Introduction to Report Builder new user experience
The new experience of Jazz® Reporting Service is focused on user productivity improvements.
- The Reports page has a new visual style. It displays additional
information, includes new capabilities, and reports that are organized by folders. Moving reports to
a different folder structure does not affect reports, which are part of existing dashboards.
- Organizing reports by folders is a major shift compared to the existing Report Builder classic UI, in which, tags are the primary organization mechanism. The
recommendation for the RB new user experience is to minimize the number of folders and reports at
the root level. You can group the reports as per your organization needs. For example, create or
move existing user-specific content under the Users folder, and in the Projects folder, move
anything else that is organized at a project level. This organization keeps the folder root level
clean and responsive.
To learn more about searching, creating, editing, copying, moving, and deleting reports, see Managing reports and schedules in new user experience.
- The reports list displays more information for each report, such as the last modified date of
report or folder. There are more columns that you can select to display, such as
ID, Last modified by, Last run,
and Last run by. These columns help you to understand the usage patterns of a
report.
For a complete list of other report columns, click the Manage column icon. Select the columns that you prefer and in the order that you want them to display. You can also sort and resize the columns. You can customize the My reports and All reports views based on your column selections. You get specific information under My reports and a different set of information under All reports.
To learn more about how to customize columns, see Customizing columns.
-
In the Reports page, you can make many changes without opening a report. For example, you can directly edit the name and description of reports and folders. You can also export a report or schedule to export a report directly from the Reports page.
- Organizing reports by folders is a major shift compared to the existing Report Builder classic UI, in which, tags are the primary organization mechanism. The
recommendation for the RB new user experience is to minimize the number of folders and reports at
the root level. You can group the reports as per your organization needs. For example, create or
move existing user-specific content under the Users folder, and in the Projects folder, move
anything else that is organized at a project level. This organization keeps the folder root level
clean and responsive.
-
Exporting and scheduling an export are streamlined into an improved UI. You can export directly from the Reports page, or move through the steps to schedule the export on a recurring basis. You can also schedule the export of an image type. For reports that require you to select a configuration or filters to run, open the report that you want to export.
- The Report Builder new user experience includes some improvements in the
administration area. It provides more flexibility to the RB administrators.
- The RB administrator can access the RB administration page from /rs/admin. Thus, RB is aligned with the rest of Engineering Lifecycle Management applications.
- The new experience for RB administration UI also has some new sections, such as RB themes, beta
features, query monitoring, and advanced properties.
To learn more about how to configure Report Builder, see Setting up and configuring Report Builder.
- In Report Builder new user experience, access the tours to guide you through various features of the new user experience. You require internet to access these tours.
For more information, see the following video: