Data Quality

Configure User Settings, Reports and Filters

Once users are added to a group to gain access to reports, workflow and report settings can be configured to meet the user’s preference. Some settings are configured for the group or report, but can be overwritten at the user level.

This use case covers the following topics:

Customize User Settings

Users can configure settings specific to their user profile.

To customize user settings:

  1. Select Configuration > User Reports/Filters in the Navigation pane.

    NOTE: All users with security to Data Quality display. Refer to Security for detailed information on granting user security to Data Quality.

  2. Click the Edit icon for a USER ID row.

    View the field descriptions for the Users Reports/Filters page

  3. Select an option in the REPORT HEADER ID list box if default value is not applicable.

    NOTE: The REPORT HEADER ID controls how the report headers display for the user. By default, the reports display the original header names, which in most cases are Target ERP header names. A user can choose to display the Translated value, leave it Untranslated or display both values.

    NOTE: When a group report is run,Data Quality uses the Group Owner’s Report Header ID for the unfiltered users’ report. This is done because only one copy of the unfiltered report is generated.

  4. Click SEND ATTACHMENT check box to enable it, which sends reports as an attachment to this user's workflow email.

    NOTE: If SEND ATTACHMENT is disabled, the user must log in to Data Quality to manually download a copy the report.

  5. Click SEND NOTIFICATION check box to enable it. The user receives a notification when a report has been run.

    NOTE: If the report contains more records than what is specified in the Workflow Attach Record Limit parameter (Configuration > Parameters), a notification is sent instead of the actual report file.

  6. Click SUMMARY NOTIFY check box to enable it. The user receives a single email with all reports for the day instead of receiving an individual email for each report.

  7. Click THRESHOLD NOTIFY check box to enable it. The user receives a group threshold notification workflow for Groups that are at critical or warning thresholds.

    NOTE: These check boxes are not available if a user does not have a valid email address included with the user account information.

  8. Click Save.

Customize Report Settings

Group Owners are able to configure report-level parameters for all reports registered to their groups. Settings defined at the group level, such as how frequently workflows are emailed, can be overwritten at the user level for individual reports.

To customize report settings:

  1. Select Configuration > User Reports/Filters in Navigation pane.
  2. Click Reports for User ID.
  3. Click Edit.

    View the field descriptions for the User (Reports) page

  4. Update the WORKFLOW SCHEDULE ID list box to change the frequency of workflow emails if the default value is not applicable.

    NOTE: Schedules are maintained in Common. Refer to Create Schedules for detailed information.

  5. Click Save.
  6. Click WHERE CLAUSE MANUAL check box to enable it, indicating a Where clause is to be specified for the report.

    NOTE: A Where clause limits report data displayed to the user and overrides user filters. Refer to Define Where Clauses for detailed information.

    NOTE: Workflow email settings are controlled at the user level. 

  7. Click NOTIFY FOR EMPTY REPORTS check box to enable it, sending a workflow email when the report contains no records.

    NOTE: Reports with zero records are not sent; however, on some critical reports, users may like to receive an email if a report does not contain records.

  8. Click Save.
  9. Click Vertical View to further configure the user report.
  10. Click Edit.

    View the field descriptions for the User (Reports) page's Vertical View

  11. Enter a filter in Where Clause field, if WHERE CLAUSE MANUAL check box is enabled.
  12. Enter a sort value in User Report Order By field to override the SQL Order By field for the user’s specific report file.

    NOTE: The User Report Order By field is used for users that have filters and/or would like the data to display in a specific order.

  13. Click Save.

Define Where Clauses

Add a Where clause to a user report if the filtering requirements are more complex than those supported by the user filter options.

When Where Clause Manual is enabled, user filters are ignored and only the Where clause defined on the Vertical View of the User (Reports) page is used. If the Where Clause Manual field is not enabled, it is assumed that there is no Where clause and the report is not filtered.

To define a Where clause for a report:

  1. Select Configuration > User Reports/Filters in Navigation pane.
  2. Click Reports for User ID.
  3. Click WHERE CLAUSE MANUAL check box to enable it.
  4. Click Vertical View for User ID.
  5. Click Edit.

    View the field descriptions for the User (Reports) page's Vertical View

  6. Enter a filter in Where Clause field.
  7. Click Save.

Define Filters

Filters are customized at the user level to limit data contained in reports. User filters apply to all reports that include the specified field(s) unless otherwise configured. Multiple values entered for a field display results from a report for all values.

To define a filter for a user:

  1. Select Configuration > User Reports/Filters in Navigation pane.
  2. Click Filters for User ID.
  3. Click Add.

    View the field descriptions for the User (Filters) page

  4. Enter a filter field in FIELD field.
  5. Select a value used to filter by constant from OPERATOR list box.
  6. Enter the value to be compared to FIELD using OPERATOR in CONSTANT field.
  7. Click Save.