Versions Compared

Key

  • This line was added.
  • This line was removed.
  • Formatting was changed.

Summary_list
Task1What is a Reporting Collection?
Task2Adding a Reporting Collection
Task3Adding objects to a Reporting Collection

HTML
<a id="What is a Reporting Collection?"></a>

What is a Reporting Collection

The 

Referencemacro
LabelReporting Collection
object is a special type of group that acts as a virtual container, collating disparate users from across the entire organisation. This allow you to group any number of directory units together, for reporting purposes, with no constrains on the directory structure. For example, you can compare statistics for all Sales teams from across the country, by running a single report on the virtual group.

Screenshotmacro
Borderfalse
Shadowfalse
URL/download/attachments/1671374/reporting_collection_1.png

When adding objects to a Reporting Collection, only a copy of the actual entity is being moved into the virtual group. To represent this, the objects in a Reporting Collection group will always show as greyed out.

Screenshotmacro
URL/download/attachments/1671374/reporting_collection_6.png

HTML
<a id="Adding a Reporting Collection"></a>

Adding a Reporting Collection

To add a Reporting Collection to the system, drill-down to the Directory level where you want to add the group and click on the New object tab, as shown below:

Screenshotmacro
URL/download/attachments/1671328/add_new_object.png

In the new window that opens, select the Reporting Collection object from the Organisation unit list, enter a relevant name and click on the Add button, as shown below:

Screenshotmacro
Borderfalse
URL/download/attachments/1671374/reporting_collection_2.png

Info

There is no limit to the amount of Reporting Collections you can add to the Directory.

HTML
<a id="Adding objects to a Reporting Collection"></a>

Adding objects to a Reporting Collection

Follow the steps below to add an object to a Reporting Collection, e.g. sites, groups, users:

  1. Locate in the Directory the object you want to add to the Reporting Collection, click on it and select
    Referencemacro
    LabelCopy
    from the drop-down list, as shown below:
    Screenshotmacro
    URL/download/attachments/1671374/reporting_collection_3.png
  2. The object will be copied on the
    Referencemacro
    LabelClipboard
    panel, on the right-hand side of the screen. To add more directory objects to the Reporting Collection, follow the same procedure.
  3. To move the objects, open your Reporting Collection group, tick the box alongside the objects you want to move and click on the Paste button at the top-left corner of the 
    Referencemacro
    LabelClipboard
    screen, as shown below:
    Screenshotmacro
    URL/download/attachments/1671374/reporting_collection_4.png
  4. A copy of selected objects will now be added to the Reporting Collection group.
    Screenshotmacro
    URL/download/attachments/1671374/reporting_collection_5.png
Info

These groups are designed for reporting purposes only, therefore the calls will not be duplicated.