Tile Builder - Export

This program lets you export business insight tiles.

Exploring

This program can't be run standalone and is accessed from the following program(s):

  • Insight Tile Definition

    From the Export function.

Business insight tiles (also called insight tiles or just tiles) are essentially SQL scripts displayed in a tile format within a SYSPRO web view. These tiles are context-driven and let you act instantly on events, facilitating informed business decisions and sound business behavior.

KPIs on tiles can be used to highlight values approaching or exceeding pre-determined objectives or thresholds. This lets you proactively keep an eye on approaching targets. These targets could be a certain value, company-wide goal or a specific target agreed for a person or a role within the organization.

Topics

Business Insights

Starting

You can restrict operator access to programs by assigning them to groups and applying access control against the group (configured using the Operator Groups program).

Solving

You can export standard and custom business insight tiles as follows:

  1. Open the Insight Tile Definition program (SYSPRO Programs > Administration > Enterprise Reporting).

  2. Select the Export function to launch the Tile Builder - Export program:

    1. Select the business insight tiles that you want to export by using the check box.

    2. Select the Export Selected Tiles function.

      The Export Tile Target window is displayed:

      1. In the SYSPRO Web UI (Avanti) version, specify the name of the target folder for the zip file. The target file name is Tile_Package.zip by default.

        In the SYSPRO Desktop version, specify the format and location of the tiles you want to export.

      2. Select the Export Tiles function.

        The Export Confirmation message that is displayed prompts you to confirm that you want to export the selected tiles.

  3. Exit the Insight Tile Definition program.

You can export individual or multiple tiles in a consolidated ZIP file or as separate files (i.e. one file per tile).

This depends on which SYSPRO User Interface is used:

  • When using the SYSPRO Desktop version:

    When exporting single files, the default server target folder is ...\WORK\Tile_Import_Export (this folder is created if it doesn't exist at the time of the export).

    If you are exporting to a ZIP file, then the default server target file name is Tile_Package.ZIP.

    Alternatively, you can select different folders and file names if required.

    In a client-server environment, the files are exported to the temporary folder on the client computer by default, but this can be changed if required.

  • When using the SYSPRO Web UI (Avanti) version:

    Only single files are exported to the Downloads folder specified in the browser settings.

    You can specify this folder when exporting the files if you enable the Ask where to save each file when downloading option in your browser's Downloads settings.

Using

  • Columns in a listview are sometimes hidden by default. You can reinstate them using the Field Chooser option from the context-sensitive menu (displayed by right-clicking a header column header in the listview). Select and drag the required column to a position in the listview header.

  • Press Ctrl+F1 within a listview or form to view a complete list of functions available.

Referencing

This exports the tiles you have selected.

All standard and custom tiles are displayed in this listview and grouped by category.

Use the check box to select the tiles you want to export.

Column Description

Tile

This indicates the tile description.

Tile ID

This indicates the unique 6-character tile identification code.

Tile type

This indicates the tile type:

  • Text

  • Bar chart

  • Line chart

Source

This indicates whether the tile is a custom or standard tile.

Development

This indicates whether the tile is still in development or testing.

Tile name

This indicates the full name of the business insight tile.

Tile category

This indicates the category in which the tile is assigned and assists with the easily location of tiles within the listview.

Help text

This indicates the text defined against the tool tip for the business insight tile.

The help text is displayed when you drag the tile onto the screen or when the mouse pointer hovers over the tile.

This window is displayed when you select the Export Selected Tiles button.

In the SYSPRO Web UI (Avanti) version, only the Target Zip file field is displayed as once exported, the zip file will be located in the Downloads folder specified in the browser settings.

The output format and environment can't be selected, as only single zip files can be exported from a client device. This is because only single zip files are imported in the SYSPRO Web UI (Avanti) version and the device typically won't have a server connection.

For a comprehensive listing of functionality differences between the SYSPRO User Interfaces, please refer to the User Interface Considerations topic.

This lets you export the business insight tiles selected within the Tiles listview based on your defined criteria.

Field Description

Output format

This creates a separate file for each tile selected.

This creates one ZIP file containing all of the tiles selected.

Client or server

This lets you specify where you want the files to be exported to, either Client or Server (in a client-server environment).

Target folder

Specify the name of the target folder when exporting separate files.

The recommended target folder is \Work\Tile_Import_Export.

We don't recommend saving exported tile definition files in the \Base\Samples folder.

Target ZIP file

Specify the name of the target folder when exporting a single zip file.

The recommended target folder is \Work\Tile_Import_Export.

We don't recommend saving exported tile definition files in the \Base\Samples folder.