Text Report Objects
Manage reusable text report objects for reports: reference ID, report assignment, flags as well as multilingual names, descriptions and text contents.
The Text Report Objects page is used to manage reusable text objects that are embedded in reports. Through this interface you maintain central texts and labels (e.g. fixed text blocks, notes or labels), assign them to a text position in the report and provide them with multilingual names, descriptions and text contents.
Note: This page is available exclusively to administrators. Users with read-only permissions (viewer roles) cannot create or edit text report objects.
1. Navigation
The Text Report Objects page is accessible via the Reports area.
2. Overview Table
All available text report objects are listed in a paginated table. Each row represents one text report object. Only the objects of the currently selected group are displayed (see Section 6).
Default Columns
| Column | Description |
|---|---|
| Reference ID | Unique reference identifier of the text report object |
| Active | Flag indicating whether the object is active and thus usable for reports |
| Report Assignment | Text position in the report to which the object is assigned |
| Name | Name of the object in the current display language |
| Description | Explanatory description text |
| Manual Creation Only | Flag indicating whether the object is used only during manual creation |
The Text column (the actual text content) is hidden by default but can be shown via the column configuration (see Section 5).
Sorting
Clicking a column header sorts the list in ascending or descending order by that column.
Search
You can search the list via the toolbar's search field. The search considers the reference ID, the name and the text content in all languages (German, English, French and Italian).
Personal View
Your table settings (e.g. column arrangement, sorting and filters) are saved per user and are available again the next time you open the page.
3. Create or Edit a Text Report Object
Via the toolbar you open a dialog for creating a new text report object or editing an existing one.
Procedure
- Click Add in the toolbar to create a new object, or open an existing object from the table for editing.
- Enter the fields in the dialog (see below).
- Save the object via the Save button.
Fields in the Dialog
| Field | Description |
|---|---|
| Reference ID | Unique identifier of the object. Mandatory field, maximum 200 characters, unique within the group. |
| Active | Determines whether the object is active. |
| Manual Creation Only | Determines whether the object is used exclusively during manual creation. |
| Report Assignment | Text position in the report to which the object is assigned. Mandatory field (see Section 4). |
| Name | Multilingual name of the object. Mandatory field. |
| Description | Multilingual description text. Mandatory field. |
| Text | Multilingual text content that is output in the report. Optional. |
Uniqueness of the Reference ID
The reference ID must be unique within the group. Uniqueness is checked when the object is first created. If the entered reference ID is already taken, the object cannot be saved and you receive a corresponding message.
4. Report Assignment
In the Report Assignment field you use a selection field with a suggestion function to choose which text position in the report the object is assigned to.
- Only the text positions not yet assigned in the current group are offered.
- Each text position can be used only once within a group. Already assigned positions therefore no longer appear in the selection.
- Start typing to narrow down the matching suggestions.
5. Toolbar Actions
The overview toolbar provides the following actions:
| Action | Description |
|---|---|
| Add | Creates a new text report object (hidden for read-only roles). |
| Edit | Opens the marked object for editing (hidden for read-only roles). |
| Delete | Removes the marked objects. |
| Select All / Deselect | Marks all objects on the current page or removes the marking. |
| Refresh | Reloads the list. |
| Search | Shows the search field. |
| Export | Exports the current list to Excel. |
| Column Configuration | Opens the configuration of the displayed columns. |
| View Templates | Allows applying, saving and resetting saved table views. |
Delete
Mark one or more objects and select Delete. The objects are removed and are subsequently no longer available for reports.
6. Group Filter
Via the group filter you control which group the displayed text report objects are assigned to.
- In the filter area you select the desired group. A group search assists you with the selection.
- With the Current group only option you restrict the list to the objects of the currently selected group. This option is not available to subcontractors.
7. Notes
- The management of text report objects is reserved for administrators.
- Text report objects are group-specific. Make sure you have selected the correct group before creating or editing objects.
- Name, description and text content are maintained in multiple languages; the overview shows the name in your current display language.