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.