Difference between revisions of "Using Report Library"
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= Step 3 - Retrieving the report = | = Step 3 - Retrieving the report = | ||
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| + | == General == | ||
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| + | == Period Limited == | ||
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| + | Over time a lot of reports build up in Report Library. It can be useful to limit the amount displayed on screen by time. | ||
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| + | ''Main Menu > Report Library > Report Library > Report Library > Report Library - Lookup by Upload Date Time > Choose the time period and form > '' | ||
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| + | This will only list reports UPLOADED within the time period selected. | ||
Latest revision as of 19:06, 23 November 2015
Contents
1 Overview
For more information on the Report Library please read here Module_-_Report_Library
This article takes you step by step in sharing a report through Report Library
2 Step 1 - Uploading a report
Go to
Main Menu > Report Library > Report Library > Report Library - Administration > Upload Custom Report to the Report Library >
Find the file you want to share and then click "Upload File"
The next screen asks for a bit more information. If you're uploading the file on behalf of someone else change the top box. The second entry "Add Contact History" is for another process not used here. By default the user will go to you. Simply choose the form to attach the report to and scroll to the bottom and click "Append"
The following screen allows you to perform the communications parts.
Form Details
- Form: Confirmation of the form to attach to
- Uploaded by: Confirmation of whom the report will appear uploaded by
File Details
- The name of the file uploaded
- Date and Time of upload
- Size in Kb and Mb
- File Type is extracted automatically from the content type uploaded
Extra Information
- The report name allows you to log the report as any name you like in the Report Library
- Comments are useful reminder comments which will display with the report name
- Email notification to allows you to enter multiple email addresses, separated by commas, to receive notification of the upload.
When ready click "Make Report Live". The following screen appears when the details have been logged and the email sent.
3 Step 2 - The email
The report is instantly live in Report Library however an email notification will be sent out as follows.
4 Step 3 - Retrieving the report
4.1 General
Main Menu > Report Library > Report Library > Report Library > Report Library > Choose the Form >
Simply click the 
icon to download the file
4.2 Period Limited
Over time a lot of reports build up in Report Library. It can be useful to limit the amount displayed on screen by time.
Main Menu > Report Library > Report Library > Report Library > Report Library - Lookup by Upload Date Time > Choose the time period and form >
This will only list reports UPLOADED within the time period selected.
5 Step 4 - Audit reports
Every action in the system is audit trailed. The easiest reports to use for tracking Report Library usage are the Usage Profile report (Main Menu > System Access Management > Security Reports > Security - User Profile - By Lookup > Lookup the user >) or the System Event Audit Report System_Access_Management_-_Security_-_System_Events_Audit_Trail
