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  Using the Report Browser

About Report Definitions

The Report Browser provides easy access to all reports available to you, including report definitions, list views, and summary views. The Report Browser lets you:

When you select a report based on a report definition in the Report Browser, it displays in the Report Viewer in a new tab. The Report Viewer lets you (depending on the permissions the report creator has set):

The Report Browser is available in the Case Manager portal, and is accessed by clicking Reports in the column on the left side of the page. It is also available from Report Definitions in the Designer Studio.

Basic concepts

The Report Browser displays report shortcuts (rules that point to report definitions and allow you to run them), grouped into report categories (rules that contain sets of report shortcuts). While report shortcuts and categories are normally created automatically as users work with the Report Browser, developers can create report shortcuts and categories as required.

Note: you can set categories to not appear in the Report Browser by editing the Category rule.

In the Report Browser, users can copy shortcuts for the same report into different categories to organize reports any way they choose. See About Shortcut rules and About Category rules.

When the Report Browser first appears, it lists the reports you ran most recently in one tab, and all reports to which you have access in a second tab.

When your entries are complete, click OK.

When you create a new report, the report uses a default format suited to the case type and report type you selected. The system displays the report in the Report Editor, where you can modify it to satisfy your detailed requirements, and save it.

The list of case types available includes all work types within the current application. If the Access of Role to Object instance for the manager’s role specifies a value of 5 (Production Level access) for the Modify Rules and Delete Rules controls, the list of available classes also includes: Assign-Worklist, Assign-WorkBasket, Data-Admin-Organization, Data-Admin-Organization, Data-Admin-OrgDivision, Data-Admin-OrgUnit, and Data-Admin-Operator-ID.

Categories

Categories organize your application's reports. Every report must belong to a category, but shortcuts to the same report can appear in more than one category. There are two types of categories, listed in boxes on the right side of the display:

To add a category, click the + Private category or + Public category link. See the contents of a category by clicking its name.

To rename a category, click the gear icon to the right of the category's current name. Provide the new name in the form that appears. You may not have permission to rename certain categories.

Standard reports

The system populates the Report Browser with many standard reports. These reports are found in the following Public categories:

You can run these reports right away. You can also save copies of the reports into your private categories and modify them to provide the customized view or specific schedule you want.

If you want to remove these reports and their categories from the Report Browser, follow these steps for each report and category:

  1. Save a copy of the report's shortcut rule, or the category rule, into your application RuleSet.
  2. Set the availability of the rule to Blocked, and save the rule.

Scheduling reports

The Report Browser lets authorized users schedule reports to run on a one-time basis on a selected date and time, and also to run recurrently on a user-defined schedule. When a scheduled report runs, the system sends email notifications to a distribution list.

You can set options to attach report results as an Excel workbook or a PDF file, or to attach the report results to the email itself. You can also opt to store report results on the server and embed a link to the results file within the email message to avoid sending large email attachments.

When scheduling a report, you can manually enter an email distribution list, and can let other users subscribe to or unsubscribe from the scheduled report. See Scheduling reports and Subscribing to reports.

Note: The system prevents delivery of a report to subscribers who lack the privilege required by any properties in the reports. The subscriber instead receives an email with a message indicating the report cannot be attached because it contains data requiring permissions. See About Property Security rules for more information.

Use a dedicated RuleSet version for manager reports

Typically, managers do not need the ability to check in or check out rules; however, in the Report Browser, user actions create report definitions, report shortcuts, and report categories. To allow managers to create and modify these types of rules as they use the Report Browser, complete the following steps:

  1. Create a production RuleSet dedicated to manager reports. The RuleSet is of Standard type and must have at least one unlocked version. Do not select the Use check-out? check box.
  2. Ensure that the Allow Rule Check-Out check box is not selected on the Security tab of the Operator ID form for each manager.
  3. On the Definition tab of the application rule, list this RuleSet version in the Production RuleSets array. Do not list this RuleSet version in the Application RuleSets array.
  4. For the access group associated with the managers, on the Advanced tab, list this RuleSet version in the Production RuleSets array and as the Default destination RuleSet.

You can import List View and Summary View reports into the Report Browser, so you can find and run them there. See Add reports to Report Browser.

Related topics Working with the Report Viewer
Working with the Report Editor
About Report Definitions

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