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Generating reports

Generate report

After a report definition is created in the system a report can be generated based on this definition.

  • Manually using Generate report... in report explorer.

  • Manually using Save and generate... in content configuration view has to be clicked.

  • Manually using the tool Generate Report. This tool can also be used in a script or in a sequence.

  • Automatically using the job task Generate Report.

System will display a dialog where a user can provide various report generation settings.

Settings are divided into two sections: MS Word settings (these are report type specific settings, can be different for different report types), eneral settings (settings which are independent of the report type).

MS Word settings - Output folder: a folder where the generated MS Word file will be written, this setting is mandatory. - Open report when generated: an optional convenience setting that will cause the generated MS Word file to be opened automatically after it’s ready.

General settings: - Save in document manager: If checked, generated report will be saved in Document Manager. - Document path: Points to a path where the report should be saved in the document manager. A path can either be a folder, e.g. /reports/, or a document name, e.g. /reports/myreport.docx. Folder paths should end with /.

After pressing Generate button the system will generate the report and show a success notification dialog or if any problems occurred the system will display a warning dialog with details about each problem.

Change report generation settings

Each time a report is generated settings need to be provided. In order to save time, settings can be defined once, saved and then reused each time a report is generated. Settings can be saved either for current user or for every user in the workspace.

In order to change settings for a given report definition select the report definition in report explorer, right-click on it and click Change settings...

The system will display a dialog where a user can provide various report generation settings. For description of each settings please refer to Generate report.

After the settings have been set the user should select whether they should be saved only for him or for evey user in the workspace Change settings for the workspace and click save.

The next time he or anyone (in case the settings have been saved for the workspace) generates the report the saved settings will be automatically loaded into report generation settings dialog.