Configure Report widgets

Context

The Report widget can be used on any asset page and in any context. censhare provides preconfigured transformations and toolbars. For example, the reports on the Asset statistics tab in the System asset.

Prerequisites

Familiarity with XSLT and the censhare XML data model.

Introduction

The Report widget is a universal tool to display asset data on an asset page. The widget uses XSLT to retrieve and transform data, and creates an HTML output. The data source can be the context asset or any asset structure in your system. XSLT provides great flexibility to transform and format the output data. For example, the Report widget can generate tables, lists, image previews, icons, or charts.

Optionally, you can add a Toolbar transformation to provide interactive elements such as filters, selectors or preview options. The toolbar transformation and report transformation work together and must be configured accordingly.

The report transformation and toolbar transformation are stored in Transformation assets (Module / Transformation). These assets store the configuration in an XSL master file. Since the Report widget is very flexible, it is not possible to provide a universal template for a report transformation. Usually, a report transformation contains three parts:

• The root query can be the context asset, an asset structure, or the whole system.

• The value query matches the asset data that you want to display in the output of the widget.

• The output generates an HTML snippet with censhare directives and writes the queried data in the desired format.

Configuration overview

• Configure the widget in your personal workspace - Place and configure the Report widget on an asset page. This configuration is only applied to your personal workspace.

• Create a widget configuration with XML - Add a configuration to an XML workspace template and assign the template to a role.

Configure the Report widget in your personal workspace

To add just the widget to an asset page, proceed as follows:

1. To add the widget to an asset page, switch to the developer mode in your censhare account.

2. Open the asset where you want to place the table widget.

3. Select the tab where you want to place the widget. If you need to add a new tab, open the page actions menu and select Manage tabs.

4. In the page actions menu, select Add widget type.

   In the Add widget dialog, select Report widget and click OK.

5. To configure the widget, click the Actions menu and select Configure widget.

6. In the Generic configuration area, define how the widget is displayed on the asset page. 

7. In the Report area, configure the report transformation and an optional toolbar transformation. For more information, see the Report section below.

Report

In this section, you configure the report transformation and an optional toolbar transformation:

Workspace XML configuration

As a system administrator, you can create widget configurations and add them to the XML file of a workspace template. For more information, see Workspace templates with XML files.

The following code snippet shows the configuration schema:

<widget kind="csReportWidget">
 <configuration xmlns:censhare="http://www.censhare.com/xml/3.0.0/censhare"> 
  <toolbarTransformationKey censhare:_annotation.datatype="string">[TOOLBAR.TRANSFORMATION.RESOURCE.KEY]</toolbarTransformationKey>
  <transformationKey censhare:_annotation.datatype="string">[TRANSFORMATION.RESOURCE.KEY]</transformationKey>
  <refresh censhare:_annotation.datatype="boolean">[TRUE|FALSE]</refresh>
 </configuration>
</widget>

Remarks