In each selected tab (such as My Reports), there are various management options (options for managing reports, folders, main screen) in the main directory.
- Main panel options
There are 2 main edit options of the screen displayed.
- Column filters
These options are used to filer a specific column according to their purpose. For instance, if you have a single column Owners, you can use filters to select a specific owner or group. The number of available filters depends on the adapted columns (see subsequent chapter for more information).
- Option to view directory/report details
Selecting the pencil icon in the main panel of the directory, you can set columns which are to be presented in folders.
Selectable options:
- Owner
- Created (date created)
- Modified (date modified)
- Detailed Type (folder, report, …)
- Data Model Type (SQL, Postgres, file model, ….)
- Data Model Name
The number of available columns depends of the location (path) of the user.
In the right side of “column adjustment”, you can set the order of columns as needed. Columns closest to the left will be arranged on top and columns closest to the right will be arranged at the bottom.
If you select a greater number of columns, additional filter options will become available, as shown in the figure below:
2. Right panel options
The right panel is available upon selecting << available on the right toolbar on the tabs.
Available options:
- Details
To view the details of a specific object, you need to select it and then click the details icon in the right panel.
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Following information is presented on the details screen: object name and type (folder, report, …), object description (and if missing you can add one), object location, its modification and creation dates. There may be additional information, such as data model for report, depending on the object type.
- Access rights and authorizations
To view access rights and authorization to a specific object, you need to select it and then click the access and authorization icon in the right panel.
On the screen, you can see your authorizations as well as access rights granted to other users. In the right panel, you can also assign authorizations to users by selecting [Manage Permissions].
More information on how it works and how to grant permissions can be found in the article “Managing Comarch BI Point object permissions”.
- History
You can access an object history on the screen of report/model repository tree. The history option is available in the right context menu upon selecting a relevant icon.
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You can use this option to view the history of actions performed on a given object.
- Translations
BI Point application provides the mechanism for adding translations to objects. You can add translations in a selected language. Object names and descriptions are translatable.
- Subscriptions
A subscription option is also available in the right panel, depending on the selected object. This option is available to reports and dashboards.
The panel provides information on existing subscriptions for the object. You can also define a new subscription by selecting [Add Subscription].
More information about subscriptions can be found in the subscription article here.
The other options that are not available in the right panel are: Open in a new tab (opens a report in a new browser tab) and Add to favorites (adds a report to user’s favorites and displays it in the left panel under the Favorites tab).