Assetas support

Fixed List Report

This page will walk you through the process of creating or editing a fixed list report.

Create a report | Report details | Report properties | Fixed list itemsSecurity | Validate and run | Related topics 

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Assetas support

A fixed list report displays a list of items, hyperlinks, or buttons in a horizontal or vertical format. This report type is an easy way to create a quick link to other areas of Assetas from the dashboard.​
 

What is a fixed list report?
 
  1. Expand "Reports" on the sidebar navigation.

  2. Select "Design" to design a new report. This will immediately bring you to the Report Details screen.
     

Create a fixed list report
 
Report details
 

The report details include the primary foundational details of the report. Please note that items with an asterisk are required.

Report Details:

Populate the following fields:

  • Category*: The category grouping for this report. You can create your own categories by navigating to Report Categories under the Lists & Types menu under Configuration.

  • Type*: The type of report. Select Fixed List.

  • Name*: Enter the name of the report.

  • Icon*: Select an icon to represent the report.

  • Tags: The list of tags for this report.

  • Description*: Enter a short description of the report.

  • External Identifier: Create a unique identifier for this report.

Please note that all fields with the exception of the External Identifier are required for this type of data record.

Report properties

Please note that items with an asterisk are required.

List Type*: The orientation of the list and the option to select a list of buttons or text. Choose from Vertical List, Vertical Buttons, or Horizontal Buttons.

 
Fixed list items

Please note that items with an asterisk are required.

  • Text*: The text to display for this item.

  • Position*: The position of this item in the list relative to other items. When adding, editing, and deleting an item, the system will automatically renumber the items by increments of 5.

  • Description: Description of the item, which will appear when you hover over the fixed list item.

  • Icon: Displays an icon alongside the text of the list item.

  • Color: The color to display for the item. Leave blank to use the default color.

  • URL: The optional URL for the item. When the item is clicked, the URL will direct users to the appropriate link. 

    Common internal links are available in a dropdown for use. You may link to any page in the application.

    A return link to the user's dashboard may be created by appending:
    “?ReturnURL=/” (without the quotation marks) to the end of the URL. For example, if the fixed link item directs a user to complete a form or add an asset, once the save/submit button is clicked, the user will be returned to the dashboard. To return the user to a page other than the dashboard, simply add the URL of that page after the final forward slash.

  • Open in New Tab: Toggle on to open the URL link in the field above in a new browser tab. Toggle off to open the URL link in the existing window.

 
Security

In this section you may define which security roles have access to your report.
 

By default, reports are not assigned to any security roles; only the user who created the report and anyone with the “Report Administrator” security function will be able to access the newly created report. 
 

When a report is granted to one or more security roles, users of those security roles will also be able to access it.  You can add single roles at a time, or all roles at once.

 
Validate and run

Validate:  Click the Validate button to check the report for any issues and display any errors found.

Run: The Run button will run your report and will return any data per your report requirements.

A report without validation errors does not necessarily guarantee that the logic in the report is accurate or that the report will return data. It simply affirms that the way the map properties, filters, and sorting rules have been defined allow the report to run. It’s always best practice to click on the Validate button and check there are no errors.