Reporting | WennSoft Documentation

Open Reporting from the Workspace navigation.
Wait for Reporting to finish checking your permissions. If you do not have access, the page shows a permission message instead of the reporting workspace.
Use the folder tree to browse reporting folders.
Use the breadcrumb to confirm which folder you are currently viewing.
Review the report list. Each report shows details such as name, description, status, owner, and modified date.
To run a report, select the report’s Run action.
Enter any required preview parameters. Required parameters must be filled in before the report can run.
Wait for the report to finish processing. When it is ready, the preview opens in a modal or preview area.
If the report output includes a grid, sort the grid from the column headers as needed.
Select Export PDF after a successful run if you need a PDF copy. The PDF keeps the current visible grid sort order and converts interactive grids into static report tables.
To edit a report, select the report’s Edit action. This opens the report in Report Builder.
In Report Builder, use the Designer tab to arrange report items visually.
Use the JSON tab when you need to edit the report definition directly.
Use the Preview tab to review generated output before publishing or exporting.
Select Save Draft to save your current report changes. New reports create an initial draft revision, and existing reports create a new draft revision.
Select Publish when the draft is ready to become the active report version. Active reports run from the published definition; draft reports run from the draft definition.
To create or organize folders, use New Folder when your role allows it.
To upload a report definition, select Upload File and choose one .json report definition. Reporting validates the file before creating the report.
If upload validation finds blocking errors, review the validation dialog. The report is not created until the errors are resolved.
To manage access, select a report’s Permissions action or choose Manage Permissions from a report or folder context menu.
In the permissions drawer, review direct entries, inherited folder entries, owner access, and the current effective permission.
Use Add user or group to grant access to users or roles, choose the permission level, then save the drawer.
If you are a Reporting Admin, BusinessUnitAdmin, or WS Admin user, use the Owner Access section to change the report owner when needed.
Use Report Management for broader library administration, such as creating, renaming, or deleting folders; moving reports between folders; and managing folder-level or report-level access.
Use Return To Builder or Close to leave Report Management and go back to the report design surface.

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Provide details instructions for creating a report, editing a report, granting permission access to a report.

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Below are detailed user-guide steps based only on the Reporting help and reporting documentation in this folder.

Creating A Report

Open Reporting from the Workspace navigation.
Confirm you have reporting access. If access is denied, Reporting shows a permission message instead of the workspace.
To create a fixed-layout operational report, open Report Builder.
In Report Builder, enter a clear report name so the report is easy to find later in the saved report rail or Reporting library.
Use the Designer workspace tab to build the report visually.
Add and arrange report items in the layout workspace.
Configure each report item’s properties, such as position, size, content, dataset fields, visibility rules, formatting, or expressions.
If the report uses parameters or filters, configure the parameter type so preview users receive the correct input control.
For controlled filters such as status, define allowed lookup or multi-select options so users can choose valid values.
Use shared assets when the report needs images. Select the Image Asset Library button to browse or manage reusable company images.
Use shared Text Blocks when the report needs reusable copy such as remit-to information, footer text, or standard notes.
Use the JSON tab only when you need to edit the report definition directly.
Use the Preview tab to test generated output.
Fill in any required preview parameters. Preview and export stop with a validation popup until required values are entered.
Select Save Draft to save the report. A new saved report creates a stable report record and an initial draft revision.
Review the preview again after saving. Processor-backed live preview and generated PDF output use the latest saved draft revision.
Select Publish when the draft is ready to become the active report version.
Return to Reporting to find the report in the reporting folder/file library.

Editing A Report

Open Reporting from the Workspace navigation.
Use the folder tree to locate the folder that contains the report.
Use the breadcrumb to confirm the current folder path.
Find the report in the file list. The list shows the report name, description, status, owner, and modified date.
Select the report’s Edit action.
The report opens in Report Builder.
Use the Designer tab to make visual layout changes.
Use the report item properties to update exact placement, sizing, formatting, expressions, datasets, filters, visibility, or other item behavior.
Use the JSON tab if direct report-definition editing is needed.
Use the Preview tab to test the edited report.
If preview processing fails, review the error shown in the Preview panel.
Select Save Draft after making changes. Saving an existing report creates a new draft revision.
If the report was previewed before the latest changes, treat the old preview as stale until the draft is saved again.
Select Publish when the saved draft should become the active report revision.
Run the report from Reporting to confirm the published or draft version behaves as expected. Active reports run against the published definition; draft reports run against the draft definition.

Granting Permission Access To A Report

Open Reporting from the Workspace navigation.
Locate the report using the folder tree and file list.
Select the report’s Permissions action, or open the report or folder context menu and choose Manage Permissions.
Review the permissions drawer.
Check the current effective permission for the report.
Review direct report access entries.
Review inherited folder entries if the report inherits folder access.
Review owner access for the report.
Select Add user or group.
Choose one or more users or roles.
Set the permission level for each new access row, such as view or edit access.
Save the permissions drawer.
Remember that removing one direct entry may not remove effective access if another access path still applies.
Do not expect to remove direct entries for the current report or folder owner; owner entries cannot be removed from the drawer.
If you are a Reporting Admin, BusinessUnitAdmin, or WS Admin user, use the Owner Access section when the report owner needs to change.
Select Change Owner to open the owner selector, or use Assume Ownership when that action is available.
For broader access administration, open Report Management from Report Builder.
In Report Management, use folder-level access when multiple reports should inherit the same access rules.
Use explicit report access when a specific report needs direct user or role grants.
Save folder or report access changes before leaving Report Management.
Select Return To Builder or Close to exit Report Management.