To create a report, first click the Add Report icon on the header.
The Configuration/Data Sources screen allows the use to configure from where the data is pulled for the report, where the report will be stored and even the color theme for the report.
Figure 32: Configuration/Data Sources screen
The following information includes description for each of the options or fields for the Configuration/Data Sources screen.
§ Color Themes icon 
- Click to choose
or customize a theme for this report/dashboard. Please refer to Color
Themes section to learn how to use this feature.
§ Save icon 
- After entering the
desired parameters, click this icon to Save and proceed to Dashboard/Report Edit
§ Report Name - Allows up to 25 characters.
§ Type - The menu folder where you place this report.
§ Default - If Default is selected, then this report will be the one launched when the user logs in to the BI Tool or Jonas Enterprise menu.
§ Jonas Documents - If Jonas Documents is selected, you will be able to view documents in report/dashboard.
§ Visible to Other Apps - If Visible to Other Apps is selected, then this report/dashboard will be available for viewing in other Jonas Applications (built for future use.)
§ Color Themes
icon 
- Click
to choose or customize a theme for this report/dashboard. Please refer to Color
Themes section to learn how to use this feature.
§ Data Sources (Options on Configuration) options:
•
Add icon 
will bring up Data Sources
screen to add a new Data Source or edit a selected Data Source for this
report/dashboard.
•
Edit icon 
will bring up Data Sources screen to
edit a selected Data Source for this report/dashboard.
•
Delete icon 
will delete a selected Data Source for this
report/dashboard.
•
The Scheduling icon 
allows for setting a schedule to have
reports build into cache at a pre-determined time. Using scheduling will
dramatically improve performance within the BI Tool effectively. It is best to
set schedules based on the likelihood of how these views will be used in reports
and when people will likely access them (hourly, daily, monthly etc.). If
scheduling is on, the user will have access to rebuild the reporting cache on
the fly and will get notice once complete.
See Data Sources and Defaults for more details on Data Sources.