column attribute for the new column.&nbsp;</li>
-</ol>
-−
-[[File:SSRS 06.png|RTENOTITLE]]
-−
-&nbsp; &nbsp; 3. On Report Configurations > Dynamic Views, click the Upload button and attach the modified JSON file.&nbsp;
-−
-[[File:SSRS 07.png|RTENOTITLE]]
-−
-After the JSON file is uploaded, a success notification is displayed in the lower-right corner of the window.&nbsp;
-<ol start="4">
-<li>(Optional) To verify whether the changes have been successfully implemented, click Audit Logs in the left pane and view the generated logs.</li>
-</ol>
-−
-=== Update the dynamic report JSON file&nbsp;&nbsp; ===
-−
-Just modifying the dynamic view is not sufficient. To display the changes, you must update the changes in the dynamic report JSON file.&nbsp;
-−
-#&nbsp;
-−
-Go to Configure tile > System Configuration > Report Configurations > Dynamic Reports, and download the JSON file for the dynamic report.&nbsp;
-<ol start="2">
-<li>Open the JSON file in Notepad C++, make the required configuration changes, and save the file. &nbsp;<br/> For example, to add the Signature Type column to the existing report, add a JSON object&nbsp; for the new column.&nbsp;</li>
-</ol>
-−
-Tip: To add a column, you can copy one of the existing JSON objects for a column and change the attribute values such as column name and column position.&nbsp;&nbsp;&nbsp;
-<ol start="3">
-<li>On Report Configurations > Dynamic Reports, click the Upload button and attach the modified JSON file. After the JSON file is uploaded, a success notification is displayed in the lower-right corner of the window.&nbsp;</li>
-</ol>
-<ol start="4">
-<li>(Optional) To verify whether the changes have been successfully implemented, click Audit Logs in the left pane and view the generated logs.&nbsp;</li>
-</ol>
 == Creating new custom SSRS reports&nbsp; ==

@@ Line 457: / Line 457: @@
 &nbsp;
-In Icertis Contract Intelligence, you can modify existing dynamic reports.&nbsp;
+== Managing dynamic views&nbsp; ==
-#[bookmark://_Identify_the_view Identify the view from which the dynamic report is generated.]&nbsp;&nbsp;
+As a Report Admin, you can modify dynamic views in ICI. These changes are made in the JSON file for the dynamic view. You can make changes such as add or remove columns and change the data that is fetched from different source agreements.&nbsp;
-#[bookmark://_Update_the_dynamic Update the dynamic view JSON file to reflect the required changes.]&nbsp;&nbsp;
-#To display the changed view in the report, [bookmark://_Update_the_dynamic_1 update the dynamic report JSON file with the changes].&nbsp;&nbsp;&nbsp;
+Changes to the views reflect in the dynamic reports that use data from these views. You can view the available dynamic views by navigating to Configure tile > System Configuration > Report Configurations > Dynamic Views.&nbsp;&nbsp;
 === Identify the view from which the dynamic report is generated&nbsp; ===

@@ Line 429: / Line 429: @@
 This section helps you understand the structure of dynamic reports when they are generated from dynamic views. Each dynamic view is defined in a JSON file. Thus, if we identify and modify the JSON file for a dynamic view, we can modify the report created using that particular dynamic view.&nbsp;&nbsp;&nbsp;
 <div class="image-green-border">[[File:SSRS 01.png|RTENOTITLE]]</div> <div class="image-green-border">&nbsp;</div>
 == Preparing for report configuration&nbsp; ==
 *To view and access the report configuration settings, you must have the Report Admin technical role in Icertis Contract Intelligence.&nbsp;&nbsp;
-<div class="image-green-border">[[File:SSRS 10.png]]</div>
+<div class="image-green-border">[[File:SSRS 10.png|RTENOTITLE]]</div>
 *You must have access to Self Service page.&nbsp;
-You must have access to Self Service page.&nbsp;
-−
-−
-You must have access to all the agreements from which data is extracted to create reports. &nbsp;
 &nbsp;