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Reporting Server/How to provision reports in BackOffice and WebPOS

Contents


This howto describes the step needed to provision a report from jasper reports server in WebPOS. It goes through all the steps from initial role setup, report creation and making it available in WebPOS.

Note: After the initial setup steps provisioning additional reports is very simple: place them in the correct folder in the jasper repository (step 4 of this tutorial).

Prerequisite

This howto assumes that the reporting configuration record has been created. See this page for details on that.

For the BackOffice integration the following module should be installed within Openbravo:

For the WebPOS integration the following module should be installed within Openbravo:

The modules have been tested with Openbravo Retail 19Q4 and later.

Step 1: preference determines who can access reports in webpos

The first step is to check/set a preference determining who will see the Reports/KPI menu option in WebPOS. By default the reporting retail integration will enable it for all webpos users, but you can override it for specific users to prevent this.


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Step 2: Link Openbravo role to (new) jasper role

Access to reports is controlled through roles. The Openbravo roles are matched with a jasper role (for details see this page).

Enter a new record, set the role name you want to use in jasper. Press save.

Openbravo Jasper Reporting Role Mapping store manager.png

If the role in jasper does not yet exist then select the record and press the 'Create role in reports server' button.

Openbravo Jasper Reporting Role Mapping store manager2.png
Openbravo Jasper Reporting Role Mapping store manager3.png


Note: role inheritance is supported in this mapping. So you can define the mapping for a high level generic Openbravo role (e.g. Sales Rep Role) while the Openbravo users are linked to/using a specific role (e.g. Sales Rep Store 1 Role).

Step 3: Enable access for role in reports server

Now we are going to use the new role to provide access to specific folders in jasper.

Go to the reports server directly and login as admin user. Open the repository view (pull down menu: View > Repository).

If you want to place new reports in a specific folder in a module then create that folder (right click on its parent folder and select add folder).

Now give your (new) role access to the folder by right clicking it and selecting 'Permissions'.


Openbravo Jasper Reporting folder permissions.png


Then give the role you used earlier 'Read Only Access' and click Apply or Ok


Openbravo Jasper Reporting folder permissions2.png


Step 4: Create a report, adhoc-view or dashboard and save in the correct folder

The next step is to create a report, adhoc-view or dashboard and save it in the correct folder. For details how to do this you can go through the user documentation.


Openbravo Jasper Reporting save in folder.png

Step 5a: Access the report(s) from the Backoffice

The reports are available in the backoffice through the 'Reports Server - Report Listing' window. You can open it through quick launch.

Openbravo Jasper ob quick access menu.png

The screenshot also shows the menu option to directly open the reports server. The Reports Server - Report Listing window shows the available reports:

Openbravo Jasper report window.png

Then select a report and click 'Open Report':

Openbravo Jasper open report.png

After this the same report is accessible through the recent views:

Openbravo Jasper recent views.png

Step 5b: Access the report(s) from WebPOS

Login to webpos using a user which has a role defined in the rolemapping. After login you can find a Reports and KPIs menu option.


Openbravo Jasper webpos access report menu.png

Clicking the option shows the list of available reports:

Openbravo Jasper webpos access report.png

Clicking a report will open it:

Openbravo Jasper webpos access report show.png

Q & A

Do I need to create users within Jasper? No, a user is automatically created in the reports server when a user opens the Reports/KPIs menu option.

How do the reports handle the fact that users can only view data of their own organisation? The Openbravo - Reports Server integration automatically exchanges (at every access) the current list of accessible organisations from Openbravo to the reports server. The reports server uses this information to filter the data shown to the user in all reports.

When I open the WebPOS menu I see many more reports than I expect, how is that possible? Every user will always be in the ROLE_USER in the reports server. The ROLE_USER role has by default access to folders created in the reports server. All the reports in all these folders are available. There are two ways to limit this: 1) control the role-access to folders with reports in the reports server, 2) change the 'Base Reports Folder' in the Reporting Configuration.

Retrieved from "http://wiki.openbravo.com/wiki/Reporting_Server/How_to_provision_reports_in_BackOffice_and_WebPOS"

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