Welcome
to
the
Pentaho
User
Console
August
2012
Contents
Welcome
to
the
Pentaho
User
Console...2
Introduction..2
Portal
Functionality.2
Run
a
Report...4
Schedule
a
Report...4
Authorize
Report
Security..5
Conclusion.6
Welcome
to
the
Pentaho
User
Console
Welcome
to
the
Pentaho
User
Console
Introduction
This
document
provides
an
overview
of
the
Pentaho
User
Console,
a
portal
to
access
your
organizations
critical
information
in
a
single
placeincluding
reports,
analysis,
queries
and
dashboards.
As
you
work
through
this
document,
you
will
learn
about
key
portal
features
accessed
through
the
menu
and
toolbar,
how
to
run
and
schedule
a
report,
and
lastly,
how
to
authorize
report
security.
Pentaho
is
installed
with
built-in
security
authentication
and
authorization.
To
log
into
the
Pentaho
User
Console
you
can
use
one
of
the
default
users,
joe
with
the
default
password
password.
Portal
Functionality
1. Once you login you will see the Pentaho User Console. There are several sections to take note of in the console, the Menu Bar, Toolbar, Report Panel and Browse Panel. a. The Menu Bar includes: i. File Menu which contains options to create, open, and manage reports, as well as a log out option ii. View Menu which allows look and feel customizations. For instance, you can change the theme to your company colors and logo. iii. Tools Menu which allows for management of reporting data. iv. Help Menu which provides on-line help for the Pentaho User Console
Welcome
to
the
Pentaho
User
Console
b.
The Toolbar includes: i. Open Button to open existing content ii. Content Creation buttons: 1. Interactive Reports - This button opens a new Interactive Report. This can be done by clicking the New Report button in the middle of the screen, or selecting File -> New -> Interactive Report. 2. Analysis Reports - This button will open a new Analysis Report. This can be done by clicking the New Analysis button in the middle of the screen, or selecting File -> New -> Analyzer Report. 3. Dashboards - This button will open a new Dashboard. This can be done by clicking the New Dashboard button in the middle of the screen, or selecting File -> New > Dashboard.
iii.
Workspace - This button will open up the Workspace screen. The Workspace screen will report what has been submitted to run in the background on the server through the Pentaho report scheduling mechanism.
Welcome
to
the
Pentaho
User
Console
Run
a
Report
1. 2. 3. To run a report double click on Steel Wheels > Reporting > Product Sales Report in the Browse Panel. Next, answer the prompts at the top of the report. Select the output type and hide the report parameters section.
Schedule
a
Report
1. To schedule a report select a report in the Browse Panel of the User Console
Welcome
to
the
Pentaho
User
Console
a.
Right-click and select Schedule. Next provide a schedule name, a schedule group and a schedule description.
b. c.
Next select a recurrence interval and an execution time. Finally, select a start and end date for the schedule. Your report is now scheduled.
Authorize
Report
Security
1. To authorize a. b. c. d. report security select a report in the Browse Panel. Right-click and select Properties. Next select the Share tab. Select the Add button Select users or roles to grant access to. Select the appropriate permissions for each user/role.
Welcome
to
the
Pentaho
User
Console
e.
Click OK.
Conclusion
This concludes our overview of the Pentaho User Console. To learn more please review the in depth video overviews and tutorial documents for Pentaho Interactive Reporting, Pentaho Operational Reporting, Pentaho Analyzer and Dashboards.
