TABLE OF CONTENTS
- Introduction
- System vs User Datamining Report
- Accessing the Portal Datamining Reports
- The Portal Datamining Reports Layout
- How to Create a Portal Datamining Report
- Further Support
Introduction
The portal datamining report is a type of web report that focuses on analysing and presenting data collected in ManagementStudio. The report uses data mining techniques to extract patterns, insights and valuable information from large datasets generated by user interactions on the portal. For more information on how a Datamining report works, please refer to this article.
System vs User Datamining Report
System Datamining Report
A system datamining report are reports that are owned by the system.
User Datamining Report
A User datamining report are reports that are created and owned by individual users in ManagementStudio. A user DMR can be set to be visible to all, however only the owner is able to make changes to the report.
Accessing the Portal Datamining Reports
To view the Portal Datamining Report:
- Switch to Administration -> Portal Settings (1)
- Expand either the System Datamining Reports or the User Datamining Reports to view the required portal datamining reports (2)
The Portal Datamining Reports Layout
| UI Element | Description |
| Save Changes | Commits the changes to the database. |
| Cancel Changes | To discard the changes and reload values from the previous save. |
| Edit Report | To edit the report. |
| Change Owner | To change the Owner of the report to another user in the system. |
| Delete | To delete the report. |
| Datamining Report/Name | The Name of the DMR will be shown in the UI and also as the tab name in the browser. |
| Make report visible to all users | The DMR will show in the UI for use by other Users, not just the User that created the DMR. |
| ID | Internal ID of the DMR. |
| Portal Wrapper | The portal wrapper selected to be displayed with the report. |
| Internal Name | Internal Name of the report. |
| Category | Groups related DMRs into folders in the Admin view, (does not show in the main UI). |
| Description | This description will show above the report table in the browser view. |
| Keywords for Email & Portal Pages | |
| Web Url by Id | The web url by Id. This can be copied and pasted in a web browser. |
| Web Url by Name | The web url by name. This can be copied and pasted in a web browser. |
| Keyword by Id | Keyword by ID. This is used to resolve the report in an Email. |
| Keyword by Name | Keyword by Name. This is used to resolve the report in an Email. |
| Portal Web View Options | |
| Show Report Header on Web View | Enable this to display the report header in a web browser. |
| Show Report Description on Web View | Enable this to display the report description in a web browser. |
| Show Download Button (Excel/CSV) | Enable this to display the button to allow the user to download the report. |
| Show Report Table in Compact mode (Uses 10% less vertical space) | Enable this to display the report table in a compact mode in a web browser. |
| Number of Rows to show before paging | Used to configure the number of rows to show before paging. |
| Enable PowerBI Endpoint | |
| Publish authenticated Json Endpoint for Power BI | This displays a Url used by authenticated users to view the DMR. |
| Publish public Json Endpoint for Power BI | This displays a Url used by an anonymous user to view the DMR |
| Misc Info | |
| Owned By | The name of the user that owns the DMR. |
| Last Modified By | The name of the user that last modified the DMR. |
| Last Modified On | The Date/Time the DMR was last modified. |
| Legacy Portal Links | |
| Publish authenticated Web Url to view report | Publishes a Url used by authenticated users to view the report in a web browser. Depreciated in v13 and replaced by portal authenticated wrappers in v14. |
| Publish public Web Url to view report | Publishes a Url used by anonymous users to view the report in a web browser. Depreciated in v13 and replaced by portal authenticated wrappers in v14. |
| Require secure filter to view Web Url (Auth and Public) | Publishes a Url to allow users to ONLY view items linked to them. Depreciated in v13 and replaced by portal authenticated wrappers in v14. |
How to Create a Portal Datamining Report
- Switch to Administration -> Portal Settings (1)
- Click on New Datamining Report (2)
- Select the Target Module (1)
- Click Select (2)
- A new Datamining window will be presented
- Select the fields required in the report from the Module reporting tier
- Click Run Datamining Report
- When you have all the required data in the report, click Menu (top left corner) and select Save
For more information on how a Datamining report works, please refer to this article.
- Enter a meaningful name for the report (1)
- Enter a brief description of the report (2)
- Enable this checkbox if the report needs to be visible to all users (3)
- Configure the required web portal settings for the report (4)
- Configure the PowerBI Endpoint settings for the report if required (5)
- Click Update Existing (6) to commit the changes
- Close the datamining report window
- Switch to Administration -> Portal Settings (1)
- Click Reload All (2)
- Select the newly created portal datamining report (3)
- Finalise the web portal settings for the report
- Click Save Changes
- Copy the Url from either the Web Url by Id or Web Url by Name fields and paste this into a web browser to display the datamining report
Example of a portal datamining report
Further Support
If you require further support, please visit ManagementStudio's Service Desk to search the knowledge base or create a new support ticket.