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MessageStats 7.8 - Report Pack for Lotus & IBM Notes User Guide

About the Lotus and IBM Notes Report Pack Preparing for Installation Configuring the Report Pack Database Management Setting Task Default Properties Creating Gathering Tasks Using the Reports Console Lotus and IBM Notes Report Descriptions Report Filter Definitions

Changing Grouping Options

After a report is generated, you can change the grouping options for the report. Each column header provides the facility to change grouping options.

The following illustration shows the grouping options that might appear when you click the column header. The options that appear depend on the current settings.

Initially, the same options appear regardless of which column header you select. After you change the grouping options, the list changes to reflect your current settings.

The following table describes all the grouping options:

 
Table 10. Options for grouping data in a report.
Option
Description

Group By

Groups the report by the selected field.

Ungroup

Removes the grouping of the report by the selected field.

Insert Field

Adds a new field to the left of the selected field.

When you select this option, a scrolling list appears for you to select the new field.

Append Field

Adds a new field to the right of the selected field.

When you select this option, a scrolling list appears for you to select the new field.

Remove Field

Removes the selected field from the report.

Sort Ascending

Sorts the field in ascending order.

Sort Descending

Sorts the fields in descending order.

Remove Sorting

Removes the sorting that you have indicated from the report.

Grouping changes you make to the sorting options for column headers are automatically reflected in the Report Information dialog box.

Setting Security

MessageStats Reports include a flexible solution for report security which allows you to assign certain permissions to users, and enable different views of the reporting tree depending on user needs and security requirements.

Two types of security are supported:

•
Role-based security which is inherent in the reports. For more information, see Role-based Security .
•
File-based permissions security which requires NTFS manipulation of your network. For more information, see Configuring Report Subscriptions .

Role-based Security

Role-based security provides an initial layer of security for your reports. Three local security groups, each with specific permissions, are created when MessageStats Reports are installed:

•
Web Report Administrators
•
Web Report Authors
•
Web Report Users

The effect of role-based security is uniform for all reports. All three security groups have access to the report site and to all reports. The roles (Administrator, Author, User) provide different permissions that can restrict the ways reports can be manipulated.

The default membership to these security groups places administrators in the Web Report Administrator role, and all others in both the Web Report Authors and Web Report Users roles.

To customize the memberships, you can add or remove users from the default groups. For more information about the MessageStats Reports security groups, see the MessageStats Reports User Guide.

Configuring Report Subscriptions

Configuring Report Subscriptions

The subscription service generates specific reports on a regular schedule. You can define subscriptions that embed a link to a report location in an email message, that embed the report in an email, or that send a message with an attachment that contains the report. You can also publish the reports to a file share, to an FTP site, or to a web site.

You can use the Subscription Wizard to set up and schedule the report subscription service.

Prerequisites for Publishing Reports to a Web Site

Web-based Distributed Authoring and Versioning (WebDAV) must be enabled on the IIS server if you are publishing a subscription to a web site. Also, both read and write permissions must be set on the virtual directory for the subscription.

Next, verify that the correct permissions are set on the target virtual directory. Select the Virtual Directory tab on the Properties sheet for the virtual directory. Ensure the following options are selected:

•
Read
•
Write
•
Log visits

Finally, configure the NTFS permissions for the content folder on your web server to ensure that the user account that is used to create the subscription has adequate permissions. Open Windows Explorer, open the Properties sheet for your content directory, and select the Security tab.

In addition to write permissions, the user account must also have the following permissions:

•
Create Files/ Write Data
•
Create Folders/ Append Data
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