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Report Widgets

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From the Analytics dashboard page, you can drilldown into your analytics report to see additional details. To drilldown:

  1. Click the More info hyperlink on the report widget to drilldown into the analytics report. You will be redirected to the
  2. Anomalous Data, Duplicate Data or Missing Data report.
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Delete Analytics Report

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From the Analytics Reports page, you can delete analytics reports. To delete:

  1. Select an analytics reports (row) to delete
  2. Click the Delete Report button on the toolbar

    1. The delete button is only visible when Enable Delete has been checked under Settings – Options (top right corner of the UI)

    2. The delete button is enabled (ungrayed out) when an analytics reports (row) is selected

    3. The delete function is only available to users in the Administrator security group
  3. Click the Delete button to confirm the delete operation. Click the Cancel button to cancel the operation.
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Value Chart from Report

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In the example below, we are creating a value chart from a report to represent Software Costs by Region.

From the Charts tab, you can create charts from reports.  To create:

  1. Click the New Chart button to bring up the New Chart wizard
  2. Enter the properties of the new chart

    1. Name – Applications by Category
    2. Source Type – Report
    3. Source Report – Software Costs by Region

      1. Name
      2. Software Cost (Number)
    4. Data Method – Value
    5. Legend Number Format – Yes
    6. Legend Leading Character – $
    7. Description – This field was left blank
    8. Chart Type – Pie
    9. Heading Color – Grey
    10. Chart Span – Half Width
    11. Chart Position – After: Applications by Status
    12. Results to Show – All
    13. Show Zero Values – NO. This will omit all zero values from the chart legend.
    14. Show by Default – YES
    15. Enabled – YES
  3. Select the data columns and filters of the new chart

    1. Data Column – Software Cost
      1. Filter – None selected. This will display all Software Cost values on the chart.
      2. Label – The label was left blank. The field is ignored unless one or more filter values are selected.
      3. Color – Black. The field is ignored unless one or more filter values is selected.
    2. Label – Region
      1. Filter – None selected. This will display all Region values on the chart.
      2. Label – The label was left blank. The field is ignored unless one or more filter values are selected.
      3. Color – Black. The field is ignored unless one or more filter values is selected.
    3. Secondary Filter – Not applicable for this example
  4. Click the Preview Chart button to preview the chart before saving. Click the Close button to exit the chart preview.
  5. Click the Create Chart button when finished to create the chart. You will be redirected back to the Charts tab. Click the Cancel button to cancel the operation.
  6. The Software Costs by Region pie chart is shown below:
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Sum Chart from Report

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In the example below, we are creating a sum chart from a report to represent Computers by Region.

From the Charts tab, you can create charts from reports.  To create:

  1. Click the New Chart button to bring up the New Chart wizard
  2. Enter the properties of the new chart

    1. Name – Applications by Category
    2. Source Type – Report
    3. Source Report – Computers by Region

      1. Name
      2. Region (Lookup)
    4. Data Method – Sum
    5. Legend Number Format – No
    6. Legend Leading Character – This field was left blank
    7. Description – This field was left blank
    8. Chart Type – Pie
    9. Heading Color – Grey
    10. Chart Span – Half Width
    11. Chart Position – After: Computers by Type
    12. Results to Show – All
    13. Show Zero Values – NO. This will omit all zero values from the chart legend.
    14. Show by Default – YES
    15. Enabled – YES
  3. Select the data columns and filters of the new chart

    1. Data Column – Region
      1. Filter – None selected. This will display all Region values on the chart.
      2. Label – The label was left blank. The field is ignored unless one or more filter values are selected.
      3. Color – Black. The field is ignored unless one or more filter values is selected.
    2. Secondary Filter – Not applicable for this example
  4. Click the Preview Chart button to preview the chart before saving. Click the Close button to exit the chart preview.
  5. Click the Create Chart button when finished to create the chart. You will be redirected back to the Charts tab. Click the Cancel button to cancel the operation.
  6. The Computers by Region pie chart is shown below:
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Native Login Overview

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ReadyWorks allows users to login to ReadyWorks using local accounts. This section details how to configure native login.

From the Single Sign-On tab, you can enable and disable Native Login.

  1. To enable, drag the slider in the Native widget to the right

    1. Native login cannot be disabled if no other login provider is available
  2. To disable, drag the slider in the Native widget to the left

    1. Click the Disable button to confirm that another login provider is available. Click the Cancel button to cancel the operation.
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Analytics

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From the Modules tab, you can enable and disable the Analytics module.

  1. To enable, drag the slider in the Analytics widget to the right
  2. To disable, drag the slider in the Analytics widget to the left
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Asset Rules

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From the Modules tab, you can enable and disable the Asset Rules module.

  1. To enable, drag the slider in the Asset Rules widget to the right
  2. To disable, drag the slider in the Asset Rules widget to the left
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Form Builder

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From the Modules tab, you can enable and disable the Form Builder module.

  1. To enable, drag the slider in the Form Builder widget to the right
  2. To disable, drag the slider in the Form Builder widget to the left
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Edit Form

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Form Properties

The Form Properties tab provides the ability to view and update the properties of forms.

Available operations:

  • View and update the properties of the form
    • Fields available
      • Name – Name of the form
      • Title – Title of the form
      • Header – Header of the form displayed below the title
      • Description – Description of the form
      • Data Source – Data source of the form (e.g., Computer asset type) (read only)
      • Form Type – Type of the form (Create New Record, Update Selected Record)
      • Enabled – Whether the form is enabled
    • The view and update functions are only available to users in the Administrator security group
  • Click the Preview button to preview the form
  • Click the Update button to save any changes to the properties
  • Click the Close button to exit the wizard

Form Fields

The Form Fields tab provides the ability to view and update the fields of forms.

Available operations:

  • View and update the fields of the form
    • Fields available (editable unless otherwise noted)
      • Order – Change the order of the data columns
      • Data Column – View and select the data column of each field. Previously selected data columns are displayed in italics. The data column of the Name field cannot be changed.
      • Required – View, edit and select if the field is required or not. This property cannot be changed on the Name field.
      • Read Only – View, edit and select if the field is visible or not. This property cannot be changed on the Name field.
      • Label – View, edit and enter the label of the field
      • Tooltip – View, edit and enter the tooltip of the field
      • Descriptive Text – View, edit and enter the descriptive text of the field
      • Width – View, edit and select the width of the field (full, half)
      • Action – Delete existing or new rows
      • Add Row – Add new rows for additional fields
    • The view and update functions are only available to users in the Administrator security group
  • Click the Preview button to preview the form
  • Click the Update button to save any changes to the fields
  • Click the Close button to exit the wizard

Design

The Design tab provides the ability to view and update the look and feel of forms.

Available operations:

  • View and update the design of the form
    • Fields available
      • Form Width – View, edit and select the width of the form (small, large)
      • Form Color – View, edit and select the color of the form (blue, green, light blue, red, yellow)
      • Button Icon – View, edit and select a button icon for the form from the icon library. The full list of icons can be found on the Icon Library tab.
      • Button Color – View, edit and select the color of the button icon for the form (blue, green, light blue, red, yellow)
      • Button Text – View, edit and enter the name of the button icon
    • The view and update functions are only available to users in the Administrator security group
  • Click the Preview button to preview the form
  • Click the Update button to save any changes to the design
  • Click the Close button to exit the wizard
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Download Form

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From the Form Builder page, you can download a form source ZIP.  To download:

  1. Select a form (row) to download
  2. Click the Download Form Source ZIP button on the toolbar

    1. The download button is grayed out unless a form (row) is selected

    2. The download function is only available to users in the Administrator security group
  3. Click the Download button to confirm the download operation. Click the Cancel button to cancel the operation.
  4. The form source ZIP will download
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