Overview
The Drag and Drop Builder allows users to use a pre-defined data view to build their reports without having to worry about SQL. After selecting the Drag and Drop authoring tool, you will be presented with the following display:
Selecting your View
From here you will need to select a View on which to build your report. The main panel displays a list of available Views, while the left hand search panel allows you to narrow the list in several ways:
- Keyword Search - This search allows you to perform a search based on text found in the View's Name, Description, or Fields contained within it.
- Data Source - This option allows you to restrict Views to only those based on the selected Data Source.
- View Category - This option allows you to restrict Views to only those based on the selected View Category.
- View Type - This option allows you to restrict Views to only those created using the selected build method. The available options include:
- Composite Views
- OLAP Cubes
- Drag and Drop Builder
- CSV Import
- Freehand SQL
- Stored Procedure
Once you have narrowed the View list down using the options outlined above, simply click on the desired View's name and you will proceed to the first step of the Report Building process, the Data page.
Create Data Set
The Create button is available to help users add data to generate reports off if they don't already exist. If the user has the appropriate creation permissions, they have the option to create one or all of the following from this page if they can't find a suitable option for their report:
- Data Source - this allows the user to create a new database connection. This could be to base a new View on, for use with a Freehand SQL report, or to create a writable source for CSV Import.
- View - this allows the user to create a new View for report building.
- CSV Import - this allows the user to import the contents of a CSV file for use in report building.
