This section contains a number of tips for working with the report definition file.
If a column is renamed, SharePoint retains the original column name. The original column name is the one that BrightWork Reporter needs. There are a few ways to identify the real column name.
Note: Column names are case sensitive, for example, if the internal column name was 'soMEcolUMN', this is the arrangement you would have to use.
Note: Spaces in column names in SharePoint are returned as
%5Fx0020%5F in a browser address window). This is why it is good practice not to use spaces in column names when creating them!
Business Data Catalog is a shared service that stores information about the data in business applications that exist outside Microsoft Office SharePoint Server. You can use the service to display business data on a SharePoint site and thus display the data in BrightWork Reporter.
To find out the underlying SharePoint name of a Business Data Catalog column:
Certain columns in some lists are not displayed on the List settings page. These columns and their real SharePoint names are detailed below.
Column Display Name
Real SharePoint Column Name
Status Indicator Code
If you have the access to your server, you can make a report available to all your sites by dropping the file into the BrightWork Gallery and updating the gallery file. The file will then be available for selection from the BrightWork Server Gallery in the Reporter Settings page on all sites on the server.
Note: You should backup all files prior to editing them or upgrading BrightWork Reporter. If you upgrade BrightWork Reporter, the ServerGallery.XML file will be overwritten.
Any changes you make to a file in the BrightWork Server Gallery will affect all instances of BrightWork Reporter using the file; therefore, you should not edit any of the out of the box files but make copies of them instead.
To get the Status icon to appear for the Status (Tasks list), Task Status (Project Tasks list) and Issue Status (Issue Tracking list) columns, you should update the list of values to include numbering.
For example, change: Not Started; In Progress; Completed; Deferred; and Waiting on someone else to (1) Not Started; (2) In Progress; (3) Completed; (4) Deferred; (5) Waiting on someone else.
If you add BrightWork Reporter to the root site of a site collection, you may notice that the Include all sub-sites option is unavailable and wonder why you cannot automatically report on your site collections from the Root site. This is because site collections are not actually subsites off the root. The relationship is shown below.
However, this does not mean that you cannot report on multiple site collections from the root site or indeed from any location.
To report off site collections:
Out of the box reports will not report across site collections as they operate on a Current site and subsites basis or on a Specified site and subsites basis. This scenario describes how to get the My Work report working across multiple site collections.
Note: The My Work report will no longer automatically load for the logged in user - they will have to select their name from the list.
<QuerySource href="http://myserver/sites/TeamSite1" recursive="true"/>
<QuerySource href="http://myserver/sites/TeamSite2" recursive="true"/>
<ChoiceParam caption="Current User" name="UserNameCheck" >
<Values fieldName="Title" sourceType="ListAtPath"
<Value Type="int">[CurrentUser]</Value>into the Find what: field.
<Value Type="text">[ CurrentUser]</Value>into the Replace with: field.
LookupId="TRUE"into the Find what: field.
The View Descriptor defines a report as it is displayed on the page. When a report is first added to a page, the view descriptor that is in the report definition file defines how the report appears on page; however, once a report is configured via the Reporter Settings page, a new internal view descriptor is created. You can extract the view descriptor from an existing report for reuse in your own report definition XML. The advantage of this is that you will not have to configure the report when adding it to a web part page - useful if you plan to reuse the report in a number of locations.
To extract a view descriptor:
Note: You may have to tell Windows what application to open the file with, ideally you should use SharePoint Designer, however, the dwp file should open in any text editor or your browser.
The type of view descriptor tag depends on the report type being displayed: