CMPS Admin User 03

Creating and Editing Reports

Similarly to how it is explained for Roles, the Reports Profiles menu can be used to grant Users access to certain types of Reports within the Admin Module, and customers can easily edit previously created Report Profiles too.

In order to access the Admin Module, you need to log in to Compass first and then click the Admin button.

Within Reports, you’ll find Menu and Profiles dialogs under their corresponding tabs:

  • Menu

    The Menu dialog displays every Report available in Compass. Reports are grouped by category and users can disclose or hide each Report by clicking on the Expand/Collapse buttons (v/>) located beside the category name. Alternatively, users can disclose or hide all Reports by clicking on the Expand All/Collapse All button near the top for a friendlier display. Add, Edit and Delete buttons are available to the right of each Report category. Additionally, Edit and Delete buttons are also located to the right of each existing Report.

    Notice that a View As drop-down menu, located on the upper-right corner of the list, allows the selection of Profiles to directly display their corresponding view mode, i.e., disclosing the Report categories and Report types of interest only.

  • Profiles

    To the right of Menu, the Profiles dialog discloses a list of the available Profiles, allowing users to edit them, create new ones and assign the Report types each Profile will have access to.

Creating New Reports

There are two ways to create new Reports by means of the Administration Reports tool: With the +New button located above the Reports list and with the Add button available to the right of each existing Report category. Let’s see the details of these workflows.

To create a New Report, once you have accessed the Reports tool:

  1. Click on the New button on the left side of your screen. A new Menu Item window appears.
  2. Enter the text you would like to be displayed in the Display Text box.
  3. Select the Report Type that you need from the drop-down menu.
  4. Insert the URL where the Report will be hosted.
  5. Select the Icon you want to assign to the Report from the available icons drop-down menu.
  6. Select the Profiles for which you want this New Report to be Active by checking off the boxes next to them.
  7. Click on the OK button.

Remember that you can always create a New Report within a specific Report category by clicking the Add button to the right of this (see figure in previous section). Once the Menu Item dialog is displayed, the rest of the steps are identical to the ones described above.

Creating New Report Profiles

Within the Profiles section, also included in the Reports tool, the user can create New Report Profiles, as well as view, edit the configuration or delete existing Profiles.

To create a New Report Profile:

  1. Click Reports on the left of the screen to access the Reports Tool.
  2. Click Profiles to access the Profiles section.
  3. Expand the Action menu. by clicking on it. New and Edit buttons are displayed.
  4. Click New. A new window displays.
  5. Enter a Profile Name and click on the Save button. The new Reports Profile has been created and now you will have to set the features you want to assign to it. To learn how, read the next section Editing Report Profiles.

Editing Report Profiles

Once you have created a Report Profile, you need to edit its configuration by selecting those features you want to assign to the Profile.

To edit a Report Profile:

  1. Select the Report Profile in the Profile drop-down menu.
  2. Select the Report types to be assigned by checking the corresponding boxes. You can select or deselect types as desired.
    Notice that types are grouped into several categories which can be expanded or collapsed by clicking on the v/> buttons next to them. For example: When you click on the > button, on the left of Schools, Trans Statistics and School Stops are displayed. You can select both at the same time by checking off the Schools box, or you can choose one or the other by clicking them separately.
  3. When you finish, click Save.

Checking New Report Profiles in Menu

After you have created and saved a new Report Profile in the Profiles section, you can always review the Report Profile and the enabled features in Menu.

To do so:

  1. Within the Reports menu, click on the Menu tab.
  2. Select the User Profile that you have created from the drop-down menu on the right. You should see the same features that you enabled for you Profile in the Reports Profile section (checked off boxes).

As an example, the figures below show both sections. Report Builder, four features in the Students category and two in the Schools category were selected when a Profile named The User Profile (left) was created, and the same features are now displayed under the Menu tab (right).

Deleting Report Profiles

In addition to creating and editing, you can always delete an existing Report Profile.

To Delete an existing Report Profile (steps 1 to 3 are identical to those followed to create new Report Profiles):

  1. Click on the Reports tab to access the Reports Tool.
  2. Click on the Profiles tab to access the Profiles section.
  3. Expand the Action menu by clicking on it. New and Edit buttons are displayed.
  4. Click on the Edit button. A new window appears.
  5. Click Delete. Be aware that, once you click Delete, the Profile is instantly removed without warning.