Report templates
Report templates (/Reports) can be found on the Analytics tab. Click on an existing report to see its detailed view, or create a new report.
Note that the same rules apply for these report templates as for Excel report templates with regard to SQL structure, templates and permissions. The URL to access the appropriate template is generated in the report itself.
Detailed view of a report
Open the detailed view of a report to see and edit its content, type and permissions, or to execute specific actions.
Contents
- Name
- Name of the report
- Description
- You can also provide an optional description of the report.
- Unique URL for this report
- The unique URL for this report (with token), e.g.: /Report/ID/ID/ID/StartBuilding/fe0cd725-5bcc-4abd-9c0e-e38b541dde41
- Use this URL to integrate the report in the solution and to initiate its generation. Be sure to replace each of the 3 placeholder IDs with an integer or a variable such as [LangID] or [SelfID].
- Parameter list
- Parameter 1 (to 6)
- Any parameter that you want to use in SQL must be listed here. Enter the parameters without brackets [...] here.
- Test variables
- To get output data while testing out the report, you can enter a few appropriate values for each variable here. (e.g. Param1=15, Param2=8)
- SQL statement
- Comments in SQL: '--' to end of line
- SQL statement 2
- Comments in SQL: '--' to end of line. This field is linked to umantis_data1
- SQL statement 3
- Comments in SQL: '--' to end of line. This field is linked to umantis_data2
Sql statement can only have SELECT-statements!
- Creation format
- XLSX, XLSM
Set type and permissions
In this section, you can specify the visibility for this report, i.e. who has permission to run this report. If you do not select any value (= empty), then no restriction is imposed, and the report is visible to everyone.
Visibility for module users
- Goals and tasks (ERM)
- Personnel development (ERM)
- Succession planning
- Events (administrators)
- Surveys
- all salary/bonuses
- manages networks
- Employee file
- Applicant Management
Visible for role:
- Employee
- Manager with access to direct subordinates
- Manager with access to direct subordinates and other organizational units
- HR expert
- Upper management
- Administrator
Actions
Error in report’s SQL code- Show SQL result for report
- Save Excel template
- Please note that only Excel files in .xlsx and .xlsm formats are allowed. The file must contain a worksheet named “umantis_data” to which the SQL output will be written.
- Show error history
- Delete report
Create new report
- Label*
- Required field
- Description
- Parameter list
- Parameter 1 (to 6)
- Any parameter that you want to use in SQL must be listed here. Enter the parameters without brackets [...] here.
- Test variables
- To get output data while testing out the report, you can enter a few appropriate values for each variable here (e.g. Param1=15, Param2=8).
- SQL statement*
- Comments in SQL: '--' to end of line
- SQL statement 2
- Comments in SQL: '--' to end of line. This field is linked to umantis_data1
- SQL statement 3
- Comments in SQL: '--' to end of line. This field is linked to umantis_data2