Manager portal — Using the Report Browser
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The Report Browser provides a display of reports available to you based on report definition rules, and may also display List View and Summary View reports. The Report Browser lets you:
You can add V5 List View and Summary View reports to the display with the Add Reports to Report Browser tool, on the Reporting Tools landing page.
When you select a report in the Report Browser, it displays in the Report Viewer in a separate window. The Report Viewer lets you:
). You can also browse for reports by category: click any category that appears in the left panel, and its contents appear in the Report Browser. The category link provides a hint to its contents with a number in parentheses to show the number of reports available in that category.
) to create a new report. In the form that appears, select the appropriate Data Type from the available options. Provide a name and title in the Report Name and Report Title fields, and optionally enter a brief description in the Report Description field. Select a Report Category from the available options--note that you cannot create a report without having a category to assign it to. When your entries are complete, click OK.
Note: The list of classes available includes all work types within the current application, Assign-Worklist, Assign-WorkBasket, Data-Admin-Organization, Data-Admin-Organization, Data-Admin-OrgDivision, Data-Admin-OrgUnit, and Data-Admin-Operator-ID. Additional classes are also listed if the Access of Role to Object instance for the manager’s role and the class specifies a value of 5 (Production Level access) for the Modify Rules and Delete Rules controls.
) icon to create a new Category. In the form that appears, provide a Category Name and a Category Description. For the Owner Type select Personal, Shared, or Standard. Depending on your privileges, you may not be able to create all three category types.Developers and managers can create categories () to organize reports, and can provide shortcuts to give colleagues access to personal reports. Every report must belong to a category but shortcuts to the same report can appear in more than one category. There are three report category types:wetma 8-2-10
Personal type — These categories contain shortcuts to reports that you created for your own personal use. They are accessible within the Report Browser only by you. They only appear in report search results for you. When you create a new report in the Report Browser, it becomes part of one of your personal categories. You can later add shortcuts to it in your shared categories.
Shared type — Users create shortcuts to reports they wish to share with colleagues, and place those shortcuts in their Shared categories. The immediately become available to colleagues in the user's access group.
Standard type — Application developers create or identify Standard reports. These are available to all work managers of an application.You can create categories for your Personal and Shared reports and may, depending on your permissions, be able to create Standard categories.
Click a category to display a list of shortcuts to reports in that category. Each shortcut displays the title, name, and description of the report. Right-click on the shortcut to see additional information.
You can click any column heading to sort (
or 
) the displayed shortcuts by the values in that column.
Each report can be assigned to multiple categories, so you may see several shortcuts to the same report.
You can drag and drop any shortcut into one of your Personal report categories, or from a Personal category into a Shared category. The Copy Report Shortcut form appears to allow you to manage information contained in the new shortcut.
Right-click a shortcut to display three editing options. Depending on your permissions, you can
) Personal or () Shared category.
When you delete a shortcut, and there is no other active shortcut for a report, the report is deleted as well.
Scheduling and subscribing to reports
In V6.2 the Report Browser lets you run reports on a schedule you specify: once a week, every hour, or at some other interval; once, indefinitely or over some period of time. You can subscribe to reports and receive their output by email, and add other application users to the distribution list for reports you have scheduled.
Use a dedicated RuleSet version for manager reports
Making V5 reports visible in the Report Browser
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Working with the Report Viewer
About Report Definition rules |
