Create And Edit Reports

To create or edit a report:

In Configurator, expand Reports in the configuration tree to display the existing report definitions.
Choose between three options:
- To create a new report:
  1. On the Edit menu, select New Report.
    
    A new report is added to the configuration tree and the report's property pages appear in the right pane.
  2. Proceed to step 3.
- To edit an existing report:
  1. Select the report.
    
    The report's property pages appear in the right pane.
  2. Proceed to step 3.
- To delete a report:
  1. Select the report.
  2. On the Edit menu, select Delete.
On the General tab, click options or type values using the descriptions in the following table.
To restrict the use of this report to specific users, click the Privileges button.

For more information about security roles, see Security Roles.
Select options on the Report Format page as described in Formatting report output.
Select options on the Report Data page as described in Specify Report Properties.
Specify characters on the Report Options page if the report will use a standard text format.
If you need to give site specific access to a report and you have privileges to do so:
1. Select the Scope page.
2. Select the check boxes for the scopes that you want the report to be available for.
Click OK.

Report definition general options
Option	Description
Display Name	Type the name of the report as you want it to appear to users. This name should reflect the business purpose for which the report is designed.
Name	A default internal name is calculated. Accept the default in most cases.
Scope	Select an existing shared dynamic collection from the list for which the report should be a scope option for users. This option is useful for common reports that must always contain information about the same set of documents. Click Definition to edit the collection. If no collection is specified, the users must select a different scope for the report.