Fixed List Report Type

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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.​

Create a fixed list report

  1. Expand “Reports” on the sidebar navigation.
  2. Select “Design” to design a new report. 
  3. Populate the fields. Data fields with an asterisk (*) are required.
    • 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*: Select the “Fixed List” type of report.
    • Name*: Enter the name of the report.
    • Icon*: Select an icon to represent the report.
    • Datasource*: Select the underlying data for the report. 
    • Tags: Enter the list of tags for this report.
    • Description*: Enter a short description of the report.
    • Managed By: The contact who manages this report.
      • This field is hidden upon creation and visible when the record is edited. It is defaulted to the user who created the record.
    • Archived: Toggle on to disable the usage of this report.
      • This field is hidden upon creation and visible when the record is edited.
      • Archiving a report will add a tag of “Archived” to the report.
      • Archived reports are removed from dashboards when referenced as dashboard controls.
      • The Report Administrators or the “Managed By” report contact can view archived form types by selecting the appropriate value from the Archived Status dropdown.
    • External Identifier: Create a unique identifier for this report.
  4. Select “Save” upon completion.

Fixed list properties

  1. Locate the report and select the “Edit” button for the desired report.
  2. Select “Edit” within the Fixed List Properties section. 
  3. Populate the fields. Data fields 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.
  4. Select “Save” upon completion.

List items

  1. Locate the report and select the “Edit” button for the desired report.
  2. Select “Edit within the Fixed List Properties section. 
  3. Populate the fields. Data fields with an asterisk (*) are required.
    • Text*: Enter the text to display for this item.
    • Position*: Enter 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: Enter the description of the item, which will appear when you hover over the fixed list item.
    • Icon: Select the icon to display alongside the text of the list item.
    • Color: Select the color to display for the item. Leave blank to use the default color.
      • See the Color Key to view the color names and hex codes with the corresponding color.
    • URL: Enter 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 using the relative address (e.g., /Asset/Details/) or the full URL (e.g., https://app.assetas.com/Asset/Details/). We recommend using the relative address format for internal links as these links will not break when promoting a report from a non-production to production environment.
      • Links to external sites must always use the full URL.
      • 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.
  4. Select “Save” upon completion.

Security

Add a security role

Reports are only available for use by users who have appropriate security roles.

  1. Locate the report record and select the View/Edit button for the desired record.
  2. Select the “Add” button in the Security section.
  3. Populate the field. Data fields with an asterisk (*) are required.
    • Security Role*: Select the security role that allows the use of the report.
  4. Select “Grant” upon completion.

Add all security roles

Reports may be available to all users if all security roles are granted access.

  1. Locate the report record and select the View/Edit button for the desired record.
  2. Select the “Add All” button in the Security section.
  3. Select “Grant All” to confirm your selection.

Manage security roles

  1. Locate the report record and select the View/Edit button for the desired record.
  2. To the right of each record, under the Security menu, you may revoke this security role which will prompt you to confirm revoking access to any user with this security role.

Validate

  1. Locate the report and select the “Edit” button for the desired report.
  2. Select the “Validate” button to check the report for any issues and display any errors found.

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 mappings, filters, and sorting rules have been defined to generate the report.

Run

  1. Locate the report record and select the “Edit” button for the desired report.
  2. Select the “Run” button to run the report.
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