Module - Report Library
Contents
1 Overview
Often there are times when live reporting is not customised enough or business analytics has not been applied to the data. For decades, Microsoft Excel has been the guaranteed way of generating designer reports. The email and audit trail as well as the file storage and locating of reports weeks later is not as simple.
This Report Library module is designed to make storing of reports a whole lot easier.
It associates uploaded and generated documents and reports generated with bxp forms.
2 Use
A user simply logs in and gets their reports from:
Main Menu > Report Library > Report Library > Report Library > Choose the form >
Click the secure download icon 
beside the report you wish to download
This means you could store all your reports meaningfully and centrally. Microsoft Word Documents, Excel Spreadsheets, PowerPoint presentations, Adobe PDF documents, any media type at all.
Most importantly all interactions are logged to ensure clarity.
The secure nature of bxp removes the risk of large attachments not being accepted. It also removes failed deliveries or even worse, intercepted emails.
Scheduled reports, when generated, will appear in this module automatically if required.
For more information on using Report Library please read here Using_Report_Library
3 Schedule report generation
3.1 Through the interface
For non-customised bxp reports you can use the interface itself Report_Library_-_Scheduled_Reporting
3.2 Through the bxp API
For all customised types of reports. If you set up a user to work through the bxp API bxp_API, you can now call a URL and cause the reports to be clicked automatically.
https://ww3.allnone.ie/client/client_demo/cti/userCTI_GenericEntry.asp?user_id=username&user_key=password&system=reportlibrary&value=10
- ?user_id=username
- &user_key=password
- &system=reportlibrary
- &value=10
In this example, the grouped data report from Data Profiling with an Id of 10 will be generated using the options from the Data Profiling main options and the resulting file will be stored in the report library.
4 Communications options
The report library can send an automated email when a report is uploaded to a pre-specified list of recipients. This allows people who are not normally logged into bxp to be notified that a report is now available. This also serves the audit trail process of ensuring that people are notified when reports are available.
This picture provides a sample real world notification email with sensitive information obscured by orange squares.
5 MetaData rules through the bxp API
There can often be a requirement to generate very customised outputs. The MetaData module allows data to be manipulated, collated and summated in any way required.
MetaData rules are performed through the bxp API in exactly the same way on the data, before / after the reports are generated. This offers us a huge range of automation ability.
Example functions:
- Clean data before reporting
- Collate data before output into monthly / quarterly totals
- Data wiping after output to a report for data protection reasons
Also it enables the removal of massive reports out of the working day removing potential slowdown of normal operations.
The following URL demonstrates how to cause the MetaData program 2 to be kicked off.
https://ww3.allnone.ie/client/client_demo/cti/userCTI_GenericEntry.asp?user_id=patrick&user_key=password&system=metadata&value=2
- ?user_id=patrick
- &user_key=password
- &system=metadata
- &value=2
6 External uploaded file extension
N.B. This feature is in development and is not currently available to clients. Updates to follow.
It can often be necessary for sensitive data to be transmitted between organisations. bxp allows for an external page to be made available to a client. The client can then upload documents into the report library of bxp. These files can then be collected inside bxp.
This approach allows data list transfer, remote worker reports and returns and secure file interchange without the need to have to engage extra levels of encryption on documents or contents of emails.