Report Management

Overview

When creating a report, you can choose between "personal space" and "public space". Personal reports in the personal space can be published to the public space. After creating a report, it will be managed in the Visual Menu bar in the Management Center, including list management and group management, as follows:

Report Management

List Management

Entering the Management Center will take you to the report list management page by default, as shown in the following figure. You can use the search box in the upper left corner to search for reports by name, creator, or group.

View/Copy/Delete Reports

All reports are displayed in a list format, where you can view, copy, or delete individual reports.

Report Movement

In the report list management, you can move the reports in the list to a new report group, as shown in the following figure:

Report Group Sorting

In the list management page, after filtering a specific group, you can sort the reports within the group, as shown in the following figure:

Report Group Management

Go to the management center, select "Group Management", and enter the report group management page. In this page, you can create, sort, and delete groups, as shown in the following figure:

Create a New Group

In the group management page, you can create a new group in the upper right corner. The name can contain Chinese and English characters, numbers, hyphens, and underscores, with a length not exceeding 20 characters.

Group Member Settings

In the Group Management page, you can configure the group permissions for each group's report assets, including administrator settings, management rights, and viewing permissions, as shown in the figure below:

Definitions of the three roles are as follows:

• Group Manager: Can manage all members in the group, including adding and deleting members, and assigning permission types to members; Can collaborate in managing all reports in the group, including publishing, editing, copying, deleting, and sharing settings.
• Management Permission: Can collaborate in managing all reports in the group, including publishing, editing, copying, deleting, and sharing settings.
• Viewing Permission: Can view the report in the report directory.

Report Space

In report management, to finely adapt the production and use process of reports, reports can be selected as "Personal Space" or "Public Space" during creation, as follows:

Personal Space

Personal Space is suitable for configurations during the report creation process (after configuring and debugging in personal space, it can be published to public space). It is aimed at personal user usage and precipitation of report assets.

• Personal Space: Each account comes with a personal space to store personal reports. Only the creator can view them, and others cannot view them (unless shared).
• Personal Report: Refers to a report created by an individual and not displayed externally. It only exists in the personal space. It is suitable for personal space configuration and data verification (during the data manipulation process, temporarily not for public access)

Public Space

Public Space is suitable for the completed state of the report configuration process. It is designed for group users' report usage scenarios.

• Public Space: Space for users to store public reports. Each project has one public space.
• Public Report: Refers to a report that has been accumulated and can be displayed externally. It exists in the public space and can be viewed or managed after authorization. When creating a report, you can choose between personal or public.

Note: Personal reports in personal space can be published to public space, but reports in public space cannot be withdrawn to personal space.