Build a Report

You can build reports based on report definitions configured by a System Administrator. A report can be based on the documents contained within a folder in the Folders view or on a selection of documents in any navigation view. You can generate reports containing up to 10,000 documents.

1. Choose between two options:

   • Browse in the Folders view to the folder containing the documents you want the report to contain.

   • Select the documents that you want the report to contain in any Navigation view.

2. Right-click the folder name or selection, point to Folder or Selection accordingly, and select Build Report.

   The Build Report dialog box appears.

3. Click options or type values using the descriptions in the following table.

   Report generation options

   Option	Description
   Select a report	Select a report definition from the list. This option specifies which document or folder properties are included in the report.
   Report format	Select an output format for the report: CSV : Comma Separated Values format for import into other applications XML: Extensible Markup Language format for import into other applications HTML: Hypertext Markup Language that can be opened in a web browser already styled and ready to print or send to others If the HTML option is grayed out, it means that your System Administrator needs to specify an XSLT stylesheet for the report template.
   Report scope	Verify that the report scope is correct. If necessary, click Cancel and modify your selection.
   Recursively	Includes the documents contained within sub-folders of the selected folder. This option is only available if a folder is selected.

4. Click OK.

   The report file downloads to your PC where you can save, open, or print the report.

5. In File Download, click Save if you want to save the report file on your computer.

6. Click Open if you want to open it immediately for viewing or printing.

If you receive an Access Denied error when generating reports, contact your system administrator to review your permissions for the selected report. To generate Excel reports or use any authoring application, you need an Office installation that supports the report format.