1.Output Formats

Upon opening the report, in the top left corner, find the run icon (left corner)  and generate the report. The desired format can be selected from the options below, such as PDF, Excel, CSV, etc.…

  • We recommend “HTML” or “Excel Data”. “Excel” will keep the formatting and may hinder data manipulations you may wish to perform.
  • “HTML” paginates results, whereas “Excel Data” does not. Therefore, the latter may take more time to run

2.Report Prompts

Most of the reports will have a prompt page before accessing the content of the report. The general ones are the Content language (1) and the Environment (2) where the data is located. Other Prompt could be asking for the type of objects, the process, or other EPC-related elements.

3. Setting Default Prompt Values

To set the default prompt values follow the steps:

1.Click on “More”

2.Click on “Properties”

3.Click on ”Report”

4.Uncheck the prompt value box

5.Click on “Set Values”

6.Click on “Set”

7.Set the values. Then, click on “Finish” and run the report


4. Report Scheduling

This feature allows users to create snapshots of data at a “specific point in time” instead of in “real-time”. Use this Report Scheduling feature along with the Email feature for best results.

Possibility to set a time to run the report at a specific interval.

1.Click on the “More” option

2.Click “Properties”

3.Click on “Schedule“

4.Click “New

5.Click on the desired frequency (Daily, weekly, etc..).

6.Setup the times and dates that the report should be sent.

7.And the number of days per day/week/month.

8.Select the format of the report (Excel, HTML, CSV, etc…).

9.Select the delivery (Save, Email, etc…).

10.Set the prompt values for the report and Click at the bottom on Create.

5. Delivery Method

After all the previous steps, click on  “send the report by email” or choose the best option for your situation

1.Click on the arrow just at the end of the “Delivery” row.

2.Choose the delivery option

6. Report Views

A report view shares the same report specification as the source report but has different properties such as prompt values and run options. Creating a report view does not change the original report.

A report view allows you to modify a report to your preferences while not affecting the parent report and by inheriting updates made to it.

Preferences: Prompt values, Schedules, Delivery Methods, Run Options, Output Formats

Report View (Option 1):

1.Run the report

2.Go to the additional menu for “Save”

3.Click on “Save as report view” and choose the saving location

Report View (Option 2):

1.Find the report in the folder structure

2.Click on “More”

3.Click on “Create report view” and choose the saving location

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